Update docs

docs/usage.md

@@ -462,15 +462,24 @@ flowchart TD
 Workflows allow you to filter by:
 
 -   Source, e.g. documents uploaded via consume folder, API (& the web UI) and mail fetch
--   File name, including wildcards e.g. \*.pdf will apply to all pdfs
+-   File name, including wildcards e.g. \*.pdf will apply to all pdfs.
 -   File path, including wildcards. Note that enabling `PAPERLESS_CONSUMER_RECURSIVE` would allow, for
     example, automatically assigning documents to different owners based on the upload directory.
 -   Mail rule. Choosing this option will force 'mail fetch' to be the workflow source.
 -   Content matching (`Added`, `Updated` and `Scheduled` triggers only). Filter document content using the matching settings.
--   Tags (`Added`, `Updated` and `Scheduled` triggers only). Filter for documents with any of the specified tags
+
--   Document type (`Added`, `Updated` and `Scheduled` triggers only). Filter documents with this doc type
+There are also 'advanced' filters available for `Added`, `Updated` and `Scheduled` triggers:
--   Correspondent (`Added`, `Updated` and `Scheduled` triggers only). Filter documents with this correspondent
+
--   Storage path (`Added`, `Updated` and `Scheduled` triggers only). Filter documents with this storage path
+-   Any Tags: Filter for documents with any of the specified tags.
+-   All Tags: Filter for documents with all of the specified tags.
+-   No Tags: Filter for documents with none of the specified tags.
+-   Document type: Filter documents with this document type.
+-   Not Document types: Filter documents without any of these document types.
+-   Correspondent: Filter documents with this correspondent.
+-   Not Correspondents: Filter documents without any of these correspondents.
+-   Storage path: Filter documents with this storage path.
+-   Not Storage paths: Filter documents without any of these storage paths.
+-   Custom field query: Filter documents with a custom field query (the same as used for the document list filters).
 
 ### Workflow Actions
 

src-ui/messages.xlf

@@ -1636,7 +1636,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/admin/tasks/tasks.component.ts</context>
-          <context context-type="linenumber">44</context>
+          <context context-type="linenumber">45</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/admin/trash/trash.component.html</context>
@@ -1862,7 +1862,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/admin/tasks/tasks.component.ts</context>
-          <context context-type="linenumber">153</context>
+          <context context-type="linenumber">155</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2134950584701094962" datatype="html">
@@ -1918,63 +1918,77 @@
         <source>Result</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/admin/tasks/tasks.component.ts</context>
-          <context context-type="linenumber">45</context>
+          <context context-type="linenumber">46</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5404910960991552159" datatype="html">
         <source>Dismiss selected</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/admin/tasks/tasks.component.ts</context>
-          <context context-type="linenumber">108</context>
+          <context context-type="linenumber">110</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8829078752502782653" datatype="html">
         <source>Dismiss all</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/admin/tasks/tasks.component.ts</context>
-          <context context-type="linenumber">109</context>
+          <context context-type="linenumber">111</context>
         </context-group>
       </trans-unit>
       <trans-unit id="1323591410517879795" datatype="html">
         <source>Confirm Dismiss All</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/admin/tasks/tasks.component.ts</context>
-          <context context-type="linenumber">150</context>
+          <context context-type="linenumber">152</context>
         </context-group>
       </trans-unit>
       <trans-unit id="4157200209636243740" datatype="html">
         <source>Dismiss all <x id="PH" equiv-text="tasks.size"/> tasks?</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/admin/tasks/tasks.component.ts</context>
-          <context context-type="linenumber">151</context>
+          <context context-type="linenumber">153</context>
+        </context-group>
+      </trans-unit>
+      <trans-unit id="3597309129998924778" datatype="html">
+        <source>Error dismissing tasks</source>
+        <context-group purpose="location">
+          <context context-type="sourcefile">src/app/components/admin/tasks/tasks.component.ts</context>
+          <context context-type="linenumber">161</context>
+        </context-group>
+      </trans-unit>
+      <trans-unit id="2132179171926568807" datatype="html">
+        <source>Error dismissing task</source>
+        <context-group purpose="location">
+          <context context-type="sourcefile">src/app/components/admin/tasks/tasks.component.ts</context>
+          <context context-type="linenumber">170</context>
         </context-group>
       </trans-unit>
       <trans-unit id="9011556615675272238" datatype="html">
         <source>queued</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/admin/tasks/tasks.component.ts</context>
-          <context context-type="linenumber">236</context>
+          <context context-type="linenumber">246</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6415892379431855826" datatype="html">
         <source>started</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/admin/tasks/tasks.component.ts</context>
-          <context context-type="linenumber">238</context>
+          <context context-type="linenumber">248</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7510279840486540181" datatype="html">
         <source>completed</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/admin/tasks/tasks.component.ts</context>
-          <context context-type="linenumber">240</context>
+          <context context-type="linenumber">250</context>
         </context-group>
       </trans-unit>
       <trans-unit id="4083337005045748464" datatype="html">
         <source>failed</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/admin/tasks/tasks.component.ts</context>
-          <context context-type="linenumber">242</context>
+          <context context-type="linenumber">252</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3418677553313974490" datatype="html">
@@ -2560,11 +2574,11 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">1025</context>
+          <context context-type="linenumber">1028</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">1390</context>
+          <context context-type="linenumber">1393</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
@@ -3176,7 +3190,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">978</context>
+          <context context-type="linenumber">981</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
@@ -6654,7 +6668,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">1389</context>
+          <context context-type="linenumber">1392</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6490688569532630280" datatype="html">
@@ -7018,53 +7032,53 @@
         <source>Error retrieving metadata</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">666</context>
+          <context context-type="linenumber">669</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3456881259945295697" datatype="html">
         <source>Error retrieving suggestions.</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">695</context>
+          <context context-type="linenumber">698</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2194092841814123758" datatype="html">
         <source>Document &quot;<x id="PH" equiv-text="newValues.title"/>&quot; saved successfully.</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">867</context>
+          <context context-type="linenumber">870</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">891</context>
+          <context context-type="linenumber">894</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6626387786259219838" datatype="html">
         <source>Error saving document &quot;<x id="PH" equiv-text="this.document.title"/>&quot;</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">897</context>
+          <context context-type="linenumber">900</context>
         </context-group>
       </trans-unit>
       <trans-unit id="448882439049417053" datatype="html">
         <source>Error saving document</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">947</context>
+          <context context-type="linenumber">950</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8410796510716511826" datatype="html">
         <source>Do you really want to move the document &quot;<x id="PH" equiv-text="this.document.title"/>&quot; to the trash?</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">979</context>
+          <context context-type="linenumber">982</context>
         </context-group>
       </trans-unit>
       <trans-unit id="282586936710748252" datatype="html">
         <source>Documents can be restored prior to permanent deletion.</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">980</context>
+          <context context-type="linenumber">983</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
@@ -7075,7 +7089,7 @@
         <source>Move to trash</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">982</context>
+          <context context-type="linenumber">985</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
@@ -7086,14 +7100,14 @@
         <source>Error deleting document</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">1001</context>
+          <context context-type="linenumber">1004</context>
         </context-group>
       </trans-unit>
       <trans-unit id="619486176823357521" datatype="html">
         <source>Reprocess confirm</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">1021</context>
+          <context context-type="linenumber">1024</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
@@ -7104,81 +7118,81 @@
         <source>This operation will permanently recreate the archive file for this document.</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">1022</context>
+          <context context-type="linenumber">1025</context>
         </context-group>
       </trans-unit>
       <trans-unit id="302054111564709516" datatype="html">
         <source>The archive file will be re-generated with the current settings.</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">1023</context>
+          <context context-type="linenumber">1026</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8251197608401006898" datatype="html">
         <source>Reprocess operation for &quot;<x id="PH" equiv-text="this.document.title"/>&quot; will begin in the background. Close and re-open or reload this document after the operation has completed to see new content.</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">1033</context>
+          <context context-type="linenumber">1036</context>
         </context-group>
       </trans-unit>
       <trans-unit id="4409560272830824468" datatype="html">
         <source>Error executing operation</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">1044</context>
+          <context context-type="linenumber">1047</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6030453331794586802" datatype="html">
         <source>Error downloading document</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">1093</context>
+          <context context-type="linenumber">1096</context>
         </context-group>
       </trans-unit>
       <trans-unit id="4458954481601077369" datatype="html">
         <source>Page Fit</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">1170</context>
+          <context context-type="linenumber">1173</context>
         </context-group>
       </trans-unit>
       <trans-unit id="4663705961777238777" datatype="html">
         <source>PDF edit operation for &quot;<x id="PH" equiv-text="this.document.title"/>&quot; will begin in the background.</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">1408</context>
+          <context context-type="linenumber">1411</context>
         </context-group>
       </trans-unit>
       <trans-unit id="9043972994040261999" datatype="html">
         <source>Error executing PDF edit operation</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">1420</context>
+          <context context-type="linenumber">1423</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3740891324955700797" datatype="html">
         <source>Print failed.</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">1452</context>
+          <context context-type="linenumber">1455</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6457245677384603573" datatype="html">
         <source>Error loading document for printing.</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">1460</context>
+          <context context-type="linenumber">1463</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6085793215710522488" datatype="html">
         <source>An error occurred loading tiff: <x id="PH" equiv-text="err.toString()"/></source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">1525</context>
+          <context context-type="linenumber">1528</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">1529</context>
+          <context context-type="linenumber">1532</context>
         </context-group>
       </trans-unit>
       <trans-unit id="4958946940233632319" datatype="html">

src-ui/src/app/components/admin/tasks/tasks.component.spec.ts

@@ -16,6 +16,7 @@ import {
   NgbNavItem,
 } from '@ng-bootstrap/ng-bootstrap'
 import { allIcons, NgxBootstrapIconsModule } from 'ngx-bootstrap-icons'
+import { throwError } from 'rxjs'
 import { routes } from 'src/app/app-routing.module'
 import {
   PaperlessTask,
@@ -28,6 +29,7 @@ import { PermissionsGuard } from 'src/app/guards/permissions.guard'
 import { CustomDatePipe } from 'src/app/pipes/custom-date.pipe'
 import { PermissionsService } from 'src/app/services/permissions.service'
 import { TasksService } from 'src/app/services/tasks.service'
+import { ToastService } from 'src/app/services/toast.service'
 import { environment } from 'src/environments/environment'
 import { ConfirmDialogComponent } from '../../common/confirm-dialog/confirm-dialog.component'
 import { PageHeaderComponent } from '../../common/page-header/page-header.component'
@@ -123,6 +125,7 @@ describe('TasksComponent', () => {
   let router: Router
   let httpTestingController: HttpTestingController
   let reloadSpy
+  let toastService: ToastService
 
   beforeEach(async () => {
     TestBed.configureTestingModule({
@@ -157,6 +160,7 @@ describe('TasksComponent', () => {
     httpTestingController = TestBed.inject(HttpTestingController)
     modalService = TestBed.inject(NgbModal)
     router = TestBed.inject(Router)
+    toastService = TestBed.inject(ToastService)
     fixture = TestBed.createComponent(TasksComponent)
     component = fixture.componentInstance
     jest.useFakeTimers()
@@ -249,6 +253,42 @@ describe('TasksComponent', () => {
     expect(dismissSpy).toHaveBeenCalledWith(selected)
   })
 
+  it('should show an error and re-enable modal buttons when dismissing multiple tasks fails', () => {
+    component.selectedTasks = new Set([tasks[0].id, tasks[1].id])
+    const error = new Error('dismiss failed')
+    const toastSpy = jest.spyOn(toastService, 'showError')
+    const dismissSpy = jest
+      .spyOn(tasksService, 'dismissTasks')
+      .mockReturnValue(throwError(() => error))
+
+    let modal: NgbModalRef
+    modalService.activeInstances.subscribe((m) => (modal = m[m.length - 1]))
+
+    component.dismissTasks()
+    expect(modal).not.toBeUndefined()
+
+    modal.componentInstance.confirmClicked.emit()
+
+    expect(dismissSpy).toHaveBeenCalledWith(new Set([tasks[0].id, tasks[1].id]))
+    expect(toastSpy).toHaveBeenCalledWith('Error dismissing tasks', error)
+    expect(modal.componentInstance.buttonsEnabled).toBe(true)
+    expect(component.selectedTasks.size).toBe(0)
+  })
+
+  it('should show an error when dismissing a single task fails', () => {
+    const error = new Error('dismiss failed')
+    const toastSpy = jest.spyOn(toastService, 'showError')
+    const dismissSpy = jest
+      .spyOn(tasksService, 'dismissTasks')
+      .mockReturnValue(throwError(() => error))
+
+    component.dismissTask(tasks[0])
+
+    expect(dismissSpy).toHaveBeenCalledWith(new Set([tasks[0].id]))
+    expect(toastSpy).toHaveBeenCalledWith('Error dismissing task', error)
+    expect(component.selectedTasks.size).toBe(0)
+  })
+
   it('should support dismiss all tasks', () => {
     let modal: NgbModalRef
     modalService.activeInstances.subscribe((m) => (modal = m[m.length - 1]))

src-ui/src/app/components/admin/tasks/tasks.component.ts

@@ -24,6 +24,7 @@ import { PaperlessTask } from 'src/app/data/paperless-task'
 import { IfPermissionsDirective } from 'src/app/directives/if-permissions.directive'
 import { CustomDatePipe } from 'src/app/pipes/custom-date.pipe'
 import { TasksService } from 'src/app/services/tasks.service'
+import { ToastService } from 'src/app/services/toast.service'
 import { ConfirmDialogComponent } from '../../common/confirm-dialog/confirm-dialog.component'
 import { PageHeaderComponent } from '../../common/page-header/page-header.component'
 import { LoadingComponentWithPermissions } from '../../loading-component/loading.component'
@@ -72,6 +73,7 @@ export class TasksComponent
   tasksService = inject(TasksService)
   private modalService = inject(NgbModal)
   private readonly router = inject(Router)
+  private readonly toastService = inject(ToastService)
 
   public activeTab: TaskTab
   public selectedTasks: Set<number> = new Set()
@@ -154,11 +156,19 @@ export class TasksComponent
       modal.componentInstance.confirmClicked.pipe(first()).subscribe(() => {
         modal.componentInstance.buttonsEnabled = false
         modal.close()
-        this.tasksService.dismissTasks(tasks)
+        this.tasksService.dismissTasks(tasks).subscribe({
+          error: (e) => {
+            this.toastService.showError($localize`Error dismissing tasks`, e)
+            modal.componentInstance.buttonsEnabled = true
+          },
+        })
         this.clearSelection()
       })
     } else {
-      this.tasksService.dismissTasks(tasks)
+      this.tasksService.dismissTasks(tasks).subscribe({
+        error: (e) =>
+          this.toastService.showError($localize`Error dismissing task`, e),
+      })
       this.clearSelection()
     }
   }

src-ui/src/app/components/common/custom-fields-query-dropdown/custom-fields-query-dropdown.component.html

