Bump the frontend-jest-dependencies group in /src-ui with 4 updates (#4112)

* Bump the frontend-jest-dependencies group in /src-ui with 4 updates

Bumps the frontend-jest-dependencies group in /src-ui with 4 updates: [jest](https://github.com/jestjs/jest/tree/HEAD/packages/jest), [@types/jest](https://github.com/DefinitelyTyped/DefinitelyTyped/tree/HEAD/types/jest), [jest-environment-jsdom](https://github.com/jestjs/jest/tree/HEAD/packages/jest-environment-jsdom) and [jest-websocket-mock](https://github.com/romgain/jest-websocket-mock).


Updates `jest` from 29.6.2 to 29.6.4
- [Release notes](https://github.com/jestjs/jest/releases)
- [Changelog](https://github.com/jestjs/jest/blob/main/CHANGELOG.md)
- [Commits](https://github.com/jestjs/jest/commits/v29.6.4/packages/jest)

Updates `@types/jest` from 29.5.3 to 29.5.4
- [Release notes](https://github.com/DefinitelyTyped/DefinitelyTyped/releases)
- [Commits](https://github.com/DefinitelyTyped/DefinitelyTyped/commits/HEAD/types/jest)

Updates `jest-environment-jsdom` from 29.6.2 to 29.6.4
- [Release notes](https://github.com/jestjs/jest/releases)
- [Changelog](https://github.com/jestjs/jest/blob/main/CHANGELOG.md)
- [Commits](https://github.com/jestjs/jest/commits/v29.6.4/packages/jest-environment-jsdom)

Updates `jest-websocket-mock` from 2.4.0 to 2.4.1
- [Release notes](https://github.com/romgain/jest-websocket-mock/releases)
- [Commits](https://github.com/romgain/jest-websocket-mock/compare/v2.4.0...v2.4.1)

---
updated-dependencies:
- dependency-name: jest
  dependency-type: direct:development
  update-type: version-update:semver-patch
  dependency-group: frontend-jest-dependencies
- dependency-name: "@types/jest"
  dependency-type: direct:development
  update-type: version-update:semver-patch
  dependency-group: frontend-jest-dependencies
- dependency-name: jest-environment-jsdom
  dependency-type: direct:development
  update-type: version-update:semver-patch
  dependency-group: frontend-jest-dependencies
- dependency-name: jest-websocket-mock
  dependency-type: direct:development
  update-type: version-update:semver-patch
  dependency-group: frontend-jest-dependencies
...

Signed-off-by: dependabot[bot] <support@github.com>

* Update toasts.component.spec.ts

---------

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: shamoon <4887959+shamoon@users.noreply.github.com>

.build-config.json

@@ -1,9 +0,0 @@
-{
-  "qpdf": {
-      "version": "11.1.1"
-    },
-  "jbig2enc": {
-      "version": "0.29",
-      "git_tag": "0.29"
-    }
-}

.codecov.yml

@@ -0,0 +1,33 @@
+codecov:
+  require_ci_to_pass: true
+# https://docs.codecov.com/docs/flags#recommended-automatic-flag-management
+# Require each flag to have 1 upload before notification
+flag_management:
+  default_rules:
+    after_n_builds: 1
+  individual_flags:
+    - name: backend
+      paths:
+        - src/
+    - name: frontend
+      paths:
+        - src-ui/
+# https://docs.codecov.com/docs/pull-request-comments
+# codecov will only comment if coverage changes
+comment:
+  require_changes: true
+coverage:
+  status:
+    project:
+      default:
+        # https://docs.codecov.com/docs/commit-status#threshold
+        threshold: 1%
+        # https://docs.codecov.com/docs/commit-status#only_pulls
+        only_pulls: true
+    patch:
+      default:
+        # For the changed lines only, target 75% covered, but
+        # allow as low as 50%
+        target: 75%
+        threshold: 25%
+        only_pulls: true

.github/DISCUSSION_TEMPLATE/feature-requests.yml

@@ -0,0 +1,14 @@
+title: "[Feature Request] "
+body:
+  - type: textarea
+    id: description
+    attributes:
+      label: Description
+      description: A clear and concise description of what you would like to see.
+    validations:
+      required: true
+  - type: textarea
+    id: other
+    attributes:
+      label: Other
+      description: Add any other context or information about the feature request here.

.github/ISSUE_TEMPLATE/bug-report.yml

@@ -6,7 +6,7 @@ body:
   - type: markdown
     attributes:
       value: |
-        Have a question? 👉 [Start a new discussion](https://github.com/paperless-ngx/paperless-ngx/discussions/new) or [ask in chat](https://matrix.to/#/#paperless:adnidor.de).
+        Have a question? 👉 [Start a new discussion](https://github.com/paperless-ngx/paperless-ngx/discussions/new) or [ask in chat](https://matrix.to/#/#paperlessngx:matrix.org).
 
         Before opening an issue, please double check:
 

.github/ISSUE_TEMPLATE/config.yml

@@ -4,7 +4,7 @@ contact_links:
     url: https://github.com/paperless-ngx/paperless-ngx/discussions
     about: This issue tracker is not for support questions. Please refer to our Discussions.
   - name: 💬 Chat
-    url: https://matrix.to/#/#paperless:adnidor.de
+    url: https://matrix.to/#/#paperlessngx:matrix.org
     about: Want to discuss Paperless-ngx with others? Check out our chat.
   - name: 🚀 Feature Request
     url: https://github.com/paperless-ngx/paperless-ngx/discussions/new?category=feature-requests

.github/PULL_REQUEST_TEMPLATE.md

@@ -20,11 +20,16 @@ NOTE: Please check only one box!
 - [ ] Bug fix (non-breaking change which fixes an issue)
 - [ ] New feature (non-breaking change which adds functionality)
 - [ ] Breaking change (fix or feature that would cause existing functionality to not work as expected)
-- [ ] Other (please explain)
+- [ ] Other (please explain):
 
 ## Checklist:
 
+<!--
+NOTE: PRs that do not address the following will not be merged, please do not skip any relevant items.
+-->
+
 - [ ] I have read & agree with the [contributing guidelines](https://github.com/paperless-ngx/paperless-ngx/blob/main/CONTRIBUTING.md).
+- [ ] If applicable, I have included testing coverage for new code in this PR, for [backend](https://docs.paperless-ngx.com/development/#testing) and / or [front-end](https://docs.paperless-ngx.com/development/#testing-and-code-style) changes.
 - [ ] If applicable, I have tested my code for new features & regressions on both mobile & desktop devices, using the latest version of major browsers.
 - [ ] If applicable, I have checked that all tests pass, see [documentation](https://docs.paperless-ngx.com/development/#back-end-development).
 - [ ] I have run all `pre-commit` hooks, see [documentation](https://docs.paperless-ngx.com/development/#code-formatting-with-pre-commit-hooks).

.github/dependabot.yml

@@ -17,6 +17,21 @@ updates:
     # Add reviewers
     reviewers:
       - "paperless-ngx/frontend"
+    groups:
+      frontend-angular-dependencies:
+        patterns:
+          - "@angular*"
+          - "@ng-*"
+          - "ngx-*"
+          - "ng2-pdf-viewer"
+      frontend-jest-dependencies:
+        patterns:
+          - "@types/jest"
+          - "jest*"
+      frontend-eslint-dependencies:
+        patterns:
+          - "@typescript-eslint*"
+          - "eslint"
 
   # Enable version updates for Python
   - package-ecosystem: "pip"

.github/release-drafter.yml

@@ -4,6 +4,7 @@ autolabeler:
       - '/^fix/'
     title:
       - "/^fix/i"
+      - "/^Bugfix/i"
   - label: "enhancement"
     branch:
       - '/^feature/'
@@ -13,6 +14,9 @@ categories:
   - title: 'Breaking Changes'
     labels:
       - 'breaking-change'
+  - title: 'Notable Changes'
+    labels:
+      - 'notable'
   - title: 'Features'
     labels:
       - 'enhancement'
@@ -20,7 +24,8 @@ categories:
     labels:
       - 'bug'
   - title: 'Documentation'
-    label: 'documentation'
+    labels:
+      - 'documentation'
   - title: 'Maintenance'
     labels:
       - 'chore'
@@ -29,12 +34,13 @@ categories:
       - 'ci-cd'
   - title: 'Dependencies'
     collapse-after: 3
-    label: 'dependencies'
+    labels:
+      - 'dependencies'
   - title: 'All App Changes'
     labels:
       - 'frontend'
       - 'backend'
-    collapse-after: 0
+    collapse-after: 1
 include-labels:
   - 'enhancement'
   - 'bug'
@@ -46,6 +52,10 @@ include-labels:
   - 'frontend'
   - 'backend'
   - 'ci-cd'
+  - 'breaking-change'
+  - 'notable'
+exclude-labels:
+  - 'skip-changelog'
 category-template: '### $TITLE'
 change-template: '- $TITLE @$AUTHOR ([#$NUMBER]($URL))'
 change-title-escapes: '\<*_&#@'

.github/scripts/cleanup-tags.py

@@ -1,402 +0,0 @@
-#!/usr/bin/env python3
-import json
-import logging
-import os
-import shutil
-import subprocess
-from argparse import ArgumentParser
-from typing import Dict
-from typing import Final
-from typing import List
-from typing import Optional
-
-from common import get_log_level
-from github import ContainerPackage
-from github import GithubBranchApi
-from github import GithubContainerRegistryApi
-
-logger = logging.getLogger("cleanup-tags")
-
-
-class DockerManifest2:
-    """
-    Data class wrapping the Docker Image Manifest Version 2.
-
-    See https://docs.docker.com/registry/spec/manifest-v2-2/
-    """
-
-    def __init__(self, data: Dict) -> None:
-        self._data = data
-        # This is the sha256: digest string.  Corresponds to GitHub API name
-        # if the package is an untagged package
-        self.digest = self._data["digest"]
-        platform_data_os = self._data["platform"]["os"]
-        platform_arch = self._data["platform"]["architecture"]
-        platform_variant = self._data["platform"].get(
-            "variant",
-            "",
-        )
-        self.platform = f"{platform_data_os}/{platform_arch}{platform_variant}"
-
-
-class RegistryTagsCleaner:
-    """
-    This is the base class for the image registry cleaning.  Given a package
-    name, it will keep all images which are tagged and all untagged images
-    referred to by a manifest.  This results in only images which have been untagged
-    and cannot be referenced except by their SHA in being removed.  None of these
-    images should be referenced, so it is fine to delete them.
-    """
-
-    def __init__(
-        self,
-        package_name: str,
-        repo_owner: str,
-        repo_name: str,
-        package_api: GithubContainerRegistryApi,
-        branch_api: Optional[GithubBranchApi],
-    ):
-        self.actually_delete = False
-        self.package_api = package_api
-        self.branch_api = branch_api
-        self.package_name = package_name
-        self.repo_owner = repo_owner
-        self.repo_name = repo_name
-        self.tags_to_delete: List[str] = []
-        self.tags_to_keep: List[str] = []
-
-        # Get the information about all versions of the given package
-        # These are active, not deleted, the default returned from the API
-        self.all_package_versions = self.package_api.get_active_package_versions(
-            self.package_name,
-        )
-
-        # Get a mapping from a tag like "1.7.0" or "feature-xyz" to the ContainerPackage
-        # tagged with it.  It makes certain lookups easy
-        self.all_pkgs_tags_to_version: Dict[str, ContainerPackage] = {}
-        for pkg in self.all_package_versions:
-            for tag in pkg.tags:
-                self.all_pkgs_tags_to_version[tag] = pkg
-        logger.info(
-            f"Located {len(self.all_package_versions)} versions of package {self.package_name}",
-        )
-
-        self.decide_what_tags_to_keep()
-
-    def clean(self):
-        """
-        This method will delete image versions, based on the selected tags to delete
-        """
-        for tag_to_delete in self.tags_to_delete:
-            package_version_info = self.all_pkgs_tags_to_version[tag_to_delete]
-
-            if self.actually_delete:
-                logger.info(
-                    f"Deleting {tag_to_delete} (id {package_version_info.id})",
-                )
-                self.package_api.delete_package_version(
-                    package_version_info,
-                )
-
-            else:
-                logger.info(
-                    f"Would delete {tag_to_delete} (id {package_version_info.id})",
-                )
-        else:
-            logger.info("No tags to delete")
-
-    def clean_untagged(self, is_manifest_image: bool):
-        """
-        This method will delete untagged images, that is those which are not named.  It
-        handles if the image tag is actually a manifest, which points to images that look otherwise
-        untagged.
-        """
-
-        def _clean_untagged_manifest():
-            """
-
-            Handles the deletion of untagged images, but where the package is a manifest, ie a multi
-            arch image, which means some "untagged" images need to exist still.
-
-            Ok, bear with me, these are annoying.
-
-            Our images are multi-arch, so the manifest is more like a pointer to a sha256 digest.
-            These images are untagged, but pointed to, and so should not be removed (or every pull fails).
-
-            So for each image getting kept, parse the manifest to find the digest(s) it points to.  Then
-            remove those from the list of untagged images.  The final result is the untagged, not pointed to
-            version which should be safe to remove.
-
-            Example:
-                Tag: ghcr.io/paperless-ngx/paperless-ngx:1.7.1 refers to
-                    amd64: sha256:b9ed4f8753bbf5146547671052d7e91f68cdfc9ef049d06690b2bc866fec2690
-                    armv7: sha256:81605222df4ba4605a2ba4893276e5d08c511231ead1d5da061410e1bbec05c3
-                    arm64: sha256:374cd68db40734b844705bfc38faae84cc4182371de4bebd533a9a365d5e8f3b
-                each of which appears as untagged image, but isn't really.
-
-                So from the list of untagged packages, remove those digests.  Once all tags which
-                are being kept are checked, the remaining untagged packages are actually untagged
-                with no referrals in a manifest to them.
-            """
-            # Simplify the untagged data, mapping name (which is a digest) to the version
-            # At the moment, these are the images which APPEAR untagged.
-            untagged_versions = {}
-            for x in self.all_package_versions:
-                if x.untagged:
-                    untagged_versions[x.name] = x
-
-            skips = 0
-
-            # Parse manifests to locate digests pointed to
-            for tag in sorted(self.tags_to_keep):
-                full_name = f"ghcr.io/{self.repo_owner}/{self.package_name}:{tag}"
-                logger.info(f"Checking manifest for {full_name}")
-                try:
-                    proc = subprocess.run(
-                        [
-                            shutil.which("docker"),
-                            "manifest",
-                            "inspect",
-                            full_name,
-                        ],
-                        capture_output=True,
-                    )
-
-                    manifest_list = json.loads(proc.stdout)
-                    for manifest_data in manifest_list["manifests"]:
-                        manifest = DockerManifest2(manifest_data)
-
-                        if manifest.digest in untagged_versions:
-                            logger.info(
-                                f"Skipping deletion of {manifest.digest},"
-                                f" referred to by {full_name}"
-                                f" for {manifest.platform}",
-                            )
-                            del untagged_versions[manifest.digest]
-                            skips += 1
-
-                except Exception as err:
-                    self.actually_delete = False
-                    logger.exception(err)
-                    return
-
-            logger.info(
-                f"Skipping deletion of {skips} packages referred to by a manifest",
-            )
-
-            # Delete the untagged and not pointed at packages
-            logger.info(f"Deleting untagged packages of {self.package_name}")
-            for to_delete_name in untagged_versions:
-                to_delete_version = untagged_versions[to_delete_name]
-
-                if self.actually_delete:
-                    logger.info(
-                        f"Deleting id {to_delete_version.id} named {to_delete_version.name}",
-                    )
-                    self.package_api.delete_package_version(
-                        to_delete_version,
-                    )
-                else:
-                    logger.info(
-                        f"Would delete {to_delete_name} (id {to_delete_version.id})",
-                    )
-
-        def _clean_untagged_non_manifest():
-            """
-            If the package is not a multi-arch manifest, images without tags are safe to delete.
-            """
-
-            for package in self.all_package_versions:
-                if package.untagged:
-                    if self.actually_delete:
-                        logger.info(
-                            f"Deleting id {package.id} named {package.name}",
-                        )
-                        self.package_api.delete_package_version(
-                            package,
-                        )
-                    else:
-                        logger.info(
-                            f"Would delete {package.name} (id {package.id})",
-                        )
-                else:
-                    logger.info(
-                        f"Not deleting tag {package.tags[0]} of package {self.package_name}",
-                    )
-
-        logger.info("Beginning untagged image cleaning")
-
-        if is_manifest_image:
-            _clean_untagged_manifest()
-        else:
-            _clean_untagged_non_manifest()
-
-    def decide_what_tags_to_keep(self):
-        """
-        This method holds the logic to delete what tags to keep and there fore
-        what tags to delete.
-
-        By default, any image with at least 1 tag will be kept
-        """
-        # By default, keep anything which is tagged
-        self.tags_to_keep = list(set(self.all_pkgs_tags_to_version.keys()))
-
-
-class MainImageTagsCleaner(RegistryTagsCleaner):
-    def decide_what_tags_to_keep(self):
-        """
-        Overrides the default logic for deciding what images to keep.  Images tagged as "feature-"
-        will be removed, if the corresponding branch no longer exists.
-        """
-
-        # Default to everything gets kept still
-        super().decide_what_tags_to_keep()
-
-        # Locate the feature branches
-        feature_branches = {}
-        for branch in self.branch_api.get_branches(
-            repo=self.repo_name,
-        ):
-            if branch.name.startswith("feature-"):
-                logger.debug(f"Found feature branch {branch.name}")
-                feature_branches[branch.name] = branch
-
-        logger.info(f"Located {len(feature_branches)} feature branches")
-
-        if not len(feature_branches):
-            # Our work here is done, delete nothing
-            return
-
-        # Filter to packages which are tagged with feature-*
-        packages_tagged_feature: List[ContainerPackage] = []
-        for package in self.all_package_versions:
-            if package.tag_matches("feature-"):
-                packages_tagged_feature.append(package)
-
-        # Map tags like "feature-xyz" to a ContainerPackage
-        feature_pkgs_tags_to_versions: Dict[str, ContainerPackage] = {}
-        for pkg in packages_tagged_feature:
-            for tag in pkg.tags:
-                feature_pkgs_tags_to_versions[tag] = pkg
-
-        logger.info(
-            f'Located {len(feature_pkgs_tags_to_versions)} versions of package {self.package_name} tagged "feature-"',
-        )
-
-        # All the feature tags minus all the feature branches leaves us feature tags
-        # with no corresponding branch
-        self.tags_to_delete = list(
-            set(feature_pkgs_tags_to_versions.keys()) - set(feature_branches.keys()),
-        )
-
-        # All the tags minus the set of going to be deleted tags leaves us the
-        # tags which will be kept around
-        self.tags_to_keep = list(
-            set(self.all_pkgs_tags_to_version.keys()) - set(self.tags_to_delete),
-        )
-        logger.info(
-            f"Located {len(self.tags_to_delete)} versions of package {self.package_name} to delete",
-        )
-
-
-class LibraryTagsCleaner(RegistryTagsCleaner):
-    """
-    Exists for the off change that someday, the installer library images
-    will need their own logic
-    """
-
-    pass
-
-
-def _main():
-    parser = ArgumentParser(
-        description="Using the GitHub API locate and optionally delete container"
-        " tags which no longer have an associated feature branch",
-    )
-
-    # Requires an affirmative command to actually do a delete
-    parser.add_argument(
-        "--delete",
-        action="store_true",
-        default=False,
-        help="If provided, actually delete the container tags",
-    )
-
-    # When a tagged image is updated, the previous version remains, but it no longer tagged
-    # Add this option to remove them as well
-    parser.add_argument(
-        "--untagged",
-        action="store_true",
-        default=False,
-        help="If provided, delete untagged containers as well",
-    )
-
-    # If given, the package is assumed to be a multi-arch manifest.  Cache packages are
-    # not multi-arch, all other types are
-    parser.add_argument(
-        "--is-manifest",
-        action="store_true",
-        default=False,
-        help="If provided, the package is assumed to be a multi-arch manifest following schema v2",
-    )
-
-    # Allows configuration of log level for debugging
-    parser.add_argument(
-        "--loglevel",
-        default="info",
-        help="Configures the logging level",
-    )
-
-    # Get the name of the package being processed this round
-    parser.add_argument(
-        "package",
-        help="The package to process",
-    )
-
-    args = parser.parse_args()
-
-    logging.basicConfig(
-        level=get_log_level(args),
-        datefmt="%Y-%m-%d %H:%M:%S",
-        format="%(asctime)s %(levelname)-8s %(message)s",
-    )
-
-    # Must be provided in the environment
-    repo_owner: Final[str] = os.environ["GITHUB_REPOSITORY_OWNER"]
-    repo: Final[str] = os.environ["GITHUB_REPOSITORY"]
-    gh_token: Final[str] = os.environ["TOKEN"]
-
-    # Find all branches named feature-*
-    # Note: Only relevant to the main application, but simpler to
-    # leave in for all packages
-    with GithubBranchApi(gh_token) as branch_api:
-        with GithubContainerRegistryApi(gh_token, repo_owner) as container_api:
-            if args.package in {"paperless-ngx", "paperless-ngx/builder/cache/app"}:
-                cleaner = MainImageTagsCleaner(
-                    args.package,
-                    repo_owner,
-                    repo,
-                    container_api,
-                    branch_api,
-                )
-            else:
-                cleaner = LibraryTagsCleaner(
-                    args.package,
-                    repo_owner,
-                    repo,
-                    container_api,
-                    None,
-                )
-
-            # Set if actually doing a delete vs dry run
-            cleaner.actually_delete = args.delete
-
-            # Clean images with tags
-            cleaner.clean()
-
-            # Clean images which are untagged
-            cleaner.clean_untagged(args.is_manifest)
-
-
-if __name__ == "__main__":
-    _main()

.github/scripts/common.py

@@ -1,48 +0,0 @@
-#!/usr/bin/env python3
-import logging
-
-
-def get_image_tag(
-    repo_name: str,
-    pkg_name: str,
-    pkg_version: str,
-) -> str:
-    """
-    Returns a string representing the normal image for a given package
-    """
-    return f"ghcr.io/{repo_name.lower()}/builder/{pkg_name}:{pkg_version}"
-
-
-def get_cache_image_tag(
-    repo_name: str,
-    pkg_name: str,
-    pkg_version: str,
-    branch_name: str,
-) -> str:
-    """
-    Returns a string representing the expected image cache tag for a given package
-
-    Registry type caching is utilized for the builder images, to allow fast
-    rebuilds, generally almost instant for the same version
-    """
-    return f"ghcr.io/{repo_name.lower()}/builder/cache/{pkg_name}:{pkg_version}"
-
-
-def get_log_level(args) -> int:
-    """
-    Returns a logging level, based
-    :param args:
-    :return:
-    """
-    levels = {
-        "critical": logging.CRITICAL,
-        "error": logging.ERROR,
-        "warn": logging.WARNING,
-        "warning": logging.WARNING,
-        "info": logging.INFO,
-        "debug": logging.DEBUG,
-    }
-    level = levels.get(args.loglevel.lower())
-    if level is None:
-        level = logging.INFO
-    return level

