Enhancement: Add 'any of' workflow trigger filters

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

@@ -414,6 +414,9 @@ describe('WorkflowEditDialogComponent', () => {
       return newFilter
     }
 
+    const correspondentAny = addFilterOfType(TriggerFilterType.CorrespondentAny)
+    correspondentAny.get('values').setValue([11])
+
     const correspondentIs = addFilterOfType(TriggerFilterType.CorrespondentIs)
     correspondentIs.get('values').setValue(1)
 
@@ -423,12 +426,18 @@ describe('WorkflowEditDialogComponent', () => {
     const documentTypeIs = addFilterOfType(TriggerFilterType.DocumentTypeIs)
     documentTypeIs.get('values').setValue(1)
 
+    const documentTypeAny = addFilterOfType(TriggerFilterType.DocumentTypeAny)
+    documentTypeAny.get('values').setValue([12])
+
     const documentTypeNot = addFilterOfType(TriggerFilterType.DocumentTypeNot)
     documentTypeNot.get('values').setValue([1])
 
     const storagePathIs = addFilterOfType(TriggerFilterType.StoragePathIs)
     storagePathIs.get('values').setValue(1)
 
+    const storagePathAny = addFilterOfType(TriggerFilterType.StoragePathAny)
+    storagePathAny.get('values').setValue([13])
+
     const storagePathNot = addFilterOfType(TriggerFilterType.StoragePathNot)
     storagePathNot.get('values').setValue([1])
 
@@ -443,10 +452,13 @@ describe('WorkflowEditDialogComponent', () => {
     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_any_correspondents).toEqual([11])
     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_any_document_types).toEqual([12])
     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_any_storage_paths).toEqual([13])
     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(
@@ -509,16 +521,22 @@ describe('WorkflowEditDialogComponent', () => {
 
     setFilter(TriggerFilterType.TagsAll, 11)
     setFilter(TriggerFilterType.TagsNone, 12)
+    setFilter(TriggerFilterType.CorrespondentAny, 16)
     setFilter(TriggerFilterType.CorrespondentNot, 13)
+    setFilter(TriggerFilterType.DocumentTypeAny, 17)
     setFilter(TriggerFilterType.DocumentTypeNot, 14)
+    setFilter(TriggerFilterType.StoragePathAny, 18)
     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_any_correspondents).toEqual([16])
     expect(formValues.triggers[0].filter_has_not_correspondents).toEqual([13])
+    expect(formValues.triggers[0].filter_has_any_document_types).toEqual([17])
     expect(formValues.triggers[0].filter_has_not_document_types).toEqual([14])
+    expect(formValues.triggers[0].filter_has_any_storage_paths).toEqual([18])
     expect(formValues.triggers[0].filter_has_not_storage_paths).toEqual([15])
   })
 
@@ -642,8 +660,11 @@ describe('WorkflowEditDialogComponent', () => {
       filter_has_tags: [],
       filter_has_all_tags: [],
       filter_has_not_tags: [],
+      filter_has_any_correspondents: [],
       filter_has_not_correspondents: [],
+      filter_has_any_document_types: [],
       filter_has_not_document_types: [],
+      filter_has_any_storage_paths: [],
       filter_has_not_storage_paths: [],
       filter_has_correspondent: null,
       filter_has_document_type: null,
@@ -701,11 +722,14 @@ describe('WorkflowEditDialogComponent', () => {
     trigger.filter_has_tags = [1]
     trigger.filter_has_all_tags = [2, 3]
     trigger.filter_has_not_tags = [4]
+    trigger.filter_has_any_correspondents = [10] as any
     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_any_document_types = [11] as any
     trigger.filter_has_not_document_types = [8] as any
     trigger.filter_has_storage_path = 9 as any
+    trigger.filter_has_any_storage_paths = [12] as any
     trigger.filter_has_not_storage_paths = [10] as any
     trigger.filter_custom_field_query = JSON.stringify([
       'AND',
@@ -716,8 +740,8 @@ describe('WorkflowEditDialogComponent', () => {
     component.ngOnInit()
     const triggerGroup = component.triggerFields.at(0) as FormGroup
     const filters = component.getFiltersFormArray(triggerGroup)
-    expect(filters.length).toBe(10)
+    expect(filters.length).toBe(13)
-    const customFieldFilter = filters.at(9) as FormGroup
+    const customFieldFilter = filters.at(12) as FormGroup
     expect(customFieldFilter.get('type').value).toBe(
       TriggerFilterType.CustomFieldQuery
     )
@@ -726,12 +750,27 @@ describe('WorkflowEditDialogComponent', () => {
   })
 
   it('should expose select metadata helpers', () => {
+    expect(component.isSelectMultiple(TriggerFilterType.CorrespondentAny)).toBe(
+      true
+    )
     expect(component.isSelectMultiple(TriggerFilterType.CorrespondentNot)).toBe(
       true
     )
     expect(component.isSelectMultiple(TriggerFilterType.CorrespondentIs)).toBe(
       false
     )
+    expect(component.isSelectMultiple(TriggerFilterType.DocumentTypeAny)).toBe(
+      true
+    )
+    expect(component.isSelectMultiple(TriggerFilterType.DocumentTypeIs)).toBe(
+      false
+    )
+    expect(component.isSelectMultiple(TriggerFilterType.StoragePathAny)).toBe(
+      true
+    )
+    expect(component.isSelectMultiple(TriggerFilterType.StoragePathIs)).toBe(
+      false
+    )
 