@@ -1,28 +1,36 @@
-<div class="btn-group w-100" role="group" ngbDropdown #dropdown="ngbDropdown" (openChange)="onOpenChange($event)" [popperOptions]="popperOptions">
+@if (useDropdown) {
-  <button class="btn btn-sm btn-outline-primary" id="dropdown_toggle" ngbDropdownToggle [disabled]="disabled">
+  <div class="btn-group w-100" role="group" ngbDropdown #dropdown="ngbDropdown" (openChange)="onOpenChange($event)" [popperOptions]="popperOptions">
-    <i-bs name="{{icon}}"></i-bs>
+    <button class="btn btn-sm btn-outline-primary" id="dropdown_toggle" ngbDropdownToggle [disabled]="disabled">
-    <div class="d-none d-sm-inline">&nbsp;{{title}}</div>
+      <i-bs name="{{icon}}"></i-bs>
-    @if (isActive) {
+      <div class="d-none d-sm-inline">&nbsp;{{title}}</div>
-      <pngx-clearable-badge [selected]="isActive" (cleared)="reset()"></pngx-clearable-badge>
+      @if (isActive) {
-    }
+        <pngx-clearable-badge [selected]="isActive" (cleared)="reset()"></pngx-clearable-badge>
-  </button>
-  <div class="px-3 shadow" ngbDropdownMenu attr.aria-labelledby="dropdown_{{name}}">
-    <div class="list-group list-group-flush">
-      @for (element of selectionModel.queries; track element.id; let i = $index) {
-        <div class="list-group-item px-0 d-flex flex-nowrap">
-          @switch (element.type) {
-            @case (CustomFieldQueryComponentType.Atom) {
-              <ng-container *ngTemplateOutlet="queryAtom; context: { atom: element }"></ng-container>
-            }
-            @case (CustomFieldQueryComponentType.Expression) {
-              <ng-container *ngTemplateOutlet="queryExpression; context: { expression: element }"></ng-container>
-            }
-          }
-        </div>
       }
+    </button>
+    <div class="px-3 shadow" ngbDropdownMenu attr.aria-labelledby="dropdown_{{name}}">
+      <ng-container *ngTemplateOutlet="list; context: { queries: selectionModel.queries }"></ng-container>
     </div>
   </div>
-</div>
+} @else {
+  <ng-container *ngTemplateOutlet="list; context: { queries: selectionModel.queries }"></ng-container>
+}
+
+<ng-template #list let-queries="queries">
+  <div class="list-group list-group-flush">
+    @for (element of queries; track element.id; let i = $index) {
+      <div class="list-group-item px-0 d-flex flex-nowrap">
+        @switch (element.type) {
+          @case (CustomFieldQueryComponentType.Atom) {
+            <ng-container *ngTemplateOutlet="queryAtom; context: { atom: element }"></ng-container>
+          }
+          @case (CustomFieldQueryComponentType.Expression) {
+            <ng-container *ngTemplateOutlet="queryExpression; context: { expression: element }"></ng-container>
+          }
+        }
+      </div>
+    }
+  </div>
+</ng-template>
 
 <ng-template #comparisonValueTemplate let-atom="atom">
   @if (getCustomFieldByID(atom.field)?.data_type === CustomFieldDataType.Date) {

src-ui/src/app/components/common/custom-fields-query-dropdown/custom-fields-query-dropdown.component.scss

@@ -41,9 +41,3 @@
     min-width: 140px;
   }
 }
-
-.btn-group-xs {
-  > .btn {
-    border-radius: 0.15rem;
-  }
-}

src-ui/src/app/components/common/custom-fields-query-dropdown/custom-fields-query-dropdown.component.ts

@@ -120,6 +120,12 @@ export class CustomFieldQueriesModel {
     })
   }
 
+  addInitialAtom() {
+    this.addAtom(
+      new CustomFieldQueryAtom([null, CustomFieldQueryOperator.Exists, 'true'])
+    )
+  }
+
   private findElement(
     queryElement: CustomFieldQueryElement,
     elements: any[]
@@ -206,6 +212,9 @@ export class CustomFieldsQueryDropdownComponent extends LoadingComponentWithPerm
   @Input()
   applyOnClose = false
 
+  @Input()
+  useDropdown: boolean = true
+
   get name(): string {
     return this.title ? this.title.replace(/\s/g, '_').toLowerCase() : null
   }
@@ -258,13 +267,7 @@ export class CustomFieldsQueryDropdownComponent extends LoadingComponentWithPerm
   public onOpenChange(open: boolean) {
     if (open) {
       if (this.selectionModel.queries.length === 0) {
-        this.selectionModel.addAtom(
+        this.selectionModel.addInitialAtom()
-          new CustomFieldQueryAtom([
-            null,
-            CustomFieldQueryOperator.Exists,
-            'true',
-          ])
-        )
       }
       if (
         this.selectionModel.queries.length === 1 &&

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

@@ -156,31 +156,97 @@
     <p class="small" i18n>Trigger for documents that match <em>all</em> filters specified below.</p>
     <div class="row">
       <div class="col">
-        <pngx-input-text i18n-title title="Filter filename" formControlName="filter_filename" i18n-hint hint="Apply to documents that match this filename. Wildcards such as *.pdf or *invoice* are allowed. Case insensitive." [error]="error?.filter_filename"></pngx-input-text>
+        <pngx-input-text i18n-title title="Filter filename" formControlName="filter_filename" horizontal="true" i18n-hint hint="Apply to documents that match this filename. Wildcards such as *.pdf or *invoice* are allowed. Case insensitive." [error]="error?.filter_filename"></pngx-input-text>
         @if (formGroup.get('type').value === WorkflowTriggerType.Consumption) {
-          <pngx-input-select i18n-title title="Filter sources" [items]="sourceOptions" [multiple]="true" formControlName="sources" [error]="error?.sources"></pngx-input-select>
+          <pngx-input-select i18n-title title="Filter sources" [items]="sourceOptions" horizontal="true" [multiple]="true" formControlName="sources" [error]="error?.sources"></pngx-input-select>
-          <pngx-input-text i18n-title title="Filter path" formControlName="filter_path" i18n-hint hint="Apply to documents that match this path. Wildcards specified as * are allowed. Case-normalized.</a>" [error]="error?.filter_path"></pngx-input-text>
+          <pngx-input-text i18n-title title="Filter path" formControlName="filter_path" horizontal="true" i18n-hint hint="Apply to documents that match this path. Wildcards specified as * are allowed. Case-normalized.</a>" [error]="error?.filter_path"></pngx-input-text>
-          <pngx-input-select i18n-title title="Filter mail rule" [items]="mailRules" [allowNull]="true" formControlName="filter_mailrule" i18n-hint hint="Apply to documents consumed via this mail rule." [error]="error?.filter_mailrule"></pngx-input-select>
+          <pngx-input-select i18n-title title="Filter mail rule" [items]="mailRules" horizontal="true" [allowNull]="true" formControlName="filter_mailrule" i18n-hint hint="Apply to documents consumed via this mail rule." [error]="error?.filter_mailrule"></pngx-input-select>
         }
         @if (formGroup.get('type').value === WorkflowTriggerType.DocumentAdded || formGroup.get('type').value === WorkflowTriggerType.DocumentUpdated || formGroup.get('type').value === WorkflowTriggerType.Scheduled) {
-          <pngx-input-select i18n-title title="Content matching algorithm" [items]="getMatchingAlgorithms()" formControlName="matching_algorithm"></pngx-input-select>
+          <pngx-input-select i18n-title title="Content matching algorithm" horizontal="true" [items]="getMatchingAlgorithms()" formControlName="matching_algorithm"></pngx-input-select>
-          @if (patternRequired) {
+          @if (matchingPatternRequired(formGroup)) {
-            <pngx-input-text i18n-title title="Content matching pattern" formControlName="match" [error]="error?.match"></pngx-input-text>
+            <pngx-input-text i18n-title title="Content matching pattern" horizontal="true" formControlName="match" [error]="error?.match"></pngx-input-text>
           }
-          @if (patternRequired) {
+          @if (matchingPatternRequired(formGroup)) {
-            <pngx-input-check i18n-title title="Case insensitive" formControlName="is_insensitive"></pngx-input-check>
+            <pngx-input-check i18n-title title="Case insensitive" horizontal="true" formControlName="is_insensitive"></pngx-input-check>
           }
         }
       </div>
-      @if (formGroup.get('type').value === WorkflowTriggerType.DocumentAdded || formGroup.get('type').value === WorkflowTriggerType.DocumentUpdated || formGroup.get('type').value === WorkflowTriggerType.Scheduled) {
-        <div class="col-md-6">
-          <pngx-input-tags [allowCreate]="false" i18n-title title="Has any of tags" formControlName="filter_has_tags"></pngx-input-tags>
-          <pngx-input-select i18n-title title="Has correspondent" [items]="correspondents" [allowNull]="true" formControlName="filter_has_correspondent"></pngx-input-select>
-          <pngx-input-select i18n-title title="Has document type" [items]="documentTypes" [allowNull]="true" formControlName="filter_has_document_type"></pngx-input-select>
-          <pngx-input-select i18n-title title="Has storage path" [items]="storagePaths" [allowNull]="true" formControlName="filter_has_storage_path"></pngx-input-select>
-        </div>
-      }
     </div>
+    @if (formGroup.get('type').value === WorkflowTriggerType.DocumentAdded || formGroup.get('type').value === WorkflowTriggerType.DocumentUpdated || formGroup.get('type').value === WorkflowTriggerType.Scheduled) {
+      <div class="row mt-3">
+        <div class="col">
+          <div class="trigger-filters mb-3">
+            <div class="d-flex align-items-center">
+              <label class="form-label mb-0" i18n>Advanced Filters</label>
+              <button
+                type="button"
+                class="btn btn-sm btn-outline-primary ms-auto"
+                (click)="addFilter(formGroup)"
+                [disabled]="!canAddFilter(formGroup)"
+              >
+                <i-bs name="plus-circle"></i-bs>&nbsp;<span i18n>Add filter</span>
+              </button>
+            </div>
+            <ul class="mt-2 list-group filters" formArrayName="filters">
+              @if (getFiltersFormArray(formGroup).length === 0) {
+                <p class="text-muted small" i18n>No advanced workflow filters defined.</p>
+              }
+              @for (filter of getFiltersFormArray(formGroup).controls; track filter; let filterIndex = $index) {
+                <li [formGroupName]="filterIndex" class="list-group-item">
+                  <div class="d-flex align-items-center gap-2">
+                    <div class="w-25">
+                      <pngx-input-select
+                        i18n-title
+                        [items]="getFilterTypeOptions(formGroup, filterIndex)"
+                        formControlName="type"
+                        [allowNull]="false"
+                      ></pngx-input-select>
+                    </div>
+                    <div class="flex-grow-1">
+                      @if (isTagsFilter(filter.get('type').value)) {
+                        <pngx-input-tags
+                          [allowCreate]="false"
+                          [title]="null"
+                          formControlName="values"
+                        ></pngx-input-tags>
+                      } @else if (
+                        isCustomFieldQueryFilter(filter.get('type').value)
+                      ) {
+                        <pngx-custom-fields-query-dropdown
+                          [selectionModel]="getCustomFieldQueryModel(filter)"
+                          (selectionModelChange)="onCustomFieldQuerySelectionChange(filter, $event)"
+                          [useDropdown]="false"
+                        ></pngx-custom-fields-query-dropdown>
+                        @if (!isCustomFieldQueryValid(filter)) {
+                          <div class="text-danger small" i18n>
+                            Complete the custom field query configuration.
+                          </div>
+                        }
+                      } @else {
+                        <pngx-input-select
+                          [items]="getFilterSelectItems(filter.get('type').value)"
+                          [allowNull]="true"
+                          [multiple]="isSelectMultiple(filter.get('type').value)"
+                          formControlName="values"
+                        ></pngx-input-select>
+                      }
+                    </div>
+                    <button
+                      type="button"
+                      class="btn btn-link text-danger p-0"
+                      (click)="removeFilter(formGroup, filterIndex)"
+                    >
+                      <i-bs name="trash"></i-bs><span class="ms-1" i18n>Delete</span>
+                    </button>
+                  </div>
+                </li>
+              }
+            </ul>
+          </div>
+        </div>
+      </div>
+    }
   </div>
 </ng-template>
 

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

@@ -7,3 +7,7 @@
 .accordion-button {
     font-size: 1rem;
 }
+
+:host ::ng-deep .filters .paperless-input-select.mb-3 {
+    margin-bottom: 0 !important;
+}

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

@@ -11,8 +11,14 @@ import {
 import { NgbActiveModal, NgbModule } from '@ng-bootstrap/ng-bootstrap'
 import { NgSelectModule } from '@ng-select/ng-select'
 import { of } from 'rxjs'
+import { CustomFieldQueriesModel } from 'src/app/components/common/custom-fields-query-dropdown/custom-fields-query-dropdown.component'
 import { CustomFieldDataType } from 'src/app/data/custom-field'
-import { MATCHING_ALGORITHMS, MATCH_AUTO } from 'src/app/data/matching-model'
+import { CustomFieldQueryLogicalOperator } from 'src/app/data/custom-field-query'
+import {
+  MATCHING_ALGORITHMS,
+  MATCH_AUTO,
+  MATCH_NONE,
+} from 'src/app/data/matching-model'
 import { Workflow } from 'src/app/data/workflow'
 import {
   WorkflowAction,
@@ -31,6 +37,7 @@ import { DocumentTypeService } from 'src/app/services/rest/document-type.service
 import { MailRuleService } from 'src/app/services/rest/mail-rule.service'
 import { StoragePathService } from 'src/app/services/rest/storage-path.service'
 import { SettingsService } from 'src/app/services/settings.service'
+import { CustomFieldQueryExpression } from 'src/app/utils/custom-field-query-element'
 import { ConfirmButtonComponent } from '../../confirm-button/confirm-button.component'
 import { NumberComponent } from '../../input/number/number.component'
 import { PermissionsGroupComponent } from '../../input/permissions/permissions-group/permissions-group.component'
@@ -43,6 +50,7 @@ import { EditDialogMode } from '../edit-dialog.component'
 import {
   DOCUMENT_SOURCE_OPTIONS,
   SCHEDULE_DATE_FIELD_OPTIONS,
+  TriggerFilterType,
   WORKFLOW_ACTION_OPTIONS,
   WORKFLOW_TYPE_OPTIONS,
   WorkflowEditDialogComponent,
@@ -375,6 +383,562 @@ describe('WorkflowEditDialogComponent', () => {
     expect(component.objectForm.get('actions').value[0].webhook).toBeNull()
   })
 