.github/scripts/get-build-json.py

@@ -1,92 +0,0 @@
-#!/usr/bin/env python3
-"""
-This is a helper script for the mutli-stage Docker image builder.
-It provides a single point of configuration for package version control.
-The output JSON object is used by the CI workflow to determine what versions
-to build and pull into the final Docker image.
-
-Python package information is obtained from the Pipfile.lock.  As this is
-kept updated by dependabot, it usually will need no further configuration.
-The sole exception currently is pikepdf, which has a dependency on qpdf,
-and is configured here to use the latest version of qpdf built by the workflow.
-
-Other package version information is configured directly below, generally by
-setting the version and Git information, if any.
-
-"""
-import argparse
-import json
-import os
-from pathlib import Path
-from typing import Final
-
-from common import get_cache_image_tag
-from common import get_image_tag
-
-
-def _main():
-    parser = argparse.ArgumentParser(
-        description="Generate a JSON object of information required to build the given package, based on the Pipfile.lock",
-    )
-    parser.add_argument(
-        "package",
-        help="The name of the package to generate JSON for",
-    )
-
-    PIPFILE_LOCK_PATH: Final[Path] = Path("Pipfile.lock")
-    BUILD_CONFIG_PATH: Final[Path] = Path(".build-config.json")
-
-    # Read the main config file
-    build_json: Final = json.loads(BUILD_CONFIG_PATH.read_text())
-
-    # Read Pipfile.lock file
-    pipfile_data: Final = json.loads(PIPFILE_LOCK_PATH.read_text())
-
-    args: Final = parser.parse_args()
-
-    # Read from environment variables set by GitHub Actions
-    repo_name: Final[str] = os.environ["GITHUB_REPOSITORY"]
-    branch_name: Final[str] = os.environ["GITHUB_REF_NAME"]
-
-    # Default output values
-    version = None
-    extra_config = {}
-
-    if args.package in pipfile_data["default"]:
-        # Read the version from Pipfile.lock
-        pkg_data = pipfile_data["default"][args.package]
-        pkg_version = pkg_data["version"].split("==")[-1]
-        version = pkg_version
-
-        # Any extra/special values needed
-        if args.package == "pikepdf":
-            extra_config["qpdf_version"] = build_json["qpdf"]["version"]
-
-    elif args.package in build_json:
-        version = build_json[args.package]["version"]
-
-    else:
-        raise NotImplementedError(args.package)
-
-    # The JSON object we'll output
-    output = {
-        "name": args.package,
-        "version": version,
-        "image_tag": get_image_tag(repo_name, args.package, version),
-        "cache_tag": get_cache_image_tag(
-            repo_name,
-            args.package,
-            version,
-            branch_name,
-        ),
-    }
-
-    # Add anything special a package may need
-    output.update(extra_config)
-
-    # Output the JSON info to stdout
-    print(json.dumps(output))
-
-
-if __name__ == "__main__":
-    _main()

.github/scripts/github.py

@@ -1,274 +0,0 @@
-#!/usr/bin/env python3
-"""
-This module contains some useful classes for interacting with the Github API.
-The full documentation for the API can be found here: https://docs.github.com/en/rest
-
-Mostly, this focusses on two areas, repo branches and repo packages, as the use case
-is cleaning up container images which are no longer referred to.
-
-"""
-import functools
-import logging
-import re
-import urllib.parse
-from typing import Dict
-from typing import List
-from typing import Optional
-
-import httpx
-
-logger = logging.getLogger("github-api")
-
-
-class _GithubApiBase:
-    """
-    A base class for interacting with the Github API.  It
-    will handle the session and setting authorization headers.
-    """
-
-    def __init__(self, token: str) -> None:
-        self._token = token
-        self._client: Optional[httpx.Client] = None
-
-    def __enter__(self) -> "_GithubApiBase":
-        """
-        Sets up the required headers for auth and response
-        type from the API
-        """
-        self._client = httpx.Client()
-        self._client.headers.update(
-            {
-                "Accept": "application/vnd.github.v3+json",
-                "Authorization": f"token {self._token}",
-            },
-        )
-        return self
-
-    def __exit__(self, exc_type, exc_val, exc_tb):
-        """
-        Ensures the authorization token is cleaned up no matter
-        the reason for the exit
-        """
-        if "Accept" in self._client.headers:
-            del self._client.headers["Accept"]
-        if "Authorization" in self._client.headers:
-            del self._client.headers["Authorization"]
-
-        # Close the session as well
-        self._client.close()
-        self._client = None
-
-    def _read_all_pages(self, endpoint):
-        """
-        Helper function to read all pages of an endpoint, utilizing the
-        next.url until exhausted.  Assumes the endpoint returns a list
-        """
-        internal_data = []
-
-        while True:
-            resp = self._client.get(endpoint)
-            if resp.status_code == 200:
-                internal_data += resp.json()
-                if "next" in resp.links:
-                    endpoint = resp.links["next"]["url"]
-                else:
-                    logger.debug("Exiting pagination loop")
-                    break
-            else:
-                logger.warning(f"Request to {endpoint} return HTTP {resp.status_code}")
-                resp.raise_for_status()
-
-        return internal_data
-
-
-class _EndpointResponse:
-    """
-    For all endpoint JSON responses, store the full
-    response data, for ease of extending later, if need be.
-    """
-
-    def __init__(self, data: Dict) -> None:
-        self._data = data
-
-
-class GithubBranch(_EndpointResponse):
-    """
-    Simple wrapper for a repository branch, only extracts name information
-    for now.
-    """
-
-    def __init__(self, data: Dict) -> None:
-        super().__init__(data)
-        self.name = self._data["name"]
-
-
-class GithubBranchApi(_GithubApiBase):
-    """
-    Wrapper around branch API.
-
-    See https://docs.github.com/en/rest/branches/branches
-
-    """
-
-    def __init__(self, token: str) -> None:
-        super().__init__(token)
-
-        self._ENDPOINT = "https://api.github.com/repos/{REPO}/branches"
-
-    def get_branches(self, repo: str) -> List[GithubBranch]:
-        """
-        Returns all current branches of the given repository owned by the given
-        owner or organization.
-        """
-        # The environment GITHUB_REPOSITORY already contains the owner in the correct location
-        endpoint = self._ENDPOINT.format(REPO=repo)
-        internal_data = self._read_all_pages(endpoint)
-        return [GithubBranch(branch) for branch in internal_data]
-
-
-class ContainerPackage(_EndpointResponse):
-    """
-    Data class wrapping the JSON response from the package related
-    endpoints
-    """
-
-    def __init__(self, data: Dict):
-        super().__init__(data)
-        # This is a numerical ID, required for interactions with this
-        # specific package, including deletion of it or restoration
-        self.id: int = self._data["id"]
-
-        # A string name.  This might be an actual name or it could be a
-        # digest string like "sha256:"
-        self.name: str = self._data["name"]
-
-        # URL to the package, including its ID, can be used for deletion
-        # or restoration without needing to build up a URL ourselves
-        self.url: str = self._data["url"]
-
-        # The list of tags applied to this image. Maybe an empty list
-        self.tags: List[str] = self._data["metadata"]["container"]["tags"]
-
-    @functools.cached_property
-    def untagged(self) -> bool:
-        """
-        Returns True if the image has no tags applied to it, False otherwise
-        """
-        return len(self.tags) == 0
-
-    @functools.cache
-    def tag_matches(self, pattern: str) -> bool:
-        """
-        Returns True if the image has at least one tag which matches the given regex,
-        False otherwise
-        """
-        for tag in self.tags:
-            if re.match(pattern, tag) is not None:
-                return True
-        return False
-
-    def __repr__(self):
-        return f"Package {self.name}"
-
-
-class GithubContainerRegistryApi(_GithubApiBase):
-    """
-    Class wrapper to deal with the Github packages API.  This class only deals with
-    container type packages, the only type published by paperless-ngx.
-    """
-
-    def __init__(self, token: str, owner_or_org: str) -> None:
-        super().__init__(token)
-        self._owner_or_org = owner_or_org
-        if self._owner_or_org == "paperless-ngx":
-            # https://docs.github.com/en/rest/packages#get-all-package-versions-for-a-package-owned-by-an-organization
-            self._PACKAGES_VERSIONS_ENDPOINT = "https://api.github.com/orgs/{ORG}/packages/{PACKAGE_TYPE}/{PACKAGE_NAME}/versions"
-            # https://docs.github.com/en/rest/packages#delete-package-version-for-an-organization
-            self._PACKAGE_VERSION_DELETE_ENDPOINT = "https://api.github.com/orgs/{ORG}/packages/{PACKAGE_TYPE}/{PACKAGE_NAME}/versions/{PACKAGE_VERSION_ID}"
-        else:
-            # https://docs.github.com/en/rest/packages#get-all-package-versions-for-a-package-owned-by-the-authenticated-user
-            self._PACKAGES_VERSIONS_ENDPOINT = "https://api.github.com/user/packages/{PACKAGE_TYPE}/{PACKAGE_NAME}/versions"
-            # https://docs.github.com/en/rest/packages#delete-a-package-version-for-the-authenticated-user
-            self._PACKAGE_VERSION_DELETE_ENDPOINT = "https://api.github.com/user/packages/{PACKAGE_TYPE}/{PACKAGE_NAME}/versions/{PACKAGE_VERSION_ID}"
-        self._PACKAGE_VERSION_RESTORE_ENDPOINT = (
-            f"{self._PACKAGE_VERSION_DELETE_ENDPOINT}/restore"
-        )
-
-    def get_active_package_versions(
-        self,
-        package_name: str,
-    ) -> List[ContainerPackage]:
-        """
-        Returns all the versions of a given package (container images) from
-        the API
-        """
-
-        package_type: str = "container"
-        # Need to quote this for slashes in the name
-        package_name = urllib.parse.quote(package_name, safe="")
-
-        endpoint = self._PACKAGES_VERSIONS_ENDPOINT.format(
-            ORG=self._owner_or_org,
-            PACKAGE_TYPE=package_type,
-            PACKAGE_NAME=package_name,
-        )
-
-        pkgs = []
-
-        for data in self._read_all_pages(endpoint):
-            pkgs.append(ContainerPackage(data))
-
-        return pkgs
-
-    def get_deleted_package_versions(
-        self,
-        package_name: str,
-    ) -> List[ContainerPackage]:
-        package_type: str = "container"
-        # Need to quote this for slashes in the name
-        package_name = urllib.parse.quote(package_name, safe="")
-
-        endpoint = (
-            self._PACKAGES_VERSIONS_ENDPOINT.format(
-                ORG=self._owner_or_org,
-                PACKAGE_TYPE=package_type,
-                PACKAGE_NAME=package_name,
-            )
-            + "?state=deleted"
-        )
-
-        pkgs = []
-
-        for data in self._read_all_pages(endpoint):
-            pkgs.append(ContainerPackage(data))
-
-        return pkgs
-
-    def delete_package_version(self, package_data: ContainerPackage):
-        """
-        Deletes the given package version from the GHCR
-        """
-        resp = self._client.delete(package_data.url)
-        if resp.status_code != 204:
-            logger.warning(
-                f"Request to delete {package_data.url} returned HTTP {resp.status_code}",
-            )
-
-    def restore_package_version(
-        self,
-        package_name: str,
-        package_data: ContainerPackage,
-    ):
-        package_type: str = "container"
-        endpoint = self._PACKAGE_VERSION_RESTORE_ENDPOINT.format(
-            ORG=self._owner_or_org,
-            PACKAGE_TYPE=package_type,
-            PACKAGE_NAME=package_name,
-            PACKAGE_VERSION_ID=package_data.id,
-        )
-
-        resp = self._client.post(endpoint)
-        if resp.status_code != 204:
-            logger.warning(
-                f"Request to delete {endpoint} returned HTTP {resp.status_code}",
-            )

.github/stale.yml

@@ -1,23 +0,0 @@
-# Number of days of inactivity before an issue becomes stale
-daysUntilStale: 30
-
-# Number of days of inactivity before a stale issue is closed
-daysUntilClose: 7
-
-# Only issues or pull requests with all of these labels are check if stale. Defaults to `[]` (disabled)
-onlyLabels: [cant-reproduce]
-
-# Label to use when marking an issue as stale
-staleLabel: stale
-
-# Comment to post when marking an issue as stale. Set to `false` to disable
-markComment: >
-  This issue has been automatically marked as stale because it has not had
-  recent activity. It will be closed if no further activity occurs. Thank you
-  for your contributions.
-
-# Comment to post when closing a stale issue. Set to `false` to disable
-closeComment: false
-
-# See https://github.com/marketplace/stale for more info on the app
-# and https://github.com/probot/stale for the configuration docs

.github/workflows/ci.yml

@@ -13,67 +13,75 @@ on:
     branches-ignore:
       - 'translations**'
 
+env:
+  # This is the version of pipenv all the steps will use
+  # If changing this, change Dockerfile
+  DEFAULT_PIP_ENV_VERSION: "2023.7.23"
+  # This is the default version of Python to use in most steps
+  # If changing this, change Dockerfile
+  DEFAULT_PYTHON_VERSION: "3.9"
+
 jobs:
   pre-commit:
     name: Linting Checks
-    runs-on: ubuntu-latest
+    runs-on: ubuntu-22.04
     steps:
       -
         name: Checkout repository
         uses: actions/checkout@v3
-
       -
-        name: Install tools
+        name: Install python
         uses: actions/setup-python@v4
         with:
-          python-version: "3.9"
-
+          python-version: ${{ env.DEFAULT_PYTHON_VERSION }}
       -
         name: Check files
         uses: pre-commit/action@v3.0.0
 
   documentation:
     name: "Build Documentation"
-    runs-on: ubuntu-20.04
+    runs-on: ubuntu-22.04
     needs:
       - pre-commit
     steps:
       -
         name: Checkout
         uses: actions/checkout@v3
-      -
-        name: Install pipenv
-        run: |
-          pipx install pipenv==2022.10.12
       -
         name: Set up Python
+        id: setup-python
         uses: actions/setup-python@v4
         with:
-          python-version: 3.8
+          python-version: ${{ env.DEFAULT_PYTHON_VERSION }}
           cache: "pipenv"
           cache-dependency-path: 'Pipfile.lock'
+      -
+        name: Install pipenv
+        run: |
+          pip install --user pipenv==${DEFAULT_PIP_ENV_VERSION}
       -
         name: Install dependencies
         run: |
-          pipenv sync --dev
+          pipenv --python ${{ steps.setup-python.outputs.python-version }} sync --dev
       -
         name: List installed Python dependencies
         run: |
-          pipenv run pip list
+          pipenv --python ${{ steps.setup-python.outputs.python-version }} run pip list
       -
         name: Make documentation
         run: |
-          pipenv run mkdocs build --config-file ./mkdocs.yml
+          pipenv --python ${{ steps.setup-python.outputs.python-version }} run mkdocs build --config-file ./mkdocs.yml
       -
         name: Upload artifact
         uses: actions/upload-artifact@v3
         with:
           name: documentation
           path: site/
+          retention-days: 7
 
   documentation-deploy:
     name: "Deploy Documentation"
-    runs-on: ubuntu-20.04
+    runs-on: ubuntu-22.04
     if: github.event_name == 'push' && github.ref == 'refs/heads/main'
     needs:
       - documentation
@@ -92,82 +100,72 @@ jobs:
 
   tests-backend:
     name: "Tests (${{ matrix.python-version }})"
-    runs-on: ubuntu-20.04
+    runs-on: ubuntu-22.04
     needs:
       - pre-commit
     strategy:
       matrix:
         python-version: ['3.8', '3.9', '3.10']
       fail-fast: false
-    env:
-      # Enable Tika end to end testing
-      TIKA_LIVE: 1
-      # Enable paperless_mail testing against real server
-      PAPERLESS_MAIL_TEST_HOST: ${{ secrets.TEST_MAIL_HOST }}
-      PAPERLESS_MAIL_TEST_USER: ${{ secrets.TEST_MAIL_USER }}
-      PAPERLESS_MAIL_TEST_PASSWD: ${{ secrets.TEST_MAIL_PASSWD }}
     steps:
       -
         name: Checkout
         uses: actions/checkout@v3
-        with:
-          fetch-depth: 0
       -
         name: Start containers
         run: |
           docker compose --file ${GITHUB_WORKSPACE}/docker/compose/docker-compose.ci-test.yml pull --quiet
           docker compose --file ${GITHUB_WORKSPACE}/docker/compose/docker-compose.ci-test.yml up --detach
-      -
-        name: Install pipenv
-        run: |
-          pipx install pipenv==2022.10.12
       -
         name: Set up Python
+        id: setup-python
         uses: actions/setup-python@v4
         with:
           python-version: "${{ matrix.python-version }}"
           cache: "pipenv"
           cache-dependency-path: 'Pipfile.lock'
+      -
+        name: Install pipenv
+        run: |
+          pip install --user pipenv==${DEFAULT_PIP_ENV_VERSION}
       -
         name: Install system dependencies
         run: |
           sudo apt-get update -qq
           sudo apt-get install -qq --no-install-recommends unpaper tesseract-ocr imagemagick ghostscript libzbar0 poppler-utils
+      -
+        name: Configure ImageMagick
+        run: |
+          sudo cp docker/imagemagick-policy.xml /etc/ImageMagick-6/policy.xml
       -
         name: Install Python dependencies
         run: |
-          pipenv sync --dev
+          pipenv --python ${{ steps.setup-python.outputs.python-version }} run python --version
+          pipenv --python ${{ steps.setup-python.outputs.python-version }} sync --dev
       -
         name: List installed Python dependencies
         run: |
-          pipenv run pip list
+          pipenv --python ${{ steps.setup-python.outputs.python-version }} run pip list
       -
         name: Tests
-        run: |
-          cd src/
-          pipenv run pytest -rfEp
-      -
-        name: Get changed files
-        id: changed-files-specific
-        uses: tj-actions/changed-files@v34
-        with:
-          files: |
-            src/**
-      -
-        name: List all changed files
-        run: |
-          for file in ${{ steps.changed-files-specific.outputs.all_changed_files }}; do
-            echo "${file} was changed"
-          done
-      -
-        name: Publish coverage results
-        if: matrix.python-version == '3.9' && steps.changed-files-specific.outputs.any_changed == 'true'
         env:
-          GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
-        # https://github.com/coveralls-clients/coveralls-python/issues/251
+          PAPERLESS_CI_TEST: 1
+          # Enable paperless_mail testing against real server
+          PAPERLESS_MAIL_TEST_HOST: ${{ secrets.TEST_MAIL_HOST }}
+          PAPERLESS_MAIL_TEST_USER: ${{ secrets.TEST_MAIL_USER }}
+          PAPERLESS_MAIL_TEST_PASSWD: ${{ secrets.TEST_MAIL_PASSWD }}
         run: |
           cd src/
-          pipenv run coveralls --service=github
+          pipenv --python ${{ steps.setup-python.outputs.python-version }} run pytest -ra
+      -
+        name: Upload coverage
+        if: ${{ matrix.python-version == env.DEFAULT_PYTHON_VERSION }}
+        uses: actions/upload-artifact@v3
+        with:
+          name: backend-coverage-report
+          path: src/coverage.xml
+          retention-days: 7
+          if-no-files-found: warn
       -
         name: Stop containers
         if: always()
@@ -177,7 +175,7 @@ jobs:
 
   tests-frontend:
     name: "Tests Frontend"
-    runs-on: ubuntu-20.04
+    runs-on: ubuntu-22.04
     needs:
       - pre-commit
     strategy:
@@ -190,100 +188,94 @@ jobs:
         uses: actions/setup-node@v3
         with:
           node-version: ${{ matrix.node-version }}
-      - run: cd src-ui && npm ci
-      - run: cd src-ui && npm run test
-      - run: cd src-ui && npm run e2e:ci
+          cache: 'npm'
+          cache-dependency-path: 'src-ui/package-lock.json'
+      -
+        name: Install dependencies
+        run: cd src-ui && npm ci
+      -
+        name: Install Playwright
+        run: npx playwright install --with-deps
+      -
+        name: Linting checks
+        run: cd src-ui && npm run lint
+      -
+        name: Run Jest unit tests
+        run: cd src-ui && npm run test
+      -
+        name: Upload Jest coverage
+        if: always()
+        uses: actions/upload-artifact@v3
+        with:
+          name: jest-coverage-report
+          path: src-ui/coverage
+          retention-days: 7
+          if-no-files-found: warn
+      -
+        name: Run Playwright e2e tests
+        run: cd src-ui && npx playwright test
+      -
+        name: Upload Playwright test results
+        if: always()
+        uses: actions/upload-artifact@v3
+        with:
+          name: playwright-report
+          path: src-ui/playwright-report
+          retention-days: 7
 
-  prepare-docker-build:
-    name: Prepare Docker Pipeline Data
-    if: github.event_name == 'push' && (startsWith(github.ref, 'refs/heads/feature-') || github.ref == 'refs/heads/dev' || github.ref == 'refs/heads/beta' || contains(github.ref, 'beta.rc') || startsWith(github.ref, 'refs/tags/v'))
-    runs-on: ubuntu-20.04
-    # If the push triggered the installer library workflow, wait for it to
-    # complete here.  This ensures the required versions for the final
-    # image have been built, while not waiting at all if the versions haven't changed
-    concurrency:
-      group: build-installer-library
-      cancel-in-progress: false
+  tests-coverage-upload:
+    name: "Upload coverage"
+    runs-on: ubuntu-22.04
     needs:
-      - documentation
       - tests-backend
       - tests-frontend
     steps:
       -
-        name: Set ghcr repository name
-        id: set-ghcr-repository
-        run: |
-          ghcr_name=$(echo "${GITHUB_REPOSITORY}" | awk '{ print tolower($0) }')
-          echo "repository=${ghcr_name}" >> $GITHUB_OUTPUT
-      -
-        name: Checkout
         uses: actions/checkout@v3
       -
-        name: Set up Python
-        uses: actions/setup-python@v4
+        name: Download frontend coverage
+        uses: actions/download-artifact@v3
         with:
-          python-version: "3.9"
+          name: jest-coverage-report
+          path: src-ui/
       -
-        name: Setup qpdf image
-        id: qpdf-setup
-        run: |
-          build_json=$(python ${GITHUB_WORKSPACE}/.github/scripts/get-build-json.py qpdf)
-
-          echo ${build_json}
-
-          echo "qpdf-json=${build_json}" >> $GITHUB_OUTPUT
+        name: Upload frontend coverage to Codecov
+        uses: codecov/codecov-action@v3
+        with:
+          # not required for public repos, but intermittently fails otherwise
+          token: ${{ secrets.CODECOV_TOKEN }}
+          flags: frontend
+          directory: src-ui/
       -
-        name: Setup psycopg2 image
-        id: psycopg2-setup
-        run: |
-          build_json=$(python ${GITHUB_WORKSPACE}/.github/scripts/get-build-json.py psycopg2)
-
-          echo ${build_json}
-
-          echo "psycopg2-json=${build_json}" >> $GITHUB_OUTPUT
+        name: Download backend coverage
+        uses: actions/download-artifact@v3
+        with:
+          name: backend-coverage-report
+          path: src/
       -
-        name: Setup pikepdf image
-        id: pikepdf-setup
-        run: |
-          build_json=$(python ${GITHUB_WORKSPACE}/.github/scripts/get-build-json.py pikepdf)
+        name: Upload coverage to Codecov
+        uses: codecov/codecov-action@v3
+        with:
+          # not required for public repos, but intermittently fails otherwise
+          token: ${{ secrets.CODECOV_TOKEN }}
+          # future expansion
+          flags: backend
+          directory: src/
 