     component.correspondents = [{ id: 1, name: 'C1' } as any]
     component.documentTypes = [{ id: 2, name: 'DT' } as any]
@@ -743,9 +782,15 @@ describe('WorkflowEditDialogComponent', () => {
     expect(
       component.getFilterSelectItems(TriggerFilterType.DocumentTypeIs)
     ).toEqual(component.documentTypes)
+    expect(
+      component.getFilterSelectItems(TriggerFilterType.DocumentTypeAny)
+    ).toEqual(component.documentTypes)
     expect(
       component.getFilterSelectItems(TriggerFilterType.StoragePathIs)
     ).toEqual(component.storagePaths)
+    expect(
+      component.getFilterSelectItems(TriggerFilterType.StoragePathAny)
+    ).toEqual(component.storagePaths)
     expect(component.getFilterSelectItems(TriggerFilterType.TagsAll)).toEqual(
       []
     )

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

@@ -145,10 +145,13 @@ export enum TriggerFilterType {
   TagsAny = 'tags_any',
   TagsAll = 'tags_all',
   TagsNone = 'tags_none',
+  CorrespondentAny = 'correspondent_any',
   CorrespondentIs = 'correspondent_is',
   CorrespondentNot = 'correspondent_not',
+  DocumentTypeAny = 'document_type_any',
   DocumentTypeIs = 'document_type_is',
   DocumentTypeNot = 'document_type_not',
+  StoragePathAny = 'storage_path_any',
   StoragePathIs = 'storage_path_is',
   StoragePathNot = 'storage_path_not',
   CustomFieldQuery = 'custom_field_query',
@@ -172,8 +175,11 @@ type TriggerFilterAggregate = {
   filter_has_tags: number[]
   filter_has_all_tags: number[]
   filter_has_not_tags: number[]
+  filter_has_any_correspondents: number[]
   filter_has_not_correspondents: number[]
+  filter_has_any_document_types: number[]
   filter_has_not_document_types: number[]
+  filter_has_any_storage_paths: number[]
   filter_has_not_storage_paths: number[]
   filter_has_correspondent: number | null
   filter_has_document_type: number | null
@@ -219,6 +225,14 @@ const TRIGGER_FILTER_DEFINITIONS: TriggerFilterDefinition[] = [
     allowMultipleEntries: false,
     allowMultipleValues: true,
   },
+  {
+    id: TriggerFilterType.CorrespondentAny,
+    name: $localize`Has any of these correspondents`,
+    inputType: 'select',
+    allowMultipleEntries: false,
+    allowMultipleValues: true,
+    selectItems: 'correspondents',
+  },
   {
     id: TriggerFilterType.CorrespondentIs,
     name: $localize`Has correspondent`,
@@ -243,6 +257,14 @@ const TRIGGER_FILTER_DEFINITIONS: TriggerFilterDefinition[] = [
     allowMultipleValues: false,
     selectItems: 'documentTypes',
   },
+  {
+    id: TriggerFilterType.DocumentTypeAny,
+    name: $localize`Has any of these document types`,
+    inputType: 'select',
+    allowMultipleEntries: false,
+    allowMultipleValues: true,
+    selectItems: 'documentTypes',
+  },
   {
     id: TriggerFilterType.DocumentTypeNot,
     name: $localize`Does not have document types`,
@@ -259,6 +281,14 @@ const TRIGGER_FILTER_DEFINITIONS: TriggerFilterDefinition[] = [
     allowMultipleValues: false,
     selectItems: 'storagePaths',
   },
+  {
+    id: TriggerFilterType.StoragePathAny,
+    name: $localize`Has any of these storage paths`,
+    inputType: 'select',
+    allowMultipleEntries: false,
+    allowMultipleValues: true,
+    selectItems: 'storagePaths',
+  },
   {
     id: TriggerFilterType.StoragePathNot,
     name: $localize`Does not have storage paths`,
@@ -306,6 +336,15 @@ const FILTER_HANDLERS: Record<TriggerFilterType, FilterHandler> = {
     extract: (trigger) => trigger.filter_has_not_tags,
     hasValue: (value) => Array.isArray(value) && value.length > 0,
   },
+  [TriggerFilterType.CorrespondentAny]: {
+    apply: (aggregate, values) => {
+      aggregate.filter_has_any_correspondents = Array.isArray(values)
+        ? [...values]
+        : [values]
+    },
+    extract: (trigger) => trigger.filter_has_any_correspondents,
+    hasValue: (value) => Array.isArray(value) && value.length > 0,
+  },
   [TriggerFilterType.CorrespondentIs]: {
     apply: (aggregate, values) => {
       aggregate.filter_has_correspondent = Array.isArray(values)
@@ -333,6 +372,15 @@ const FILTER_HANDLERS: Record<TriggerFilterType, FilterHandler> = {
     extract: (trigger) => trigger.filter_has_document_type,
     hasValue: (value) => value !== null && value !== undefined,
   },
+  [TriggerFilterType.DocumentTypeAny]: {
+    apply: (aggregate, values) => {
+      aggregate.filter_has_any_document_types = Array.isArray(values)
+        ? [...values]
+        : [values]
+    },
+    extract: (trigger) => trigger.filter_has_any_document_types,
+    hasValue: (value) => Array.isArray(value) && value.length > 0,
+  },
   [TriggerFilterType.DocumentTypeNot]: {
     apply: (aggregate, values) => {
       aggregate.filter_has_not_document_types = Array.isArray(values)
@@ -351,6 +399,15 @@ const FILTER_HANDLERS: Record<TriggerFilterType, FilterHandler> = {
     extract: (trigger) => trigger.filter_has_storage_path,
     hasValue: (value) => value !== null && value !== undefined,
   },
+  [TriggerFilterType.StoragePathAny]: {
+    apply: (aggregate, values) => {
+      aggregate.filter_has_any_storage_paths = Array.isArray(values)
+        ? [...values]
+        : [values]
+    },
+    extract: (trigger) => trigger.filter_has_any_storage_paths,
+    hasValue: (value) => Array.isArray(value) && value.length > 0,
+  },
   [TriggerFilterType.StoragePathNot]: {
     apply: (aggregate, values) => {
       aggregate.filter_has_not_storage_paths = Array.isArray(values)
@@ -642,8 +699,11 @@ export class WorkflowEditDialogComponent
             filter_has_tags: [],
             filter_has_all_tags: [],
             filter_has_not_tags: [],
+            filter_has_any_correspondents: [],
             filter_has_not_correspondents: [],
+            filter_has_any_document_types: [],
             filter_has_not_document_types: [],
+            filter_has_any_storage_paths: [],
             filter_has_not_storage_paths: [],
             filter_has_correspondent: null,
             filter_has_document_type: null,
@@ -670,10 +730,16 @@ export class WorkflowEditDialogComponent
           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_any_correspondents =
+            aggregate.filter_has_any_correspondents
           trigger.filter_has_not_correspondents =
             aggregate.filter_has_not_correspondents
+          trigger.filter_has_any_document_types =
+            aggregate.filter_has_any_document_types
           trigger.filter_has_not_document_types =
             aggregate.filter_has_not_document_types
+          trigger.filter_has_any_storage_paths =
+            aggregate.filter_has_any_storage_paths
           trigger.filter_has_not_storage_paths =
             aggregate.filter_has_not_storage_paths
           trigger.filter_has_correspondent =
@@ -856,8 +922,11 @@ export class WorkflowEditDialogComponent
       case TriggerFilterType.TagsAny:
       case TriggerFilterType.TagsAll:
       case TriggerFilterType.TagsNone:
+      case TriggerFilterType.CorrespondentAny:
       case TriggerFilterType.CorrespondentNot:
+      case TriggerFilterType.DocumentTypeAny:
       case TriggerFilterType.DocumentTypeNot:
+      case TriggerFilterType.StoragePathAny:
       case TriggerFilterType.StoragePathNot:
         return true
       default:
@@ -1179,8 +1248,11 @@ export class WorkflowEditDialogComponent
       filter_has_tags: [],
       filter_has_all_tags: [],
       filter_has_not_tags: [],
+      filter_has_any_correspondents: [],
       filter_has_not_correspondents: [],
+      filter_has_any_document_types: [],
       filter_has_not_document_types: [],
+      filter_has_any_storage_paths: [],
       filter_has_not_storage_paths: [],
       filter_custom_field_query: null,
       filter_has_correspondent: null,