+  it('should require matching pattern when algorithm is not none', () => {
+    const triggerGroup = new FormGroup({
+      matching_algorithm: new FormControl(MATCH_AUTO),
+      match: new FormControl(''),
+    })
+    expect(component.matchingPatternRequired(triggerGroup)).toBe(true)
+    triggerGroup.get('matching_algorithm').setValue(MATCHING_ALGORITHMS[0].id)
+    expect(component.matchingPatternRequired(triggerGroup)).toBe(true)
+    triggerGroup.get('matching_algorithm').setValue(MATCH_NONE)
+    expect(component.matchingPatternRequired(triggerGroup)).toBe(false)
+  })
+
+  it('should map filter builder values into trigger filters on save', () => {
+    component.object = undefined
+    component.addTrigger()
+    const triggerGroup = component.triggerFields.at(0)
+    component.addFilter(triggerGroup as FormGroup)
+    component.addFilter(triggerGroup as FormGroup)
+    component.addFilter(triggerGroup as FormGroup)
+
+    const filters = component.getFiltersFormArray(triggerGroup as FormGroup)
+    expect(filters.length).toBe(3)
+
+    filters.at(0).get('values').setValue([1])
+    filters.at(1).get('values').setValue([2, 3])
+    filters.at(2).get('values').setValue([4])
+
+    const addFilterOfType = (type: TriggerFilterType) => {
+      const newFilter = component.addFilter(triggerGroup as FormGroup)
+      newFilter.get('type').setValue(type)
+      return newFilter
+    }
+
+    const correspondentIs = addFilterOfType(TriggerFilterType.CorrespondentIs)
+    correspondentIs.get('values').setValue(1)
+
+    const correspondentNot = addFilterOfType(TriggerFilterType.CorrespondentNot)
+    correspondentNot.get('values').setValue([1])
+
+    const documentTypeIs = addFilterOfType(TriggerFilterType.DocumentTypeIs)
+    documentTypeIs.get('values').setValue(1)
+
+    const documentTypeNot = addFilterOfType(TriggerFilterType.DocumentTypeNot)
+    documentTypeNot.get('values').setValue([1])
+
+    const storagePathIs = addFilterOfType(TriggerFilterType.StoragePathIs)
+    storagePathIs.get('values').setValue(1)
+
+    const storagePathNot = addFilterOfType(TriggerFilterType.StoragePathNot)
+    storagePathNot.get('values').setValue([1])
+
+    const customFieldFilter = addFilterOfType(
+      TriggerFilterType.CustomFieldQuery
+    )
+    const customFieldQuery = JSON.stringify(['AND', [[1, 'exact', 'test']]])
+    customFieldFilter.get('values').setValue(customFieldQuery)
+
+    const formValues = component['getFormValues']()
+
+    expect(formValues.triggers[0].filter_has_tags).toEqual([1])
+    expect(formValues.triggers[0].filter_has_all_tags).toEqual([2, 3])
+    expect(formValues.triggers[0].filter_has_not_tags).toEqual([4])
+    expect(formValues.triggers[0].filter_has_correspondent).toEqual(1)
+    expect(formValues.triggers[0].filter_has_not_correspondents).toEqual([1])
+    expect(formValues.triggers[0].filter_has_document_type).toEqual(1)
+    expect(formValues.triggers[0].filter_has_not_document_types).toEqual([1])
+    expect(formValues.triggers[0].filter_has_storage_path).toEqual(1)
+    expect(formValues.triggers[0].filter_has_not_storage_paths).toEqual([1])
+    expect(formValues.triggers[0].filter_custom_field_query).toEqual(
+      customFieldQuery
+    )
+    expect(formValues.triggers[0].filters).toBeUndefined()
+  })
+
+  it('should ignore empty and null filter values when mapping filters', () => {
+    component.object = undefined
+    component.addTrigger()
+    const triggerGroup = component.triggerFields.at(0) as FormGroup
+
+    const tagsFilter = component.addFilter(triggerGroup)
+    tagsFilter.get('type').setValue(TriggerFilterType.TagsAny)
+    tagsFilter.get('values').setValue([])
+
+    const correspondentFilter = component.addFilter(triggerGroup)
+    correspondentFilter.get('type').setValue(TriggerFilterType.CorrespondentIs)
+    correspondentFilter.get('values').setValue(null)
+
+    const formValues = component['getFormValues']()
+
+    expect(formValues.triggers[0].filter_has_tags).toEqual([])
+    expect(formValues.triggers[0].filter_has_correspondent).toBeNull()
+  })
+
+  it('should derive single select filters from array values', () => {
+    component.object = undefined
+    component.addTrigger()
+    const triggerGroup = component.triggerFields.at(0) as FormGroup
+
+    const addFilterOfType = (type: TriggerFilterType, value: any) => {
+      const filter = component.addFilter(triggerGroup)
+      filter.get('type').setValue(type)
+      filter.get('values').setValue(value)
+    }
+
+    addFilterOfType(TriggerFilterType.CorrespondentIs, [5])
+    addFilterOfType(TriggerFilterType.DocumentTypeIs, [6])
+    addFilterOfType(TriggerFilterType.StoragePathIs, [7])
+
+    const formValues = component['getFormValues']()
+
+    expect(formValues.triggers[0].filter_has_correspondent).toEqual(5)
+    expect(formValues.triggers[0].filter_has_document_type).toEqual(6)
+    expect(formValues.triggers[0].filter_has_storage_path).toEqual(7)
+  })
+
+  it('should convert multi-value filter values when aggregating filters', () => {
+    component.object = undefined
+    component.addTrigger()
+    const triggerGroup = component.triggerFields.at(0) as FormGroup
+
+    const setFilter = (type: TriggerFilterType, value: number): void => {
+      const filter = component.addFilter(triggerGroup) as FormGroup
+      filter.get('type').setValue(type)
+      filter.get('values').setValue(value)
+    }
+
+    setFilter(TriggerFilterType.TagsAll, 11)
+    setFilter(TriggerFilterType.TagsNone, 12)
+    setFilter(TriggerFilterType.CorrespondentNot, 13)
+    setFilter(TriggerFilterType.DocumentTypeNot, 14)
+    setFilter(TriggerFilterType.StoragePathNot, 15)
+
+    const formValues = component['getFormValues']()
+
+    expect(formValues.triggers[0].filter_has_all_tags).toEqual([11])
+    expect(formValues.triggers[0].filter_has_not_tags).toEqual([12])
+    expect(formValues.triggers[0].filter_has_not_correspondents).toEqual([13])
+    expect(formValues.triggers[0].filter_has_not_document_types).toEqual([14])
+    expect(formValues.triggers[0].filter_has_not_storage_paths).toEqual([15])
+  })
+
+  it('should reuse filter type options and update disabled state', () => {
+    component.object = undefined
+    component.addTrigger()
+    const triggerGroup = component.triggerFields.at(0) as FormGroup
+    component.addFilter(triggerGroup)
+
+    const optionsFirst = component.getFilterTypeOptions(triggerGroup, 0)
+    const optionsSecond = component.getFilterTypeOptions(triggerGroup, 0)
+    expect(optionsFirst).toBe(optionsSecond)
+
+    // to force disabled flag
+    component.addFilter(triggerGroup)
+    const filterArray = component.getFiltersFormArray(triggerGroup)
+    const firstFilter = filterArray.at(0)
+    firstFilter.get('type').setValue(TriggerFilterType.CorrespondentIs)
+
+    component.addFilter(triggerGroup)
+    const updatedFilters = component.getFiltersFormArray(triggerGroup)
+    const secondFilter = updatedFilters.at(1)
+    const options = component.getFilterTypeOptions(triggerGroup, 1)
+    const correspondentIsOption = options.find(
+      (option) => option.id === TriggerFilterType.CorrespondentIs
+    )
+    expect(correspondentIsOption.disabled).toBe(true)
+
+    firstFilter.get('type').setValue(TriggerFilterType.DocumentTypeNot)
+    secondFilter.get('type').setValue(TriggerFilterType.TagsAll)
+    const postChangeOptions = component.getFilterTypeOptions(triggerGroup, 1)
+    const correspondentOptionAfter = postChangeOptions.find(
+      (option) => option.id === TriggerFilterType.CorrespondentIs
+    )
+    expect(correspondentOptionAfter.disabled).toBe(false)
+  })
+
+  it('should keep multi-entry filter options enabled and allow duplicates', () => {
+    component.object = undefined
+    component.addTrigger()
+    const triggerGroup = component.triggerFields.at(0) as FormGroup
+
+    component.filterDefinitions = [
+      {
+        id: TriggerFilterType.TagsAny,
+        name: 'Any tags',
+        inputType: 'tags',
+        allowMultipleEntries: true,
+        allowMultipleValues: true,
+      } as any,
+      {
+        id: TriggerFilterType.CorrespondentIs,
+        name: 'Correspondent is',
+        inputType: 'select',
+        allowMultipleEntries: false,
+        allowMultipleValues: false,
+        selectItems: 'correspondents',
+      } as any,
+    ]
+
+    const firstFilter = component.addFilter(triggerGroup)
+    firstFilter.get('type').setValue(TriggerFilterType.TagsAny)
+
+    const secondFilter = component.addFilter(triggerGroup)
+    expect(secondFilter).not.toBeNull()
+
+    const options = component.getFilterTypeOptions(triggerGroup, 1)
+    const multiEntryOption = options.find(
+      (option) => option.id === TriggerFilterType.TagsAny
+    )
+
+    expect(multiEntryOption.disabled).toBe(false)
+    expect(component.canAddFilter(triggerGroup)).toBe(true)
+  })
+
+  it('should return null when no filter definitions remain available', () => {
+    component.object = undefined
+    component.addTrigger()
+    const triggerGroup = component.triggerFields.at(0) as FormGroup
+
+    component.filterDefinitions = [
+      {
+        id: TriggerFilterType.TagsAny,
+        name: 'Any tags',
+        inputType: 'tags',
+        allowMultipleEntries: false,
+        allowMultipleValues: true,
+      } as any,
+      {
+        id: TriggerFilterType.CorrespondentIs,
+        name: 'Correspondent is',
+        inputType: 'select',
+        allowMultipleEntries: false,
+        allowMultipleValues: false,
+        selectItems: 'correspondents',
+      } as any,
+    ]
+
+    const firstFilter = component.addFilter(triggerGroup)
+    firstFilter.get('type').setValue(TriggerFilterType.TagsAny)
+    const secondFilter = component.addFilter(triggerGroup)
+    secondFilter.get('type').setValue(TriggerFilterType.CorrespondentIs)
+
+    expect(component.canAddFilter(triggerGroup)).toBe(false)
+    expect(component.addFilter(triggerGroup)).toBeNull()
+  })
+
+  it('should skip filter definitions without handlers when building form array', () => {
+    const originalDefinitions = component.filterDefinitions
+    component.filterDefinitions = [
+      {
+        id: 999,
+        name: 'Unsupported',
+        inputType: 'text',
+        allowMultipleEntries: false,
+        allowMultipleValues: false,
+      } as any,
+    ]
+
+    const trigger = {
+      filter_has_tags: [],
+      filter_has_all_tags: [],
+      filter_has_not_tags: [],
+      filter_has_not_correspondents: [],
+      filter_has_not_document_types: [],
+      filter_has_not_storage_paths: [],
+      filter_has_correspondent: null,
+      filter_has_document_type: null,
+      filter_has_storage_path: null,
+      filter_custom_field_query: null,
+    } as any
+
+    const filters = component['buildFiltersFormArray'](trigger)
+    expect(filters.length).toBe(0)
+
+    component.filterDefinitions = originalDefinitions
+  })
+
+  it('should return null when adding filter for unknown trigger form group', () => {
+    expect(component.addFilter(new FormGroup({}) as any)).toBeNull()
+  })
+
+  it('should ignore remove filter calls for unknown trigger form group', () => {
+    expect(() =>
+      component.removeFilter(new FormGroup({}) as any, 0)
+    ).not.toThrow()
+  })
+
+  it('should teardown custom field query model when removing a custom field filter', () => {
+    component.object = undefined
+    component.addTrigger()
+    const triggerGroup = component.triggerFields.at(0) as FormGroup
+
+    component.addFilter(triggerGroup)
+    const filters = component.getFiltersFormArray(triggerGroup)
+    const filterGroup = filters.at(0) as FormGroup
+    filterGroup.get('type').setValue(TriggerFilterType.CustomFieldQuery)
+
+    const model = component.getCustomFieldQueryModel(filterGroup)
+    expect(model).toBeDefined()
+    expect(
+      component['getStoredCustomFieldQueryModel'](filterGroup as any)
+    ).toBe(model)
+
+    component.removeFilter(triggerGroup, 0)
+    expect(
+      component['getStoredCustomFieldQueryModel'](filterGroup as any)
+    ).toBeNull()
+  })
+
+  it('should return readable filter names', () => {
+    expect(component.getFilterName(TriggerFilterType.TagsAny)).toBe(
+      'Has any of these tags'
+    )
+    expect(component.getFilterName(999 as any)).toBe('')
+  })
+
+  it('should build filter form array from existing trigger filters', () => {
+    const trigger = workflow.triggers[0]
+    trigger.filter_has_tags = [1]
+    trigger.filter_has_all_tags = [2, 3]
+    trigger.filter_has_not_tags = [4]
+    trigger.filter_has_correspondent = 5 as any
+    trigger.filter_has_not_correspondents = [6] as any
+    trigger.filter_has_document_type = 7 as any
+    trigger.filter_has_not_document_types = [8] as any
+    trigger.filter_has_storage_path = 9 as any
+    trigger.filter_has_not_storage_paths = [10] as any
+    trigger.filter_custom_field_query = JSON.stringify([
+      'AND',
+      [[1, 'exact', 'value']],
+    ]) as any
+
+    component.object = workflow
+    component.ngOnInit()
+    const triggerGroup = component.triggerFields.at(0) as FormGroup
+    const filters = component.getFiltersFormArray(triggerGroup)
+    expect(filters.length).toBe(10)
+    const customFieldFilter = filters.at(9) as FormGroup
+    expect(customFieldFilter.get('type').value).toBe(
+      TriggerFilterType.CustomFieldQuery
+    )
+    const model = component.getCustomFieldQueryModel(customFieldFilter)
+    expect(model.isValid()).toBe(true)
+  })
+
+  it('should expose select metadata helpers', () => {
+    expect(component.isSelectMultiple(TriggerFilterType.CorrespondentNot)).toBe(
+      true
+    )
+    expect(component.isSelectMultiple(TriggerFilterType.CorrespondentIs)).toBe(
+      false
+    )
+
+    component.correspondents = [{ id: 1, name: 'C1' } as any]
+    component.documentTypes = [{ id: 2, name: 'DT' } as any]
+    component.storagePaths = [{ id: 3, name: 'SP' } as any]
+
+    expect(
+      component.getFilterSelectItems(TriggerFilterType.CorrespondentIs)
+    ).toEqual(component.correspondents)
+    expect(
+      component.getFilterSelectItems(TriggerFilterType.DocumentTypeIs)
+    ).toEqual(component.documentTypes)
+    expect(
+      component.getFilterSelectItems(TriggerFilterType.StoragePathIs)
+    ).toEqual(component.storagePaths)
+    expect(component.getFilterSelectItems(TriggerFilterType.TagsAll)).toEqual(
+      []
+    )
+
+    expect(
+      component.isCustomFieldQueryFilter(TriggerFilterType.CustomFieldQuery)
+    ).toBe(true)
+  })
+
+  it('should return empty select items when definition is missing', () => {
+    const originalDefinitions = component.filterDefinitions
+    component.filterDefinitions = []
+
+    expect(
+      component.getFilterSelectItems(TriggerFilterType.CorrespondentIs)
+    ).toEqual([])
+
+    component.filterDefinitions = originalDefinitions
+  })
+
+  it('should return empty select items when definition has unknown source', () => {
+    const originalDefinitions = component.filterDefinitions
+    component.filterDefinitions = [
+      {
+        id: TriggerFilterType.CorrespondentIs,
+        name: 'Correspondent is',
+        inputType: 'select',
+        allowMultipleEntries: false,
+        allowMultipleValues: false,
+        selectItems: 'unknown',
+      } as any,
+    ]
+
+    expect(
+      component.getFilterSelectItems(TriggerFilterType.CorrespondentIs)
+    ).toEqual([])
+
+    component.filterDefinitions = originalDefinitions
+  })
+
+  it('should handle custom field query selection change and validation states', () => {
+    const formGroup = new FormGroup({
+      values: new FormControl(null),
+    })
+    const model = new CustomFieldQueriesModel()
+
+    const changeSpy = jest.spyOn(
+      component as any,
+      'onCustomFieldQueryModelChanged'
+    )
+
+    component.onCustomFieldQuerySelectionChange(formGroup, model)
+    expect(changeSpy).toHaveBeenCalledWith(formGroup, model)
+
+    expect(component.isCustomFieldQueryValid(formGroup)).toBe(true)
+    component['setCustomFieldQueryModel'](formGroup as any, model as any)
+
+    const validSpy = jest.spyOn(model, 'isValid').mockReturnValue(false)
+    const emptySpy = jest.spyOn(model, 'isEmpty').mockReturnValue(false)
+    expect(component.isCustomFieldQueryValid(formGroup)).toBe(false)
+    expect(validSpy).toHaveBeenCalled()
+
+    validSpy.mockReturnValue(true)
+    emptySpy.mockReturnValue(true)
+    expect(component.isCustomFieldQueryValid(formGroup)).toBe(true)
+
+    emptySpy.mockReturnValue(false)
+    expect(component.isCustomFieldQueryValid(formGroup)).toBe(true)
+
+    component['clearCustomFieldQueryModel'](formGroup as any)
+  })
+
+  it('should recover from invalid custom field query json and update control on changes', () => {
+    const filterGroup = new FormGroup({
+      values: new FormControl('not-json'),
+    })
+
+    component['ensureCustomFieldQueryModel'](filterGroup, 'not-json')
+
+    const model = component['getStoredCustomFieldQueryModel'](
+      filterGroup as any
+    )
+    expect(model).toBeDefined()
+    expect(model.queries.length).toBeGreaterThan(0)
+
+    const valuesControl = filterGroup.get('values')
+    expect(valuesControl.value).toBeNull()
+
+    const expression = new CustomFieldQueryExpression([
+      CustomFieldQueryLogicalOperator.And,
+      [[1, 'exact', 'value']],
+    ])
+    model.queries = [expression]
+
+    jest.spyOn(model, 'isValid').mockReturnValue(true)
+    jest.spyOn(model, 'isEmpty').mockReturnValue(false)
+
+    model.changed.next(model)
+
+    expect(valuesControl.value).toEqual(JSON.stringify(expression.serialize()))
+
+    component['clearCustomFieldQueryModel'](filterGroup as any)
+  })
+
+  it('should handle custom field query model change edge cases', () => {
+    const groupWithoutControl = new FormGroup({})
+    const dummyModel = {
+      isValid: jest.fn().mockReturnValue(true),
+      isEmpty: jest.fn().mockReturnValue(false),
+    }
+
+    expect(() =>
+      component['onCustomFieldQueryModelChanged'](
+        groupWithoutControl as any,
+        dummyModel as any
+      )
+    ).not.toThrow()
+
+    const groupWithControl = new FormGroup({
+      values: new FormControl('initial'),
+    })
+    const emptyModel = {
+      isValid: jest.fn().mockReturnValue(true),
+      isEmpty: jest.fn().mockReturnValue(true),
+    }
+
+    component['onCustomFieldQueryModelChanged'](
+      groupWithControl as any,
+      emptyModel as any
+    )
+
+    expect(groupWithControl.get('values').value).toBeNull()
+  })
+
+  it('should normalize filter values for single and multi selects', () => {
+    expect(
+      component['normalizeFilterValue'](TriggerFilterType.TagsAny)
+    ).toEqual([])
+    expect(
+      component['normalizeFilterValue'](TriggerFilterType.TagsAny, 5)
+    ).toEqual([5])
+    expect(
+      component['normalizeFilterValue'](TriggerFilterType.TagsAny, [5, 6])
+    ).toEqual([5, 6])
+    expect(
+      component['normalizeFilterValue'](TriggerFilterType.CorrespondentIs, [7])
+    ).toEqual(7)
+    expect(
+      component['normalizeFilterValue'](TriggerFilterType.CorrespondentIs, 8)
+    ).toEqual(8)
+    const customFieldJson = JSON.stringify(['AND', [[1, 'exact', 'test']]])
+    expect(
+      component['normalizeFilterValue'](
+        TriggerFilterType.CustomFieldQuery,
+        customFieldJson
+      )
+    ).toEqual(customFieldJson)
+
+    const customFieldObject = ['AND', [[1, 'exact', 'other']]]
+    expect(
+      component['normalizeFilterValue'](
+        TriggerFilterType.CustomFieldQuery,
+        customFieldObject
+      )
+    ).toEqual(JSON.stringify(customFieldObject))
+
+    expect(
+      component['normalizeFilterValue'](
+        TriggerFilterType.CustomFieldQuery,
+        false
+      )
+    ).toBeNull()
+  })
+
+  it('should add and remove filter form groups', () => {
+    component['changeDetector'] = { detectChanges: jest.fn() } as any
+    component.object = undefined
+    component.addTrigger()
+    const triggerGroup = component.triggerFields.at(0) as FormGroup
+
+    component.addFilter(triggerGroup)
+
+    component.removeFilter(triggerGroup, 0)
+    expect(component.getFiltersFormArray(triggerGroup).length).toBe(0)
+
+    component.addFilter(triggerGroup)
+    const filterArrayAfterAdd = component.getFiltersFormArray(triggerGroup)
+    filterArrayAfterAdd.at(0).get('type').setValue(TriggerFilterType.TagsAll)
+    expect(component.getFiltersFormArray(triggerGroup).length).toBe(1)
+  })
+
   it('should remove selected custom field from the form group', () => {
     const formGroup = new FormGroup({
       assign_custom_fields: new FormControl([1, 2, 3]),