-          echo ${build_json}
-
-          echo "pikepdf-json=${build_json}" >> $GITHUB_OUTPUT
-      -
-        name: Setup jbig2enc image
-        id: jbig2enc-setup
-        run: |
-          build_json=$(python ${GITHUB_WORKSPACE}/.github/scripts/get-build-json.py jbig2enc)
-
-          echo ${build_json}
-
-          echo "jbig2enc-json=${build_json}" >> $GITHUB_OUTPUT
-
-    outputs:
-
-      ghcr-repository: ${{ steps.set-ghcr-repository.outputs.repository }}
-
-      qpdf-json: ${{ steps.qpdf-setup.outputs.qpdf-json }}
-
-      pikepdf-json: ${{ steps.pikepdf-setup.outputs.pikepdf-json }}
-
-      psycopg2-json: ${{ steps.psycopg2-setup.outputs.psycopg2-json }}
-
-      jbig2enc-json: ${{ steps.jbig2enc-setup.outputs.jbig2enc-json}}
-
-  # build and push image to docker hub.
   build-docker-image:
-    runs-on: ubuntu-20.04
+    name: Build Docker image for ${{ github.ref_name }}
+    runs-on: ubuntu-22.04
+    if: github.event_name == 'push' && (startsWith(github.ref, 'refs/heads/feature-') || github.ref == 'refs/heads/dev' || github.ref == 'refs/heads/beta' || contains(github.ref, 'beta.rc') || startsWith(github.ref, 'refs/tags/v'))
     concurrency:
       group: ${{ github.workflow }}-build-docker-image-${{ github.ref_name }}
       cancel-in-progress: true
     needs:
-      - prepare-docker-build
+      - tests-backend
+      - tests-frontend
     steps:
       -
         name: Check pushing to Docker Hub
-        id: docker-hub
+        id: push-other-places
         # Only push to Dockerhub from the main repo AND the ref is either:
         #  main
         #  dev
@@ -291,21 +283,29 @@ jobs:
         #  a tag
         # Otherwise forks would require a Docker Hub account and secrets setup
         run: |
-          if [[ ${{ needs.prepare-docker-build.outputs.ghcr-repository }} == "paperless-ngx/paperless-ngx" && ( ${{ github.ref_name }} == "main" || ${{ github.ref_name }} == "dev" || ${{ github.ref_name }} == "beta" || ${{ startsWith(github.ref, 'refs/tags/v') }} == "true" ) ]] ; then
+          if [[ ${{ github.repository_owner }} == "paperless-ngx" && ( ${{ github.ref_name }} == "main" || ${{ github.ref_name }} == "dev" || ${{ github.ref_name }} == "beta" || ${{ startsWith(github.ref, 'refs/tags/v') }} == "true" ) ]] ; then
             echo "Enabling DockerHub image push"
             echo "enable=true" >> $GITHUB_OUTPUT
           else
             echo "Not pushing to DockerHub"
             echo "enable=false" >> $GITHUB_OUTPUT
           fi
+      -
+        name: Set ghcr repository name
+        id: set-ghcr-repository
+        run: |
+          ghcr_name=$(echo "${{ github.repository }}" | awk '{ print tolower($0) }')
+          echo "Name is ${ghcr_name}"
+          echo "ghcr-repository=${ghcr_name}" >> $GITHUB_OUTPUT
       -
         name: Gather Docker metadata
         id: docker-meta
         uses: docker/metadata-action@v4
         with:
           images: |
-            ghcr.io/${{ needs.prepare-docker-build.outputs.ghcr-repository }}
-            name=paperlessngx/paperless-ngx,enable=${{ steps.docker-hub.outputs.enable }}
+            ghcr.io/${{ steps.set-ghcr-repository.outputs.ghcr-repository }}
+            name=paperlessngx/paperless-ngx,enable=${{ steps.push-other-places.outputs.enable }}
+            name=quay.io/paperlessngx/paperless-ngx,enable=${{ steps.push-other-places.outputs.enable }}
           tags: |
             # Tag branches with branch name
             type=ref,event=branch
@@ -316,6 +316,9 @@ jobs:
       -
         name: Checkout
         uses: actions/checkout@v3
+      # If https://github.com/docker/buildx/issues/1044 is resolved,
+      # the append input with a native arm64 arch could be used to
+      # significantly speed up building
       -
         name: Set up Docker Buildx
         uses: docker/setup-buildx-action@v2
@@ -333,13 +336,22 @@ jobs:
         name: Login to Docker Hub
         uses: docker/login-action@v2
         # Don't attempt to login is not pushing to Docker Hub
-        if: steps.docker-hub.outputs.enable == 'true'
+        if: steps.push-other-places.outputs.enable == 'true'
         with:
           username: ${{ secrets.DOCKERHUB_USERNAME }}
           password: ${{ secrets.DOCKERHUB_TOKEN }}
+      -
+        name: Login to Quay.io
+        uses: docker/login-action@v2
+        # Don't attempt to login is not pushing to Quay.io
+        if: steps.push-other-places.outputs.enable == 'true'
+        with:
+          registry: quay.io
+          username: ${{ secrets.QUAY_USERNAME }}
+          password: ${{ secrets.QUAY_ROBOT_TOKEN }}
       -
         name: Build and push
-        uses: docker/build-push-action@v3
+        uses: docker/build-push-action@v4
         with:
           context: .
           file: ./Dockerfile
@@ -347,19 +359,13 @@ jobs:
           push: ${{ github.event_name != 'pull_request' }}
           tags: ${{ steps.docker-meta.outputs.tags }}
           labels: ${{ steps.docker-meta.outputs.labels }}
-          build-args: |
-            JBIG2ENC_VERSION=${{ fromJSON(needs.prepare-docker-build.outputs.jbig2enc-json).version }}
-            QPDF_VERSION=${{ fromJSON(needs.prepare-docker-build.outputs.qpdf-json).version }}
-            PIKEPDF_VERSION=${{ fromJSON(needs.prepare-docker-build.outputs.pikepdf-json).version }}
-            PSYCOPG2_VERSION=${{ fromJSON(needs.prepare-docker-build.outputs.psycopg2-json).version }}
-          # Get cache layers from this branch, then dev, then main
+          # Get cache layers from this branch, then dev
           # This allows new branches to get at least some cache benefits, generally from dev
           cache-from: |
-            type=registry,ref=ghcr.io/${{ needs.prepare-docker-build.outputs.ghcr-repository }}/builder/cache/app:${{ github.ref_name }}
-            type=registry,ref=ghcr.io/${{ needs.prepare-docker-build.outputs.ghcr-repository }}/builder/cache/app:dev
-            type=registry,ref=ghcr.io/${{ needs.prepare-docker-build.outputs.ghcr-repository }}/builder/cache/app:main
+            type=registry,ref=ghcr.io/${{ steps.set-ghcr-repository.outputs.ghcr-repository }}/builder/cache/app:${{ github.ref_name }}
+            type=registry,ref=ghcr.io/${{ steps.set-ghcr-repository.outputs.ghcr-repository }}/builder/cache/app:dev
           cache-to: |
-            type=registry,mode=max,ref=ghcr.io/${{ needs.prepare-docker-build.outputs.ghcr-repository }}/builder/cache/app:${{ github.ref_name }}
+            type=registry,mode=max,ref=ghcr.io/${{ steps.set-ghcr-repository.outputs.ghcr-repository }}/builder/cache/app:${{ github.ref_name }}
       -
         name: Inspect image
         run: |
@@ -375,31 +381,32 @@ jobs:
         with:
           name: frontend-compiled
           path: src/documents/static/frontend/
+          retention-days: 7
 
   build-release:
     needs:
       - build-docker-image
-    runs-on: ubuntu-20.04
+    runs-on: ubuntu-22.04
     steps:
       -
         name: Checkout
         uses: actions/checkout@v3
-      -
-        name: Install pipenv
-        run: |
-          pip3 install --upgrade pip setuptools wheel pipx
-          pipx install pipenv
       -
         name: Set up Python
+        id: setup-python
         uses: actions/setup-python@v4
         with:
-          python-version: 3.9
+          python-version: ${{ env.DEFAULT_PYTHON_VERSION }}
           cache: "pipenv"
           cache-dependency-path: 'Pipfile.lock'
+      -
+        name: Install pipenv + tools
+        run: |
+          pip install --upgrade --user pipenv==${DEFAULT_PIP_ENV_VERSION} setuptools wheel
       -
         name: Install Python dependencies
         run: |
-          pipenv sync --dev
+          pipenv --python ${{ steps.setup-python.outputs.python-version }} sync --dev
       -
         name: Install system dependencies
         run: |
@@ -420,35 +427,62 @@ jobs:
       -
         name: Generate requirements file
         run: |
-          pipenv requirements > requirements.txt
+          pipenv --python ${{ steps.setup-python.outputs.python-version }} requirements > requirements.txt
       -
         name: Compile messages
         run: |
           cd src/
-          pipenv run python3 manage.py compilemessages
+          pipenv --python ${{ steps.setup-python.outputs.python-version }} run python3 manage.py compilemessages
       -
         name: Collect static files
         run: |
           cd src/
-          pipenv run python3 manage.py collectstatic --no-input
+          pipenv --python ${{ steps.setup-python.outputs.python-version }} run python3 manage.py collectstatic --no-input
       -
         name: Move files
         run: |
-          mkdir dist
-          mkdir dist/paperless-ngx
-          mkdir dist/paperless-ngx/scripts
-          cp .dockerignore .env Dockerfile Pipfile Pipfile.lock requirements.txt LICENSE README.md dist/paperless-ngx/
-          cp paperless.conf.example dist/paperless-ngx/paperless.conf
-          cp gunicorn.conf.py dist/paperless-ngx/gunicorn.conf.py
-          cp -r docker/ dist/paperless-ngx/docker
-          cp scripts/*.service scripts/*.sh dist/paperless-ngx/scripts/
-          cp -r src/ dist/paperless-ngx/src
-          cp -r docs/_build/html/ dist/paperless-ngx/docs
-          mv static dist/paperless-ngx
+          echo "Making dist folders"
+          for directory in dist \
+                          dist/paperless-ngx \
+                          dist/paperless-ngx/scripts;
+          do
+            mkdir --verbose --parents ${directory}
+          done
+
+          echo "Copying basic files"
+          for file_name in .dockerignore \
+                          .env \
+                          Dockerfile \
+                          Pipfile \
+                          Pipfile.lock \
+                          requirements.txt \
+                          LICENSE \
+                          README.md \
+                          paperless.conf.example \
+                          gunicorn.conf.py
+          do
+            cp --verbose ${file_name} dist/paperless-ngx/
+          done
+          mv --verbose dist/paperless-ngx/paperless.conf.example dist/paperless-ngx/paperless.conf
+
+          echo "Copying Docker related files"
+          cp --recursive docker/ dist/paperless-ngx/docker
+
+          echo "Copying startup scripts"
+          cp --verbose scripts/*.service scripts/*.sh scripts/*.socket dist/paperless-ngx/scripts/
+
+          echo "Copying source files"
+          cp --recursive src/ dist/paperless-ngx/src
+          echo "Copying documentation"
+          cp --recursive docs/_build/html/ dist/paperless-ngx/docs
+
+          mv --verbose static dist/paperless-ngx
       -
         name: Make release package
         run: |
+          echo "Creating release archive"
           cd dist
+          sudo chown -R 1000:1000 paperless-ngx/
           tar -cJf paperless-ngx.tar.xz paperless-ngx/
       -
         name: Upload release artifact
@@ -456,9 +490,10 @@ jobs:
         with:
           name: release
           path: dist/paperless-ngx.tar.xz
+          retention-days: 7
 
   publish-release:
-    runs-on: ubuntu-20.04
+    runs-on: ubuntu-22.04
     outputs:
       prerelease: ${{ steps.get_version.outputs.prerelease }}
       changelog: ${{ steps.create-release.outputs.body }}
@@ -486,7 +521,7 @@ jobs:
       -
         name: Create Release and Changelog
         id: create-release
-        uses: paperless-ngx/release-drafter@master
+        uses: release-drafter/release-drafter@v5
         with:
           name: Paperless-ngx ${{ steps.get_version.outputs.version }}
           tag: ${{ steps.get_version.outputs.version }}
@@ -507,7 +542,7 @@ jobs:
           asset_content_type: application/x-xz
 
   append-changelog:
-    runs-on: ubuntu-20.04
+    runs-on: ubuntu-22.04
     needs:
       - publish-release
     if: needs.publish-release.outputs.prerelease == 'false'
@@ -517,18 +552,17 @@ jobs:
         uses: actions/checkout@v3
         with:
           ref: main
-      -
-        name: Install pipenv
-        run: |
-          pip3 install --upgrade pip setuptools wheel pipx
-          pipx install pipenv
       -
         name: Set up Python
         uses: actions/setup-python@v4
         with:
-          python-version: 3.9
+          python-version: ${{ env.DEFAULT_PYTHON_VERSION }}
           cache: "pipenv"
           cache-dependency-path: 'Pipfile.lock'
+      -
+        name: Install pipenv + tools
+        run: |
+          pip install --upgrade --user pipenv==${DEFAULT_PIP_ENV_VERSION} setuptools wheel
       -
         name: Append Changelog to docs
         id: append-Changelog
@@ -565,5 +599,5 @@ jobs:
               owner,
               repo,
               issue_number: result.data.number,
-              labels: ['documentation']
+              labels: ['documentation', 'skip-changelog']
             });

.github/workflows/cleanup-tags.yml

@@ -1,23 +1,17 @@
 # This workflow runs on certain conditions to check for and potentially
 # delete container images from the GHCR which no longer have an associated
 # code branch.
-# Requires a PAT with the correct scope set in the secrets
+# Requires a PAT with the correct scope set in the secrets.
+#
+# This workflow will not trigger runs on forked repos.
 
 name: Cleanup Image Tags
 
 on:
-  schedule:
-    - cron: '0 0 * * SAT'
   delete:
-  pull_request:
-    types:
-      - closed
   push:
     paths:
       - ".github/workflows/cleanup-tags.yml"
-      - ".github/scripts/cleanup-tags.py"
-      - ".github/scripts/github.py"
-      - ".github/scripts/common.py"
 
 concurrency:
   group: registry-tags-cleanup
@@ -25,71 +19,59 @@ concurrency:
 
 jobs:
   cleanup-images:
-    name: Cleanup Image Tags for ${{ matrix.primary-name }}
-    runs-on: ubuntu-latest
-    strategy:
-      matrix:
-        include:
-          - primary-name: "paperless-ngx"
-            cache-name: "paperless-ngx/builder/cache/app"
-
-          - primary-name: "paperless-ngx/builder/qpdf"
-            cache-name: "paperless-ngx/builder/cache/qpdf"
-
-          - primary-name: "paperless-ngx/builder/pikepdf"
-            cache-name: "paperless-ngx/builder/cache/pikepdf"
-
-          - primary-name: "paperless-ngx/builder/jbig2enc"
-            cache-name: "paperless-ngx/builder/cache/jbig2enc"
-
-          - primary-name: "paperless-ngx/builder/psycopg2"
-            cache-name: "paperless-ngx/builder/cache/psycopg2"
+    name: Cleanup Image Tags for paperless-ngx
+    if: github.repository_owner == 'paperless-ngx'
+    runs-on: ubuntu-22.04
     env:
       # Requires a personal access token with the OAuth scope delete:packages
       TOKEN: ${{ secrets.GHA_CONTAINER_DELETE_TOKEN }}
     steps:
       -
-        name: Checkout
-        uses: actions/checkout@v3
-      -
-        name: Login to Github Container Registry
-        uses: docker/login-action@v2
-        with:
-          registry: ghcr.io
-          username: ${{ github.actor }}
-          password: ${{ secrets.GITHUB_TOKEN }}
-      -
-        name: Set up Python
-        uses: actions/setup-python@v4
-        with:
-          python-version: "3.10"
-      -
-        name: Install httpx
-        run: |
-          python -m pip install httpx
-      #
-      # Clean up primary package
-      #
-      -
-        name: Cleanup for package "${{ matrix.primary-name }}"
+        name: Clean temporary images
         if: "${{ env.TOKEN != '' }}"
-        run: |
-          python ${GITHUB_WORKSPACE}/.github/scripts/cleanup-tags.py --untagged --is-manifest --delete "${{ matrix.primary-name }}"
-      #
-      # Clean up registry cache package
-      #
+        uses: stumpylog/image-cleaner-action/ephemeral@v0.2.0
+        with:
+          token: "${{ env.TOKEN }}"
+          owner: "${{ github.repository_owner }}"
+          is_org: "true"
+          package_name: "paperless-ngx"
+          scheme: "branch"
+          repo_name: "paperless-ngx"
+          match_regex: "feature-"
+          do_delete: "true"
+
+  cleanup-untagged-images:
+    name: Cleanup Untagged Images Tags for ${{ matrix.primary-name }}
+    if: github.repository_owner == 'paperless-ngx'
+    runs-on: ubuntu-22.04
+    needs:
+      - cleanup-images
+    strategy:
+      fail-fast: false
+      matrix:
+        include:
+          - primary-name: "paperless-ngx"
+          - primary-name: "paperless-ngx/builder/cache/app"
+          # TODO: Remove the above and replace with the below
+          # - primary-name: "builder/qpdf"
+          # - primary-name: "builder/cache/qpdf"
+          # - primary-name: "builder/pikepdf"
+          # - primary-name: "builder/cache/pikepdf"
+          # - primary-name: "builder/jbig2enc"
+          # - primary-name: "builder/cache/jbig2enc"
+          # - primary-name: "builder/psycopg2"
+          # - primary-name: "builder/cache/psycopg2"
+    env:
+      # Requires a personal access token with the OAuth scope delete:packages
+      TOKEN: ${{ secrets.GHA_CONTAINER_DELETE_TOKEN }}
+    steps:
       -
-        name: Cleanup for package "${{ matrix.cache-name }}"
+        name: Clean untagged images
         if: "${{ env.TOKEN != '' }}"
-        run: |
-          python ${GITHUB_WORKSPACE}/.github/scripts/cleanup-tags.py --untagged --delete "${{ matrix.cache-name }}"
-      #
-      # Verify tags which are left still pull
-      #
-      -
-        name: Check all tags still pull
-        run: |
-          ghcr_name=$(echo "ghcr.io/${GITHUB_REPOSITORY_OWNER}/${{ matrix.primary-name }}" | awk '{ print tolower($0) }')
-          echo "Pulling all tags of ${ghcr_name}"
-          docker pull --quiet --all-tags ${ghcr_name}
-          docker image list
+        uses: stumpylog/image-cleaner-action/untagged@v0.2.0
+        with:
+          token: "${{ env.TOKEN }}"
+          owner: "${{ github.repository_owner }}"
+          is_org: "true"
+          package_name: "${{ matrix.primary-name }}"
+          do_delete: "true"

.github/workflows/codeql-analysis.yml

@@ -23,7 +23,7 @@ on:
 jobs:
   analyze:
     name: Analyze
-    runs-on: ubuntu-latest
+    runs-on: ubuntu-22.04
     permissions:
       actions: read
       contents: read

.github/workflows/installer-library.yml

@@ -1,170 +0,0 @@
-# This workflow will run to update the installer library of
-# Docker images.  These are the images which provide updated wheels
-# .deb installation packages or maybe just some compiled library
-
-name: Build Image Library
-
-on:
-  push:
-    # Must match one of these branches AND one of the paths
-    # to be triggered
-    branches:
-      - "main"
-      - "dev"
-      - "library-*"
-      - "feature-*"
-    paths:
-      # Trigger the workflow if a Dockerfile changed
-      - "docker-builders/**"
-      # Trigger if a package was updated
-      - ".build-config.json"
-      - "Pipfile.lock"
-      # Also trigger on workflow changes related to the library
-      - ".github/workflows/installer-library.yml"
-      - ".github/workflows/reusable-workflow-builder.yml"
-      - ".github/scripts/**"
-
-# Set a workflow level concurrency group so primary workflow
-# can wait for this to complete if needed
-# DO NOT CHANGE without updating main workflow group
-concurrency:
-  group: build-installer-library
-  cancel-in-progress: false
-
-jobs:
-  prepare-docker-build:
-    name: Prepare Docker Image Version Data
-    runs-on: ubuntu-20.04
-    steps:
-      -
-        name: Set ghcr repository name
-        id: set-ghcr-repository
-        run: |
-          ghcr_name=$(echo "${GITHUB_REPOSITORY}" | awk '{ print tolower($0) }')
-          echo "repository=${ghcr_name}" >> $GITHUB_OUTPUT
-      -
-        name: Checkout
-        uses: actions/checkout@v3
-      -
-        name: Set up Python
-        uses: actions/setup-python@v4
-        with:
-          python-version: "3.9"
-      -
-        name: Install jq
-        run: |
-          sudo apt-get update
-          sudo apt-get install jq
-      -
-        name: Setup qpdf image
-        id: qpdf-setup
-        run: |
-          build_json=$(python ${GITHUB_WORKSPACE}/.github/scripts/get-build-json.py qpdf)
-
-          echo ${build_json}
-
-          echo "qpdf-json=${build_json}" >> $GITHUB_OUTPUT
-      -
-        name: Setup psycopg2 image
-        id: psycopg2-setup
-        run: |
-          build_json=$(python ${GITHUB_WORKSPACE}/.github/scripts/get-build-json.py psycopg2)
-
-          echo ${build_json}
-
-          echo "psycopg2-json=${build_json}" >> $GITHUB_OUTPUT
-      -
-        name: Setup pikepdf image
-        id: pikepdf-setup
-        run: |
-          build_json=$(python ${GITHUB_WORKSPACE}/.github/scripts/get-build-json.py pikepdf)
-
-          echo ${build_json}
-
-          echo "pikepdf-json=${build_json}" >> $GITHUB_OUTPUT
-      -
-        name: Setup jbig2enc image
-        id: jbig2enc-setup
-        run: |
-          build_json=$(python ${GITHUB_WORKSPACE}/.github/scripts/get-build-json.py jbig2enc)
-
-          echo ${build_json}
-
-          echo "jbig2enc-json=${build_json}" >> $GITHUB_OUTPUT
-      -
-        name: Setup other versions
-        id: cache-bust-setup
-        run: |
-          pillow_version=$(jq ".default.pillow.version" Pipfile.lock | sed 's/=//g' | sed 's/"//g')
-          lxml_version=$(jq ".default.lxml.version" Pipfile.lock | sed 's/=//g' | sed 's/"//g')
-
-          echo "Pillow is ${pillow_version}"
-          echo "lxml is ${lxml_version}"
-
-          echo "pillow-version=${pillow_version}" >> $GITHUB_OUTPUT
-          echo "lxml-version=${lxml_version}" >> $GITHUB_OUTPUT
-
-    outputs:
-
-      ghcr-repository: ${{ steps.set-ghcr-repository.outputs.repository }}
-
-      qpdf-json: ${{ steps.qpdf-setup.outputs.qpdf-json }}
-
-      pikepdf-json: ${{ steps.pikepdf-setup.outputs.pikepdf-json }}
-
-      psycopg2-json: ${{ steps.psycopg2-setup.outputs.psycopg2-json }}
-
-      jbig2enc-json: ${{ steps.jbig2enc-setup.outputs.jbig2enc-json }}
-
-      pillow-version: ${{ steps.cache-bust-setup.outputs.pillow-version }}
-
-      lxml-version: ${{ steps.cache-bust-setup.outputs.lxml-version }}
-
-  build-qpdf-debs:
-    name: qpdf
-    needs:
-      - prepare-docker-build
-    uses: ./.github/workflows/reusable-workflow-builder.yml
-    with:
-      dockerfile: ./docker-builders/Dockerfile.qpdf
-      build-json: ${{ needs.prepare-docker-build.outputs.qpdf-json }}
-      build-args: |
-        QPDF_VERSION=${{ fromJSON(needs.prepare-docker-build.outputs.qpdf-json).version }}
-
-  build-jbig2enc:
-    name: jbig2enc
-    needs:
-      - prepare-docker-build
-    uses: ./.github/workflows/reusable-workflow-builder.yml
-    with:
-      dockerfile: ./docker-builders/Dockerfile.jbig2enc
-      build-json: ${{ needs.prepare-docker-build.outputs.jbig2enc-json }}
-      build-args: |
-        JBIG2ENC_VERSION=${{ fromJSON(needs.prepare-docker-build.outputs.jbig2enc-json).version }}
-
-  build-psycopg2-wheel:
-    name: psycopg2
-    needs:
-      - prepare-docker-build
-    uses: ./.github/workflows/reusable-workflow-builder.yml
-    with:
-      dockerfile: ./docker-builders/Dockerfile.psycopg2
-      build-json: ${{ needs.prepare-docker-build.outputs.psycopg2-json }}
-      build-args: |
-        PSYCOPG2_VERSION=${{ fromJSON(needs.prepare-docker-build.outputs.psycopg2-json).version }}
-
-  build-pikepdf-wheel:
-    name: pikepdf
-    needs:
-      - prepare-docker-build
-      - build-qpdf-debs
-    uses: ./.github/workflows/reusable-workflow-builder.yml
-    with:
-      dockerfile: ./docker-builders/Dockerfile.pikepdf
-      build-json: ${{ needs.prepare-docker-build.outputs.pikepdf-json }}
-      build-args: |
-        REPO=${{ needs.prepare-docker-build.outputs.ghcr-repository }}
-        QPDF_VERSION=${{ fromJSON(needs.prepare-docker-build.outputs.qpdf-json).version }}
-        PIKEPDF_VERSION=${{ fromJSON(needs.prepare-docker-build.outputs.pikepdf-json).version }}
-        PILLOW_VERSION=${{ needs.prepare-docker-build.outputs.pillow-version }}
-        LXML_VERSION=${{ needs.prepare-docker-build.outputs.lxml-version }}