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

@@ -44,10 +44,16 @@ export interface WorkflowTrigger extends ObjectWithId {
 
   filter_has_not_tags?: number[] // Tag.id[]
 
+  filter_has_any_correspondents?: number[] // Correspondent.id[]
+
   filter_has_not_correspondents?: number[] // Correspondent.id[]
 
+  filter_has_any_document_types?: number[] // DocumentType.id[]
+
   filter_has_not_document_types?: number[] // DocumentType.id[]
 
+  filter_has_any_storage_paths?: number[] // StoragePath.id[]
+
   filter_has_not_storage_paths?: number[] // StoragePath.id[]
 
   filter_custom_field_query?: string

src/documents/matching.py

@@ -403,6 +403,18 @@ def existing_document_matches_workflow(
                 f"Document tags {list(document.tags.all())} include excluded tags {list(trigger_has_not_tags_qs)}",
             )
 
+    allowed_correspondent_ids = set(
+        trigger.filter_has_any_correspondents.values_list("id", flat=True),
+    )
+    if (
+        allowed_correspondent_ids
+        and document.correspondent_id not in allowed_correspondent_ids
+    ):
+        return (
+            False,
+            f"Document correspondent {document.correspondent} is not one of {list(trigger.filter_has_any_correspondents.all())}",
+        )
+
     # Document correspondent vs trigger has_correspondent
     if (
         trigger.filter_has_correspondent_id is not None
@@ -424,6 +436,17 @@ def existing_document_matches_workflow(
             f"Document correspondent {document.correspondent} is excluded by {list(trigger.filter_has_not_correspondents.all())}",
         )
 
+    allowed_document_type_ids = set(
+        trigger.filter_has_any_document_types.values_list("id", flat=True),
+    )
+    if allowed_document_type_ids and (
+        document.document_type_id not in allowed_document_type_ids
+    ):
+        return (
+            False,
+            f"Document doc type {document.document_type} is not one of {list(trigger.filter_has_any_document_types.all())}",
+        )
+
     # Document document_type vs trigger has_document_type
     if (
         trigger.filter_has_document_type_id is not None
@@ -445,6 +468,17 @@ def existing_document_matches_workflow(
             f"Document doc type {document.document_type} is excluded by {list(trigger.filter_has_not_document_types.all())}",
         )
 