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

@@ -6,6 +6,7 @@ import {
 import { NgTemplateOutlet } from '@angular/common'
 import { Component, OnInit, inject } from '@angular/core'
 import {
+  AbstractControl,
   FormArray,
   FormControl,
   FormGroup,
@@ -14,7 +15,7 @@ import {
 } from '@angular/forms'
 import { NgbAccordionModule } from '@ng-bootstrap/ng-bootstrap'
 import { NgxBootstrapIconsModule } from 'ngx-bootstrap-icons'
-import { first } from 'rxjs'
+import { Subscription, first, takeUntil } from 'rxjs'
 import { Correspondent } from 'src/app/data/correspondent'
 import { CustomField, CustomFieldDataType } from 'src/app/data/custom-field'
 import { DocumentType } from 'src/app/data/document-type'
@@ -45,7 +46,12 @@ import { StoragePathService } from 'src/app/services/rest/storage-path.service'
 import { UserService } from 'src/app/services/rest/user.service'
 import { WorkflowService } from 'src/app/services/rest/workflow.service'
 import { SettingsService } from 'src/app/services/settings.service'
+import { CustomFieldQueryExpression } from 'src/app/utils/custom-field-query-element'
 import { ConfirmButtonComponent } from '../../confirm-button/confirm-button.component'
+import {
+  CustomFieldQueriesModel,
+  CustomFieldsQueryDropdownComponent,
+} from '../../custom-fields-query-dropdown/custom-fields-query-dropdown.component'
 import { CheckComponent } from '../../input/check/check.component'
 import { CustomFieldsValuesComponent } from '../../input/custom-fields-values/custom-fields-values.component'
 import { EntriesComponent } from '../../input/entries/entries.component'
@@ -135,10 +141,235 @@ export const WORKFLOW_ACTION_OPTIONS = [
   },
 ]
 
+export enum TriggerFilterType {
+  TagsAny = 'tags_any',
+  TagsAll = 'tags_all',
+  TagsNone = 'tags_none',
+  CorrespondentIs = 'correspondent_is',
+  CorrespondentNot = 'correspondent_not',
+  DocumentTypeIs = 'document_type_is',
+  DocumentTypeNot = 'document_type_not',
+  StoragePathIs = 'storage_path_is',
+  StoragePathNot = 'storage_path_not',
+  CustomFieldQuery = 'custom_field_query',
+}
+
+interface TriggerFilterDefinition {
+  id: TriggerFilterType
+  name: string
+  inputType: 'tags' | 'select' | 'customFieldQuery'
+  allowMultipleEntries: boolean
+  allowMultipleValues: boolean
+  selectItems?: 'correspondents' | 'documentTypes' | 'storagePaths'
+  disabled?: boolean
+}
+
+type TriggerFilterOption = TriggerFilterDefinition & {
+  disabled?: boolean
+}
+
+type TriggerFilterAggregate = {
+  filter_has_tags: number[]
+  filter_has_all_tags: number[]
+  filter_has_not_tags: number[]
+  filter_has_not_correspondents: number[]
+  filter_has_not_document_types: number[]
+  filter_has_not_storage_paths: number[]
+  filter_has_correspondent: number | null
+  filter_has_document_type: number | null
+  filter_has_storage_path: number | null
+  filter_custom_field_query: string | null
+}
+
+interface FilterHandler {
+  apply: (aggregate: TriggerFilterAggregate, values: any) => void
+  extract: (trigger: WorkflowTrigger) => any
+  hasValue: (value: any) => boolean
+}
+
+const CUSTOM_FIELD_QUERY_MODEL_KEY = Symbol('customFieldQueryModel')
+const CUSTOM_FIELD_QUERY_SUBSCRIPTION_KEY = Symbol(
+  'customFieldQuerySubscription'
+)
+
+type CustomFieldFilterGroup = FormGroup & {
+  [CUSTOM_FIELD_QUERY_MODEL_KEY]?: CustomFieldQueriesModel
+  [CUSTOM_FIELD_QUERY_SUBSCRIPTION_KEY]?: Subscription
+}
+
+const TRIGGER_FILTER_DEFINITIONS: TriggerFilterDefinition[] = [
+  {
+    id: TriggerFilterType.TagsAny,
+    name: $localize`Has any of these tags`,
+    inputType: 'tags',
+    allowMultipleEntries: false,
+    allowMultipleValues: true,
+  },
+  {
+    id: TriggerFilterType.TagsAll,
+    name: $localize`Has all of these tags`,
+    inputType: 'tags',
+    allowMultipleEntries: false,
+    allowMultipleValues: true,
+  },
+  {
+    id: TriggerFilterType.TagsNone,
+    name: $localize`Does not have these tags`,
+    inputType: 'tags',
+    allowMultipleEntries: false,
+    allowMultipleValues: true,
+  },
+  {
+    id: TriggerFilterType.CorrespondentIs,
+    name: $localize`Has correspondent`,
+    inputType: 'select',
+    allowMultipleEntries: false,
+    allowMultipleValues: false,
+    selectItems: 'correspondents',
+  },
+  {
+    id: TriggerFilterType.CorrespondentNot,
+    name: $localize`Does not have correspondents`,
+    inputType: 'select',
+    allowMultipleEntries: false,
+    allowMultipleValues: true,
+    selectItems: 'correspondents',
+  },
+  {
+    id: TriggerFilterType.DocumentTypeIs,
+    name: $localize`Has document type`,
+    inputType: 'select',
+    allowMultipleEntries: false,
+    allowMultipleValues: false,
+    selectItems: 'documentTypes',
+  },
+  {
+    id: TriggerFilterType.DocumentTypeNot,
+    name: $localize`Does not have document types`,
+    inputType: 'select',
+    allowMultipleEntries: false,
+    allowMultipleValues: true,
+    selectItems: 'documentTypes',
+  },
+  {
+    id: TriggerFilterType.StoragePathIs,
+    name: $localize`Has storage path`,
+    inputType: 'select',
+    allowMultipleEntries: false,
+    allowMultipleValues: false,
+    selectItems: 'storagePaths',
+  },
+  {
+    id: TriggerFilterType.StoragePathNot,
+    name: $localize`Does not have storage paths`,
+    inputType: 'select',
+    allowMultipleEntries: false,
+    allowMultipleValues: true,
+    selectItems: 'storagePaths',
+  },
+  {
+    id: TriggerFilterType.CustomFieldQuery,
+    name: $localize`Matches custom field query`,
+    inputType: 'customFieldQuery',
+    allowMultipleEntries: false,
+    allowMultipleValues: false,
+  },
+]
+
 const TRIGGER_MATCHING_ALGORITHMS = MATCHING_ALGORITHMS.filter(
   (a) => a.id !== MATCH_AUTO
 )
 
+const FILTER_HANDLERS: Record<TriggerFilterType, FilterHandler> = {
+  [TriggerFilterType.TagsAny]: {
+    apply: (aggregate, values) => {
+      aggregate.filter_has_tags = Array.isArray(values) ? [...values] : [values]
+    },
+    extract: (trigger) => trigger.filter_has_tags,
+    hasValue: (value) => Array.isArray(value) && value.length > 0,
+  },
+  [TriggerFilterType.TagsAll]: {
+    apply: (aggregate, values) => {
+      aggregate.filter_has_all_tags = Array.isArray(values)
+        ? [...values]
+        : [values]
+    },
+    extract: (trigger) => trigger.filter_has_all_tags,
+    hasValue: (value) => Array.isArray(value) && value.length > 0,
+  },
+  [TriggerFilterType.TagsNone]: {
+    apply: (aggregate, values) => {
+      aggregate.filter_has_not_tags = Array.isArray(values)
+        ? [...values]
+        : [values]
+    },
+    extract: (trigger) => trigger.filter_has_not_tags,
+    hasValue: (value) => Array.isArray(value) && value.length > 0,
+  },
+  [TriggerFilterType.CorrespondentIs]: {
+    apply: (aggregate, values) => {
+      aggregate.filter_has_correspondent = Array.isArray(values)
+        ? (values[0] ?? null)
+        : values
+    },
+    extract: (trigger) => trigger.filter_has_correspondent,
+    hasValue: (value) => value !== null && value !== undefined,
+  },
+  [TriggerFilterType.CorrespondentNot]: {
+    apply: (aggregate, values) => {
+      aggregate.filter_has_not_correspondents = Array.isArray(values)
+        ? [...values]
+        : [values]
+    },
+    extract: (trigger) => trigger.filter_has_not_correspondents,
+    hasValue: (value) => Array.isArray(value) && value.length > 0,
+  },
+  [TriggerFilterType.DocumentTypeIs]: {
+    apply: (aggregate, values) => {
+      aggregate.filter_has_document_type = Array.isArray(values)
+        ? (values[0] ?? null)
+        : values
+    },
+    extract: (trigger) => trigger.filter_has_document_type,
+    hasValue: (value) => value !== null && value !== undefined,
+  },
+  [TriggerFilterType.DocumentTypeNot]: {
+    apply: (aggregate, values) => {
+      aggregate.filter_has_not_document_types = Array.isArray(values)
+        ? [...values]
+        : [values]
+    },
+    extract: (trigger) => trigger.filter_has_not_document_types,
+    hasValue: (value) => Array.isArray(value) && value.length > 0,
+  },
+  [TriggerFilterType.StoragePathIs]: {
+    apply: (aggregate, values) => {
+      aggregate.filter_has_storage_path = Array.isArray(values)
+        ? (values[0] ?? null)
+        : values
+    },
+    extract: (trigger) => trigger.filter_has_storage_path,
+    hasValue: (value) => value !== null && value !== undefined,
+  },
+  [TriggerFilterType.StoragePathNot]: {
+    apply: (aggregate, values) => {
+      aggregate.filter_has_not_storage_paths = Array.isArray(values)
+        ? [...values]
+        : [values]
+    },
+    extract: (trigger) => trigger.filter_has_not_storage_paths,
+    hasValue: (value) => Array.isArray(value) && value.length > 0,
+  },
+  [TriggerFilterType.CustomFieldQuery]: {
+    apply: (aggregate, values) => {
+      aggregate.filter_custom_field_query = values as string
+    },
+    extract: (trigger) => trigger.filter_custom_field_query,
+    hasValue: (value) =>
+      typeof value === 'string' && value !== null && value.trim().length > 0,
+  },
+}
+
 @Component({
   selector: 'pngx-workflow-edit-dialog',
   templateUrl: './workflow-edit-dialog.component.html',
@@ -153,6 +384,7 @@ const TRIGGER_MATCHING_ALGORITHMS = MATCHING_ALGORITHMS.filter(
     TextAreaComponent,
     TagsComponent,
     CustomFieldsValuesComponent,
+    CustomFieldsQueryDropdownComponent,
     PermissionsGroupComponent,
     PermissionsUserComponent,
     ConfirmButtonComponent,
@@ -170,6 +402,8 @@ export class WorkflowEditDialogComponent
 {
   public WorkflowTriggerType = WorkflowTriggerType
   public WorkflowActionType = WorkflowActionType
+  public TriggerFilterType = TriggerFilterType
+  public filterDefinitions = TRIGGER_FILTER_DEFINITIONS
 
   private correspondentService: CorrespondentService
   private documentTypeService: DocumentTypeService
@@ -189,6 +423,11 @@ export class WorkflowEditDialogComponent
 
   private allowedActionTypes = []
 
+  private readonly triggerFilterOptionsMap = new WeakMap<
+    FormArray,
+    TriggerFilterOption[]
+  >()
+
   constructor() {
     super()
     this.service = inject(WorkflowService)
@@ -390,6 +629,416 @@ export class WorkflowEditDialogComponent
     return this.objectForm.get('actions') as FormArray
   }
 