.github/workflows/project-actions.yml

@@ -24,11 +24,11 @@ env:
 jobs:
   issue_opened_or_reopened:
     name: issue_opened_or_reopened
-    runs-on: ubuntu-latest
+    runs-on: ubuntu-22.04
     if: github.event_name == 'issues' && (github.event.action == 'opened' || github.event.action == 'reopened')
     steps:
       - name: Add issue to project and set status to ${{ env.todo }}
-        uses: leonsteinhaeuser/project-beta-automations@v2.0.1
+        uses: leonsteinhaeuser/project-beta-automations@v2.1.0
         with:
           gh_token: ${{ secrets.GH_TOKEN }}
           organization: paperless-ngx
@@ -37,14 +37,14 @@ jobs:
           status_value: ${{ env.todo }} # Target status
   pr_opened_or_reopened:
     name: pr_opened_or_reopened
-    runs-on: ubuntu-latest
+    runs-on: ubuntu-22.04
     permissions:
       # write permission is required for autolabeler
       pull-requests: write
     if: github.event_name == 'pull_request_target' && (github.event.action == 'opened' || github.event.action == 'reopened') && github.event.pull_request.user.login != 'dependabot'
     steps:
       - name: Add PR to project and set status to "Needs Review"
-        uses: leonsteinhaeuser/project-beta-automations@v2.0.1
+        uses: leonsteinhaeuser/project-beta-automations@v2.1.0
         with:
           gh_token: ${{ secrets.GH_TOKEN }}
           organization: paperless-ngx

.github/workflows/release-chart.yml

@@ -1,31 +0,0 @@
----
-name: Release Charts
-
-on:
-  push:
-    tags:
-      - v*
-
-jobs:
-  release_chart:
-    name: "Release Chart"
-    runs-on: ubuntu-latest
-    steps:
-      - name: Checkout
-        uses: actions/checkout@v3
-        with:
-          fetch-depth: 0
-
-      - name: Configure Git
-        run: |
-          git config user.name "$GITHUB_ACTOR"
-          git config user.email "$GITHUB_ACTOR@users.noreply.github.com"
-      - name: Install Helm
-        uses: azure/setup-helm@v3
-        with:
-          version: v3.10.0
-
-      - name: Run chart-releaser
-        uses: helm/chart-releaser-action@v1.4.1
-        env:
-          CR_TOKEN: "${{ secrets.GITHUB_TOKEN }}"

.github/workflows/repo-maintenance.yml

@@ -0,0 +1,47 @@
+name: 'Repository Maintenance'
+
+on:
+  schedule:
+    - cron: '0 3 * * *'
+  workflow_dispatch:
+
+permissions:
+  issues: write
+  pull-requests: write
+
+concurrency:
+  group: lock
+
+jobs:
+  stale:
+    name: 'Stale'
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/stale@v8
+        with:
+          days-before-stale: 7
+          days-before-close: 14
+          any-of-labels: 'cant-reproduce,not a bug'
+          stale-issue-label: stale
+          stale-pr-label: stale
+          stale-issue-message: >
+            This issue has been automatically marked as stale because it has not had
+            recent activity. It will be closed if no further activity occurs. Thank you
+            for your contributions.
+  lock-threads:
+    name: 'Lock Old Threads'
+    runs-on: ubuntu-latest
+    steps:
+      - uses: dessant/lock-threads@v4
+        with:
+          issue-inactive-days: '30'
+          pr-inactive-days: '30'
+          log-output: true
+          issue-comment: >
+            This issue has been automatically locked since there
+            has not been any recent activity after it was closed.
+            Please open a new discussion or issue for related concerns.
+          pr-comment: >
+            This pull request has been automatically locked since there
+            has not been any recent activity after it was closed.
+            Please open a new discussion or issue for related concerns.

.github/workflows/reusable-workflow-builder.yml

@@ -1,53 +0,0 @@
-name: Reusable Image Builder
-
-on:
-  workflow_call:
-    inputs:
-      dockerfile:
-        required: true
-        type: string
-      build-json:
-        required: true
-        type: string
-      build-args:
-        required: false
-        default: ""
-        type: string
-
-concurrency:
-  group: ${{ github.workflow }}-${{ fromJSON(inputs.build-json).name }}-${{ fromJSON(inputs.build-json).version }}
-  cancel-in-progress: false
-
-jobs:
-  build-image:
-    name: Build ${{ fromJSON(inputs.build-json).name }} @ ${{ fromJSON(inputs.build-json).version }}
-    runs-on: ubuntu-latest
-    steps:
-      -
-        name: Checkout
-        uses: actions/checkout@v3
-      -
-        name: Login to Github Container Registry
-        uses: docker/login-action@v2
-        with:
-          registry: ghcr.io
-          username: ${{ github.actor }}
-          password: ${{ secrets.GITHUB_TOKEN }}
-      -
-        name: Set up Docker Buildx
-        uses: docker/setup-buildx-action@v2
-      -
-        name: Set up QEMU
-        uses: docker/setup-qemu-action@v2
-      -
-        name: Build ${{ fromJSON(inputs.build-json).name }}
-        uses: docker/build-push-action@v3
-        with:
-          context: .
-          file: ${{ inputs.dockerfile }}
-          tags: ${{ fromJSON(inputs.build-json).image_tag }}
-          platforms: linux/amd64,linux/arm64,linux/arm/v7
-          build-args: ${{ inputs.build-args }}
-          push: true
-          cache-from: type=registry,ref=${{ fromJSON(inputs.build-json).cache_tag }}
-          cache-to: type=registry,mode=max,ref=${{ fromJSON(inputs.build-json).cache_tag }}

.gitignore

@@ -73,6 +73,7 @@ virtualenv
 .venv/
 /docker-compose.env
 /docker-compose.yml
+.ruff_cache/
 
 # Used for development
 scripts/import-for-development

.pre-commit-config.yaml

@@ -5,20 +5,19 @@
 repos:
   # General hooks
   - repo: https://github.com/pre-commit/pre-commit-hooks
-    rev: v4.3.0
+    rev: v4.4.0
     hooks:
       - id: check-docstring-first
       - id: check-json
         exclude: "tsconfig.*json"
       - id: check-yaml
-        exclude: "charts/paperless-ngx/templates/common.yaml"
       - id: check-toml
       - id: check-executables-have-shebangs
       - id: end-of-file-fixer
         exclude_types:
           - svg
           - pofile
-        exclude: "^(LICENSE|charts/paperless-ngx/README.md)$"
+        exclude: "(^LICENSE$)"
       - id: mixed-line-ending
         args:
           - "--fix=lf"
@@ -28,51 +27,26 @@ repos:
       - id: check-case-conflict
       - id: detect-private-key
   - repo: https://github.com/pre-commit/mirrors-prettier
-    rev: "v2.7.1"
+    rev: 'v3.0.0'
     hooks:
       - id: prettier
         types_or:
           - javascript
           - ts
           - markdown
-        exclude: "(^Pipfile\\.lock$)|(^charts/paperless-ngx/README.md$)"
+        exclude: "(^Pipfile\\.lock$)"
   # Python hooks
-  - repo: https://github.com/asottile/reorder_python_imports
-    rev: v3.9.0
+  - repo: https://github.com/charliermarsh/ruff-pre-commit
+    rev: 'v0.0.280'
     hooks:
-      - id: reorder-python-imports
-        exclude: "(migrations)"
-  - repo: https://github.com/asottile/yesqa
-    rev: "v1.4.0"
-    hooks:
-      - id: yesqa
-        exclude: "(migrations)"
-  - repo: https://github.com/asottile/add-trailing-comma
-    rev: "v2.3.0"
-    hooks:
-      - id: add-trailing-comma
-        exclude: "(migrations)"
-  - repo: https://github.com/PyCQA/flake8
-    rev: 5.0.4
-    hooks:
-      - id: flake8
-        files: ^src/
-        args:
-          - "--config=./src/setup.cfg"
+      - id: ruff
   - repo: https://github.com/psf/black
-    rev: 22.10.0
+    rev: 23.7.0
     hooks:
       - id: black
-  - repo: https://github.com/asottile/pyupgrade
-    rev: v3.2.2
-    hooks:
-      - id: pyupgrade
-        exclude: "(migrations)"
-        args:
-          - "--py38-plus"
   # Dockerfile hooks
   - repo: https://github.com/AleksaC/hadolint-py
-    rev: v2.10.0
+    rev: v2.12.0.2
     hooks:
       - id: hadolint
   # Shell script hooks
@@ -83,6 +57,6 @@ repos:
         args:
           - "--tab"
   - repo: https://github.com/shellcheck-py/shellcheck-py
-    rev: "v0.8.0.4"
+    rev: "v0.9.0.5"
     hooks:
       - id: shellcheck

.prettierrc

@@ -2,3 +2,5 @@
 semi: false
 # https://prettier.io/docs/en/options.html#quotes
 singleQuote: true
+# https://prettier.io/docs/en/options.html#trailing-commas
+trailingComma: "es5"

.python-version

@@ -0,0 +1 @@
+3.8.16

.ruff.toml

@@ -0,0 +1,23 @@
+# https://beta.ruff.rs/docs/settings/
+# https://beta.ruff.rs/docs/rules/
+extend-select = ["I", "W", "UP", "COM", "DJ", "EXE", "ISC", "ICN", "G201", "INP", "PIE", "RSE", "SIM", "TID", "PLC", "PLE", "RUF"]
+# TODO PTH
+ignore = ["DJ001", "SIM105", "RUF012"]
+fix = true
+line-length = 88
+respect-gitignore = true
+src = ["src"]
+target-version = "py38"
+format = "grouped"
+show-fixes = true
+
+[per-file-ignores]
+".github/scripts/*.py" = ["E501", "INP001", "SIM117"]
+"docker/wait-for-redis.py" = ["INP001"]
+"*/tests/*.py" = ["E501", "SIM117"]
+"*/migrations/*.py" = ["E501", "SIM"]
+"src/paperless_tesseract/tests/test_parser.py" = ["RUF001"]
+"src/documents/models.py" = ["SIM115"]
+
+[isort]
+force-single-line = true

CONTRIBUTING.md

@@ -45,7 +45,7 @@ Examples of `non-trivial` PRs might include:
 
 - Additional features
 - Large changes to many distinct files
-- Breaking or depreciation of existing features
+- Breaking or deprecation of existing features
 
 Our community review process for `non-trivial` PRs is the following:
 

Dockerfile

@@ -1,25 +1,11 @@
-# syntax=docker/dockerfile:1.4
+# syntax=docker/dockerfile:1
+# https://github.com/moby/buildkit/blob/master/frontend/dockerfile/docs/reference.md
 
-# Pull the installer images from the library
-# These are all built previously
-# They provide either a .deb or .whl
-
-ARG JBIG2ENC_VERSION
-ARG QPDF_VERSION
-ARG PIKEPDF_VERSION
-ARG PSYCOPG2_VERSION
-
-FROM ghcr.io/paperless-ngx/paperless-ngx/builder/jbig2enc:${JBIG2ENC_VERSION} as jbig2enc-builder
-FROM ghcr.io/paperless-ngx/paperless-ngx/builder/qpdf:${QPDF_VERSION} as qpdf-builder
-FROM ghcr.io/paperless-ngx/paperless-ngx/builder/pikepdf:${PIKEPDF_VERSION} as pikepdf-builder
-FROM ghcr.io/paperless-ngx/paperless-ngx/builder/psycopg2:${PSYCOPG2_VERSION} as psycopg2-builder
-
-FROM --platform=$BUILDPLATFORM node:16-bullseye-slim AS compile-frontend
-
-# This stage compiles the frontend
-# This stage runs once for the native platform, as the outputs are not
-# dependent on target arch
-# Inputs: None
+# Stage: compile-frontend
+# Purpose: Compiles the frontend
+# Notes:
+#  - Does NPM stuff with Typescript and such
+FROM --platform=$BUILDPLATFORM docker.io/node:16-bookworm-slim AS compile-frontend
 
 COPY ./src-ui /src/src-ui
 
@@ -30,14 +16,12 @@ RUN set -eux \
 RUN set -eux \
   && ./node_modules/.bin/ng build --configuration production
 
-FROM --platform=$BUILDPLATFORM python:3.9-slim-bullseye as pipenv-base
-
-# This stage generates the requirements.txt file using pipenv
-# This stage runs once for the native platform, as the outputs are not
-# dependent on target arch
-# This way, pipenv dependencies are not left in the final image
-# nor can pipenv mess up the final image somehow
-# Inputs: None
+# Stage: pipenv-base
+# Purpose: Generates a requirements.txt file for building
+# Comments:
+#  - pipenv dependencies are not left in the final image
+#  - pipenv can't touch the final image somehow
+FROM --platform=$BUILDPLATFORM docker.io/python:3.9-alpine as pipenv-base
 
 WORKDIR /usr/src/pipenv
 
@@ -45,11 +29,15 @@ COPY Pipfile* ./
 
 RUN set -eux \
   && echo "Installing pipenv" \
-    && python3 -m pip install --no-cache-dir --upgrade pipenv \
+    && python3 -m pip install --no-cache-dir --upgrade pipenv==2023.7.23 \
   && echo "Generating requirement.txt" \
     && pipenv requirements > requirements.txt
 
-FROM python:3.9-slim-bullseye as main-app
+# Stage: main-app
+# Purpose: The final image
+# Comments:
+#  - Don't leave anything extra in here
+FROM docker.io/python:3.9-slim-bookworm as main-app
 
 LABEL org.opencontainers.image.authors="paperless-ngx team <hello@paperless-ngx.com>"
 LABEL org.opencontainers.image.documentation="https://docs.paperless-ngx.com/"
@@ -64,18 +52,8 @@ ARG DEBIAN_FRONTEND=noninteractive
 # Order the steps below from least often changed to most
 #
 
-# copy jbig2enc
-# Basically will never change again
-COPY --from=jbig2enc-builder /usr/src/jbig2enc/src/.libs/libjbig2enc* /usr/local/lib/
-COPY --from=jbig2enc-builder /usr/src/jbig2enc/src/jbig2 /usr/local/bin/
-COPY --from=jbig2enc-builder /usr/src/jbig2enc/src/*.h /usr/local/include/
-
 # Packages need for running
 ARG RUNTIME_PACKAGES="\
-  # Python
-  python3 \
-  python3-pip \
-  python3-setuptools \
   # General utils
   curl \
   # Docker specific
@@ -92,9 +70,9 @@ ARG RUNTIME_PACKAGES="\
   # Image processing
   liblept5 \
   liblcms2-2 \
-  libtiff5 \
+  libtiff6 \
   libfreetype6 \
-  libwebp6 \
+  libwebp7 \
   libopenjp2-7 \
   libimagequant0 \
   libraqm0 \
@@ -120,6 +98,8 @@ ARG RUNTIME_PACKAGES="\
   libxml2 \
   libxslt1.1 \
   libgnutls30 \
+  libqpdf29 \
+  qpdf \
   # Mime type detection
   file \
   libmagic1 \
@@ -139,7 +119,7 @@ RUN set -eux \
     && apt-get install --yes --quiet --no-install-recommends ${RUNTIME_PACKAGES} \
     && rm -rf /var/lib/apt/lists/* \
   && echo "Installing supervisor" \
-    && python3 -m pip install --default-timeout=1000 --upgrade --no-cache-dir supervisor==4.2.4
+    && python3 -m pip install --default-timeout=1000 --upgrade --no-cache-dir supervisor==4.2.5
 
 # Copy gunicorn config
 # Changes very infrequently
@@ -148,7 +128,6 @@ WORKDIR /usr/src/paperless/
 COPY gunicorn.conf.py .
 
 # setup docker-specific things
-# Use mounts to avoid copying installer files into the image
 # These change sometimes, but rarely
 WORKDIR /usr/src/paperless/src/docker/
 
@@ -159,6 +138,7 @@ COPY [ \
   "docker/docker-prepare.sh", \
   "docker/paperless_cmd.sh", \
   "docker/wait-for-redis.py", \
+  "docker/env-from-file.sh", \
   "docker/management_script.sh", \
   "docker/flower-conditional.sh", \
   "docker/install_management_commands.sh", \
@@ -178,6 +158,8 @@ RUN set -eux \
     && chmod 755 /sbin/docker-prepare.sh \
     && mv wait-for-redis.py /sbin/wait-for-redis.py \
     && chmod 755 /sbin/wait-for-redis.py \
+    && mv env-from-file.sh /sbin/env-from-file.sh \
+    && chmod 755 /sbin/env-from-file.sh \
     && mv paperless_cmd.sh /usr/local/bin/paperless_cmd.sh \
     && chmod 755 /usr/local/bin/paperless_cmd.sh \
     && mv flower-conditional.sh /usr/local/bin/flower-conditional.sh \
@@ -186,26 +168,40 @@ RUN set -eux \
     && chmod +x install_management_commands.sh \
     && ./install_management_commands.sh
 
+# Buildx provided, must be defined to use though
+ARG TARGETARCH
+ARG TARGETVARIANT
+
+# Can be workflow provided, defaults set for manual building
+ARG JBIG2ENC_VERSION=0.29
+ARG QPDF_VERSION=11.3.0
+ARG PIKEPDF_VERSION=7.2.0
+ARG PSYCOPG2_VERSION=2.9.6
+
 # Install the built packages from the installer library images
-# Use mounts to avoid copying installer files into the image
 # These change sometimes
-RUN --mount=type=bind,from=qpdf-builder,target=/qpdf \
-    --mount=type=bind,from=psycopg2-builder,target=/psycopg2 \
-    --mount=type=bind,from=pikepdf-builder,target=/pikepdf \
-  set -eux \
-  && echo "Installing qpdf" \
-    && apt-get install --yes --no-install-recommends /qpdf/usr/src/qpdf/libqpdf29_*.deb \
-    && apt-get install --yes --no-install-recommends /qpdf/usr/src/qpdf/qpdf_*.deb \
+RUN set -eux \
+  && echo "Getting binaries" \
+    && mkdir paperless-ngx \
+    && curl --fail --silent --show-error --output paperless-ngx.tar.gz --location https://github.com/paperless-ngx/builder/archive/58bb061b9b3b63009852d6d875f9a305d9ae6ac9.tar.gz \
+    && tar -xf paperless-ngx.tar.gz --directory paperless-ngx --strip-components=1 \
+    && cd paperless-ngx \
+    # Setting a specific revision ensures we know what this installed
+    # and ensures cache breaking on changes
+  && echo "Installing jbig2enc" \
+    && cp ./jbig2enc/${JBIG2ENC_VERSION}/${TARGETARCH}${TARGETVARIANT}/jbig2 /usr/local/bin/ \
+    && cp ./jbig2enc/${JBIG2ENC_VERSION}/${TARGETARCH}${TARGETVARIANT}/libjbig2enc* /usr/local/lib/ \
+    && chmod a+x /usr/local/bin/jbig2 \
   && echo "Installing pikepdf and dependencies" \
-    && python3 -m pip install --no-cache-dir /pikepdf/usr/src/wheels/pyparsing*.whl \
-    && python3 -m pip install --no-cache-dir /pikepdf/usr/src/wheels/packaging*.whl \
-    && python3 -m pip install --no-cache-dir /pikepdf/usr/src/wheels/lxml*.whl \
-    && python3 -m pip install --no-cache-dir /pikepdf/usr/src/wheels/Pillow*.whl \
-    && python3 -m pip install --no-cache-dir /pikepdf/usr/src/wheels/pikepdf*.whl \
+    && python3 -m pip install --no-cache-dir ./pikepdf/${PIKEPDF_VERSION}/${TARGETARCH}${TARGETVARIANT}/*.whl \
     && python3 -m pip list \
   && echo "Installing psycopg2" \
-    && python3 -m pip install --no-cache-dir /psycopg2/usr/src/wheels/psycopg2*.whl \
-    && python3 -m pip list
+    && python3 -m pip install --no-cache-dir ./psycopg2/${PSYCOPG2_VERSION}/${TARGETARCH}${TARGETVARIANT}/psycopg2*.whl \
+    && python3 -m pip list \
+  && echo "Cleaning up image layer" \
+    && cd ../ \
+    && rm -rf paperless-ngx \
+    && rm paperless-ngx.tar.gz
 
 WORKDIR /usr/src/paperless/src/
 
@@ -219,15 +215,21 @@ ARG BUILD_PACKAGES="\
   build-essential \
   git \
   default-libmysqlclient-dev \
-  python3-dev"
+  pkg-config"
 
-RUN set -eux \
+# hadolint ignore=DL3042
+RUN --mount=type=cache,target=/root/.cache/pip/,id=pip-cache \
+  set -eux \
   && echo "Installing build system packages" \
     && apt-get update \
     && apt-get install --yes --quiet --no-install-recommends ${BUILD_PACKAGES} \
     && python3 -m pip install --no-cache-dir --upgrade wheel \
   && echo "Installing Python requirements" \
-    && python3 -m pip install --default-timeout=1000 --no-cache-dir --requirement requirements.txt \
+    && python3 -m pip install --default-timeout=1000 --requirement requirements.txt \
+  && echo "Installing NLTK data" \
+    && python3 -W ignore::RuntimeWarning -m nltk.downloader -d "/usr/share/nltk_data" snowball_data \
+    && python3 -W ignore::RuntimeWarning -m nltk.downloader -d "/usr/share/nltk_data" stopwords \
+    && python3 -W ignore::RuntimeWarning -m nltk.downloader -d "/usr/share/nltk_data" punkt \
   && echo "Cleaning up image" \
     && apt-get -y purge ${BUILD_PACKAGES} \
     && apt-get -y autoremove --purge \
@@ -245,11 +247,12 @@ COPY ./src ./
 COPY --from=compile-frontend /src/src/documents/static/frontend/ ./documents/static/frontend/
 
 # add users, setup scripts
+# Mount the compiled frontend to expected location
 RUN set -eux \
   && addgroup --gid 1000 paperless \
   && useradd --uid 1000 --gid paperless --home-dir /usr/src/paperless paperless \
-  && chown -R paperless:paperless ../ \
-  && gosu paperless python3 manage.py collectstatic --clear --no-input \
+  && chown -R paperless:paperless /usr/src/paperless \
+  && gosu paperless python3 manage.py collectstatic --clear --no-input --link \
   && gosu paperless python3 manage.py compilemessages
 