+    allowed_storage_path_ids = set(
+        trigger.filter_has_any_storage_paths.values_list("id", flat=True),
+    )
+    if allowed_storage_path_ids and (
+        document.storage_path_id not in allowed_storage_path_ids
+    ):
+        return (
+            False,
+            f"Document storage path {document.storage_path} is not one of {list(trigger.filter_has_any_storage_paths.all())}",
+        )
+
     # Document storage_path vs trigger has_storage_path
     if (
         trigger.filter_has_storage_path_id is not None
@@ -532,6 +566,10 @@ def prefilter_documents_by_workflowtrigger(
 
     # Correspondent, DocumentType, etc. filtering
 
+    if trigger.filter_has_any_correspondents.exists():
+        documents = documents.filter(
+            correspondent__in=trigger.filter_has_any_correspondents.all(),
+        )
     if trigger.filter_has_correspondent is not None:
         documents = documents.filter(
             correspondent=trigger.filter_has_correspondent,
@@ -541,6 +579,10 @@ def prefilter_documents_by_workflowtrigger(
             correspondent__in=trigger.filter_has_not_correspondents.all(),
         )
 
+    if trigger.filter_has_any_document_types.exists():
+        documents = documents.filter(
+            document_type__in=trigger.filter_has_any_document_types.all(),
+        )
     if trigger.filter_has_document_type is not None:
         documents = documents.filter(
             document_type=trigger.filter_has_document_type,
@@ -550,6 +592,10 @@ def prefilter_documents_by_workflowtrigger(
             document_type__in=trigger.filter_has_not_document_types.all(),
         )
 
+    if trigger.filter_has_any_storage_paths.exists():
+        documents = documents.filter(
+            storage_path__in=trigger.filter_has_any_storage_paths.all(),
+        )
     if trigger.filter_has_storage_path is not None:
         documents = documents.filter(
             storage_path=trigger.filter_has_storage_path,
@@ -604,8 +650,11 @@ def document_matches_workflow(
             "filter_has_tags",
             "filter_has_all_tags",
             "filter_has_not_tags",
+            "filter_has_any_document_types",
             "filter_has_not_document_types",
+            "filter_has_any_correspondents",
             "filter_has_not_correspondents",
+            "filter_has_any_storage_paths",
             "filter_has_not_storage_paths",
         )
     )

src/documents/migrations/1075_workflowtrigger_filter_has_any_correspondents_and_more.py

@@ -0,0 +1,43 @@
+# Generated by Django 5.2.7 on 2025-12-17 22:25
+
+from django.db import migrations
+from django.db import models
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("documents", "1074_workflowrun_deleted_at_workflowrun_restored_at_and_more"),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name="workflowtrigger",
+            name="filter_has_any_correspondents",
+            field=models.ManyToManyField(
+                blank=True,
+                related_name="workflowtriggers_has_any_correspondent",
+                to="documents.correspondent",
+                verbose_name="has one of these correspondents",
+            ),
+        ),
+        migrations.AddField(
+            model_name="workflowtrigger",
+            name="filter_has_any_document_types",
+            field=models.ManyToManyField(
+                blank=True,
+                related_name="workflowtriggers_has_any_document_type",
+                to="documents.documenttype",
+                verbose_name="has one of these document types",
+            ),
+        ),
+        migrations.AddField(
+            model_name="workflowtrigger",
+            name="filter_has_any_storage_paths",
+            field=models.ManyToManyField(
+                blank=True,
+                related_name="workflowtriggers_has_any_storage_path",
+                to="documents.storagepath",
+                verbose_name="has one of these storage paths",
+            ),
+        ),
+    ]

src/documents/models.py

@@ -1087,6 +1087,13 @@ class WorkflowTrigger(models.Model):
         verbose_name=_("has this document type"),
     )
 
+    filter_has_any_document_types = models.ManyToManyField(
+        DocumentType,
+        blank=True,
+        related_name="workflowtriggers_has_any_document_type",
+        verbose_name=_("has one of these document types"),
+    )
+
     filter_has_not_document_types = models.ManyToManyField(
         DocumentType,
         blank=True,
@@ -1109,6 +1116,13 @@ class WorkflowTrigger(models.Model):
         verbose_name=_("does not have these correspondent(s)"),
     )
 
+    filter_has_any_correspondents = models.ManyToManyField(
+        Correspondent,
+        blank=True,
+        related_name="workflowtriggers_has_any_correspondent",
+        verbose_name=_("has one of these correspondents"),
+    )
+
     filter_has_storage_path = models.ForeignKey(
         StoragePath,
         null=True,
@@ -1117,6 +1131,13 @@ class WorkflowTrigger(models.Model):
         verbose_name=_("has this storage path"),
     )
 