+  protected override getFormValues(): any {
+    const formValues = super.getFormValues()
+
+    if (formValues?.triggers?.length) {
+      formValues.triggers = formValues.triggers.map(
+        (trigger: any, index: number) => {
+          const triggerFormGroup = this.triggerFields.at(index) as FormGroup
+          const filters = this.getFiltersFormArray(triggerFormGroup)
+
+          const aggregate: TriggerFilterAggregate = {
+            filter_has_tags: [],
+            filter_has_all_tags: [],
+            filter_has_not_tags: [],
+            filter_has_not_correspondents: [],
+            filter_has_not_document_types: [],
+            filter_has_not_storage_paths: [],
+            filter_has_correspondent: null,
+            filter_has_document_type: null,
+            filter_has_storage_path: null,
+            filter_custom_field_query: null,
+          }
+
+          for (const control of filters.controls) {
+            const type = control.get('type').value as TriggerFilterType
+            const values = control.get('values').value
+
+            if (values === null || values === undefined) {
+              continue
+            }
+
+            if (Array.isArray(values) && values.length === 0) {
+              continue
+            }
+
+            const handler = FILTER_HANDLERS[type]
+            handler?.apply(aggregate, values)
+          }
+
+          trigger.filter_has_tags = aggregate.filter_has_tags
+          trigger.filter_has_all_tags = aggregate.filter_has_all_tags
+          trigger.filter_has_not_tags = aggregate.filter_has_not_tags
+          trigger.filter_has_not_correspondents =
+            aggregate.filter_has_not_correspondents
+          trigger.filter_has_not_document_types =
+            aggregate.filter_has_not_document_types
+          trigger.filter_has_not_storage_paths =
+            aggregate.filter_has_not_storage_paths
+          trigger.filter_has_correspondent =
+            aggregate.filter_has_correspondent ?? null
+          trigger.filter_has_document_type =
+            aggregate.filter_has_document_type ?? null
+          trigger.filter_has_storage_path =
+            aggregate.filter_has_storage_path ?? null
+          trigger.filter_custom_field_query =
+            aggregate.filter_custom_field_query ?? null
+
+          delete trigger.filters
+
+          return trigger
+        }
+      )
+    }
+
+    return formValues
+  }
+
+  public matchingPatternRequired(formGroup: FormGroup): boolean {
+    return formGroup.get('matching_algorithm').value !== MATCH_NONE
+  }
+
+  private createFilterFormGroup(
+    type: TriggerFilterType,
+    initialValue?: any
+  ): FormGroup {
+    const group = new FormGroup({
+      type: new FormControl(type),
+      values: new FormControl(this.normalizeFilterValue(type, initialValue)),
+    })
+
+    group.get('type').valueChanges.subscribe((newType: TriggerFilterType) => {
+      if (newType === TriggerFilterType.CustomFieldQuery) {
+        this.ensureCustomFieldQueryModel(group)
+      } else {
+        this.clearCustomFieldQueryModel(group)
+        group.get('values').setValue(this.getDefaultFilterValue(newType), {
+          emitEvent: false,
+        })
+      }
+    })
+
+    if (type === TriggerFilterType.CustomFieldQuery) {
+      this.ensureCustomFieldQueryModel(group, initialValue)
+    }
+
+    return group
+  }
+
+  private buildFiltersFormArray(trigger: WorkflowTrigger): FormArray {
+    const filters = new FormArray([])
+
+    for (const definition of this.filterDefinitions) {
+      const handler = FILTER_HANDLERS[definition.id]
+      if (!handler) {
+        continue
+      }
+
+      const value = handler.extract(trigger)
+      if (!handler.hasValue(value)) {
+        continue
+      }
+
+      filters.push(this.createFilterFormGroup(definition.id, value))
+    }
+
+    return filters
+  }
+
+  getFiltersFormArray(formGroup: FormGroup): FormArray {
+    return formGroup.get('filters') as FormArray
+  }
+
+  getFilterTypeOptions(formGroup: FormGroup, filterIndex: number) {
+    const filters = this.getFiltersFormArray(formGroup)
+    const options = this.getFilterTypeOptionsForArray(filters)
+    const currentType = filters.at(filterIndex).get('type')
+      .value as TriggerFilterType
+    const usedTypes = new Set(
+      filters.controls.map(
+        (control) => control.get('type').value as TriggerFilterType
+      )
+    )
+
+    for (const option of options) {
+      if (option.allowMultipleEntries) {
+        option.disabled = false
+        continue
+      }
+
+      option.disabled = usedTypes.has(option.id) && option.id !== currentType
+    }
+
+    return options
+  }
+
+  canAddFilter(formGroup: FormGroup): boolean {
+    const filters = this.getFiltersFormArray(formGroup)
+    const usedTypes = new Set(
+      filters.controls.map(
+        (control) => control.get('type').value as TriggerFilterType
+      )
+    )
+
+    return this.filterDefinitions.some((definition) => {
+      if (definition.allowMultipleEntries) {
+        return true
+      }
+      return !usedTypes.has(definition.id)
+    })
+  }
+
+  addFilter(triggerFormGroup: FormGroup): FormGroup | null {
+    const triggerIndex = this.triggerFields.controls.indexOf(triggerFormGroup)
+    if (triggerIndex === -1) {
+      return null
+    }
+
+    const filters = this.getFiltersFormArray(triggerFormGroup)
+
+    const availableDefinition = this.filterDefinitions.find((definition) => {
+      if (definition.allowMultipleEntries) {
+        return true
+      }
+      return !filters.controls.some(
+        (control) => control.get('type').value === definition.id
+      )
+    })
+
+    if (!availableDefinition) {
+      return null
+    }
+
+    filters.push(this.createFilterFormGroup(availableDefinition.id))
+    triggerFormGroup.markAsDirty()
+    triggerFormGroup.markAsTouched()
+
+    return filters.at(-1) as FormGroup
+  }
+
+  removeFilter(triggerFormGroup: FormGroup, filterIndex: number) {
+    const triggerIndex = this.triggerFields.controls.indexOf(triggerFormGroup)
+    if (triggerIndex === -1) {
+      return
+    }
+
+    const filters = this.getFiltersFormArray(triggerFormGroup)
+    const filterGroup = filters.at(filterIndex) as FormGroup
+    if (filterGroup?.get('type').value === TriggerFilterType.CustomFieldQuery) {
+      this.clearCustomFieldQueryModel(filterGroup)
+    }
+    filters.removeAt(filterIndex)
+    triggerFormGroup.markAsDirty()
+    triggerFormGroup.markAsTouched()
+  }
+
+  getFilterDefinition(
+    type: TriggerFilterType
+  ): TriggerFilterDefinition | undefined {
+    return this.filterDefinitions.find((definition) => definition.id === type)
+  }
+
+  getFilterName(type: TriggerFilterType): string {
+    return this.getFilterDefinition(type)?.name ?? ''
+  }
+
+  isTagsFilter(type: TriggerFilterType): boolean {
+    return this.getFilterDefinition(type)?.inputType === 'tags'
+  }
+
+  isCustomFieldQueryFilter(type: TriggerFilterType): boolean {
+    return this.getFilterDefinition(type)?.inputType === 'customFieldQuery'
+  }
+
+  isMultiValueFilter(type: TriggerFilterType): boolean {
+    switch (type) {
+      case TriggerFilterType.TagsAny:
+      case TriggerFilterType.TagsAll:
+      case TriggerFilterType.TagsNone:
+      case TriggerFilterType.CorrespondentNot:
+      case TriggerFilterType.DocumentTypeNot:
+      case TriggerFilterType.StoragePathNot:
+        return true
+      default:
+        return false
+    }
+  }
+
+  isSelectMultiple(type: TriggerFilterType): boolean {
+    return !this.isTagsFilter(type) && this.isMultiValueFilter(type)
+  }
+
+  getFilterSelectItems(type: TriggerFilterType) {
+    const definition = this.getFilterDefinition(type)
+    if (!definition || definition.inputType !== 'select') {
+      return []
+    }
+
+    switch (definition.selectItems) {
+      case 'correspondents':
+        return this.correspondents
+      case 'documentTypes':
+        return this.documentTypes
+      case 'storagePaths':
+        return this.storagePaths
+      default:
+        return []
+    }
+  }
+
+  getCustomFieldQueryModel(control: AbstractControl): CustomFieldQueriesModel {
+    return this.ensureCustomFieldQueryModel(control as FormGroup)
+  }
+
+  onCustomFieldQuerySelectionChange(
+    control: AbstractControl,
+    model: CustomFieldQueriesModel
+  ) {
+    this.onCustomFieldQueryModelChanged(control as FormGroup, model)
+  }
+
+  isCustomFieldQueryValid(control: AbstractControl): boolean {
+    const model = this.getStoredCustomFieldQueryModel(control as FormGroup)
+    if (!model) {
+      return true
+    }
+
+    return model.isEmpty() || model.isValid()
+  }
+
+  private getFilterTypeOptionsForArray(
+    filters: FormArray
+  ): TriggerFilterOption[] {
+    let cached = this.triggerFilterOptionsMap.get(filters)
+    if (!cached) {
+      cached = this.filterDefinitions.map((definition) => ({
+        ...definition,
+        disabled: false,
+      }))
+      this.triggerFilterOptionsMap.set(filters, cached)
+    }
+    return cached
+  }
+
+  private ensureCustomFieldQueryModel(
+    filterGroup: FormGroup,
+    initialValue?: any
+  ): CustomFieldQueriesModel {
+    const existingModel = this.getStoredCustomFieldQueryModel(filterGroup)
+    if (existingModel) {
+      return existingModel
+    }
+
+    const model = new CustomFieldQueriesModel()
+    this.setCustomFieldQueryModel(filterGroup, model)
+
+    const rawValue =
+      typeof initialValue === 'string'
+        ? initialValue
+        : (filterGroup.get('values').value as string)
+
+    if (rawValue) {
+      try {
+        const parsed = JSON.parse(rawValue)
+        const expression = new CustomFieldQueryExpression(parsed)
+        model.queries = [expression]
+      } catch {
+        model.clear(false)
+        model.addInitialAtom()
+      }
+    }
+
+    const subscription = model.changed
+      .pipe(takeUntil(this.unsubscribeNotifier))
+      .subscribe(() => {
+        this.onCustomFieldQueryModelChanged(filterGroup, model)
+      })
+    filterGroup[CUSTOM_FIELD_QUERY_SUBSCRIPTION_KEY]?.unsubscribe()
+    filterGroup[CUSTOM_FIELD_QUERY_SUBSCRIPTION_KEY] = subscription
+
+    this.onCustomFieldQueryModelChanged(filterGroup, model)
+
+    return model
+  }
+
+  private clearCustomFieldQueryModel(filterGroup: FormGroup) {
+    const group = filterGroup as CustomFieldFilterGroup
+    group[CUSTOM_FIELD_QUERY_SUBSCRIPTION_KEY]?.unsubscribe()
+    delete group[CUSTOM_FIELD_QUERY_SUBSCRIPTION_KEY]
+    delete group[CUSTOM_FIELD_QUERY_MODEL_KEY]
+  }
+
+  private getStoredCustomFieldQueryModel(
+    filterGroup: FormGroup
+  ): CustomFieldQueriesModel | null {
+    return (
+      (filterGroup as CustomFieldFilterGroup)[CUSTOM_FIELD_QUERY_MODEL_KEY] ??
+      null
+    )
+  }
+
+  private setCustomFieldQueryModel(
+    filterGroup: FormGroup,
+    model: CustomFieldQueriesModel
+  ) {
+    const group = filterGroup as CustomFieldFilterGroup
+    group[CUSTOM_FIELD_QUERY_MODEL_KEY] = model
+  }
+
+  private onCustomFieldQueryModelChanged(
+    filterGroup: FormGroup,
+    model: CustomFieldQueriesModel
+  ) {
+    const control = filterGroup.get('values')
+    if (!control) {
+      return
+    }
+
+    if (!model.isValid()) {
+      control.setValue(null, { emitEvent: false })
+      return
+    }
+
+    if (model.isEmpty()) {
+      control.setValue(null, { emitEvent: false })
+      return
+    }
+
+    const serialized = JSON.stringify(model.queries[0].serialize())
+    control.setValue(serialized, { emitEvent: false })
+  }
+
+  private getDefaultFilterValue(type: TriggerFilterType) {
+    if (type === TriggerFilterType.CustomFieldQuery) {
+      return null
+    }
+    return this.isMultiValueFilter(type) ? [] : null
+  }
+
+  private normalizeFilterValue(type: TriggerFilterType, value?: any) {
+    if (value === undefined || value === null) {
+      return this.getDefaultFilterValue(type)
+    }
+
+    if (type === TriggerFilterType.CustomFieldQuery) {
+      if (typeof value === 'string') {
+        return value
+      }
+      return value ? JSON.stringify(value) : null
+    }
+
+    if (this.isMultiValueFilter(type)) {
+      return Array.isArray(value) ? [...value] : [value]
+    }
+
+    if (Array.isArray(value)) {
+      return value.length > 0 ? value[0] : null
+    }
+
+    return value
+  }
+
   private createTriggerField(
     trigger: WorkflowTrigger,
     emitEvent: boolean = false
@@ -405,16 +1054,7 @@ export class WorkflowEditDialogComponent
         matching_algorithm: new FormControl(trigger.matching_algorithm),
         match: new FormControl(trigger.match),
         is_insensitive: new FormControl(trigger.is_insensitive),
-        filter_has_tags: new FormControl(trigger.filter_has_tags),
+        filters: this.buildFiltersFormArray(trigger),
-        filter_has_correspondent: new FormControl(
-          trigger.filter_has_correspondent
-        ),
-        filter_has_document_type: new FormControl(
-          trigger.filter_has_document_type
-        ),
-        filter_has_storage_path: new FormControl(
-          trigger.filter_has_storage_path
-        ),
         schedule_offset_days: new FormControl(trigger.schedule_offset_days),
         schedule_is_recurring: new FormControl(trigger.schedule_is_recurring),
         schedule_recurring_interval_days: new FormControl(
@@ -537,6 +1177,12 @@ export class WorkflowEditDialogComponent
       filter_path: null,
       filter_mailrule: null,
       filter_has_tags: [],
+      filter_has_all_tags: [],
+      filter_has_not_tags: [],
+      filter_has_not_correspondents: [],
+      filter_has_not_document_types: [],
+      filter_has_not_storage_paths: [],
+      filter_custom_field_query: null,
       filter_has_correspondent: null,
       filter_has_document_type: null,
       filter_has_storage_path: null,