 VOLUME ["/usr/src/paperless/data", \

Pipfile

@@ -10,70 +10,100 @@ name = "piwheels"
 
 [packages]
 dateparser = "~=1.1"
-django = "~=4.1"
+# WARNING: django does not use semver.
+#          Only patch versions are guaranteed to not introduce breaking changes.
+django = "~=4.1.9"
 django-cors-headers = "*"
+django-celery-results = "*"
+django-compression-middleware = "*"
+django-guardian = "*"
 django-extensions = "*"
-django-filter = "~=22.1"
+django-filter = "~=23.1"
 djangorestframework = "~=3.14"
+djangorestframework-guardian = "*"
 filelock = "*"
 gunicorn = "*"
 imap-tools = "*"
 langdetect = "*"
 pathvalidate = "*"
-pillow = "~=9.3"
-pikepdf = "*"
 python-gnupg = "*"
 python-dotenv = "*"
 python-dateutil = "*"
 python-magic = "*"
+python-ipware = "*"
 psycopg2 = "*"
 rapidfuzz = "*"
 redis = {extras = ["hiredis"], version = "*"}
-scikit-learn = "~=1.1"
-# Pin this until piwheels is building 1.9 (see https://www.piwheels.org/project/scipy/)
-scipy = "==1.8.1"
-numpy = "*"
-whitenoise = "~=6.2"
-watchdog = "~=2.1"
+scikit-learn = "~=1.3"
+whitenoise = "~=6.5"
+watchdog = "~=3.0"
 whoosh="~=2.7"
 inotifyrecursive = "~=0.3"
 ocrmypdf = "~=14.0"
 tqdm = "*"
-tika = "*"
-# TODO: This will sadly also install daphne+dependencies,
-#  which an ASGI server we don't need. Adds about 15MB image size.
-channels = "~=3.0"
-# Locked version until https://github.com/django/channels_redis/issues/332
-# is resolved
-channels-redis = "==3.4.1"
+tika-client = "*"
+channels = "~=4.0"
+channels-redis = "*"
 uvicorn = {extras = ["standard"], version = "*"}
 concurrent-log-handler = "*"
-"pdfminer.six" = "*"
-"backports.zoneinfo" = {version = "*", markers = "python_version < '3.9'"}
-"importlib-resources" = {version = "*", markers = "python_version < '3.9'"}
-zipp = {version = "*", markers = "python_version < '3.9'"}
 pyzbar = "*"
 mysqlclient = "*"
 celery = {extras = ["redis"], version = "*"}
-django-celery-results = "*"
 setproctitle = "*"
 nltk = "*"
 pdf2image = "*"
 flower = "*"
+bleach = "*"
+zxing-cpp = {version = "*", platform_machine = "== 'x86_64'"}
+#
+# Packages locked due to issues (try to check if these are fixed in a release every so often)
+#
+# Pin this until piwheels is building 1.9 (see https://www.piwheels.org/project/scipy/)
+scipy = "==1.8.1"
+# v4 brings in extra dependencies for features not used here
+reportlab = "==3.6.12"
+# Pin these until piwheels is building a newer version (see https://www.piwheels.org/project/{package}/)
+cryptography = "==40.0.1"
+pikepdf = "==7.2.0"
+pillow = "==9.5.0"
 
 [dev-packages]
-coveralls = "*"
+# Linting
+black = "*"
+pre-commit = "*"
+ruff = "*"
+# Testing
 factory-boy = "*"
-pycodestyle = "*"
 pytest = "*"
 pytest-cov = "*"
 pytest-django = "*"
+pytest-httpx = "*"
 pytest-env = "*"
 pytest-sugar = "*"
 pytest-xdist = "*"
-tox = "*"
-black = "*"
-pre-commit = "*"
-sphinx-autobuild = "*"
-myst-parser = "*"
+pytest-rerunfailures = "*"
+"pdfminer.six" = "*"
+imagehash = "*"
+daphne = "*"
+# Documentation
 mkdocs-material = "*"
+
+[typing-dev]
+mypy = "*"
+types-Pillow = "*"
+django-filter-stubs = "*"
+types-python-dateutil = "*"
+djangorestframework-stubs = {extras= ["compatible-mypy"], version="*"}
+celery-types = "*"
+django-stubs = {extras= ["compatible-mypy"], version="*"}
+types-dateparser = "*"
+types-bleach = "*"
+types-humanfriendly = "*"
+types-redis = "*"
+types-tqdm = "*"
+types-Markdown = "*"
+types-Pygments = "*"
+types-backports = "*"
+types-colorama = "*"
+types-psycopg2 = "*"
+types-setuptools = "*"

README.md

@@ -1,7 +1,7 @@
 [![ci](https://github.com/paperless-ngx/paperless-ngx/workflows/ci/badge.svg)](https://github.com/paperless-ngx/paperless-ngx/actions)
 [![Crowdin](https://badges.crowdin.net/paperless-ngx/localized.svg)](https://crowdin.com/project/paperless-ngx)
 [![Documentation Status](https://img.shields.io/github/deployments/paperless-ngx/paperless-ngx/github-pages?label=docs)](https://docs.paperless-ngx.com)
-[![Coverage Status](https://coveralls.io/repos/github/paperless-ngx/paperless-ngx/badge.svg?branch=master)](https://coveralls.io/github/paperless-ngx/paperless-ngx?branch=master)
+[![codecov](https://codecov.io/gh/paperless-ngx/paperless-ngx/branch/main/graph/badge.svg?token=VK6OUPJ3TY)](https://codecov.io/gh/paperless-ngx/paperless-ngx)
 [![Chat on Matrix](https://matrix.to/img/matrix-badge.svg)](https://matrix.to/#/%23paperlessngx%3Amatrix.org)
 [![demo](https://cronitor.io/badges/ve7ItY/production/W5E_B9jkelG9ZbDiNHUPQEVH3MY.svg)](https://demo.paperless-ngx.com)
 
@@ -101,22 +101,9 @@ For bugs please [open an issue](https://github.com/paperless-ngx/paperless-ngx/i
 
 # Affiliated Projects
 
-Paperless has been around a while now, and people are starting to build stuff on top of it. If you're one of those people, we can add your project to this list:
-
-- [Paperless App](https://github.com/bauerj/paperless_app): An Android/iOS app for Paperless-ngx. Also works with the original Paperless and Paperless-ng.
-- [Paperless Share](https://github.com/qcasey/paperless_share). Share any files from your Android application with paperless. Very simple, but works with all of the mobile scanning apps out there that allow you to share scanned documents.
-- [Scan to Paperless](https://github.com/sbrunner/scan-to-paperless): Scan and prepare (crop, deskew, OCR, ...) your documents for Paperless.
-- [Paperless Mobile](https://github.com/astubenbord/paperless-mobile): A modern, feature rich mobile application for Paperless.
-
-These projects also exist, but their status and compatibility with paperless-ngx is unknown.
-
-- [paperless-cli](https://github.com/stgarf/paperless-cli): A golang command line binary to interact with a Paperless instance.
-
-This project also exists, but needs updates to be compatible with paperless-ngx.
-
-- [Paperless Desktop](https://github.com/thomasbrueggemann/paperless-desktop): A desktop UI for your Paperless installation. Runs on Mac, Linux, and Windows.
-  Known issues on Mac: (Could not load reminders and documents)
+Please see [the wiki](https://github.com/paperless-ngx/paperless-ngx/wiki/Affiliated-Projects) for a user-maintained list of affiliated projects and software that is compatible with Paperless-ngx.
 
 # Important Note
 
-Document scanners are typically used to scan sensitive documents. Things like your social insurance number, tax records, invoices, etc. Everything is stored in the clear without encryption. This means that Paperless should never be run on an untrusted host. Instead, I recommend that if you do want to use it, run it locally on a server in your own home.
+> Document scanners are typically used to scan sensitive documents like your social insurance number, tax records, invoices, etc. **Paperless-ngx should never be run on an untrusted host** because information is stored in clear text without encryption. No guarantees are made regarding security (but we do try!) and you use the app at your own risk.
+> **The safest way to run Paperless-ngx is on a local server in your own home with backups in place**.

build-docker-image.sh

@@ -1,47 +0,0 @@
-#!/usr/bin/env bash
-
-# Helper script for building the Docker image locally.
-# Parses and provides the nessecary versions of other images to Docker
-# before passing in the rest of script args.
-
-# First Argument: The Dockerfile to build
-# Other Arguments: Additional arguments to docker build
-
-# Example Usage:
-#	./build-docker-image.sh Dockerfile -t paperless-ngx:my-awesome-feature
-
-set -eux
-
-if ! command -v jq;  then
-	echo "jq required"
-	exit 1
-elif [ ! -f "$1" ]; then
-	echo "$1 is not a file, please provide the Dockerfile"
-	exit 1
-fi
-
-# Parse what we can from Pipfile.lock
-pikepdf_version=$(jq ".default.pikepdf.version" Pipfile.lock  | sed 's/=//g' | sed 's/"//g')
-psycopg2_version=$(jq ".default.psycopg2.version" Pipfile.lock | sed 's/=//g' | sed 's/"//g')
-pillow_version=$(jq ".default.pillow.version" Pipfile.lock | sed 's/=//g' | sed 's/"//g')
-lxml_version=$(jq ".default.lxml.version" Pipfile.lock | sed 's/=//g' | sed 's/"//g')
-# Read this from the other config file
-qpdf_version=$(jq ".qpdf.version" .build-config.json | sed 's/"//g')
-jbig2enc_version=$(jq ".jbig2enc.version" .build-config.json | sed 's/"//g')
-# Get the branch name (used for caching)
-branch_name=$(git rev-parse --abbrev-ref HEAD)
-
-# https://docs.docker.com/develop/develop-images/build_enhancements/
-# Required to use cache-from
-export DOCKER_BUILDKIT=1
-
-docker build --file "$1" \
-	--progress=plain \
-	--cache-from ghcr.io/paperless-ngx/paperless-ngx/builder/cache/app:"${branch_name}" \
-	--cache-from ghcr.io/paperless-ngx/paperless-ngx/builder/cache/app:dev \
-	--build-arg JBIG2ENC_VERSION="${jbig2enc_version}" \
-	--build-arg QPDF_VERSION="${qpdf_version}" \
-	--build-arg PIKEPDF_VERSION="${pikepdf_version}" \
-	--build-arg PILLOW_VERSION="${pillow_version}" \
-	--build-arg LXML_VERSION="${lxml_version}" \
-	--build-arg PSYCOPG2_VERSION="${psycopg2_version}" "${@:2}" .

charts/paperless-ngx/.helmignore

@@ -1,26 +0,0 @@
-# Patterns to ignore when building packages.
-# This supports shell glob matching, relative path matching, and
-# negation (prefixed with !). Only one pattern per line.
-.DS_Store
-# Common VCS dirs
-.git/
-.gitignore
-.bzr/
-.bzrignore
-.hg/
-.hgignore
-.svn/
-# Common backup files
-*.swp
-*.bak
-*.tmp
-*~
-# Various IDEs
-.project
-.idea/
-*.tmproj
-.vscode/
-# OWNERS file for Kubernetes
-OWNERS
-# helm-docs templates
-*.gotmpl

charts/paperless-ngx/Chart.yaml

@@ -1,35 +0,0 @@
----
-apiVersion: v2
-appVersion: "1.9.2"
-description: Paperless-ngx - Index and archive all of your scanned paper documents
-name: paperless
-version: 10.0.0
-kubeVersion: ">=1.16.0-0"
-keywords:
-  - paperless
-  - paperless-ngx
-  - dms
-  - document
-home: https://github.com/paperless-ngx/paperless-ngx/tree/main/charts/paperless-ngx
-icon: https://github.com/paperless-ngx/paperless-ngx/raw/main/resources/logo/web/svg/square.svg
-sources:
-  - https://github.com/paperless-ngx/paperless-ngx
-maintainers:
-  - name: Paperless-ngx maintainers
-dependencies:
-  - name: common
-    repository: https://library-charts.k8s-at-home.com
-    version: 4.5.2
-  - name: postgresql
-    version: 11.6.12
-    repository: https://charts.bitnami.com/bitnami
-    condition: postgresql.enabled
-  - name: redis
-    version: 16.13.1
-    repository: https://charts.bitnami.com/bitnami
-    condition: redis.enabled
-deprecated: false
-annotations:
-  artifacthub.io/changes: |
-    - kind: changed
-      description: Moved to Paperless-ngx ownership

charts/paperless-ngx/LICENSE

@@ -1,201 +0,0 @@
-                                 Apache License
-                           Version 2.0, January 2004
-                        http://www.apache.org/licenses/
-
-   TERMS AND CONDITIONS FOR USE, REPRODUCTION, AND DISTRIBUTION
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-
-      "You" (or "Your") shall mean an individual or Legal Entity
-      exercising permissions granted by this License.
-
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-       http://www.apache.org/licenses/LICENSE-2.0
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-   See the License for the specific language governing permissions and
-   limitations under the License.

charts/paperless-ngx/README.md

@@ -1,50 +0,0 @@
-# paperless
-
-![Version: 10.0.0](https://img.shields.io/badge/Version-10.0.0-informational?style=flat-square) ![AppVersion: 1.9.2](https://img.shields.io/badge/AppVersion-1.9.2-informational?style=flat-square)
-
-Paperless-ngx - Index and archive all of your scanned paper documents
-
-**Homepage:** <https://github.com/paperless-ngx/paperless-ngx/tree/main/charts/paperless-ngx>
-
-## Maintainers
-
-| Name | Email | Url |
-| ---- | ------ | --- |
-| Paperless-ngx maintainers |  |  |
-
-## Source Code
-
-* <https://github.com/paperless-ngx/paperless-ngx>
-
-## Requirements
-
-Kubernetes: `>=1.16.0-0`
-
-| Repository | Name | Version |
-|------------|------|---------|
-| https://charts.bitnami.com/bitnami | postgresql | 11.6.12 |
-| https://charts.bitnami.com/bitnami | redis | 16.13.1 |
-| https://library-charts.k8s-at-home.com | common | 4.5.2 |
-
-## Values
-
-| Key | Type | Default | Description |
-|-----|------|---------|-------------|
-| env | object | See below | See the following files for additional environment variables: https://github.com/paperless-ngx/paperless-ngx/tree/main/docker/compose/ https://github.com/paperless-ngx/paperless-ngx/blob/main/paperless.conf.example |
-| env.COMPOSE_PROJECT_NAME | string | `"paperless"` | Project name |
-| env.PAPERLESS_DBHOST | string | `nil` | Database host to use |
-| env.PAPERLESS_OCR_LANGUAGE | string | `"eng"` | OCR languages to install |
-| env.PAPERLESS_PORT | int | `8000` | Port to use |
-| env.PAPERLESS_REDIS | string | `nil` | Redis to use |
-| image.pullPolicy | string | `"IfNotPresent"` | image pull policy |
-| image.repository | string | `"ghcr.io/paperless-ngx/paperless-ngx"` | image repository |
-| image.tag | string | chart.appVersion | image tag |
-| ingress.main | object | See values.yaml | Enable and configure ingress settings for the chart under this key. |
-| persistence.consume | object | See values.yaml | Configure volume to monitor for new documents. |
-| persistence.data | object | See values.yaml | Configure persistence for data. |
-| persistence.export | object | See values.yaml | Configure export volume. |
-| persistence.media | object | See values.yaml | Configure persistence for media. |
-| postgresql | object | See values.yaml | Enable and configure postgresql database subchart under this key.    For more options see [postgresql chart documentation](https://github.com/bitnami/charts/tree/master/bitnami/postgresql) |
-| redis | object | See values.yaml | Enable and configure redis subchart under this key.    For more options see [redis chart documentation](https://github.com/bitnami/charts/tree/master/bitnami/redis) |
-| service | object | See values.yaml | Configures service settings for the chart. |
-

charts/paperless-ngx/README_CONFIG.md.gotmpl

@@ -1,8 +0,0 @@
-{{- define "custom.custom.configuration.header" -}}
-## Custom configuration
-{{- end -}}
-
-{{- define "custom.custom.configuration" -}}
-{{ template "custom.custom.configuration.header" . }}
-N/A
-{{- end -}}

charts/paperless-ngx/ci/ct-values.yaml

@@ -1,26 +0,0 @@
-env:
-  PAPERLESS_REDIS: redis://paperless-redis-headless:6379
-
-persistence:
-  data:
-    enabled: true
-    type: emptyDir
-  media:
-    enabled: true
-    type: emptyDir
-  consume:
-    enabled: true
-    type: emptyDir
-  export:
-    enabled: true
-    type: emptyDir
-
-redis:
-  enabled: true
-  architecture: standalone
-  auth:
-    enabled: false
-  master:
-    persistence:
-      enabled: false
-  fullnameOverride: paperless-redis

charts/paperless-ngx/templates/NOTES.txt

@@ -1,4 +0,0 @@
-{{- include "common.notes.defaultNotes" . }}
-2. Create a super user by running the command:
-  export POD_NAME=$(kubectl get pods --namespace {{ .Release.Namespace }} -l "app.kubernetes.io/name={{ include "common.names.name" . }},app.kubernetes.io/instance={{ .Release.Name }}" -o jsonpath="{.items[0].metadata.name}")
-  kubectl exec -it --namespace {{ .Release.Namespace }} $POD_NAME -- bash -c "python manage.py createsuperuser"

charts/paperless-ngx/templates/common.yaml

@@ -1,11 +0,0 @@
-{{/* Make sure all variables are set properly */}}
-{{- include "common.values.setup" . }}
-
-{{/* Append the hardcoded settings */}}
-{{- define "paperless.harcodedValues" -}}
-env:
-    PAPERLESS_URL: http{{if ne ( len .Values.ingress.main.tls ) 0 }}s{{end}}://{{ (first .Values.ingress.main.hosts).host }}
-{{- end -}}
-{{- $_ := merge .Values (include "paperless.harcodedValues" . | fromYaml) -}}
-
-{{ include "common.all" . }}

charts/paperless-ngx/values.yaml

@@ -1,107 +0,0 @@
-#
-# IMPORTANT NOTE
-#
-# This chart inherits from our common library chart. You can check the default values/options here:
-# https://github.com/k8s-at-home/library-charts/tree/main/charts/stable/common/values.yaml
-#
-
-image:
-  # -- image repository
-  repository: ghcr.io/paperless-ngx/paperless-ngx
-  # -- image pull policy
-  pullPolicy: IfNotPresent
-  # -- image tag
-  # @default -- chart.appVersion
-  tag:
-
-# -- See the following files for additional environment variables:
-# https://github.com/paperless-ngx/paperless-ngx/tree/main/docker/compose/
-# https://github.com/paperless-ngx/paperless-ngx/blob/main/paperless.conf.example
-# @default -- See below
-env:
-  # -- Project name
-  COMPOSE_PROJECT_NAME: paperless
-  # -- Redis to use
-  PAPERLESS_REDIS:
-  # -- OCR languages to install
-  PAPERLESS_OCR_LANGUAGE: eng
-  # USERMAP_UID: 1000
-  # USERMAP_GID: 1000
-  # PAPERLESS_TIME_ZONE: Europe/London
-  # -- Database host to use
-  PAPERLESS_DBHOST:
-  # -- Port to use
-  PAPERLESS_PORT: 8000
-  # -- Username for the root user
-  # PAPERLESS_ADMIN_USER: admin
-  # -- Password for the root user
-  # PAPERLESS_ADMIN_PASSWORD: admin
-  # PAPERLESS_URL: <set to main ingress by default>
-
-# -- Configures service settings for the chart.
-# @default -- See values.yaml
-service:
-  main:
-    ports:
-      http:
-        port: 8000
-
-ingress:
-  # -- Enable and configure ingress settings for the chart under this key.
-  # @default -- See values.yaml
-  main:
-    enabled: false
-
-persistence:
-  # -- Configure persistence for data.
-  # @default -- See values.yaml
-  data:
-    enabled: false
-    mountPath: /usr/src/paperless/data
-    accessMode: ReadWriteOnce
-    emptyDir:
-      enabled: false
-  # -- Configure persistence for media.
-  # @default -- See values.yaml
-  media:
-    enabled: false
-    mountPath: /usr/src/paperless/media
-    accessMode: ReadWriteOnce
-    emptyDir:
-      enabled: false
-  # -- Configure volume to monitor for new documents.
-  # @default -- See values.yaml
-  consume:
-    enabled: false
-    mountPath: /usr/src/paperless/consume
-    accessMode: ReadWriteOnce
-    emptyDir:
-      enabled: false
-  # -- Configure export volume.
-  # @default -- See values.yaml
-  export:
-    enabled: false
-    mountPath: /usr/src/paperless/export
-    accessMode: ReadWriteOnce
-    emptyDir:
-      enabled: false
-
-# -- Enable and configure postgresql database subchart under this key.
-#    For more options see [postgresql chart documentation](https://github.com/bitnami/charts/tree/master/bitnami/postgresql)
-# @default -- See values.yaml
-postgresql:
-  enabled: false
-  postgresqlUsername: paperless
-  postgresqlPassword: paperless
-  postgresqlDatabase: paperless
-  persistence:
-    enabled: false
-    # storageClass: ""
-
-# -- Enable and configure redis subchart under this key.
-#    For more options see [redis chart documentation](https://github.com/bitnami/charts/tree/master/bitnami/redis)
-# @default -- See values.yaml
-redis:
-  enabled: false
-  auth:
-    enabled: false

crowdin.yml

@@ -1,4 +1,8 @@
 commit_message: '[ci skip]'
+pull_request_labels: [
+  "skip-changelog",
+  "translation"
+]
 files:
   - source: /src/locale/en_US/LC_MESSAGES/django.po
     translation: /src/locale/%locale_with_underscore%/LC_MESSAGES/django.po

docker-builders/Dockerfile.jbig2enc

@@ -1,35 +0,0 @@
-# This Dockerfile compiles the jbig2enc library
-# Inputs:
-#    - JBIG2ENC_VERSION - the Git tag to checkout and build
-
-FROM debian:bullseye-slim as main
-
-LABEL org.opencontainers.image.description="A intermediate image with jbig2enc built"
-
-ARG DEBIAN_FRONTEND=noninteractive
-ARG JBIG2ENC_VERSION
-
-ARG BUILD_PACKAGES="\
-  build-essential \
-  automake \
-  libtool \
-  libleptonica-dev \
-  zlib1g-dev \
-  git \
-  ca-certificates"
-
-WORKDIR /usr/src/jbig2enc
-
-RUN set -eux \
-  && echo "Installing build tools" \
-    && apt-get update --quiet \
-    && apt-get install --yes --quiet --no-install-recommends ${BUILD_PACKAGES} \
-  && echo "Building jbig2enc" \
-    && git clone --quiet --branch $JBIG2ENC_VERSION https://github.com/agl/jbig2enc . \
-    && ./autogen.sh \
-    && ./configure \
-    && make \
-  && echo "Cleaning up image" \
-    && apt-get -y purge ${BUILD_PACKAGES} \
-    && apt-get -y autoremove --purge \
-    && rm -rf /var/lib/apt/lists/*