+    filter_has_any_storage_paths = models.ManyToManyField(
+        StoragePath,
+        blank=True,
+        related_name="workflowtriggers_has_any_storage_path",
+        verbose_name=_("has one of these storage paths"),
+    )
+
     filter_has_not_storage_paths = models.ManyToManyField(
         StoragePath,
         blank=True,

src/documents/serialisers.py

@@ -580,10 +580,6 @@ class TagSerializer(MatchingModelSerializer, OwnedObjectSerializer):
         ),
     )
     def get_children(self, obj):
-        children_map = self.context.get("children_map")
-        if children_map is not None:
-            children = children_map.get(obj.pk, [])
-        else:
         filter_q = self.context.get("document_count_filter")
         request = self.context.get("request")
         if filter_q is None:
@@ -591,7 +587,7 @@ class TagSerializer(MatchingModelSerializer, OwnedObjectSerializer):
             filter_q = get_document_count_filter_for_user(user)
             self.context["document_count_filter"] = filter_q
 
-            children = (
+        children_queryset = (
             obj.get_children_queryset()
             .select_related("owner")
             .annotate(document_count=Count("documents", filter=filter_q))
@@ -599,15 +595,15 @@ class TagSerializer(MatchingModelSerializer, OwnedObjectSerializer):
 
         view = self.context.get("view")
         ordering = (
-                OrderingFilter().get_ordering(request, children, view)
+            OrderingFilter().get_ordering(request, children_queryset, view)
             if request and view
             else None
         )
         ordering = ordering or (Lower("name"),)
-            children = children.order_by(*ordering)
+        children_queryset = children_queryset.order_by(*ordering)
 
         serializer = TagSerializer(
-            children,
+            children_queryset,
             many=True,
             user=self.user,
             full_perms=self.full_perms,
@@ -2299,8 +2295,11 @@ class WorkflowTriggerSerializer(serializers.ModelSerializer):
             "filter_has_all_tags",
             "filter_has_not_tags",
             "filter_custom_field_query",
+            "filter_has_any_correspondents",
             "filter_has_not_correspondents",
+            "filter_has_any_document_types",
             "filter_has_not_document_types",
+            "filter_has_any_storage_paths",
             "filter_has_not_storage_paths",
             "filter_has_correspondent",
             "filter_has_document_type",
@@ -2538,14 +2537,26 @@ class WorkflowSerializer(serializers.ModelSerializer):
                 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_any_correspondents = trigger.pop(
+                    "filter_has_any_correspondents",
+                    None,
+                )
                 filter_has_not_correspondents = trigger.pop(
                     "filter_has_not_correspondents",
                     None,
                 )
+                filter_has_any_document_types = trigger.pop(
+                    "filter_has_any_document_types",
+                    None,
+                )
                 filter_has_not_document_types = trigger.pop(
                     "filter_has_not_document_types",
                     None,
                 )
+                filter_has_any_storage_paths = trigger.pop(
+                    "filter_has_any_storage_paths",
+                    None,
+                )
                 filter_has_not_storage_paths = trigger.pop(
                     "filter_has_not_storage_paths",
                     None,
@@ -2562,14 +2573,26 @@ class WorkflowSerializer(serializers.ModelSerializer):
                     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_any_correspondents is not None:
+                    trigger_instance.filter_has_any_correspondents.set(
+                        filter_has_any_correspondents,
+                    )
                 if filter_has_not_correspondents is not None:
                     trigger_instance.filter_has_not_correspondents.set(
                         filter_has_not_correspondents,
                     )
+                if filter_has_any_document_types is not None:
+                    trigger_instance.filter_has_any_document_types.set(
+                        filter_has_any_document_types,
+                    )
                 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_any_storage_paths is not None:
+                    trigger_instance.filter_has_any_storage_paths.set(
+                        filter_has_any_storage_paths,
+                    )
                 if filter_has_not_storage_paths is not None:
                     trigger_instance.filter_has_not_storage_paths.set(
                         filter_has_not_storage_paths,