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

@@ -1,66 +1,68 @@
 <div class="mb-3 paperless-input-select" [class.disabled]="disabled">
   <div class="row">
-    <div class="d-flex align-items-center position-relative hidden-button-container" [class.col-md-3]="horizontal">
+    @if (title || removable) {
-      @if (title) {
+      <div class="d-flex align-items-center position-relative hidden-button-container" [class.col-md-3]="horizontal">
-        <label class="form-label" [class.mb-md-0]="horizontal" [for]="inputId">{{title}}</label>
+        @if (title) {
-      }
+          <label class="form-label" [class.mb-md-0]="horizontal" [for]="inputId">{{title}}</label>
-      @if (removable) {
+        }
-        <button type="button" class="btn btn-sm btn-danger position-absolute left-0" (click)="removed.emit(this)">
+        @if (removable) {
-          <i-bs  name="x"></i-bs>&nbsp;<ng-container i18n>Remove</ng-container>
+          <button type="button" class="btn btn-sm btn-danger position-absolute left-0" (click)="removed.emit(this)">
+            <i-bs  name="x"></i-bs>&nbsp;<ng-container i18n>Remove</ng-container>
+            </button>
+        }
+      </div>
+    }
+    <div [class.col-md-9]="horizontal">
+      <div [class.input-group]="allowCreateNew || showFilter" [class.is-invalid]="error">
+        <ng-select name="inputId" [(ngModel)]="value"
+          [disabled]="disabled"
+          [style.color]="textColor"
+          [style.background]="backgroundColor"
+          [class.private]="isPrivate"
+          [clearable]="allowNull"
+          [items]="items"
+          [addTag]="allowCreateNew && addItemRef"
+          addTagText="Add item"
+          i18n-addTagText="Used for both types, correspondents, storage paths"
+          [placeholder]="placeholder"
+          [notFoundText]="notFoundText"
+          [multiple]="multiple"
+          [bindLabel]="bindLabel"
+          bindValue="id"
+          (change)="onChange(value)"
+          (search)="onSearch($event)"
+          (focus)="clearLastSearchTerm()"
+          (clear)="clearLastSearchTerm()"
+          (blur)="onBlur()">
+          <ng-template ng-option-tmp let-item="item">
+              <span [title]="item[bindLabel]">{{item[bindLabel]}}</span>
+          </ng-template>
+        </ng-select>
+        @if (allowCreateNew && !hideAddButton) {
+          <button class="btn btn-outline-secondary" type="button" (click)="addItem()" [disabled]="disabled">
+            <i-bs width="1.2em" height="1.2em" name="plus"></i-bs>
+          </button>
+        }
+        @if (showFilter) {
+          <button class="btn btn-outline-secondary" type="button" (click)="onFilterDocuments()" [disabled]="isPrivate || this.value === null" title="{{ filterButtonTitle }}">
+            <i-bs width="1.2em" height="1.2em" name="filter"></i-bs>
           </button>
         }
       </div>
-      <div [class.col-md-9]="horizontal">
+      <div class="invalid-feedback">
-        <div [class.input-group]="allowCreateNew || showFilter" [class.is-invalid]="error">
+        {{error}}
-          <ng-select name="inputId" [(ngModel)]="value"
-            [disabled]="disabled"
-            [style.color]="textColor"
-            [style.background]="backgroundColor"
-            [class.private]="isPrivate"
-            [clearable]="allowNull"
-            [items]="items"
-            [addTag]="allowCreateNew && addItemRef"
-            addTagText="Add item"
-            i18n-addTagText="Used for both types, correspondents, storage paths"
-            [placeholder]="placeholder"
-            [notFoundText]="notFoundText"
-            [multiple]="multiple"
-            [bindLabel]="bindLabel"
-            bindValue="id"
-            (change)="onChange(value)"
-            (search)="onSearch($event)"
-            (focus)="clearLastSearchTerm()"
-            (clear)="clearLastSearchTerm()"
-            (blur)="onBlur()">
-            <ng-template ng-option-tmp let-item="item">
-                <span [title]="item[bindLabel]">{{item[bindLabel]}}</span>
-            </ng-template>
-          </ng-select>
-          @if (allowCreateNew && !hideAddButton) {
-            <button class="btn btn-outline-secondary" type="button" (click)="addItem()" [disabled]="disabled">
-              <i-bs width="1.2em" height="1.2em" name="plus"></i-bs>
-            </button>
-          }
-          @if (showFilter) {
-            <button class="btn btn-outline-secondary" type="button" (click)="onFilterDocuments()" [disabled]="isPrivate || this.value === null" title="{{ filterButtonTitle }}">
-              <i-bs width="1.2em" height="1.2em" name="filter"></i-bs>
-            </button>
-          }
-        </div>
-        <div class="invalid-feedback">
-          {{error}}
-        </div>
-        @if (hint) {
-          <small class="form-text text-muted">{{hint}}</small>
-        }
-        @if (getSuggestions().length > 0) {
-          <small>
-            <span i18n>Suggestions:</span>&nbsp;
-            @for (s of getSuggestions(); track s) {
-              <a (click)="value = s.id; onChange(value)" [routerLink]="[]">{{s.name}}</a>&nbsp;
-            }
-          </small>
-        }
       </div>
+      @if (hint) {
+        <small class="form-text text-muted">{{hint}}</small>
+      }
+      @if (getSuggestions().length > 0) {
+        <small>
+          <span i18n>Suggestions:</span>&nbsp;
+          @for (s of getSuggestions(); track s) {
+            <a (click)="value = s.id; onChange(value)" [routerLink]="[]">{{s.name}}</a>&nbsp;
+          }
+        </small>
+      }
     </div>
   </div>
+</div>

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

@@ -1,8 +1,10 @@
 <div class="mb-3 paperless-input-select paperless-input-tags" [class.disabled]="disabled" [class.pb-3]="getSuggestions().length > 0">
   <div class="row">
-    <div class="d-flex align-items-center" [class.col-md-3]="horizontal">
+    @if (title) {
-      <label class="form-label" [class.mb-md-0]="horizontal" for="tags">{{title}}</label>
+      <div class="d-flex align-items-center" [class.col-md-3]="horizontal">
-    </div>
+        <label class="form-label" [class.mb-md-0]="horizontal" for="tags">{{title}}</label>
+      </div>
+    }
     <div class="position-relative" [class.col-md-9]="horizontal">
       <div class="input-group flex-nowrap">
         <ng-select #tagSelect name="tags" [items]="tags" bindLabel="name" bindValue="id" [(ngModel)]="value"

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

@@ -1212,7 +1212,7 @@ describe('DocumentDetailComponent', () => {
   it('should support keyboard shortcuts', () => {
     initNormally()
 
-    jest.spyOn(component, 'hasNext').mockReturnValue(true)
+    const hasNextSpy = jest.spyOn(component, 'hasNext').mockReturnValue(true)
     const nextSpy = jest.spyOn(component, 'nextDoc')
     document.dispatchEvent(
       new KeyboardEvent('keydown', { key: 'arrowright', ctrlKey: true })
@@ -1226,21 +1226,32 @@ describe('DocumentDetailComponent', () => {
     )
     expect(prevSpy).toHaveBeenCalled()
 
-    jest.spyOn(openDocumentsService, 'isDirty').mockReturnValue(true)
+    const isDirtySpy = jest
+      .spyOn(openDocumentsService, 'isDirty')
+      .mockReturnValue(true)
     const saveSpy = jest.spyOn(component, 'save')
     document.dispatchEvent(
       new KeyboardEvent('keydown', { key: 's', ctrlKey: true })
     )
     expect(saveSpy).toHaveBeenCalled()
 
-    jest.spyOn(openDocumentsService, 'isDirty').mockReturnValue(true)
+    hasNextSpy.mockReturnValue(true)
-    jest.spyOn(component, 'hasNext').mockReturnValue(true)
     const saveNextSpy = jest.spyOn(component, 'saveEditNext')
     document.dispatchEvent(
       new KeyboardEvent('keydown', { key: 's', ctrlKey: true, shiftKey: true })
     )
     expect(saveNextSpy).toHaveBeenCalled()
 
+    saveSpy.mockClear()
+    saveNextSpy.mockClear()
+    isDirtySpy.mockReturnValue(true)
+    hasNextSpy.mockReturnValue(false)
+    document.dispatchEvent(
+      new KeyboardEvent('keydown', { key: 's', ctrlKey: true, shiftKey: true })
+    )
+    expect(saveNextSpy).not.toHaveBeenCalled()
+    expect(saveSpy).toHaveBeenCalledWith(true)
+
     const closeSpy = jest.spyOn(component, 'close')
     document.dispatchEvent(new KeyboardEvent('keydown', { key: 'escape' }))
     expect(closeSpy).toHaveBeenCalled()

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

@@ -615,7 +615,10 @@ export class DocumentDetailComponent
       })
       .pipe(takeUntil(this.unsubscribeNotifier))
       .subscribe(() => {
-        if (this.openDocumentService.isDirty(this.document)) this.saveEditNext()
+        if (this.openDocumentService.isDirty(this.document)) {
+          if (this.hasNext()) this.saveEditNext()
+          else this.save(true)
+        }
       })
   }
 

src-ui/src/app/data/workflow-trigger.ts

@@ -40,6 +40,18 @@ export interface WorkflowTrigger extends ObjectWithId {
 
   filter_has_tags?: number[] // Tag.id[]
 
+  filter_has_all_tags?: number[] // Tag.id[]
+
+  filter_has_not_tags?: number[] // Tag.id[]
+
+  filter_has_not_correspondents?: number[] // Correspondent.id[]
+
+  filter_has_not_document_types?: number[] // DocumentType.id[]
+
+  filter_has_not_storage_paths?: number[] // StoragePath.id[]
+
+  filter_custom_field_query?: string
+
   filter_has_correspondent?: number // Correspondent.id
 
   filter_has_document_type?: number // DocumentType.id

src-ui/src/app/services/tasks.service.spec.ts

@@ -51,7 +51,7 @@ describe('TasksService', () => {
   })
 
   it('calls acknowledge_tasks api endpoint on dismiss and reloads', () => {
-    tasksService.dismissTasks(new Set([1, 2, 3]))
+    tasksService.dismissTasks(new Set([1, 2, 3])).subscribe()
     const req = httpTestingController.expectOne(
       `${environment.apiBaseUrl}tasks/acknowledge/`
     )

src-ui/src/app/services/tasks.service.ts

@@ -1,7 +1,7 @@
 import { HttpClient } from '@angular/common/http'
 import { Injectable, inject } from '@angular/core'
 import { Observable, Subject } from 'rxjs'
-import { first, takeUntil } from 'rxjs/operators'
+import { first, takeUntil, tap } from 'rxjs/operators'
 import {
   PaperlessTask,
   PaperlessTaskName,
@@ -68,14 +68,17 @@ export class TasksService {
   }
 
   public dismissTasks(task_ids: Set<number>) {
-    this.http
+    return this.http
       .post(`${this.baseUrl}tasks/acknowledge/`, {
         tasks: [...task_ids],
       })
-      .pipe(first())
+      .pipe(
-      .subscribe((r) => {
+        first(),
-        this.reload()
+        takeUntil(this.unsubscribeNotifer),
-      })
+        tap(() => {
+          this.reload()
+        })
+      )
   }
 
   public cancelPending(): void {

src/documents/matching.py

@@ -6,8 +6,11 @@ from fnmatch import fnmatch
 from fnmatch import translate as fnmatch_translate
 from typing import TYPE_CHECKING
 
+from rest_framework import serializers
+
 from documents.data_models import ConsumableDocument
 from documents.data_models import DocumentSource
+from documents.filters import CustomFieldQueryParser
 from documents.models import Correspondent
 from documents.models import Document
 from documents.models import DocumentType
@@ -360,10 +363,9 @@ def existing_document_matches_workflow(
         )
         trigger_matched = False
 
-    # Document tags vs trigger has_tags
+    # Document tags vs trigger has_tags (any of)
-    if (
+    if trigger.filter_has_tags.all().count() > 0 and (
-        trigger.filter_has_tags.all().count() > 0
+        document.tags.filter(
-        and document.tags.filter(
             id__in=trigger.filter_has_tags.all().values_list("id"),
         ).count()
         == 0
@@ -374,35 +376,126 @@ def existing_document_matches_workflow(
         )
         trigger_matched = False
 
-    # Document correspondent vs trigger has_correspondent
+    # Document tags vs trigger has_all_tags (all of)
+    if trigger.filter_has_all_tags.all().count() > 0 and trigger_matched:
+        required_tag_ids = set(
+            trigger.filter_has_all_tags.all().values_list("id", flat=True),
+        )
+        document_tag_ids = set(
+            document.tags.all().values_list("id", flat=True),
+        )
+        missing_tags = required_tag_ids - document_tag_ids
+        if missing_tags:
+            reason = (
+                f"Document tags {document.tags.all()} do not contain all of"
+                f" {trigger.filter_has_all_tags.all()}",
+            )
+            trigger_matched = False
+
+    # Document tags vs trigger has_not_tags (none of)
     if (
-        trigger.filter_has_correspondent is not None
+        trigger.filter_has_not_tags.all().count() > 0
-        and document.correspondent != trigger.filter_has_correspondent
+        and trigger_matched
+        and document.tags.filter(
+            id__in=trigger.filter_has_not_tags.all().values_list("id"),
+        ).exists()
     ):
         reason = (
-            f"Document correspondent {document.correspondent} does not match {trigger.filter_has_correspondent}",
+            f"Document tags {document.tags.all()} include excluded tags"
+            f" {trigger.filter_has_not_tags.all()}",
         )
         trigger_matched = False
 
+    # Document correspondent vs trigger has_correspondent
+    if trigger_matched:
+        if (
+            trigger.filter_has_correspondent is not None
+            and document.correspondent != trigger.filter_has_correspondent
+        ):
+            reason = (
+                f"Document correspondent {document.correspondent} does not match {trigger.filter_has_correspondent}",
+            )
+            trigger_matched = False
+
+        if (
+            trigger.filter_has_not_correspondents.all().count() > 0
+            and document.correspondent
+            and trigger.filter_has_not_correspondents.filter(
+                id=document.correspondent_id,
+            ).exists()
+        ):
+            reason = (
+                f"Document correspondent {document.correspondent} is excluded by"
+                f" {trigger.filter_has_not_correspondents.all()}",
+            )
+            trigger_matched = False
+
     # Document document_type vs trigger has_document_type
-    if (
+    if trigger_matched:
-        trigger.filter_has_document_type is not None
+        if (
-        and document.document_type != trigger.filter_has_document_type
+            trigger.filter_has_document_type is not None
-    ):
+            and document.document_type != trigger.filter_has_document_type
-        reason = (
+        ):
-            f"Document doc type {document.document_type} does not match {trigger.filter_has_document_type}",
+            reason = (
-        )
+                f"Document doc type {document.document_type} does not match {trigger.filter_has_document_type}",
-        trigger_matched = False
+            )
+            trigger_matched = False
+
+        if (
+            trigger.filter_has_not_document_types.all().count() > 0
+            and document.document_type
+            and trigger.filter_has_not_document_types.filter(
+                id=document.document_type_id,
+            ).exists()
+        ):
+            reason = (
+                f"Document doc type {document.document_type} is excluded by"
+                f" {trigger.filter_has_not_document_types.all()}",
+            )
+            trigger_matched = False
 
     # Document storage_path vs trigger has_storage_path
-    if (
+    if trigger_matched:
-        trigger.filter_has_storage_path is not None
+        if (
-        and document.storage_path != trigger.filter_has_storage_path
+            trigger.filter_has_storage_path is not None
-    ):
+            and document.storage_path != trigger.filter_has_storage_path
-        reason = (
+        ):
-            f"Document storage path {document.storage_path} does not match {trigger.filter_has_storage_path}",
+            reason = (
-        )
+                f"Document storage path {document.storage_path} does not match {trigger.filter_has_storage_path}",
-        trigger_matched = False
+            )
+            trigger_matched = False
+
+        if (
+            trigger.filter_has_not_storage_paths.all().count() > 0
+            and document.storage_path
+            and trigger.filter_has_not_storage_paths.filter(
+                id=document.storage_path_id,
+            ).exists()
+        ):
+            reason = (
+                f"Document storage path {document.storage_path} is excluded by"
+                f" {trigger.filter_has_not_storage_paths.all()}",
+            )
+            trigger_matched = False
+
+    if trigger_matched and trigger.filter_custom_field_query:
+        parser = CustomFieldQueryParser("filter_custom_field_query")
+        try:
+            custom_field_q, annotations = parser.parse(
+                trigger.filter_custom_field_query,
+            )
+        except serializers.ValidationError:
+            reason = "Invalid custom field query configuration"
+            trigger_matched = False
+        else:
+            qs = (
+                Document.objects.filter(id=document.id)
+                .annotate(**annotations)
+                .filter(custom_field_q)
+            )
+            if not qs.exists():
+                reason = "Document custom fields do not match the configured custom field query"
+                trigger_matched = False
 
     # Document original_filename vs trigger filename
     if (
@@ -438,21 +531,57 @@ def prefilter_documents_by_workflowtrigger(
             tags__in=trigger.filter_has_tags.all(),
         ).distinct()
 
+    if trigger.filter_has_all_tags.all().count() > 0:
+        for tag_id in trigger.filter_has_all_tags.all().values_list("id", flat=True):
+            documents = documents.filter(tags__id=tag_id)
+        documents = documents.distinct()
+
+    if trigger.filter_has_not_tags.all().count() > 0:
+        documents = documents.exclude(
+            tags__in=trigger.filter_has_not_tags.all(),
+        ).distinct()
+
     if trigger.filter_has_correspondent is not None:
         documents = documents.filter(
             correspondent=trigger.filter_has_correspondent,
         )
 
+    if trigger.filter_has_not_correspondents.all().count() > 0:
+        documents = documents.exclude(
+            correspondent__in=trigger.filter_has_not_correspondents.all(),
+        )
+
     if trigger.filter_has_document_type is not None:
         documents = documents.filter(
             document_type=trigger.filter_has_document_type,
         )
 
+    if trigger.filter_has_not_document_types.all().count() > 0:
+        documents = documents.exclude(
+            document_type__in=trigger.filter_has_not_document_types.all(),
+        )
+
     if trigger.filter_has_storage_path is not None:
         documents = documents.filter(
             storage_path=trigger.filter_has_storage_path,
         )
 