docker-builders/Dockerfile.pikepdf

@@ -1,92 +0,0 @@
-# This Dockerfile builds the pikepdf wheel
-# Inputs:
-#    - REPO - Docker repository to pull qpdf from
-#    - QPDF_VERSION - The image qpdf version to copy .deb files from
-#    - PIKEPDF_VERSION - Version of pikepdf to build wheel for
-
-# Default to pulling from the main repo registry when manually building
-ARG REPO="paperless-ngx/paperless-ngx"
-
-ARG QPDF_VERSION
-FROM ghcr.io/${REPO}/builder/qpdf:${QPDF_VERSION} as qpdf-builder
-
-# This does nothing, except provide a name for a copy below
-
-FROM python:3.9-slim-bullseye as main
-
-LABEL org.opencontainers.image.description="A intermediate image with pikepdf wheel built"
-
-ARG DEBIAN_FRONTEND=noninteractive
-ARG PIKEPDF_VERSION
-# These are not used, but will still bust the cache if one changes
-# Otherwise, the main image will try to build thing (and fail)
-ARG PILLOW_VERSION
-ARG LXML_VERSION
-
-ARG BUILD_PACKAGES="\
-  build-essential \
-  python3-dev \
-  python3-pip \
-  # qpdf requirement - https://github.com/qpdf/qpdf#crypto-providers
-  libgnutls28-dev \
-  # lxml requrements - https://lxml.de/installation.html
-  libxml2-dev \
-  libxslt1-dev \
-  # Pillow requirements - https://pillow.readthedocs.io/en/stable/installation.html#external-libraries
-  # JPEG functionality
-  libjpeg62-turbo-dev \
-  # conpressed PNG
-  zlib1g-dev \
-  # compressed TIFF
-  libtiff-dev \
-  # type related services
-  libfreetype-dev \
-  # color management
-  liblcms2-dev \
-  # WebP format
-  libwebp-dev \
-  # JPEG 2000
-  libopenjp2-7-dev \
-  # improved color quantization
-  libimagequant-dev \
-  # complex text layout support
-  libraqm-dev"
-
-WORKDIR /usr/src
-
-COPY --from=qpdf-builder /usr/src/qpdf/*.deb ./
-
-# As this is an base image for a multi-stage final image
-# the added size of the install is basically irrelevant
-
-RUN set -eux \
-  && echo "Installing build tools" \
-    && apt-get update --quiet \
-    && apt-get install --yes --quiet --no-install-recommends ${BUILD_PACKAGES} \
-  && echo "Installing qpdf" \
-    && dpkg --install libqpdf29_*.deb \
-    && dpkg --install libqpdf-dev_*.deb \
-  && echo "Installing Python tools" \
-    && python3 -m pip install --no-cache-dir --upgrade \
-      pip \
-      wheel \
-      # https://pikepdf.readthedocs.io/en/latest/installation.html#requirements
-      pybind11 \
-  && echo "Building pikepdf wheel ${PIKEPDF_VERSION}" \
-    && mkdir wheels \
-    && python3 -m pip wheel \
-      # Build the package at the required version
-      pikepdf==${PIKEPDF_VERSION} \
-      # Output the *.whl into this directory
-      --wheel-dir wheels \
-      # Do not use a binary packge for the package being built
-      --no-binary=pikepdf \
-      # Do use binary packages for dependencies
-      --prefer-binary \
-      # Don't cache build files
-      --no-cache-dir \
-    && ls -ahl wheels \
-  && echo "Cleaning up image" \
-    && apt-get -y purge ${BUILD_PACKAGES} \
-    && apt-get -y autoremove --purge \
-    && rm -rf /var/lib/apt/lists/*

docker-builders/Dockerfile.psycopg2

@@ -1,48 +0,0 @@
-# This Dockerfile builds the psycopg2 wheel
-# Inputs:
-#    - PSYCOPG2_VERSION - Version to build
-
-FROM python:3.9-slim-bullseye as main
-
-LABEL org.opencontainers.image.description="A intermediate image with psycopg2 wheel built"
-
-ARG PSYCOPG2_VERSION
-ARG DEBIAN_FRONTEND=noninteractive
-
-ARG BUILD_PACKAGES="\
-  build-essential \
-  python3-dev \
-  python3-pip \
-  # https://www.psycopg.org/docs/install.html#prerequisites
-  libpq-dev"
-
-WORKDIR /usr/src
-
-# As this is an base image for a multi-stage final image
-# the added size of the install is basically irrelevant
-
-RUN set -eux \
-  && echo "Installing build tools" \
-    && apt-get update --quiet \
-    && apt-get install --yes --quiet --no-install-recommends ${BUILD_PACKAGES} \
-  && echo "Installing Python tools" \
-    && python3 -m pip install --no-cache-dir --upgrade pip wheel \
-  && echo "Building psycopg2 wheel ${PSYCOPG2_VERSION}" \
-    && cd /usr/src \
-    && mkdir wheels \
-    && python3 -m pip wheel \
-      # Build the package at the required version
-      psycopg2==${PSYCOPG2_VERSION} \
-      # Output the *.whl into this directory
-      --wheel-dir wheels \
-      # Do not use a binary packge for the package being built
-      --no-binary=psycopg2 \
-      # Do use binary packages for dependencies
-      --prefer-binary \
-      # Don't cache build files
-      --no-cache-dir \
-    && ls -ahl wheels/ \
-  && echo "Cleaning up image" \
-    && apt-get -y purge ${BUILD_PACKAGES} \
-    && apt-get -y autoremove --purge \
-    && rm -rf /var/lib/apt/lists/*

docker-builders/Dockerfile.qpdf

@@ -1,48 +0,0 @@
-# This Dockerfile compiles the jbig2enc library
-# Inputs:
-#    - QPDF_VERSION - the version of qpdf to build a .deb.
-#                     Must be present as a deb-src in bookworm
-
-FROM debian:bullseye-slim as main
-
-LABEL org.opencontainers.image.description="A intermediate image with qpdf built"
-
-ARG DEBIAN_FRONTEND=noninteractive
-# This must match to pikepdf's minimum at least
-ARG QPDF_VERSION
-
-ARG BUILD_PACKAGES="\
-  build-essential \
-  debhelper \
-  debian-keyring \
-  devscripts \
-  equivs  \
-  libtool \
-  # https://qpdf.readthedocs.io/en/stable/installation.html#system-requirements
-  libjpeg62-turbo-dev \
-  libgnutls28-dev \
-  packaging-dev \
-  cmake \
-  zlib1g-dev"
-
-WORKDIR /usr/src
-
-RUN set -eux \
-  && echo "Installing build tools" \
-    && apt-get update --quiet \
-    && apt-get install --yes --quiet --no-install-recommends $BUILD_PACKAGES \
-  && echo "Getting qpdf src" \
-    && echo "deb-src http://deb.debian.org/debian/ bookworm main" > /etc/apt/sources.list.d/bookworm-src.list \
-    && apt-get update \
-    && mkdir qpdf \
-    && cd qpdf \
-    && apt-get source --yes --quiet qpdf=${QPDF_VERSION}-1/bookworm \
-  && echo "Building qpdf" \
-    && cd qpdf-$QPDF_VERSION \
-    && export DEB_BUILD_OPTIONS="terse nocheck nodoc parallel=2" \
-    && dpkg-buildpackage --build=binary --unsigned-source --unsigned-changes --post-clean \
-    && ls -ahl ../*.deb \
-  && echo "Cleaning up image" \
-    && apt-get -y purge ${BUILD_PACKAGES} \
-    && apt-get -y autoremove --purge \
-    && rm -rf /var/lib/apt/lists/*

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

@@ -6,14 +6,17 @@
 version: "3.7"
 services:
   gotenberg:
-    image: docker.io/gotenberg/gotenberg:7.6
+    image: docker.io/gotenberg/gotenberg:7.8
     hostname: gotenberg
     container_name: gotenberg
     network_mode: host
     restart: unless-stopped
+    # The gotenberg chromium route is used to convert .eml files. We do not
+    # want to allow external content like tracking pixels or even javascript.
     command:
       - "gotenberg"
-      - "--chromium-disable-routes=true"
+      - "--chromium-disable-javascript=true"
+      - "--chromium-allow-list=file:///tmp/.*"
   tika:
     image: ghcr.io/paperless-ngx/tika:latest
     hostname: tika

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

@@ -49,8 +49,6 @@ services:
       MARIADB_USER: paperless
       MARIADB_PASSWORD: paperless
       MARIADB_ROOT_PASSWORD: paperless
-    ports:
-      - "3306:3306"
 
   webserver:
     image: ghcr.io/paperless-ngx/paperless-ngx:latest
@@ -61,7 +59,7 @@ services:
       - gotenberg
       - tika
     ports:
-      - 8000:8000
+      - "8000:8000"
     healthcheck:
       test: ["CMD", "curl", "-f", "http://localhost:8000"]
       interval: 30s
@@ -85,11 +83,14 @@ services:
       PAPERLESS_TIKA_ENDPOINT: http://tika:9998
 
   gotenberg:
-    image: docker.io/gotenberg/gotenberg:7.6
+    image: docker.io/gotenberg/gotenberg:7.8
     restart: unless-stopped
+    # The gotenberg chromium route is used to convert .eml files. We do not
+    # want to allow external content like tracking pixels or even javascript.
     command:
       - "gotenberg"
-      - "--chromium-disable-routes=true"
+      - "--chromium-disable-javascript=true"
+      - "--chromium-allow-list=file:///tmp/.*"
 
   tika:
     image: ghcr.io/paperless-ngx/tika:latest

docker/compose/docker-compose.mariadb.yml

@@ -45,8 +45,6 @@ services:
       MARIADB_USER: paperless
       MARIADB_PASSWORD: paperless
       MARIADB_ROOT_PASSWORD: paperless
-    ports:
-      - "3306:3306"
 
   webserver:
     image: ghcr.io/paperless-ngx/paperless-ngx:latest
@@ -55,7 +53,7 @@ services:
       - db
       - broker
     ports:
-      - 8000:8000
+      - "8000:8000"
     healthcheck:
       test: ["CMD", "curl", "-f", "http://localhost:8000"]
       interval: 30s

docker/compose/docker-compose.portainer.yml

@@ -37,7 +37,7 @@ services:
       - redisdata:/data
 
   db:
-    image: docker.io/library/postgres:13
+    image: docker.io/library/postgres:15
     restart: unless-stopped
     volumes:
       - pgdata:/var/lib/postgresql/data
@@ -53,7 +53,7 @@ services:
       - db
       - broker
     ports:
-      - 8010:8000
+      - "8010:8000"
     healthcheck:
       test: ["CMD", "curl", "-fs", "-S", "--max-time", "2", "http://localhost:8000"]
       interval: 30s

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

@@ -39,7 +39,7 @@ services:
       - redisdata:/data
 
   db:
-    image: docker.io/library/postgres:13
+    image: docker.io/library/postgres:15
     restart: unless-stopped
     volumes:
       - pgdata:/var/lib/postgresql/data
@@ -57,7 +57,7 @@ services:
       - gotenberg
       - tika
     ports:
-      - 8000:8000
+      - "8000:8000"
     healthcheck:
       test: ["CMD", "curl", "-fs", "-S", "--max-time", "2", "http://localhost:8000"]
       interval: 30s
@@ -77,11 +77,15 @@ services:
       PAPERLESS_TIKA_ENDPOINT: http://tika:9998
 
   gotenberg:
-    image: docker.io/gotenberg/gotenberg:7.6
+    image: docker.io/gotenberg/gotenberg:7.8
     restart: unless-stopped
+
+    # The gotenberg chromium route is used to convert .eml files. We do not
+    # want to allow external content like tracking pixels or even javascript.
     command:
       - "gotenberg"
-      - "--chromium-disable-routes=true"
+      - "--chromium-disable-javascript=true"
+      - "--chromium-allow-list=file:///tmp/.*"
 
   tika:
     image: ghcr.io/paperless-ngx/tika:latest

docker/compose/docker-compose.postgres.yml

@@ -35,7 +35,7 @@ services:
       - redisdata:/data
 
   db:
-    image: docker.io/library/postgres:13
+    image: docker.io/library/postgres:15
     restart: unless-stopped
     volumes:
       - pgdata:/var/lib/postgresql/data
@@ -51,7 +51,7 @@ services:
       - db
       - broker
     ports:
-      - 8000:8000
+      - "8000:8000"
     healthcheck:
       test: ["CMD", "curl", "-fs", "-S", "--max-time", "2", "http://localhost:8000"]
       interval: 30s

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

@@ -46,7 +46,7 @@ services:
       - gotenberg
       - tika
     ports:
-      - 8000:8000
+      - "8000:8000"
     healthcheck:
       test: ["CMD", "curl", "-fs", "-S", "--max-time", "2", "http://localhost:8000"]
       interval: 30s
@@ -65,11 +65,15 @@ services:
       PAPERLESS_TIKA_ENDPOINT: http://tika:9998
 
   gotenberg:
-    image: docker.io/gotenberg/gotenberg:7.6
+    image: docker.io/gotenberg/gotenberg:7.8
     restart: unless-stopped
+
+    # The gotenberg chromium route is used to convert .eml files. We do not
+    # want to allow external content like tracking pixels or even javascript.
     command:
       - "gotenberg"
-      - "--chromium-disable-routes=true"
+      - "--chromium-disable-javascript=true"
+      - "--chromium-allow-list=file:///tmp/.*"
 
   tika:
     image: ghcr.io/paperless-ngx/tika:latest

docker/compose/docker-compose.sqlite.yml

@@ -37,7 +37,7 @@ services:
     depends_on:
       - broker
     ports:
-      - 8000:8000
+      - "8000:8000"
     healthcheck:
       test: ["CMD", "curl", "-fs", "-S", "--max-time", "2", "http://localhost:8000"]
       interval: 30s

docker/docker-entrypoint.sh

@@ -2,37 +2,6 @@
 
 set -e
 
-# Adapted from:
-# https://github.com/docker-library/postgres/blob/master/docker-entrypoint.sh
-# usage: file_env VAR
-#    ie: file_env 'XYZ_DB_PASSWORD' will allow for "$XYZ_DB_PASSWORD_FILE" to
-# fill in the value of "$XYZ_DB_PASSWORD" from a file, especially for Docker's
-# secrets feature
-file_env() {
-	local -r var="$1"
-	local -r fileVar="${var}_FILE"
-
-	# Basic validation
-	if [ "${!var:-}" ] && [ "${!fileVar:-}" ]; then
-		echo >&2 "error: both $var and $fileVar are set (but are exclusive)"
-		exit 1
-	fi
-
-	# Only export var if the _FILE exists
-	if [ "${!fileVar:-}" ]; then
-		# And the file exists
-		if [[ -f ${!fileVar} ]]; then
-			echo "Setting ${var} from file"
-			val="$(< "${!fileVar}")"
-			export "$var"="$val"
-		else
-			echo "File ${!fileVar} doesn't exist"
-			exit 1
-		fi
-	fi
-
-}
-
 # Source: https://github.com/sameersbn/docker-gitlab/
 map_uidgid() {
 	local -r usermap_original_uid=$(id -u paperless)
@@ -53,30 +22,6 @@ map_folders() {
 	export CONSUME_DIR="${PAPERLESS_CONSUMPTION_DIR:-/usr/src/paperless/consume}"
 }
 
-nltk_data () {
-	# Store the NLTK data outside the Docker container
-	local -r nltk_data_dir="${DATA_DIR}/nltk"
-	local -r truthy_things=("yes y 1 t true")
-
-	# If not set, or it looks truthy
-	if [[ -z "${PAPERLESS_ENABLE_NLTK}" ]] || [[ "${truthy_things[*]}" =~ ${PAPERLESS_ENABLE_NLTK,} ]]; then
-
-		# Download or update the snowball stemmer data
-		python3 -W ignore::RuntimeWarning -m nltk.downloader -d "${nltk_data_dir}" snowball_data
-
-		# Download or update the stopwords corpus
-		python3 -W ignore::RuntimeWarning -m nltk.downloader -d "${nltk_data_dir}" stopwords
-
-		# Download or update the punkt tokenizer data
-		python3 -W ignore::RuntimeWarning -m nltk.downloader -d "${nltk_data_dir}" punkt
-
-	else
-		echo "Skipping NLTK data download"
-
-	fi
-
-}
-
 custom_container_init() {
 	# Mostly borrowed from the LinuxServer.io base image
 	# https://github.com/linuxserver/docker-baseimage-ubuntu/tree/bionic/root/etc/cont-init.d
@@ -120,19 +65,11 @@ custom_container_init() {
 initialize() {
 
 	# Setup environment from secrets before anything else
-	for env_var in \
-		PAPERLESS_DBUSER \
-		PAPERLESS_DBPASS \
-		PAPERLESS_SECRET_KEY \
-		PAPERLESS_AUTO_LOGIN_USERNAME \
-		PAPERLESS_ADMIN_USER \
-		PAPERLESS_ADMIN_MAIL \
-		PAPERLESS_ADMIN_PASSWORD \
-		PAPERLESS_REDIS; do
-		# Check for a version of this var with _FILE appended
-		# and convert the contents to the env var value
-		file_env ${env_var}
-	done
+	# Check for a version of this var with _FILE appended
+	# and convert the contents to the env var value
+	# Source it so export is persistent
+	# shellcheck disable=SC1091
+	source /sbin/env-from-file.sh
 
 	# Change the user and group IDs if needed
 	map_uidgid
@@ -157,8 +94,6 @@ initialize() {
 	echo "Creating directory ${tmp_dir}"
 	mkdir -p "${tmp_dir}"
 
-	nltk_data
-
 	set +e
 	echo "Adjusting permissions of paperless files. This may take a while."
 	chown -R paperless:paperless ${tmp_dir}
@@ -191,10 +126,6 @@ install_languages() {
 
 	for lang in "${langs[@]}"; do
 		pkg="tesseract-ocr-$lang"
-		# English is installed by default
-		#if [[ "$lang" ==  "eng" ]]; then
-		#    continue
-		#fi
 
 		if dpkg -s "$pkg" &>/dev/null; then
 			echo "Package $pkg already installed!"

docker/docker-prepare.sh

@@ -20,7 +20,6 @@ wait_for_postgres() {
 			exit 1
 		else
 			echo "Attempt $attempt_num failed! Trying again in 5 seconds..."
-
 		fi
 
 		attempt_num=$(("$attempt_num" + 1))
@@ -37,6 +36,8 @@ wait_for_mariadb() {
 	local attempt_num=1
 	local -r max_attempts=5
 
+	# Disable warning, host and port can't have spaces
+	# shellcheck disable=SC2086
 	while ! true > /dev/tcp/$host/$port; do
 
 		if [ $attempt_num -eq $max_attempts ]; then
@@ -67,13 +68,19 @@ migrations() {
 		# of the current container starts.
 		flock 200
 		echo "Apply database migrations..."
-		python3 manage.py migrate
+		python3 manage.py migrate --skip-checks --no-input
 	) 200>"${DATA_DIR}/migration_lock"
 }
 
+django_checks() {
+	# Explicitly run the Django system checks
+	echo "Running Django checks"
+	python3 manage.py check
+}
+
 search_index() {
 
-	local -r index_version=1
+	local -r index_version=6
 	local -r index_version_file=${DATA_DIR}/.index_version
 
 	if [[ (! -f "${index_version_file}") || $(<"${index_version_file}") != "$index_version" ]]; then
@@ -100,6 +107,8 @@ do_work() {
 
 	migrations
 
+	django_checks
+
 	search_index
 
 	superuser

docker/env-from-file.sh

@@ -0,0 +1,42 @@
+#!/usr/bin/env bash
+
+# Scans the environment variables for those with the suffix _FILE
+# When located, checks the file exists, and exports the contents
+# of the file as the same name, minus the suffix
+# This allows the use of Docker secrets or mounted files
+# to fill in any of the settings configurable via environment
+# variables
+
+set -eu
+
+for line in $(printenv)
+do
+	# Extract the name of the environment variable
+	env_name=${line%%=*}
+	# Check if it starts with "PAPERLESS_" and ends in "_FILE"
+	if [[ ${env_name} == PAPERLESS_*_FILE ]]; then
+		# This should have been named different..
+		if [[ ${env_name} == "PAPERLESS_OCR_SKIP_ARCHIVE_FILE" ]]; then
+			continue
+		fi
+		# Extract the value of the environment
+		env_value=${line#*=}
+
+		# Check the file exists
+		if [[ -f ${env_value} ]]; then
+
+			# Trim off the _FILE suffix
+			non_file_env_name=${env_name%"_FILE"}
+			echo "Setting ${non_file_env_name} from file"
+
+			# Reads the value from th file
+			val="$(< "${!env_name}")"
+
+			# Sets the normal name to the read file contents
+			export "${non_file_env_name}"="${val}"
+
+		else
+			echo "File ${env_value} referenced by ${env_name} doesn't exist"
+		fi
+	fi
+done

docker/flower-conditional.sh

@@ -3,5 +3,10 @@
 echo "Checking if we should start flower..."
 
 if [[ -n  "${PAPERLESS_ENABLE_FLOWER}" ]]; then
-	celery --app paperless flower
+	# Small delay to allow celery to be up first
+	echo "Starting flower in 5s"
+	sleep 5
+	celery --app paperless flower --conf=/usr/src/paperless/src/paperless/flowerconfig.py
+else
+	echo "Not starting flower"
 fi

docker/management_script.sh

@@ -3,6 +3,9 @@
 set -e
 
 cd /usr/src/paperless/src/
+# This ensures environment is setup
+# shellcheck disable=SC1091
+source /sbin/env-from-file.sh
 
 if [[ $(id -u) == 0 ]] ;
 then

docker/supervisord.conf

@@ -15,6 +15,7 @@ stdout_logfile=/dev/stdout
 stdout_logfile_maxbytes=0
 stderr_logfile=/dev/stderr
 stderr_logfile_maxbytes=0
+environment = HOME="/usr/src/paperless",USER="paperless"
 
 [program:consumer]
 command=python3 manage.py document_consumer
@@ -25,10 +26,11 @@ stdout_logfile=/dev/stdout
 stdout_logfile_maxbytes=0
 stderr_logfile=/dev/stderr
 stderr_logfile_maxbytes=0
+environment = HOME="/usr/src/paperless",USER="paperless"
 
 [program:celery]
 
-command = celery --app paperless worker --loglevel INFO
+command = celery --app paperless worker --loglevel INFO --without-mingle --without-gossip
 user=paperless
 stopasgroup = true
 stopwaitsecs = 60
@@ -37,6 +39,7 @@ stdout_logfile=/dev/stdout
 stdout_logfile_maxbytes=0
 stderr_logfile=/dev/stderr
 stderr_logfile_maxbytes=0
+environment = HOME="/usr/src/paperless",USER="paperless"
 
 [program:celery-beat]
 
@@ -48,6 +51,7 @@ stdout_logfile=/dev/stdout
 stdout_logfile_maxbytes=0
 stderr_logfile=/dev/stderr
 stderr_logfile_maxbytes=0
+environment = HOME="/usr/src/paperless",USER="paperless"
 
 [program:celery-flower]
 command = /usr/local/bin/flower-conditional.sh
@@ -58,3 +62,4 @@ stdout_logfile=/dev/stdout
 stdout_logfile_maxbytes=0
 stderr_logfile=/dev/stderr
 stderr_logfile_maxbytes=0
+environment = HOME="/usr/src/paperless",USER="paperless"

docker/wait-for-redis.py

@@ -12,13 +12,12 @@ from typing import Final
 from redis import Redis
 
 if __name__ == "__main__":
-
     MAX_RETRY_COUNT: Final[int] = 5
     RETRY_SLEEP_SECONDS: Final[int] = 5
 
     REDIS_URL: Final[str] = os.getenv("PAPERLESS_REDIS", "redis://localhost:6379")
 
-    print(f"Waiting for Redis...", flush=True)
+    print("Waiting for Redis...", flush=True)
 
     attempt = 0
     with Redis.from_url(url=REDIS_URL) as client:
@@ -29,7 +28,7 @@ if __name__ == "__main__":
             except Exception as e:
                 print(
                     f"Redis ping #{attempt} failed.\n"
-                    f"Error: {str(e)}.\n"
+                    f"Error: {e!s}.\n"
                     f"Waiting {RETRY_SLEEP_SECONDS}s",
                     flush=True,
                 )
@@ -37,8 +36,8 @@ if __name__ == "__main__":
                 attempt += 1
 
     if attempt >= MAX_RETRY_COUNT:
-        print(f"Failed to connect to redis using environment variable PAPERLESS_REDIS.")
+        print("Failed to connect to redis using environment variable PAPERLESS_REDIS.")
         sys.exit(os.EX_UNAVAILABLE)
     else:
-        print(f"Connected to Redis broker.")
+        print("Connected to Redis broker.")
         sys.exit(os.EX_OK)

docs/administration.md

@@ -9,7 +9,7 @@ Before making backups, make sure that paperless is not running.
 