src/documents/tests/test_api_workflows.py

@@ -186,8 +186,11 @@ class TestApiWorkflows(DirectoriesMixin, APITestCase):
                             "filter_has_tags": [self.t1.id],
                             "filter_has_all_tags": [self.t2.id],
                             "filter_has_not_tags": [self.t3.id],
+                            "filter_has_any_correspondents": [self.c.id],
                             "filter_has_not_correspondents": [self.c2.id],
+                            "filter_has_any_document_types": [self.dt.id],
                             "filter_has_not_document_types": [self.dt2.id],
+                            "filter_has_any_storage_paths": [self.sp.id],
                             "filter_has_not_storage_paths": [self.sp2.id],
                             "filter_custom_field_query": json.dumps(
                                 [
@@ -248,14 +251,26 @@ class TestApiWorkflows(DirectoriesMixin, APITestCase):
             set(trigger.filter_has_not_tags.values_list("id", flat=True)),
             {self.t3.id},
         )
+        self.assertSetEqual(
+            set(trigger.filter_has_any_correspondents.values_list("id", flat=True)),
+            {self.c.id},
+        )
         self.assertSetEqual(
             set(trigger.filter_has_not_correspondents.values_list("id", flat=True)),
             {self.c2.id},
         )
+        self.assertSetEqual(
+            set(trigger.filter_has_any_document_types.values_list("id", flat=True)),
+            {self.dt.id},
+        )
         self.assertSetEqual(
             set(trigger.filter_has_not_document_types.values_list("id", flat=True)),
             {self.dt2.id},
         )
+        self.assertSetEqual(
+            set(trigger.filter_has_any_storage_paths.values_list("id", flat=True)),
+            {self.sp.id},
+        )
         self.assertSetEqual(
             set(trigger.filter_has_not_storage_paths.values_list("id", flat=True)),
             {self.sp2.id},
@@ -419,8 +434,11 @@ class TestApiWorkflows(DirectoriesMixin, APITestCase):
                             "filter_has_tags": [self.t1.id],
                             "filter_has_all_tags": [self.t2.id],
                             "filter_has_not_tags": [self.t3.id],
+                            "filter_has_any_correspondents": [self.c.id],
                             "filter_has_not_correspondents": [self.c2.id],
+                            "filter_has_any_document_types": [self.dt.id],
                             "filter_has_not_document_types": [self.dt2.id],
+                            "filter_has_any_storage_paths": [self.sp.id],
                             "filter_has_not_storage_paths": [self.sp2.id],
                             "filter_custom_field_query": json.dumps(
                                 ["AND", [[self.cf1.id, "exact", "value"]]],
@@ -450,14 +468,26 @@ class TestApiWorkflows(DirectoriesMixin, APITestCase):
             workflow.triggers.first().filter_has_not_tags.first(),
             self.t3,
         )
+        self.assertEqual(
+            workflow.triggers.first().filter_has_any_correspondents.first(),
+            self.c,
+        )
         self.assertEqual(
             workflow.triggers.first().filter_has_not_correspondents.first(),
             self.c2,
         )
+        self.assertEqual(
+            workflow.triggers.first().filter_has_any_document_types.first(),
+            self.dt,
+        )
         self.assertEqual(
             workflow.triggers.first().filter_has_not_document_types.first(),
             self.dt2,
         )
+        self.assertEqual(
+            workflow.triggers.first().filter_has_any_storage_paths.first(),
+            self.sp,
+        )
         self.assertEqual(
             workflow.triggers.first().filter_has_not_storage_paths.first(),
             self.sp2,

src/documents/tests/test_workflows.py

@@ -1276,6 +1276,76 @@ class TestWorkflows(
             )
             self.assertIn(expected_str, cm.output[1])
 
+    def test_document_added_any_filters(self):
+        trigger = WorkflowTrigger.objects.create(
+            type=WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,
+        )
+        trigger.filter_has_any_correspondents.set([self.c])
+        trigger.filter_has_any_document_types.set([self.dt])
+        trigger.filter_has_any_storage_paths.set([self.sp])
+
+        matching_doc = Document.objects.create(
+            title="sample test",
+            correspondent=self.c,
+            document_type=self.dt,
+            storage_path=self.sp,
+            original_filename="sample.pdf",
+            checksum="checksum-any-match",
+        )
+
+        matched, reason = existing_document_matches_workflow(matching_doc, trigger)
+        self.assertTrue(matched)
+        self.assertIsNone(reason)
+
+        wrong_correspondent = Document.objects.create(
+            title="wrong correspondent",
+            correspondent=self.c2,
+            document_type=self.dt,
+            storage_path=self.sp,
+            original_filename="sample2.pdf",
+        )
+        matched, reason = existing_document_matches_workflow(
+            wrong_correspondent,
+            trigger,
+        )
+        self.assertFalse(matched)
+        self.assertIn("correspondent", reason)
+
+        other_document_type = DocumentType.objects.create(name="Other")
+        wrong_document_type = Document.objects.create(
+            title="wrong doc type",
+            correspondent=self.c,
+            document_type=other_document_type,
+            storage_path=self.sp,
+            original_filename="sample3.pdf",
+            checksum="checksum-wrong-doc-type",
+        )
+        matched, reason = existing_document_matches_workflow(
+            wrong_document_type,
+            trigger,
+        )
+        self.assertFalse(matched)
+        self.assertIn("doc type", reason)
+
+        other_storage_path = StoragePath.objects.create(
+            name="Other path",
+            path="/other/",
+        )
+        wrong_storage_path = Document.objects.create(
+            title="wrong storage",
+            correspondent=self.c,
+            document_type=self.dt,
+            storage_path=other_storage_path,
+            original_filename="sample4.pdf",
+            checksum="checksum-wrong-storage-path",
+        )
+        matched, reason = existing_document_matches_workflow(
+            wrong_storage_path,
+            trigger,
+        )
+        self.assertFalse(matched)
+        self.assertIn("storage path", reason)
+
     def test_document_added_custom_field_query_no_match(self):
         trigger = WorkflowTrigger.objects.create(
             type=WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,
@@ -1384,6 +1454,39 @@ class TestWorkflows(
         self.assertIn(doc1, filtered)
         self.assertNotIn(doc2, filtered)
 