+    if trigger.filter_has_not_storage_paths.all().count() > 0:
+        documents = documents.exclude(
+            storage_path__in=trigger.filter_has_not_storage_paths.all(),
+        )
+
+    if trigger.filter_custom_field_query:
+        parser = CustomFieldQueryParser("filter_custom_field_query")
+        try:
+            custom_field_q, annotations = parser.parse(
+                trigger.filter_custom_field_query,
+            )
+        except serializers.ValidationError:
+            return documents.none()
+
+        documents = documents.annotate(**annotations).filter(custom_field_q)
+
     if trigger.filter_filename is not None and len(trigger.filter_filename) > 0:
         # the true fnmatch will actually run later so we just want a loose filter here
         regex = fnmatch_translate(trigger.filter_filename).lstrip("^").rstrip("$")

src/documents/migrations/1072_workflowtrigger_filter_custom_field_query_and_more.py

@@ -0,0 +1,73 @@
+# Generated by Django 5.2.6 on 2025-10-07 18:52
+
+from django.db import migrations
+from django.db import models
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("documents", "1071_tag_tn_ancestors_count_tag_tn_ancestors_pks_and_more"),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name="workflowtrigger",
+            name="filter_custom_field_query",
+            field=models.TextField(
+                blank=True,
+                help_text="JSON-encoded custom field query expression.",
+                null=True,
+                verbose_name="filter custom field query",
+            ),
+        ),
+        migrations.AddField(
+            model_name="workflowtrigger",
+            name="filter_has_all_tags",
+            field=models.ManyToManyField(
+                blank=True,
+                related_name="workflowtriggers_has_all",
+                to="documents.tag",
+                verbose_name="has all of these tag(s)",
+            ),
+        ),
+        migrations.AddField(
+            model_name="workflowtrigger",
+            name="filter_has_not_correspondents",
+            field=models.ManyToManyField(
+                blank=True,
+                related_name="workflowtriggers_has_not_correspondent",
+                to="documents.correspondent",
+                verbose_name="does not have these correspondent(s)",
+            ),
+        ),
+        migrations.AddField(
+            model_name="workflowtrigger",
+            name="filter_has_not_document_types",
+            field=models.ManyToManyField(
+                blank=True,
+                related_name="workflowtriggers_has_not_document_type",
+                to="documents.documenttype",
+                verbose_name="does not have these document type(s)",
+            ),
+        ),
+        migrations.AddField(
+            model_name="workflowtrigger",
+            name="filter_has_not_storage_paths",
+            field=models.ManyToManyField(
+                blank=True,
+                related_name="workflowtriggers_has_not_storage_path",
+                to="documents.storagepath",
+                verbose_name="does not have these storage path(s)",
+            ),
+        ),
+        migrations.AddField(
+            model_name="workflowtrigger",
+            name="filter_has_not_tags",
+            field=models.ManyToManyField(
+                blank=True,
+                related_name="workflowtriggers_has_not",
+                to="documents.tag",
+                verbose_name="does not have these tag(s)",
+            ),
+        ),
+    ]

src/documents/models.py

@@ -1065,6 +1065,20 @@ class WorkflowTrigger(models.Model):
         verbose_name=_("has these tag(s)"),
     )
 
+    filter_has_all_tags = models.ManyToManyField(
+        Tag,
+        blank=True,
+        related_name="workflowtriggers_has_all",
+        verbose_name=_("has all of these tag(s)"),
+    )
+
+    filter_has_not_tags = models.ManyToManyField(
+        Tag,
+        blank=True,
+        related_name="workflowtriggers_has_not",
+        verbose_name=_("does not have these tag(s)"),
+    )
+
     filter_has_document_type = models.ForeignKey(
         DocumentType,
         null=True,
@@ -1073,6 +1087,13 @@ class WorkflowTrigger(models.Model):
         verbose_name=_("has this document type"),
     )
 
+    filter_has_not_document_types = models.ManyToManyField(
+        DocumentType,
+        blank=True,
+        related_name="workflowtriggers_has_not_document_type",
+        verbose_name=_("does not have these document type(s)"),
+    )
+
     filter_has_correspondent = models.ForeignKey(
         Correspondent,
         null=True,
@@ -1081,6 +1102,13 @@ class WorkflowTrigger(models.Model):
         verbose_name=_("has this correspondent"),
     )
 
+    filter_has_not_correspondents = models.ManyToManyField(
+        Correspondent,
+        blank=True,
+        related_name="workflowtriggers_has_not_correspondent",
+        verbose_name=_("does not have these correspondent(s)"),
+    )
+
     filter_has_storage_path = models.ForeignKey(
         StoragePath,
         null=True,
@@ -1089,6 +1117,20 @@ class WorkflowTrigger(models.Model):
         verbose_name=_("has this storage path"),
     )
 
+    filter_has_not_storage_paths = models.ManyToManyField(
+        StoragePath,
+        blank=True,
+        related_name="workflowtriggers_has_not_storage_path",
+        verbose_name=_("does not have these storage path(s)"),
+    )
+
+    filter_custom_field_query = models.TextField(
+        _("filter custom field query"),
+        null=True,
+        blank=True,
+        help_text=_("JSON-encoded custom field query expression."),
+    )
+
     schedule_offset_days = models.IntegerField(
         _("schedule offset days"),
         default=0,

src/documents/permissions.py

@@ -161,3 +161,21 @@ class PaperlessNotePermissions(BasePermission):
         perms = self.perms_map[request.method]
 
         return request.user.has_perms(perms)
+
+
+class AcknowledgeTasksPermissions(BasePermission):
+    """
+    Permissions class that checks for model permissions for acknowledging tasks.
+    """
+
+    perms_map = {
+        "POST": ["documents.change_paperlesstask"],
+    }
+
+    def has_permission(self, request, view):
+        if not request.user or not request.user.is_authenticated:  # pragma: no cover
+            return False
+
+        perms = self.perms_map.get(request.method, [])
+
+        return request.user.has_perms(perms)

src/documents/serialisers.py

@@ -43,6 +43,7 @@ if settings.AUDIT_LOG_ENABLED:
 
 from documents import bulk_edit
 from documents.data_models import DocumentSource
+from documents.filters import CustomFieldQueryParser
 from documents.models import Correspondent
 from documents.models import CustomField
 from documents.models import CustomFieldInstance
@@ -2194,6 +2195,12 @@ class WorkflowTriggerSerializer(serializers.ModelSerializer):
             "match",
             "is_insensitive",
             "filter_has_tags",
+            "filter_has_all_tags",
+            "filter_has_not_tags",
+            "filter_custom_field_query",
+            "filter_has_not_correspondents",
+            "filter_has_not_document_types",
+            "filter_has_not_storage_paths",
             "filter_has_correspondent",
             "filter_has_document_type",
             "filter_has_storage_path",
@@ -2219,6 +2226,20 @@ class WorkflowTriggerSerializer(serializers.ModelSerializer):
         ):
             attrs["filter_path"] = None
 
+        if (
+            "filter_custom_field_query" in attrs
+            and attrs["filter_custom_field_query"] is not None
+            and len(attrs["filter_custom_field_query"]) == 0
+        ):
+            attrs["filter_custom_field_query"] = None
+
+        if (
+            "filter_custom_field_query" in attrs
+            and attrs["filter_custom_field_query"] is not None
+        ):
+            parser = CustomFieldQueryParser("filter_custom_field_query")
+            parser.parse(attrs["filter_custom_field_query"])
+
         trigger_type = attrs.get("type", getattr(self.instance, "type", None))
         if (
             trigger_type == WorkflowTrigger.WorkflowTriggerType.CONSUMPTION
@@ -2414,6 +2435,20 @@ class WorkflowSerializer(serializers.ModelSerializer):
         if triggers is not None and triggers is not serializers.empty:
             for trigger in triggers:
                 filter_has_tags = trigger.pop("filter_has_tags", None)
+                filter_has_all_tags = trigger.pop("filter_has_all_tags", None)
+                filter_has_not_tags = trigger.pop("filter_has_not_tags", None)
+                filter_has_not_correspondents = trigger.pop(
+                    "filter_has_not_correspondents",
+                    None,
+                )
+                filter_has_not_document_types = trigger.pop(
+                    "filter_has_not_document_types",
+                    None,
+                )
+                filter_has_not_storage_paths = trigger.pop(
+                    "filter_has_not_storage_paths",
+                    None,
+                )
                 # Convert sources to strings to handle django-multiselectfield v1.0 changes
                 WorkflowTriggerSerializer.normalize_workflow_trigger_sources(trigger)
                 trigger_instance, _ = WorkflowTrigger.objects.update_or_create(
@@ -2422,6 +2457,22 @@ class WorkflowSerializer(serializers.ModelSerializer):
                 )
                 if filter_has_tags is not None:
                     trigger_instance.filter_has_tags.set(filter_has_tags)
+                if filter_has_all_tags is not None:
+                    trigger_instance.filter_has_all_tags.set(filter_has_all_tags)
+                if filter_has_not_tags is not None:
+                    trigger_instance.filter_has_not_tags.set(filter_has_not_tags)
+                if filter_has_not_correspondents is not None:
+                    trigger_instance.filter_has_not_correspondents.set(
+                        filter_has_not_correspondents,
+                    )
+                if filter_has_not_document_types is not None:
+                    trigger_instance.filter_has_not_document_types.set(
+                        filter_has_not_document_types,
+                    )
+                if filter_has_not_storage_paths is not None:
+                    trigger_instance.filter_has_not_storage_paths.set(
+                        filter_has_not_storage_paths,
+                    )
                 set_triggers.append(trigger_instance)
 
         if actions is not None and actions is not serializers.empty:

src/documents/tests/test_api_tasks.py

@@ -135,6 +135,44 @@ class TestTasks(DirectoriesMixin, APITestCase):
         response = self.client.get(self.ENDPOINT + "?acknowledged=false")
         self.assertEqual(len(response.data), 0)
 
+    def test_acknowledge_tasks_requires_change_permission(self):
+        """
+        GIVEN:
+            - A regular user initially without change permissions
+            - A regular user with change permissions
+        WHEN:
+            - API call is made to acknowledge tasks
+        THEN:
+            - The first user is forbidden from acknowledging tasks
+            - The second user is allowed to acknowledge tasks
+        """
+        regular_user = User.objects.create_user(username="test")
+        self.client.force_authenticate(user=regular_user)
+
+        task = PaperlessTask.objects.create(
+            task_id=str(uuid.uuid4()),
+            task_file_name="task_one.pdf",
+        )
+
+        response = self.client.post(
+            self.ENDPOINT + "acknowledge/",
+            {"tasks": [task.id]},
+        )
+        self.assertEqual(response.status_code, status.HTTP_403_FORBIDDEN)
+
+        regular_user2 = User.objects.create_user(username="test2")
+        regular_user2.user_permissions.add(
+            Permission.objects.get(codename="change_paperlesstask"),
+        )
+        regular_user2.save()
+        self.client.force_authenticate(user=regular_user2)
+
+        response = self.client.post(
+            self.ENDPOINT + "acknowledge/",
+            {"tasks": [task.id]},
+        )
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+
     def test_tasks_owner_aware(self):
         """
         GIVEN:

src/documents/tests/test_api_workflows.py

@@ -184,6 +184,17 @@ class TestApiWorkflows(DirectoriesMixin, APITestCase):
                             "filter_filename": "*",
                             "filter_path": "*/samples/*",
                             "filter_has_tags": [self.t1.id],
+                            "filter_has_all_tags": [self.t2.id],
+                            "filter_has_not_tags": [self.t3.id],
+                            "filter_has_not_correspondents": [self.c2.id],
+                            "filter_has_not_document_types": [self.dt2.id],
+                            "filter_has_not_storage_paths": [self.sp2.id],
+                            "filter_custom_field_query": json.dumps(
+                                [
+                                    "AND",
+                                    [[self.cf1.id, "exact", "value"]],
+                                ],
+                            ),
                             "filter_has_document_type": self.dt.id,
                             "filter_has_correspondent": self.c.id,
                             "filter_has_storage_path": self.sp.id,
@@ -223,6 +234,36 @@ class TestApiWorkflows(DirectoriesMixin, APITestCase):
         )
         self.assertEqual(response.status_code, status.HTTP_201_CREATED)
         self.assertEqual(Workflow.objects.count(), 2)
+        workflow = Workflow.objects.get(name="Workflow 2")
+        trigger = workflow.triggers.first()
+        self.assertSetEqual(
+            set(trigger.filter_has_tags.values_list("id", flat=True)),
+            {self.t1.id},
+        )
+        self.assertSetEqual(
+            set(trigger.filter_has_all_tags.values_list("id", flat=True)),
+            {self.t2.id},
+        )
+        self.assertSetEqual(
+            set(trigger.filter_has_not_tags.values_list("id", flat=True)),
+            {self.t3.id},
+        )
+        self.assertSetEqual(
+            set(trigger.filter_has_not_correspondents.values_list("id", flat=True)),
+            {self.c2.id},
+        )
+        self.assertSetEqual(
+            set(trigger.filter_has_not_document_types.values_list("id", flat=True)),
+            {self.dt2.id},
+        )
+        self.assertSetEqual(
+            set(trigger.filter_has_not_storage_paths.values_list("id", flat=True)),
+            {self.sp2.id},
+        )
+        self.assertEqual(
+            trigger.filter_custom_field_query,
+            json.dumps(["AND", [[self.cf1.id, "exact", "value"]]]),
+        )
 
     def test_api_create_invalid_workflow_trigger(self):
         """
@@ -376,6 +417,14 @@ class TestApiWorkflows(DirectoriesMixin, APITestCase):
                         {
                             "type": WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,
                             "filter_has_tags": [self.t1.id],
+                            "filter_has_all_tags": [self.t2.id],
+                            "filter_has_not_tags": [self.t3.id],
+                            "filter_has_not_correspondents": [self.c2.id],
+                            "filter_has_not_document_types": [self.dt2.id],
+                            "filter_has_not_storage_paths": [self.sp2.id],
+                            "filter_custom_field_query": json.dumps(
+                                ["AND", [[self.cf1.id, "exact", "value"]]],
+                            ),
                             "filter_has_correspondent": self.c.id,
                             "filter_has_document_type": self.dt.id,
                         },
@@ -393,6 +442,30 @@ class TestApiWorkflows(DirectoriesMixin, APITestCase):
         workflow = Workflow.objects.get(id=response.data["id"])
         self.assertEqual(workflow.name, "Workflow Updated")
         self.assertEqual(workflow.triggers.first().filter_has_tags.first(), self.t1)
+        self.assertEqual(
+            workflow.triggers.first().filter_has_all_tags.first(),
+            self.t2,
+        )
+        self.assertEqual(
+            workflow.triggers.first().filter_has_not_tags.first(),
+            self.t3,
+        )
+        self.assertEqual(
+            workflow.triggers.first().filter_has_not_correspondents.first(),
+            self.c2,
+        )
+        self.assertEqual(
+            workflow.triggers.first().filter_has_not_document_types.first(),
+            self.dt2,
+        )
+        self.assertEqual(
+            workflow.triggers.first().filter_has_not_storage_paths.first(),
+            self.sp2,
+        )
+        self.assertEqual(
+            workflow.triggers.first().filter_custom_field_query,
+            json.dumps(["AND", [[self.cf1.id, "exact", "value"]]]),
+        )
         self.assertEqual(workflow.actions.first().assign_title, "Action New Title")
 
     def test_api_update_workflow_no_trigger_actions(self):

src/documents/tests/test_workflows.py

@@ -1,4 +1,5 @@
 import datetime
+import json
 import shutil
 import socket
 from datetime import timedelta
@@ -31,6 +32,7 @@ from documents import tasks
 from documents.data_models import ConsumableDocument
 from documents.data_models import DocumentSource
 from documents.matching import document_matches_workflow
+from documents.matching import existing_document_matches_workflow
 from documents.matching import prefilter_documents_by_workflowtrigger
 from documents.models import Correspondent
 from documents.models import CustomField
@@ -46,6 +48,7 @@ from documents.models import WorkflowActionEmail
 from documents.models import WorkflowActionWebhook
 from documents.models import WorkflowRun
 from documents.models import WorkflowTrigger
+from documents.serialisers import WorkflowTriggerSerializer
 from documents.signals import document_consumption_finished
 from documents.tests.utils import DirectoriesMixin
 from documents.tests.utils import DummyProgressManager
@@ -1083,6 +1086,406 @@ class TestWorkflows(
             expected_str = f"Document tags {doc.tags.all()} do not include {trigger.filter_has_tags.all()}"
             self.assertIn(expected_str, cm.output[1])
 