 Options available to any installation of paperless:
 
-- Use the [document exporter](administration#exporter). The document exporter exports all your documents,
+- Use the [document exporter](#exporter). The document exporter exports all your documents,
   thumbnails and metadata to a specific folder. You may import your
   documents into a fresh instance of paperless again or store your
   documents in another DMS with this export.
@@ -52,7 +52,7 @@ Options available to bare-metal and non-docker installations:
 
 ## Updating Paperless {#updating}
 
-### Docker Route
+### Docker Route {#docker-updating}
 
 If a new release of paperless-ngx is available, upgrading depends on how
 you installed paperless-ngx in the first place. The releases are
@@ -68,9 +68,9 @@ $ docker-compose down
 
 After that, [make a backup](#backup).
 
-A. If you pull the image from the docker hub, all you need to do is:
+1.  If you pull the image from the docker hub, all you need to do is:
 
-    ``` shell-session
+    ```shell-session
     $ docker-compose pull
     $ docker-compose up
     ```
@@ -78,9 +78,9 @@ A. If you pull the image from the docker hub, all you need to do is:
     The docker-compose files refer to the `latest` version, which is
     always the latest stable release.
 
-B. If you built the image yourself, do the following:
+1.  If you built the image yourself, do the following:
 
-    ``` shell-session
+    ```shell-session
     $ git pull
     $ docker-compose build
     $ docker-compose up
@@ -98,7 +98,7 @@ the background.
     won't automatically update to newer versions. In order to enable
     updates as described above, either get the new `docker-compose.yml`
     file from
-    [here](https://github.com/paperless-ngx/paperless-ngx/tree/master/docker/compose)
+    [here](https://github.com/paperless-ngx/paperless-ngx/tree/main/docker/compose)
     or edit the `docker-compose.yml` file, find the line that says
 
     ```
@@ -131,7 +131,7 @@ the background.
     image: ghcr.io/paperless-ngx/paperless-ngx:1.7
     ```
 
-### Bare Metal Route
+### Bare Metal Route {#bare-metal-updating}
 
 After grabbing the new release and unpacking the contents, do the
 following:
@@ -148,17 +148,36 @@ following:
     $ pip install -r requirements.txt
     ```
 
+    !!! note
+
+        At times, some dependencies will be removed from requirements.txt.
+        Comparing the versions and removing no longer needed dependencies
+        will keep your system or virtual environment clean and prevent
+        possible conflicts.
+
 3.  Migrate the database.
 
     ```shell-session
     $ cd src
-    $ python3 manage.py migrate
+    $ python3 manage.py migrate # (1)
     ```
 
+    1.  Including `sudo -Hu <paperless_user>` may be required
+
     This might not actually do anything. Not every new paperless version
     comes with new database migrations.
 
-## Downgrading Paperless
+### Database Upgrades
+
+In general, paperless does not require a specific version of PostgreSQL or MariaDB and it is
+safe to update them to newer versions. However, you should always take a backup and follow
+the instructions from your database's documentation for how to upgrade between major versions.
+
+For PostgreSQL, refer to [Upgrading a PostgreSQL Cluster](https://www.postgresql.org/docs/current/upgrading.html).
+
+For MariaDB, refer to [Upgrading MariaDB](https://mariadb.com/kb/en/upgrading/)
+
+## Downgrading Paperless {#downgrade-paperless}
 
 Downgrades are possible. However, some updates also contain database
 migrations (these change the layout of the database and may move data).
@@ -210,9 +229,11 @@ Bare metal:
 
 ```shell-session
 $ cd /path/to/paperless/src
-$ python3 manage.py <command> <arguments>
+$ python3 manage.py <command> <arguments> # (1)
 ```
 
+1.  Including `sudo -Hu <paperless_user>` may be required
+
 All commands have built-in help, which can be accessed by executing them
 with the argument `--help`.
 
@@ -227,12 +248,17 @@ is not a TTY" errors. For example:
 `docker-compose exec -T webserver document_exporter ../export`
 
 ```
-document_exporter target [-c] [-f] [-d]
+document_exporter target [-c] [-d] [-f] [-na] [-nt] [-p] [-sm] [-z]
 
 optional arguments:
 -c, --compare-checksums
--f, --use-filename-format
 -d, --delete
+-f, --use-filename-format
+-na, --no-archive
+-nt, --no-thumbnail
+-p, --use-folder-prefix
+-sm, --split-manifest
+-z  --zip
 ```
 
 `target` is a folder to which the data gets written. This includes
@@ -248,25 +274,58 @@ will assume that the contents of the export directory are a previous
 export and will attempt to update the previous export. Paperless will
 only export changed and added files. Paperless determines whether a file
 has changed by inspecting the file attributes "date/time modified" and
-"size". If that does not work out for you, specify
+"size". If that does not work out for you, specify `-c` or
 `--compare-checksums` and paperless will attempt to compare file
 checksums instead. This is slower.
 
 Paperless will not remove any existing files in the export directory. If
 you want paperless to also remove files that do not belong to the
-current export such as files from deleted documents, specify `--delete`.
+current export such as files from deleted documents, specify `-d` or `--delete`.
 Be careful when pointing paperless to a directory that already contains
 other files.
 
 The filenames generated by this command follow the format
 `[date created] [correspondent] [title].[extension]`. If you want
 paperless to use `PAPERLESS_FILENAME_FORMAT` for exported filenames
-instead, specify `--use-filename-format`.
+instead, specify `-f` or `--use-filename-format`.
+
+If `-na` or `--no-archive` is provided, no archive files will be exported,
+only the original files.
+
+If `-nt` or `--no-thumbnail` is provided, thumbnail files will not be exported.
+
+!!! note
+
+    When using the `-na`/`--no-archive` or `-nt`/`--no-thumbnail` options
+    the exporter will not output these files for backup.  After importing,
+    the [sanity checker](#sanity-checker) will warn about missing thumbnails and archive files
+    until they are regenerated with `document_thumbnails` or [`document_archiver`](#archiver).
+    It can make sense to omit these files from backup as their content and checksum
+    can change (new archiver algorithm) and may then cause additional used space in
+    a deduplicated backup.
+
+If `-p` or `--use-folder-prefix` is provided, files will be exported
+in dedicated folders according to their nature: `archive`, `originals`,
+`thumbnails` or `json`
+
+If `-sm` or `--split-manifest` is provided, information about document
+will be placed in individual json files, instead of a single JSON file. The main
+manifest.json will still contain application wide information (e.g. tags, correspondent,
+documenttype, etc)
+
+If `-z` or `--zip` is provided, the export will be a zip file
+in the target directory, named according to the current date.
+
+!!! warning
+
+    If exporting with the file name format, there may be errors due to
+    your operating system's maximum path lengths.  Try adjusting the export
+    target or consider not using the filename format.
 
 ### Document importer {#importer}
 
 The document importer takes the export produced by the [Document
-exporter](#document-exporter) and imports it into paperless.
+exporter](#exporter) and imports it into paperless.
 
 The importer works just like the exporter. You point it at a directory,
 and the script does the rest of the work:
@@ -343,6 +402,14 @@ document_create_classifier
 
 This command takes no arguments.
 
+### Document thumbnails {#thumbnails}
+
+Use this command to re-create document thumbnails. Optionally include the ` --document {id}` option to generate thumbnails for a specific document only.
+
+```
+document_thumbnails
+```
+
 ### Managing the document search index {#index}
 
 The document search index is responsible for delivering search results
@@ -366,7 +433,7 @@ task scheduler.
 ### Managing filenames {#renamer}
 
 If you use paperless' feature to
-[assign custom filenames to your documents](/advanced_usage#file_name_handling), you can use this command to move all your files after
+[assign custom filenames to your documents](/advanced_usage#file-name-handling), you can use this command to move all your files after
 changing the naming scheme.
 
 !!! warning
@@ -403,7 +470,7 @@ The issues detected by the sanity checker are as follows:
 - Inaccessible thumbnails due to improper permissions.
 - Documents without any content (warning).
 - Orphaned files in the media directory (warning). These are files
-  that are not referenced by any document im paperless.
+  that are not referenced by any document in paperless.
 
 ```
 document_sanity_checker
@@ -425,14 +492,13 @@ mail_fetcher
 The command takes no arguments and processes all your mail accounts and
 rules.
 
-!!! note
+!!! tip
 
-    As of October 2022 Microsoft no longer supports IMAP authentication
-    for Exchange servers, thus Exchange is no longer supported until a
-    solution is implemented in the Python IMAP library used by Paperless.
-    See
-
-[learn.microsoft.com](https://learn.microsoft.com/en-us/exchange/clients-and-mobile-in-exchange-online/deprecation-of-basic-authentication-exchange-online)
+    To use OAuth access tokens for mail fetching,
+    select the box to indicate the password is actually
+    a token when creating or editing a mail account. The
+    details for creating a token depend on your email
+    provider.
 
 ### Creating archived documents {#archiver}
 
@@ -467,13 +533,13 @@ document.
     documents, such as encrypted PDF documents. The archiver will skip over
     these documents each time it sees them.
 
-### Managing encryption {#encyption}
+### Managing encryption {#encryption}
 
 Documents can be stored in Paperless using GnuPG encryption.
 
 !!! warning
 
-    Encryption is deprecated since paperless-ngx 0.9 and doesn't really
+    Encryption is deprecated since [paperless-ng 0.9](/changelog#paperless-ng-090) and doesn't really
     provide any additional security, since you have to store the passphrase
     in a configuration file on the same system as the encrypted documents
     for paperless to work. Furthermore, the entire text content of the

docs/advanced_usage.md

@@ -1,6 +1,6 @@
 # Advanced Topics
 
-Paperless offers a couple features that automate certain tasks and make
+Paperless offers a couple of features that automate certain tasks and make
 your life easier.
 
 ## Matching tags, correspondents, document types, and storage paths {#matching}
@@ -9,7 +9,7 @@ Paperless will compare the matching algorithms defined by every tag,
 correspondent, document type, and storage path in your database to see
 if they apply to the text in a document. In other words, if you define a
 tag called `Home Utility` that had a `match` property of `bc hydro` and
-a `matching_algorithm` of `literal`, Paperless will automatically tag
+a `matching_algorithm` of `Exact`, Paperless will automatically tag
 your newly-consumed document with your `Home Utility` tag so long as the
 text `bc hydro` appears in the body of the document somewhere.
 
@@ -25,18 +25,19 @@ documents.
 
 The following algorithms are available:
 
+- **None:** No matching will be performed.
 - **Any:** Looks for any occurrence of any word provided in match in
   the PDF. If you define the match as `Bank1 Bank2`, it will match
   documents containing either of these terms.
 - **All:** Requires that every word provided appears in the PDF,
   albeit not in the order provided.
-- **Literal:** Matches only if the match appears exactly as provided
+- **Exact:** Matches only if the match appears exactly as provided
   (i.e. preserve ordering) in the PDF.
 - **Regular expression:** Parses the match as a regular expression and
   tries to find a match within the document.
-- **Fuzzy match:** I don't know. Look at the source.
+- **Fuzzy match:** I don't know. Look at [the source](https://github.com/paperless-ngx/paperless-ngx/blob/main/src/documents/matching.py).
 - **Auto:** Tries to automatically match new documents. This does not
-  require you to set a match. See the notes below.
+  require you to set a match. See the [notes below](#automatic-matching).
 
 When using the _any_ or _all_ matching algorithms, you can search for
 terms that consist of multiple words by enclosing them in double quotes.
@@ -50,7 +51,7 @@ and run another document through the consumer. Once complete, you should
 see the newly-created document, automatically tagged with the
 appropriate data.
 
-### Automatic matching {#automatic_matching}
+### Automatic matching {#automatic-matching}
 
 Paperless-ngx comes with a new matching algorithm called _Auto_. This
 matching algorithm tries to assign tags, correspondents, document types,
@@ -59,8 +60,8 @@ assigned these on existing documents. It uses a neural network under the
 hood.
 
 If, for example, all your bank statements of your account 123 at the
-Bank of America are tagged with the tag "bofa*123" and the matching
-algorithm of this tag is set to \_Auto*, this neural network will examine
+Bank of America are tagged with the tag "bofa123" and the matching
+algorithm of this tag is set to _Auto_, this neural network will examine
 your documents and automatically learn when to assign this tag.
 
 Paperless tries to hide much of the involved complexity with this
@@ -91,16 +92,16 @@ when using this feature:
   decide when not to assign a certain tag, correspondent, document
   type, or storage path. This will usually be the case as you start
   filling up paperless with documents. Example: If all your documents
-  are either from "Webshop" and "Bank", paperless will assign one
+  are either from "Webshop" or "Bank", paperless will assign one
   of these correspondents to ANY new document, if both are set to
   automatic matching.
 
-## Hooking into the consumption process
+## Hooking into the consumption process {#consume-hooks}
 
 Sometimes you may want to do something arbitrary whenever a document is
 consumed. Rather than try to predict what you may want to do, Paperless
 lets you execute scripts of your own choosing just before or after a
-document is consumed using a couple simple hooks.
+document is consumed using a couple of simple hooks.
 
 Just write a script, put it somewhere that Paperless can read & execute,
 and then put the path to that script in `paperless.conf` or
@@ -115,13 +116,23 @@ and then put the path to that script in `paperless.conf` or
     asynchronously, you'll have to fork the process in your script and
     exit.
 
-### Pre-consumption script
+### Pre-consumption script {#pre-consume-script}
 
 Executed after the consumer sees a new document in the consumption
 folder, but before any processing of the document is performed. This
 script can access the following relevant environment variables set:
 
-- `DOCUMENT_SOURCE_PATH`
+| Environment Variable    | Description                                                  |
+| ----------------------- | ------------------------------------------------------------ |
+| `DOCUMENT_SOURCE_PATH`  | Original path of the consumed document                       |
+| `DOCUMENT_WORKING_PATH` | Path to a copy of the original that consumption will work on |
+
+!!! note
+
+    Pre-consume scripts which modify the document should only change
+    the `DOCUMENT_WORKING_PATH` file or a second consume task may
+    be triggered, leading to failures as two tasks work on the
+    same document path
 
 A simple but common example for this would be creating a simple script
 like this:
@@ -130,7 +141,7 @@ like this:
 
 ```bash
 #!/usr/bin/env bash
-pdf2pdfocr.py -i ${DOCUMENT_SOURCE_PATH}
+pdf2pdfocr.py -i ${DOCUMENT_WORKING_PATH}
 ```
 
 `/etc/paperless.conf`
@@ -151,63 +162,74 @@ with the newly modified file.
 The script's stdout and stderr will be logged line by line to the
 webserver log, along with the exit code of the script.
 
-### Post-consumption script {#post_consume_script}
+### Post-consumption script {#post-consume-script}
 
 Executed after the consumer has successfully processed a document and
 has moved it into paperless. It receives the following environment
 variables:
 
-- `DOCUMENT_ID`
-- `DOCUMENT_FILE_NAME`
-- `DOCUMENT_CREATED`
-- `DOCUMENT_MODIFIED`
-- `DOCUMENT_ADDED`
-- `DOCUMENT_SOURCE_PATH`
-- `DOCUMENT_ARCHIVE_PATH`
-- `DOCUMENT_THUMBNAIL_PATH`
-- `DOCUMENT_DOWNLOAD_URL`
-- `DOCUMENT_THUMBNAIL_URL`
-- `DOCUMENT_CORRESPONDENT`
-- `DOCUMENT_TAGS`
-- `DOCUMENT_ORIGINAL_FILENAME`
+| Environment Variable         | Description                                   |
+| ---------------------------- | --------------------------------------------- |
+| `DOCUMENT_ID`                | Database primary key of the document          |
+| `DOCUMENT_FILE_NAME`         | Formatted filename, not including paths       |
+| `DOCUMENT_CREATED`           | Date & time when document created             |
+| `DOCUMENT_MODIFIED`          | Date & time when document was last modified   |
+| `DOCUMENT_ADDED`             | Date & time when document was added           |
+| `DOCUMENT_SOURCE_PATH`       | Path to the original document file            |
+| `DOCUMENT_ARCHIVE_PATH`      | Path to the generate archive file (if any)    |
+| `DOCUMENT_THUMBNAIL_PATH`    | Path to the generated thumbnail               |
+| `DOCUMENT_DOWNLOAD_URL`      | URL for document download                     |
+| `DOCUMENT_THUMBNAIL_URL`     | URL for the document thumbnail                |
+| `DOCUMENT_CORRESPONDENT`     | Assigned correspondent (if any)               |
+| `DOCUMENT_TAGS`              | Comma separated list of tags applied (if any) |
+| `DOCUMENT_ORIGINAL_FILENAME` | Filename of original document                 |
 
-The script can be in any language, but for a simple shell script
-example, you can take a look at
-[post-consumption-example.sh](https://github.com/paperless-ngx/paperless-ngx/blob/main/scripts/post-consumption-example.sh)
-in this project.
+The script can be in any language, A simple shell script example:
 
-The post consumption script cannot cancel the consumption process.
+```bash title="post-consumption-example"
+--8<-- "./scripts/post-consumption-example.sh"
+```
+
+!!! note
+
+    The post consumption script cannot cancel the consumption process.
+
+!!! warning
+
+    The post consumption script should not modify the document files
+    directly.
 
 The script's stdout and stderr will be logged line by line to the
 webserver log, along with the exit code of the script.
 
-#### Docker
+### Docker {#docker-consume-hooks}
 
-Assumed you have
-`/home/foo/paperless-ngx/scripts/post-consumption-example.sh`.
+To hook into the consumption process when using Docker, you
+will need to pass the scripts into the container via a host mount
+in your `docker-compose.yml`.
 
-You can pass that script into the consumer container via a host mount in
-your `docker-compose.yml`.
+Assuming you have
+`/home/paperless-ngx/scripts/post-consumption-example.sh` as a
+script which you'd like to run.
 
-```bash
+You can pass that script into the consumer container via a host mount:
+
+```yaml
 ...
-consumer:
+webserver:
   ...
   volumes:
     ...
-    - /home/paperless-ngx/scripts:/path/in/container/scripts/
+    - /home/paperless-ngx/scripts:/path/in/container/scripts/ # (1)!
+  environment: # (3)!
+    ...
+    PAPERLESS_POST_CONSUME_SCRIPT: /path/in/container/scripts/post-consumption-example.sh # (2)!
 ...
 ```
 
-Example (docker-compose.yml):
-`- /home/foo/paperless-ngx/scripts:/usr/src/paperless/scripts`
-
-which in turn requires the variable `PAPERLESS_POST_CONSUME_SCRIPT` in
-`docker-compose.env` to point to
-`/path/in/container/scripts/post-consumption-example.sh`.
-
-Example (docker-compose.env):
-`PAPERLESS_POST_CONSUME_SCRIPT=/usr/src/paperless/scripts/post-consumption-example.sh`
+1. The external scripts directory is mounted to a location inside the container.
+2. The internal location of the script is used to set the script to run
+3. This can also be set in `docker-compose.env`
 
 Troubleshooting:
 
@@ -218,7 +240,7 @@ Troubleshooting:
 - Pipe your scripts's output to a log file e.g.
   `echo "${DOCUMENT_ID}" | tee --append /usr/src/paperless/scripts/post-consumption-example.log`
 
-## File name handling {#file_name_handling}
+## File name handling {#file-name-handling}
 
 By default, paperless stores your documents in the media directory and
 renames them using the identifier which it has assigned to each
@@ -287,6 +309,9 @@ Paperless provides the following placeholders within filenames:
 - `{added_month_name_short}`: Month added abbreviated name, as per
   locale
 - `{added_day}`: Day added only (number 01-31).
+- `{owner_username}`: Username of document owner, if any, or "none"
+- `{original_name}`: Document original filename, minus the extension, if any, or "none"
+- `{doc_pk}`: The paperless identifier (primary key) for the document.
 
 Paperless will try to conserve the information from your database as
 much as possible. However, some characters that you can use in document
@@ -301,7 +326,7 @@ value.
 !!! tip
 
     You can affect how empty placeholders are treated by changing the
-    following setting to [true]{.title-ref}.
+    following setting to `true`.
 
     ```
     PAPERLESS_FILENAME_FORMAT_REMOVE_NONE=True
@@ -316,7 +341,7 @@ value.
     Paperless checks the filename of a document whenever it is saved.
     Therefore, you need to update the filenames of your documents and move
     them after altering this setting by invoking the
-    [`document renamer <utilities-renamer>`]().
+    [`document renamer`](/administration#renamer).
 
 !!! warning
 
@@ -335,16 +360,23 @@ value.
     However, keep in mind that inside docker, if files get stored outside of
     the predefined volumes, they will be lost after a restart of paperless.
 
+!!! warning
+
+    When file naming handling, in particular when using `{tag_list}`,
+    you may run into the limits of your operating system's maximum
+    path lengths.  Files will retain the previous path instead and
+    the issue logged.
+
 ## Storage paths
 
 One of the best things in Paperless is that you can not only access the
 documents via the web interface, but also via the file system.
 
-When as single storage layout is not sufficient for your use case,
+When a single storage layout is not sufficient for your use case,
 storage paths come to the rescue. Storage paths allow you to configure
 more precisely where each document is stored in the file system.
 
-- Each storage path is a [PAPERLESS_FILENAME_FORMAT]{.title-ref} and
+- Each storage path is a `PAPERLESS_FILENAME_FORMAT` and
   follows the rules described above
 - Each document is assigned a storage path using the matching
   algorithms described above, but can be overwritten at any time
@@ -352,7 +384,7 @@ more precisely where each document is stored in the file system.
 For example, you could define the following two storage paths:
 
 1.  Normal communications are put into a folder structure sorted by
-    [year/correspondent]{.title-ref}
+    `year/correspondent`
 2.  Communications with insurance companies are stored in a flat
     structure with longer file names, but containing the full date of
     the correspondence.
@@ -363,7 +395,7 @@ Insurances = Insurances/{correspondent}/{created_year}-{created_month}-{created_
 ```
 
 If you then map these storage paths to the documents, you might get the
-following result. For simplicity, [By Year]{.title-ref} defines the same
+following result. For simplicity, `By Year` defines the same
 structure as in the previous example above.
 
 ```text
@@ -372,7 +404,7 @@ structure as in the previous example above.
      Statement January.pdf
      Statement February.pdf
 
- Insurances/                           # Insurances
+Insurances/                             # Insurances
    Healthcare 123/
      2022-01-01 Statement January.pdf
      2022-02-02 Letter.pdf
@@ -384,14 +416,7 @@ structure as in the previous example above.
 !!! tip
 
     Defining a storage path is optional. If no storage path is defined for a
-    document, the global [PAPERLESS_FILENAME_FORMAT]{.title-ref} is applied.
-
-!!! warning
-
-    If you adjust the format of an existing storage path, old documents
-    don't get relocated automatically. You need to run the
-    [document renamer](/administration#renamer) to
-    adjust their pathes.
+    document, the global `PAPERLESS_FILENAME_FORMAT` is applied.
 
 ## Celery Monitoring {#celery-monitoring}
 
@@ -403,33 +428,38 @@ queued and completed tasks, timing and more. Flower can also be used
 with Prometheus, as it exports metrics. For details on its capabilities,
 refer to the Flower documentation.
 