+    def test_prefilter_documents_any_filters(self):
+        trigger = WorkflowTrigger.objects.create(
+            type=WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,
+        )
+        trigger.filter_has_any_correspondents.set([self.c])
+        trigger.filter_has_any_document_types.set([self.dt])
+        trigger.filter_has_any_storage_paths.set([self.sp])
+
+        allowed_document = Document.objects.create(
+            title="allowed",
+            correspondent=self.c,
+            document_type=self.dt,
+            storage_path=self.sp,
+            original_filename="doc-allowed.pdf",
+            checksum="checksum-any-allowed",
+        )
+        blocked_document = Document.objects.create(
+            title="blocked",
+            correspondent=self.c2,
+            document_type=self.dt,
+            storage_path=self.sp,
+            original_filename="doc-blocked.pdf",
+            checksum="checksum-any-blocked",
+        )
+
+        filtered = prefilter_documents_by_workflowtrigger(
+            Document.objects.all(),
+            trigger,
+        )
+
+        self.assertIn(allowed_document, filtered)
+        self.assertNotIn(blocked_document, filtered)
+
     def test_consumption_trigger_requires_filter_configuration(self):
         serializer = WorkflowTriggerSerializer(
             data={

src/documents/views.py

@@ -448,43 +448,8 @@ class TagViewSet(ModelViewSet, PermissionsAwareDocumentCountMixin):
     def get_serializer_context(self):
         context = super().get_serializer_context()
         context["document_count_filter"] = self.get_document_count_filter()
-        if hasattr(self, "_children_map"):
-            context["children_map"] = self._children_map
         return context
 
-    def list(self, request, *args, **kwargs):
-        """
-        Build a children map once to avoid per-parent queries in the serializer.
-        """
-        queryset = self.filter_queryset(self.get_queryset())
-        ordering = OrderingFilter().get_ordering(request, queryset, self) or (
-            Lower("name"),
-        )
-        queryset = queryset.order_by(*ordering)
-
-        all_tags = list(queryset)
-        descendant_pks = {pk for tag in all_tags for pk in tag.get_descendants_pks()}
-
-        if descendant_pks:
-            filter_q = self.get_document_count_filter()
-            children_source = (
-                Tag.objects.filter(pk__in=descendant_pks | {t.pk for t in all_tags})
-                .select_related("owner")
-                .annotate(document_count=Count("documents", filter=filter_q))
-                .order_by(*ordering)
-            )
-        else:
-            children_source = all_tags
-
-        children_map = {}
-        for tag in children_source:
-            children_map.setdefault(tag.tn_parent_id, []).append(tag)
-        self._children_map = children_map
-
-        page = self.paginate_queryset(queryset)
-        serializer = self.get_serializer(page, many=True)
-        return self.get_paginated_response(serializer.data)
-
     def perform_update(self, serializer):
         old_parent = self.get_object().get_parent()
         tag = serializer.save()

src/locale/en_US/LC_MESSAGES/django.po

@@ -2,7 +2,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: paperless-ngx\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2026-01-12 21:04+0000\n"
+"POT-Creation-Date: 2026-01-08 21:50+0000\n"
 "PO-Revision-Date: 2022-02-17 04:17\n"
 "Last-Translator: \n"
 "Language-Team: English\n"
@@ -1219,35 +1219,35 @@ msgstr ""
 msgid "workflow runs"
 msgstr ""
 
-#: documents/serialisers.py:646
+#: documents/serialisers.py:642
 msgid "Invalid color."
 msgstr ""
 
-#: documents/serialisers.py:1850
+#: documents/serialisers.py:1846
 #, python-format
 msgid "File type %(type)s not supported"
 msgstr ""
 
-#: documents/serialisers.py:1894
+#: documents/serialisers.py:1890
 #, python-format
 msgid "Custom field id must be an integer: %(id)s"
 msgstr ""
 
-#: documents/serialisers.py:1901
+#: documents/serialisers.py:1897
 #, python-format
 msgid "Custom field with id %(id)s does not exist"
 msgstr ""
 
-#: documents/serialisers.py:1918 documents/serialisers.py:1928
+#: documents/serialisers.py:1914 documents/serialisers.py:1924
 msgid ""
 "Custom fields must be a list of integers or an object mapping ids to values."
 msgstr ""
 
-#: documents/serialisers.py:1923
+#: documents/serialisers.py:1919
 msgid "Some custom fields don't exist or were specified twice."
 msgstr ""
 
-#: documents/serialisers.py:2038
+#: documents/serialisers.py:2034
 msgid "Invalid variable detected."
 msgstr ""
 