+    def test_document_added_no_match_all_tags(self):
+        trigger = WorkflowTrigger.objects.create(
+            type=WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,
+        )
+        trigger.filter_has_all_tags.set([self.t1, self.t2])
+        action = WorkflowAction.objects.create(
+            assign_title="Doc assign owner",
+            assign_owner=self.user2,
+        )
+        w = Workflow.objects.create(
+            name="Workflow 1",
+            order=0,
+        )
+        w.triggers.add(trigger)
+        w.actions.add(action)
+        w.save()
+
+        doc = Document.objects.create(
+            title="sample test",
+            correspondent=self.c,
+            original_filename="sample.pdf",
+        )
+        doc.tags.set([self.t1])
+        doc.save()
+
+        with self.assertLogs("paperless.matching", level="DEBUG") as cm:
+            document_consumption_finished.send(
+                sender=self.__class__,
+                document=doc,
+            )
+            expected_str = f"Document did not match {w}"
+            self.assertIn(expected_str, cm.output[0])
+            expected_str = (
+                f"Document tags {doc.tags.all()} do not contain all of"
+                f" {trigger.filter_has_all_tags.all()}"
+            )
+            self.assertIn(expected_str, cm.output[1])
+
+    def test_document_added_excluded_tags(self):
+        trigger = WorkflowTrigger.objects.create(
+            type=WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,
+        )
+        trigger.filter_has_not_tags.set([self.t3])
+        action = WorkflowAction.objects.create(
+            assign_title="Doc assign owner",
+            assign_owner=self.user2,
+        )
+        w = Workflow.objects.create(
+            name="Workflow 1",
+            order=0,
+        )
+        w.triggers.add(trigger)
+        w.actions.add(action)
+        w.save()
+
+        doc = Document.objects.create(
+            title="sample test",
+            correspondent=self.c,
+            original_filename="sample.pdf",
+        )
+        doc.tags.set([self.t3])
+        doc.save()
+
+        with self.assertLogs("paperless.matching", level="DEBUG") as cm:
+            document_consumption_finished.send(
+                sender=self.__class__,
+                document=doc,
+            )
+            expected_str = f"Document did not match {w}"
+            self.assertIn(expected_str, cm.output[0])
+            expected_str = (
+                f"Document tags {doc.tags.all()} include excluded tags"
+                f" {trigger.filter_has_not_tags.all()}"
+            )
+            self.assertIn(expected_str, cm.output[1])
+
+    def test_document_added_excluded_correspondent(self):
+        trigger = WorkflowTrigger.objects.create(
+            type=WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,
+        )
+        trigger.filter_has_not_correspondents.set([self.c])
+        action = WorkflowAction.objects.create(
+            assign_title="Doc assign owner",
+            assign_owner=self.user2,
+        )
+        w = Workflow.objects.create(
+            name="Workflow 1",
+            order=0,
+        )
+        w.triggers.add(trigger)
+        w.actions.add(action)
+        w.save()
+
+        doc = Document.objects.create(
+            title="sample test",
+            correspondent=self.c,
+            original_filename="sample.pdf",
+        )
+
+        with self.assertLogs("paperless.matching", level="DEBUG") as cm:
+            document_consumption_finished.send(
+                sender=self.__class__,
+                document=doc,
+            )
+            expected_str = f"Document did not match {w}"
+            self.assertIn(expected_str, cm.output[0])
+            expected_str = (
+                f"Document correspondent {doc.correspondent} is excluded by"
+                f" {trigger.filter_has_not_correspondents.all()}"
+            )
+            self.assertIn(expected_str, cm.output[1])
+
+    def test_document_added_excluded_document_types(self):
+        trigger = WorkflowTrigger.objects.create(
+            type=WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,
+        )
+        trigger.filter_has_not_document_types.set([self.dt])
+        action = WorkflowAction.objects.create(
+            assign_title="Doc assign owner",
+            assign_owner=self.user2,
+        )
+        w = Workflow.objects.create(
+            name="Workflow 1",
+            order=0,
+        )
+        w.triggers.add(trigger)
+        w.actions.add(action)
+        w.save()
+
+        doc = Document.objects.create(
+            title="sample test",
+            document_type=self.dt,
+            original_filename="sample.pdf",
+        )
+
+        with self.assertLogs("paperless.matching", level="DEBUG") as cm:
+            document_consumption_finished.send(
+                sender=self.__class__,
+                document=doc,
+            )
+            expected_str = f"Document did not match {w}"
+            self.assertIn(expected_str, cm.output[0])
+            expected_str = (
+                f"Document doc type {doc.document_type} is excluded by"
+                f" {trigger.filter_has_not_document_types.all()}"
+            )
+            self.assertIn(expected_str, cm.output[1])
+
+    def test_document_added_excluded_storage_paths(self):
+        trigger = WorkflowTrigger.objects.create(
+            type=WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,
+        )
+        trigger.filter_has_not_storage_paths.set([self.sp])
+        action = WorkflowAction.objects.create(
+            assign_title="Doc assign owner",
+            assign_owner=self.user2,
+        )
+        w = Workflow.objects.create(
+            name="Workflow 1",
+            order=0,
+        )
+        w.triggers.add(trigger)
+        w.actions.add(action)
+        w.save()
+
+        doc = Document.objects.create(
+            title="sample test",
+            storage_path=self.sp,
+            original_filename="sample.pdf",
+        )
+
+        with self.assertLogs("paperless.matching", level="DEBUG") as cm:
+            document_consumption_finished.send(
+                sender=self.__class__,
+                document=doc,
+            )
+            expected_str = f"Document did not match {w}"
+            self.assertIn(expected_str, cm.output[0])
+            expected_str = (
+                f"Document storage path {doc.storage_path} is excluded by"
+                f" {trigger.filter_has_not_storage_paths.all()}"
+            )
+            self.assertIn(expected_str, cm.output[1])
+
+    def test_document_added_custom_field_query_no_match(self):
+        trigger = WorkflowTrigger.objects.create(
+            type=WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,
+            filter_custom_field_query=json.dumps(
+                [
+                    "AND",
+                    [[self.cf1.id, "exact", "expected"]],
+                ],
+            ),
+        )
+        action = WorkflowAction.objects.create(
+            assign_title="Doc assign owner",
+            assign_owner=self.user2,
+        )
+        workflow = Workflow.objects.create(name="Workflow 1", order=0)
+        workflow.triggers.add(trigger)
+        workflow.actions.add(action)
+        workflow.save()
+
+        doc = Document.objects.create(
+            title="sample test",
+            correspondent=self.c,
+            original_filename="sample.pdf",
+        )
+        CustomFieldInstance.objects.create(
+            document=doc,
+            field=self.cf1,
+            value_text="other",
+        )
+
+        with self.assertLogs("paperless.matching", level="DEBUG") as cm:
+            document_consumption_finished.send(
+                sender=self.__class__,
+                document=doc,
+            )
+            expected_str = f"Document did not match {workflow}"
+            self.assertIn(expected_str, cm.output[0])
+            self.assertIn(
+                "Document custom fields do not match the configured custom field query",
+                cm.output[1],
+            )
+
+    def test_document_added_custom_field_query_match(self):
+        trigger = WorkflowTrigger.objects.create(
+            type=WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,
+            filter_custom_field_query=json.dumps(
+                [
+                    "AND",
+                    [[self.cf1.id, "exact", "expected"]],
+                ],
+            ),
+        )
+        doc = Document.objects.create(
+            title="sample test",
+            correspondent=self.c,
+            original_filename="sample.pdf",
+        )
+        CustomFieldInstance.objects.create(
+            document=doc,
+            field=self.cf1,
+            value_text="expected",
+        )
+
+        matched, reason = existing_document_matches_workflow(doc, trigger)
+        self.assertTrue(matched)
+        self.assertEqual(reason, "")
+
+    def test_prefilter_documents_custom_field_query(self):
+        trigger = WorkflowTrigger.objects.create(
+            type=WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,
+            filter_custom_field_query=json.dumps(
+                [
+                    "AND",
+                    [[self.cf1.id, "exact", "match"]],
+                ],
+            ),
+        )
+        doc1 = Document.objects.create(
+            title="doc 1",
+            correspondent=self.c,
+            original_filename="doc1.pdf",
+            checksum="checksum1",
+        )
+        CustomFieldInstance.objects.create(
+            document=doc1,
+            field=self.cf1,
+            value_text="match",
+        )
+
+        doc2 = Document.objects.create(
+            title="doc 2",
+            correspondent=self.c,
+            original_filename="doc2.pdf",
+            checksum="checksum2",
+        )
+        CustomFieldInstance.objects.create(
+            document=doc2,
+            field=self.cf1,
+            value_text="different",
+        )
+
+        filtered = prefilter_documents_by_workflowtrigger(
+            Document.objects.all(),
+            trigger,
+        )
+        self.assertIn(doc1, filtered)
+        self.assertNotIn(doc2, filtered)
+
+    def test_consumption_trigger_requires_filter_configuration(self):
+        serializer = WorkflowTriggerSerializer(
+            data={
+                "type": WorkflowTrigger.WorkflowTriggerType.CONSUMPTION,
+            },
+        )
+
+        self.assertFalse(serializer.is_valid())
+        errors = serializer.errors.get("non_field_errors", [])
+        self.assertIn(
+            "File name, path or mail rule filter are required",
+            [str(error) for error in errors],
+        )
+
+    def test_workflow_trigger_serializer_clears_empty_custom_field_query(self):
+        serializer = WorkflowTriggerSerializer(
+            data={
+                "type": WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,
+                "filter_custom_field_query": "",
+            },
+        )
+
+        self.assertTrue(serializer.is_valid(), serializer.errors)
+        self.assertIsNone(serializer.validated_data.get("filter_custom_field_query"))
+
+    def test_existing_document_invalid_custom_field_query_configuration(self):
+        trigger = WorkflowTrigger.objects.create(
+            type=WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,
+            filter_custom_field_query="{ not json",
+        )
+
+        document = Document.objects.create(
+            title="doc invalid query",
+            original_filename="invalid.pdf",
+            checksum="checksum-invalid-query",
+        )
+
+        matched, reason = existing_document_matches_workflow(document, trigger)
+        self.assertFalse(matched)
+        self.assertEqual(reason, "Invalid custom field query configuration")
+
+    def test_prefilter_documents_returns_none_for_invalid_custom_field_query(self):
+        trigger = WorkflowTrigger.objects.create(
+            type=WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,
+            filter_custom_field_query="{ not json",
+        )
+
+        Document.objects.create(
+            title="doc",
+            original_filename="doc.pdf",
+            checksum="checksum-prefilter-invalid",
+        )
+
+        filtered = prefilter_documents_by_workflowtrigger(
+            Document.objects.all(),
+            trigger,
+        )
+
+        self.assertEqual(list(filtered), [])
+
+    def test_prefilter_documents_applies_all_filters(self):
+        other_document_type = DocumentType.objects.create(name="Other Type")
+        other_storage_path = StoragePath.objects.create(
+            name="Blocked path",
+            path="/blocked/",
+        )
+
+        trigger = WorkflowTrigger.objects.create(
+            type=WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,
+            filter_has_correspondent=self.c,
+            filter_has_document_type=self.dt,
+            filter_has_storage_path=self.sp,
+        )
+        trigger.filter_has_tags.set([self.t1])
+        trigger.filter_has_all_tags.set([self.t1, self.t2])
+        trigger.filter_has_not_tags.set([self.t3])
+        trigger.filter_has_not_correspondents.set([self.c2])
+        trigger.filter_has_not_document_types.set([other_document_type])
+        trigger.filter_has_not_storage_paths.set([other_storage_path])
+
+        allowed_document = Document.objects.create(
+            title="allowed",
+            correspondent=self.c,
+            document_type=self.dt,
+            storage_path=self.sp,
+            original_filename="allow.pdf",
+            checksum="checksum-prefilter-allowed",
+        )
+        allowed_document.tags.set([self.t1, self.t2])
+
+        blocked_document = Document.objects.create(
+            title="blocked",
+            correspondent=self.c2,
+            document_type=other_document_type,
+            storage_path=other_storage_path,
+            original_filename="block.pdf",
+            checksum="checksum-prefilter-blocked",
+        )
+        blocked_document.tags.set([self.t1, self.t3])
+
+        filtered = prefilter_documents_by_workflowtrigger(
+            Document.objects.all(),
+            trigger,
+        )
+
+        self.assertIn(allowed_document, filtered)
+        self.assertNotIn(blocked_document, filtered)
+
     def test_document_added_no_match_doctype(self):
         trigger = WorkflowTrigger.objects.create(
             type=WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,

src/documents/views.py

@@ -136,6 +136,7 @@ from documents.models import WorkflowAction
 from documents.models import WorkflowTrigger
 from documents.parsers import get_parser_class_for_mime_type
 from documents.parsers import parse_date_generator
+from documents.permissions import AcknowledgeTasksPermissions
 from documents.permissions import PaperlessAdminPermissions
 from documents.permissions import PaperlessNotePermissions
 from documents.permissions import PaperlessObjectPermissions
@@ -2487,7 +2488,11 @@ class TasksViewSet(ReadOnlyModelViewSet):
             queryset = PaperlessTask.objects.filter(task_id=task_id)
         return queryset
 
-    @action(methods=["post"], detail=False)
+    @action(
+        methods=["post"],
+        detail=False,
+        permission_classes=[IsAuthenticated, AcknowledgeTasksPermissions],
+    )
     def acknowledge(self, request):
         serializer = AcknowledgeTasksViewSerializer(data=request.data)
         serializer.is_valid(raise_exception=True)

uv.lock

@@ -1922,7 +1922,7 @@ sdist = { url = "https://files.pythonhosted.org/packages/61/68/810093cb579daae42
 
 [[package]]
 name = "nltk"
-version = "3.9.2"
+version = "3.9.1"
 source = { registry = "https://pypi.org/simple" }
 dependencies = [
     { name = "click", marker = "sys_platform == 'darwin' or sys_platform == 'linux'" },
@@ -1930,9 +1930,9 @@ dependencies = [
     { name = "regex", marker = "sys_platform == 'darwin' or sys_platform == 'linux'" },
     { name = "tqdm", marker = "sys_platform == 'darwin' or sys_platform == 'linux'" },
 ]
-sdist = { url = "https://files.pythonhosted.org/packages/f9/76/3a5e4312c19a028770f86fd7c058cf9f4ec4321c6cf7526bab998a5b683c/nltk-3.9.2.tar.gz", hash = "sha256:0f409e9b069ca4177c1903c3e843eef90c7e92992fa4931ae607da6de49e1419", size = 2887629, upload-time = "2025-10-01T07:19:23.764Z" }
+sdist = { url = "https://files.pythonhosted.org/packages/3c/87/db8be88ad32c2d042420b6fd9ffd4a149f9a0d7f0e86b3f543be2eeeedd2/nltk-3.9.1.tar.gz", hash = "sha256:87d127bd3de4bd89a4f81265e5fa59cb1b199b27440175370f7417d2bc7ae868", size = 2904691, upload-time = "2024-08-18T19:48:37.769Z" }
 wheels = [
-    { url = "https://files.pythonhosted.org/packages/60/90/81ac364ef94209c100e12579629dc92bf7a709a84af32f8c551b02c07e94/nltk-3.9.2-py3-none-any.whl", hash = "sha256:1e209d2b3009110635ed9709a67a1a3e33a10f799490fa71cf4bec218c11c88a", size = 1513404, upload-time = "2025-10-01T07:19:21.648Z" },
+    { url = "https://files.pythonhosted.org/packages/4d/66/7d9e26593edda06e8cb531874633f7c2372279c3b0f46235539fe546df8b/nltk-3.9.1-py3-none-any.whl", hash = "sha256:4fa26829c5b00715afe3061398a8989dc643b92ce7dd93fb4585a70930d168a1", size = 1505442, upload-time = "2024-08-18T19:48:21.909Z" },
 ]
 
 [[package]]