uv.lock

@@ -104,9 +104,9 @@ dependencies = [
     { name = "isodate", marker = "sys_platform == 'darwin' or sys_platform == 'linux'" },
     { name = "typing-extensions", marker = "sys_platform == 'darwin' or sys_platform == 'linux'" },
 ]
-sdist = { url = "https://files.pythonhosted.org/packages/44/7b/8115cd713e2caa5e44def85f2b7ebd02a74ae74d7113ba20bdd41fd6dd80/azure_ai_documentintelligence-1.0.2.tar.gz", hash = "sha256:4d75a2513f2839365ebabc0e0e1772f5601b3a8c9a71e75da12440da13b63484", size = 170940, upload-time = "2025-03-27T02:46:20.606Z" }
+sdist = { url = "https://files.pythonhosted.org/packages/44/7b/8115cd713e2caa5e44def85f2b7ebd02a74ae74d7113ba20bdd41fd6dd80/azure_ai_documentintelligence-1.0.2.tar.gz", hash = "sha256:4d75a2513f2839365ebabc0e0e1772f5601b3a8c9a71e75da12440da13b63484", size = 170940 }
 wheels = [
-    { url = "https://files.pythonhosted.org/packages/d9/75/c9ec040f23082f54ffb1977ff8f364c2d21c79a640a13d1c1809e7fd6b1a/azure_ai_documentintelligence-1.0.2-py3-none-any.whl", hash = "sha256:e1fb446abbdeccc9759d897898a0fe13141ed29f9ad11fc705f951925822ed59", size = 106005, upload-time = "2025-03-27T02:46:22.356Z" },
+    { url = "https://files.pythonhosted.org/packages/d9/75/c9ec040f23082f54ffb1977ff8f364c2d21c79a640a13d1c1809e7fd6b1a/azure_ai_documentintelligence-1.0.2-py3-none-any.whl", hash = "sha256:e1fb446abbdeccc9759d897898a0fe13141ed29f9ad11fc705f951925822ed59", size = 106005 },
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 [[package]]
@@ -118,9 +118,9 @@ dependencies = [
     { name = "six", marker = "sys_platform == 'darwin' or sys_platform == 'linux'" },
     { name = "typing-extensions", marker = "sys_platform == 'darwin' or sys_platform == 'linux'" },
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+sdist = { url = "https://files.pythonhosted.org/packages/75/aa/7c9db8edd626f1a7d99d09ef7926f6f4fb34d5f9fa00dc394afdfe8e2a80/azure_core-1.33.0.tar.gz", hash = "sha256:f367aa07b5e3005fec2c1e184b882b0b039910733907d001c20fb08ebb8c0eb9", size = 295633 }
 wheels = [
-    { url = "https://files.pythonhosted.org/packages/07/b7/76b7e144aa53bd206bf1ce34fa75350472c3f69bf30e5c8c18bc9881035d/azure_core-1.33.0-py3-none-any.whl", hash = "sha256:9b5b6d0223a1d38c37500e6971118c1e0f13f54951e6893968b38910bc9cda8f", size = 207071, upload-time = "2025-04-03T23:51:03.806Z" },
+    { url = "https://files.pythonhosted.org/packages/07/b7/76b7e144aa53bd206bf1ce34fa75350472c3f69bf30e5c8c18bc9881035d/azure_core-1.33.0-py3-none-any.whl", hash = "sha256:9b5b6d0223a1d38c37500e6971118c1e0f13f54951e6893968b38910bc9cda8f", size = 207071 },
 ]
 
 [[package]]
@@ -359,15 +359,15 @@ wheels = [
 
 [[package]]
 name = "channels"
-version = "4.3.2"
+version = "4.3.1"
 source = { registry = "https://pypi.org/simple" }
 dependencies = [
     { name = "asgiref", marker = "sys_platform == 'darwin' or sys_platform == 'linux'" },
     { name = "django", marker = "sys_platform == 'darwin' or sys_platform == 'linux'" },
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+sdist = { url = "https://files.pythonhosted.org/packages/12/a0/46450fcf9e56af18a6b0440ba49db6635419bb7bc84142c35f4143b1a66c/channels-4.3.1.tar.gz", hash = "sha256:97413ffd674542db08e16a9ef09cd86ec0113e5f8125fbd33cf0854adcf27cdb", size = 26896, upload-time = "2025-08-01T13:25:19.952Z" }
 wheels = [
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+    { url = "https://files.pythonhosted.org/packages/89/1c/eae1c2a8c195760376e7f65d0bdcc3e966695d29cfbe5c54841ce5c71408/channels-4.3.1-py3-none-any.whl", hash = "sha256:b091d4b26f91d807de3e84aead7ba785314f27eaf5bac31dd51b1c956b883859", size = 31286, upload-time = "2025-08-01T13:25:18.845Z" },
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 [[package]]
@@ -867,14 +867,14 @@ wheels = [
 
 [[package]]
 name = "django-soft-delete"
-version = "1.0.22"
+version = "1.0.21"
 source = { registry = "https://pypi.org/simple" }
 dependencies = [
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+sdist = { url = "https://files.pythonhosted.org/packages/da/bf/13996c18bffee3bbcf294830c1737bfb5564164b8319c51e6714b6bdf783/django_soft_delete-1.0.21.tar.gz", hash = "sha256:542bd4650d2769105a4363ea7bb7fbdb3c28429dbaa66417160f8f4b5dc689d5", size = 21153, upload-time = "2025-09-17T08:46:30.476Z" }
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+    { url = "https://files.pythonhosted.org/packages/fa/e6/8f4fed14499c63e35ca33cf9f424ad2e14e963ec5545594d7c7dc2f710f4/django_soft_delete-1.0.21-py3-none-any.whl", hash = "sha256:dd91e671d9d431ff96f4db727ce03e7fbb4008ae4541b1d162d5d06cc9becd2a", size = 18681, upload-time = "2025-09-17T08:46:29.272Z" },
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 [[package]]
@@ -913,11 +913,11 @@ wheels = [
 
 [[package]]
 name = "django-treenode"
-version = "0.23.3"
+version = "0.23.2"
 source = { registry = "https://pypi.org/simple" }
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+    { url = "https://files.pythonhosted.org/packages/00/61/e17d3dee5c6bb24b8faf0c101e17f9a8cafeba6384166176e066c80e8cbb/django_treenode-0.23.2-py3-none-any.whl", hash = "sha256:9363cb50f753654a9acfad6ec4df2a664a5f89dfdf8b55ffd964f27461bef85e", size = 21879, upload-time = "2025-09-04T21:16:51.811Z" },
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 [[package]]
@@ -1064,11 +1064,11 @@ wheels = [
 
 [[package]]
 name = "filelock"
-version = "3.20.3"
+version = "3.20.0"
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