-To configure Flower further, create a [flowerconfig.py]{.title-ref} and
-place it into the [src/paperless]{.title-ref} directory. For a Docker
+To configure Flower further, create a `flowerconfig.py` and
+place it into the `src/paperless` directory. For a Docker
 installation, you can use volumes to accomplish this:
 
 ```yaml
 services:
   # ...
   webserver:
+    ports:
+      - 5555:5555 # (2)!
     # ...
     volumes:
-      - /path/to/my/flowerconfig.py:/usr/src/paperless/src/paperless/flowerconfig.py:ro
+      - /path/to/my/flowerconfig.py:/usr/src/paperless/src/paperless/flowerconfig.py:ro # (1)!
 ```
 
+1. Note the `:ro` tag means the file will be mounted as read only.
+2. `flower` runs by default on port 5555, but this can be configured
+
 ## Custom Container Initialization
 
 The Docker image includes the ability to run custom user scripts during
 startup. This could be utilized for installing additional tools or
-Python packages, for example.
+Python packages, for example. Scripts are expected to be shell scripts.
 
 To utilize this, mount a folder containing your scripts to the custom
-initialization directory, [/custom-cont-init.d]{.title-ref} and place
+initialization directory, `/custom-cont-init.d` and place
 scripts you wish to run inside. For security, the folder must be owned
 by `root` and should have permissions of `a=rx`. Additionally, scripts
 must only be writable by `root`.
 
 Your scripts will be run directly before the webserver completes
-startup. Scripts will be run by the [root]{.title-ref} user.
+startup. Scripts will be run by the `root` user.
 If you would like to switch users, the utility `gosu` is available and
 preferred over `sudo`.
 
@@ -445,9 +475,11 @@ services:
   webserver:
     # ...
     volumes:
-      - /path/to/my/scripts:/custom-cont-init.d:ro
+      - /path/to/my/scripts:/custom-cont-init.d:ro # (1)!
 ```
 
+1. Note the `:ro` tag means the folder will be mounted as read only. This is for extra security against changes
+
 ## MySQL Caveats {#mysql-caveats}
 
 ### Case Sensitivity
@@ -457,7 +489,7 @@ database to be case sensitive. This would prevent a user from creating a
 tag `Name` and `NAME` as they are considered the same.
 
 Per Django documentation, to enable this requires manual intervention.
-To enable case sensetive tables, you can execute the following command
+To enable case sensitive tables, you can execute the following command
 against each table:
 
 `ALTER TABLE <table_name> CONVERT TO CHARACTER SET utf8mb4 COLLATE utf8mb4_bin;`
@@ -466,3 +498,121 @@ You can also set the default for new tables (this does NOT affect
 existing tables) with:
 
 `ALTER DATABASE <db_name> CHARACTER SET utf8mb4 COLLATE utf8mb4_bin;`
+
+!!! warning
+
+    Using mariadb version 10.4+ is recommended. Using the `utf8mb3` character set on
+    an older system may fix issues that can arise while setting up Paperless-ngx but
+    `utf8mb3` can cause issues with consumption (where `utf8mb4` does not).
+
+## Barcodes {#barcodes}
+
+Paperless is able to utilize barcodes for automatically preforming some tasks.
+
+At this time, the library utilized for detection of barcodes supports the following types:
+
+- AN-13/UPC-A
+- UPC-E
+- EAN-8
+- Code 128
+- Code 93
+- Code 39
+- Codabar
+- Interleaved 2 of 5
+- QR Code
+- SQ Code
+
+You may check for updates on the [zbar library homepage](https://github.com/mchehab/zbar).
+For usage in Paperless, the type of barcode does not matter, only the contents of it.
+
+For how to enable barcode usage, see [the configuration](/configuration#barcodes).
+The two settings may be enabled independently, but do have interactions as explained
+below.
+
+### Document Splitting {#document-splitting}
+
+When enabled, Paperless will look for a barcode with the configured value and create a new document
+starting from the next page. The page with the barcode on it will _not_ be retained. It
+is expected to be a page existing only for triggering the split.
+
+### Archive Serial Number Assignment
+
+When enabled, the value of the barcode (as an integer) will be used to set the document's
+archive serial number, allowing quick reference back to the original, paper document.
+
+If document splitting via barcode is also enabled, documents will be split when an ASN
+barcode is located. However, differing from the splitting, the page with the
+barcode _will_ be retained. This allows application of a barcode to any page, including
+one which holds data to keep in the document.
+
+## Automatic collation of double-sided documents {#collate}
+
+!!! note
+
+    If your scanner supports double-sided scanning natively, you do not need this feature.
+
+This feature is turned off by default, see [configuration](/configuration#collate) on how to turn it on.
+
+### Summary
+
+If you have a scanner with an automatic document feeder (ADF) that only scans a single side,
+this feature makes scanning double-sided documents much more convenient by automatically
+collating two separate scans into one document, reordering the pages as necessary.
+
+### Usage example
+
+Suppose you have a double-sided document with 6 pages (3 sheets of paper). First,
+put the stack into your ADF as normal, ensuring that page 1 is scanned first. Your ADF
+will now scan pages 1, 3, and 5. Then you (or your the scanner, if it supports it) upload
+the scan into the correct sub-directory of the consume folder (`double-sided` by default;
+keep in mind that Paperless will _not_ automatically create the directory for you.)
+Paperless will then process the scan and move it into an internal staging area.
+
+The next step is to turn your stack upside down (without reordering the sheets of paper),
+and scan it once again, your ADF will now scan pages 6, 4, and 2, in that order. Once this
+scan is copied into the sub-directory, Paperless will collate the previous scan with the
+new one, reversing the order of the pages on the second, "even numbered" scan. The
+resulting document will have the pages 1-6 in the correct order, and this new file will
+then be processed as normal.
+
+!!! tip
+
+    When scanning the even numbered pages, you can omit the last empty pages, if there are
+    any. For example, if page 6 is empty, you only need to scan pages 2 and 4. _Do not_ omit
+    empty pages in the middle of the document.
+
+### Things that could go wrong
+
+Paperless will notice when the first, "odd numbered" scan has less pages than the second
+scan (this can happen when e.g. the ADF skipped a few pages in the first pass). In that
+case, Paperless will remove the staging copy as well as the scan, and give you an error
+message asking you to restart the process from scratch, by scanning the odd pages again,
+followed by the even pages.
+
+It's important that the scan files get consumed in the correct order, and one at a time.
+You therefore need to make sure that Paperless is running while you upload the files into
+the directory; and if you're using [polling](/configuration#polling), make sure that
+`CONSUMER_POLLING` is set to a value lower than it takes for the second scan to appear,
+like 5-10 or even lower.
+
+Another thing that might happen is that you start a double sided scan, but then forget
+to upload the second file. To avoid collating the wrong documents if you then come back
+a day later to scan a new double-sided document, Paperless will only keep an "odd numbered
+pages" file for up to 30 minutes. If more time passes, it will consider the next incoming
+scan a completely new "odd numbered pages" one. The old staging file will get discarded.
+
+### Interaction with "subdirs as tags"
+
+The collation feature can be used together with the [subdirs as tags](/configuration#consume_config)
+feature (but this is not a requirement). Just create a correctly named double-sided subdir
+in the hierachy and upload your scans there. For example, both `double-sided/foo/bar` as
+well as `foo/bar/double-sided` will cause the collated document to be treated as if it
+were uploaded into `foo/bar` and receive both `foo` and `bar` tags, but not `double-sided`.
+
+### Interaction with document splitting
+
+You can use the [document splitting](#document-splitting) feature, but if you use a normal
+single-sided split marker page, the split document(s) will have an empty page at the front (or
+whatever else was on the backside of the split marker page.) You can work around that by having
+a split marker page that has the split barcode on _both_ sides. This way, the extra page will
+get automatically removed.

docs/api.md

@@ -1,12 +1,12 @@
 # The REST API
 
 Paperless makes use of the [Django REST
-Framework](http://django-rest-framework.org/) standard API interface. It
+Framework](https://django-rest-framework.org/) standard API interface. It
 provides a browsable API for most of its endpoints, which you can
 inspect at `http://<paperless-host>:<port>/api/`. This also documents
 most of the available filters and ordering fields.
 
-The API provides 5 main endpoints:
+The API provides 7 main endpoints:
 
 - `/api/documents/`: Full CRUD support, except POSTing new documents.
   See below.
@@ -14,12 +14,15 @@ The API provides 5 main endpoints:
 - `/api/document_types/`: Full CRUD support.
 - `/api/logs/`: Read-Only.
 - `/api/tags/`: Full CRUD support.
+- `/api/tasks/`: Read-only.
 - `/api/mail_accounts/`: Full CRUD support.
 - `/api/mail_rules/`: Full CRUD support.
+- `/api/users/`: Full CRUD support.
+- `/api/groups/`: Full CRUD support.
 
 All of these endpoints except for the logging endpoint allow you to
-fetch, edit and delete individual objects by appending their primary key
-to the path, for example `/api/documents/454/`.
+fetch (and edit and delete where appropriate) individual objects by
+appending their primary key to the path, e.g. `/api/documents/454/`.
 
 The objects served by the document endpoint contain the following
 fields:
@@ -44,6 +47,8 @@ fields:
   Read-only.
 - `archived_file_name`: Verbose filename of the archived document.
   Read-only. Null if no archived document is available.
+- `set_permissions`: Allows setting document permissions. Optional,
+  write-only. See [below](#permissions).
 
 ## Downloading documents
 
@@ -162,7 +167,7 @@ specific query parameters cause the API to return full text search
 results:
 
 - `/api/documents/?query=your%20search%20query`: Search for a document
-  using a full text query. For details on the syntax, see [Basic Usage - Searching](usage#basic-usage_searching).
+  using a full text query. For details on the syntax, see [Basic Usage - Searching](/usage#basic-usage_searching).
 - `/api/documents/?more_like=1234`: Search for documents similar to
   the document with id 1234.
 
@@ -225,7 +230,7 @@ Query parameters:
 
 Results returned by the endpoint are ordered by importance of the term
 in the document index. The first result is the term that has the highest
-Tf/Idf score in the index.
+[Tf/Idf](https://en.wikipedia.org/wiki/Tf%E2%80%93idf) score in the index.
 
 ```json
 ["term1", "term3", "term6", "term4"]
@@ -254,11 +259,51 @@ The endpoint supports the following optional form fields:
 - `document_type`: Similar to correspondent.
 - `tags`: Similar to correspondent. Specify this multiple times to
   have multiple tags added to the document.
+- `archive_serial_number`: An optional archive serial number to set.
 
-The endpoint will immediately return "OK" if the document consumption
-process was started successfully. No additional status information about
-the consumption process itself is available, since that happens in a
-different process.
+The endpoint will immediately return HTTP 200 if the document consumption
+process was started successfully, with the UUID of the consumption task
+as the data. No additional status information about the consumption process
+itself is available immediately, since that happens in a different process.
+However, querying the tasks endpoint with the returned UUID e.g.
+`/api/tasks/?task_id={uuid}` will provide information on the state of the
+consumption including the ID of a created document if consumption succeeded.
+
+## Permissions
+
+All objects (documents, tags, etc.) allow setting object-level permissions
+with an optional `set_permissions` parameter which is of the form:
+
+```
+{
+  "owner": user_id,
+  "view": {
+      "users": [...],
+      "groups": [...],
+  },
+  "change": {
+      "users": [...],
+      "groups": [...],
+  },
+}
+```
+
+!!! note
+
+    Arrays should contain user or group ID numbers.
+
+If this parameter is supplied the object's permissions will be overwritten,
+assuming the authenticated user has permission to do so (the user must be
+the object owner or a superuser).
+
+### Retrieving full permissions
+
+By default, the API will return a truncated version of object-level
+permissions, returning `user_can_change` indicating whether the current user
+can edit the object (either because they are the object owner or have permissions
+granted). You can pass the parameter `full_perms=true` to API calls to view the
+full permissions of objects in a format that mirrors the `set_permissions`
+parameter above.
 
 ## API Versioning
 

docs/configuration.md

@@ -10,15 +10,15 @@ run paperless, these settings have to be defined in different places.
 - If you are running paperless on anything else, paperless will search
   for the configuration file in these locations and use the first one
   it finds:
-
-  ```
-  /path/to/paperless/paperless.conf
-  /etc/paperless.conf
-  /usr/local/etc/paperless.conf
-  ```
+  - The environment variable `PAPERLESS_CONFIGURATION_PATH`
+  - `/path/to/paperless/paperless.conf`
+  - `/etc/paperless.conf`
+  - `/usr/local/etc/paperless.conf`
 
 ## Required services
 
+### Redis Broker
+
 `PAPERLESS_REDIS=<url>`
 
 : This is required for processing scheduled tasks such as email
@@ -33,19 +33,27 @@ matcher.
     [More information on securing your Redis
     Instance](https://redis.io/docs/getting-started/#securing-redis).
 
-    Defaults to <redis://localhost:6379>.
+    Defaults to `redis://localhost:6379`.
+
+`PAPERLESS_REDIS_PREFIX=<prefix>`
+
+: Prefix to be used in Redis for keys and channels. Useful for sharing one Redis server among multiple Paperless instances.
+
+    Defaults to no prefix.
+
+### Database
 
 `PAPERLESS_DBENGINE=<engine_name>`
 
 : Optional, gives the ability to choose Postgres or MariaDB for
-database engine. Available options are [postgresql]{.title-ref} and
-[mariadb]{.title-ref}.
+database engine. Available options are `postgresql` and
+`mariadb`.
 
-    Default is [postgresql]{.title-ref}.
+    Default is `postgresql`.
 
     !!! warning
 
-        Using MariaDB comes with some caveats. See [MySQL Caveats](advanced_usage#mysql-caveats).
+        Using MariaDB comes with some caveats. See [MySQL Caveats](/advanced_usage#mysql-caveats).
 
 `PAPERLESS_DBHOST=<hostname>`
 
@@ -81,21 +89,108 @@ changed here.
 
 `PAPERLESS_DBSSLMODE=<mode>`
 
-: SSL mode to use when connecting to PostgreSQL.
+: SSL mode to use when connecting to PostgreSQL or MariaDB.
 
     See [the official documentation about
-    sslmode](https://www.postgresql.org/docs/current/libpq-ssl.html).
+    sslmode for PostgreSQL](https://www.postgresql.org/docs/current/libpq-ssl.html).
 
-    Default is `prefer`.
+    See [the official documentation about
+    sslmode for MySQL and MariaDB](https://dev.mysql.com/doc/refman/8.0/en/connection-options.html#option_general_ssl-mode).
 
-`PAPERLESS_DB_TIMEOUT=<float>`
+    *Note*: SSL mode values differ between PostgreSQL and MariaDB.
+
+    Default is `prefer` for PostgreSQL and `PREFERRED` for MariaDB.
+
+`PAPERLESS_DBSSLROOTCERT=<ca-path>`
+
+: SSL root certificate path
+
+    See [the official documentation about
+    sslmode for PostgreSQL](https://www.postgresql.org/docs/current/libpq-ssl.html).
+    Changes path of `root.crt`.
+
+    See [the official documentation about
+    sslmode for MySQL and MariaDB](https://dev.mysql.com/doc/refman/8.0/en/connection-options.html#option_general_ssl-ca).
+
+    Defaults to unset, using the documented path in the home directory.
+
+`PAPERLESS_DBSSLCERT=<client-cert-path>`
+
+: SSL client certificate path
+
+    See [the official documentation about
+    sslmode for PostgreSQL](https://www.postgresql.org/docs/current/libpq-ssl.html).
+
+    See [the official documentation about
+    sslmode for MySQL and MariaDB](https://dev.mysql.com/doc/refman/8.0/en/connection-options.html#option_general_ssl-cert).
+
+    Changes path of `postgresql.crt`.
+
+    Defaults to unset, using the documented path in the home directory.
+
+`PAPERLESS_DBSSLKEY=<client-cert-key>`
+
+: SSL client key path
+
+    See [the official documentation about
+    sslmode for PostgreSQL](https://www.postgresql.org/docs/current/libpq-ssl.html).
+
+    See [the official documentation about
+    sslmode for MySQL and MariaDB](https://dev.mysql.com/doc/refman/8.0/en/connection-options.html#option_general_ssl-key).
+
+    Changes path of `postgresql.key`.
+
+    Defaults to unset, using the documented path in the home directory.
+
+`PAPERLESS_DB_TIMEOUT=<int>`
 
 : Amount of time for a database connection to wait for the database to
-unlock. Mostly applicable for an sqlite based installation, consider
-changing to postgresql if you need to increase this.
+unlock. Mostly applicable for sqlite based installation. Consider changing
+to postgresql if you are having concurrency problems with sqlite.
 
     Defaults to unset, keeping the Django defaults.
 
+## Optional Services
+
+### Tika {#tika}
+
+Paperless can make use of [Tika](https://tika.apache.org/) and
+[Gotenberg](https://gotenberg.dev/) for parsing and converting
+"Office" documents (such as ".doc", ".xlsx" and ".odt").
+Tika and Gotenberg are also needed to allow parsing of E-Mails (.eml).
+
+If you wish to use this, you must provide a Tika server and a Gotenberg server,
+configure their endpoints, and enable the feature.
+
+`PAPERLESS_TIKA_ENABLED=<bool>`
+
+: Enable (or disable) the Tika parser.
+
+    Defaults to false.
+
+`PAPERLESS_TIKA_ENDPOINT=<url>`
+
+: Set the endpoint URL were Paperless can reach your Tika server.
+
+    Defaults to "<http://localhost:9998>".
+
+`PAPERLESS_TIKA_GOTENBERG_ENDPOINT=<url>`
+
+: Set the endpoint URL were Paperless can reach your Gotenberg server.
+
+    Defaults to "<http://localhost:3000>".
+
+If you run paperless on docker, you can add those services to the
+docker-compose file (see the provided
+[`docker-compose.sqlite-tika.yml`](https://github.com/paperless-ngx/paperless-ngx/blob/main/docker/compose/docker-compose.sqlite-tika.yml)
+file for reference).
+
+Add all three configuration parameters to your configuration. If using
+Docker, this may be the `environment` key of the webserver or a
+`docker-compose.env` file. Bare metal installations may have a `.conf` file
+containing the configuration parameters. Be sure to use the correct format
+and watch out for indentation if editing the YAML file.
+
 ## Paths and folders
 
 `PAPERLESS_CONSUMPTION_DIR=<path>`
@@ -143,32 +238,46 @@ directory.
 files created using "collectstatic" manager command are stored.
 
     Unless you're doing something fancy, there is no need to override
-    this.
+    this.  If this is changed, you may need to run
+    `collectstatic` again.
 
     Defaults to "../static/", relative to the "src" directory.
 
 `PAPERLESS_FILENAME_FORMAT=<format>`
 
 : Changes the filenames paperless uses to store documents in the media
-directory. See [File name handling](advanced_usage#file_name_handling) for details.
+directory. See [File name handling](/advanced_usage#file-name-handling) for details.
 
     Default is none, which disables this feature.
 
 `PAPERLESS_FILENAME_FORMAT_REMOVE_NONE=<bool>`
 
 : Tells paperless to replace placeholders in
-[PAPERLESS_FILENAME_FORMAT]{.title-ref} that would resolve to
+`PAPERLESS_FILENAME_FORMAT` that would resolve to
 'none' to be omitted from the resulting filename. This also holds
-true for directory names. See [File name handling](advanced_usage#file_name_handling) for
+true for directory names. See [File name handling](/advanced_usage#file-name-handling) for
 details.
 
-    Defaults to [false]{.title-ref} which disables this feature.
+    Defaults to `false` which disables this feature.
 
 `PAPERLESS_LOGGING_DIR=<path>`
 
 : This is where paperless will store log files.
 
-    Defaults to "`PAPERLESS_DATA_DIR`/log/".
+    Defaults to `PAPERLESS_DATA_DIR/log/`.
+
+`PAPERLESS_NLTK_DIR=<path>`
+
+: This is where paperless will search for the data required for NLTK
+processing, if you are using it. If you are using the Docker image,
+this should not be changed, as the data is included in the image
+already.
+
+Previously, the location defaulted to `PAPERLESS_DATA_DIR/nltk`.
+Unless you are using this in a bare metal install or other setup,
+this folder is no longer needed and can be removed manually.
+
+Defaults to `/usr/share/nltk_data`
 
 ## Logging
 
@@ -206,12 +315,16 @@ not include a trailing slash. E.g. <https://paperless.domain.com>
 
     Defaults to empty string, leaving the other settings unaffected.
 
+    !!! note
+
+        This value cannot contain a path (e.g. domain.com/path), even if
+        you are installing paperless-ngx at a subpath.
+
 `PAPERLESS_CSRF_TRUSTED_ORIGINS=<comma-separated-list>`
 
 : A list of trusted origins for unsafe requests (e.g. POST). As of
 Django 4.0 this is required to access the Django admin via the web.
-See
-<https://docs.djangoproject.com/en/4.0/ref/settings/#csrf-trusted-origins>
+See the [Django project documentation on the settings](https://docs.djangoproject.com/en/4.1/ref/settings/#csrf-trusted-origins)
 
     Can also be set using PAPERLESS_URL (see above).
 
@@ -222,8 +335,8 @@ See
 
 : If you're planning on putting Paperless on the open internet, then
 you really should set this value to the domain name you're using.
-Failing to do so leaves you open to HTTP host header attacks:
-<https://docs.djangoproject.com/en/3.1/topics/security/#host-header-validation>
+Failing to do so leaves you open to HTTP host header attacks.
+You can read more about this in [the Django project's documentation](https://docs.djangoproject.com/en/4.1/topics/security/#host-header-validation)
 
     Just remember that this is a comma-separated list, so
     "example.com" is fine, as is "example.com,www.example.com", but
@@ -231,8 +344,7 @@ Failing to do so leaves you open to HTTP host header attacks:
 
     Can also be set using PAPERLESS_URL (see above).
 
-    If manually set, please remember to include "localhost". Otherwise
-    docker healthcheck will fail.
+    "localhost" is always allowed for docker healthcheck
 
     Defaults to "\*", which is all hosts.
 
@@ -245,6 +357,14 @@ do CORS calls. Set this to your public domain name.
 
     Defaults to "<http://localhost:8000>".
 
+`PAPERLESS_TRUSTED_PROXIES=<comma-separated-list>`
+
+: This may be needed to prevent IP address spoofing if you are using e.g.
+fail2ban with log entries for failed authorization attempts. Value should be
+IP address(es).
+
+    Defaults to empty string.
+
 `PAPERLESS_FORCE_SCRIPT_NAME=<path>`
 
 : To host paperless under a subpath url like example.com/paperless you
@@ -283,10 +403,10 @@ login with the selected user.
 : If this environment variable is specified, Paperless automatically
 creates a superuser with the provided username at start. This is
 useful in cases where you can not run the
-[createsuperuser]{.title-ref} command separately, such as Kubernetes
+`createsuperuser` command separately, such as Kubernetes
 or AWS ECS.
 
-    Requires [PAPERLESS_ADMIN_PASSWORD]{.title-ref} to be set.
+    Requires PAPERLESS_ADMIN_PASSWORD be set.
 
     !!! note
 
@@ -297,13 +417,13 @@ or AWS ECS.
 `PAPERLESS_ADMIN_MAIL=<email>`
 
 : (Optional) Specify superuser email address. Only used when
-[PAPERLESS_ADMIN_USER]{.title-ref} is set.
+PAPERLESS_ADMIN_USER is set.
 
     Defaults to `root@localhost`.
 
 `PAPERLESS_ADMIN_PASSWORD=<password>`
 
-: Only used when [PAPERLESS_ADMIN_USER]{.title-ref} is set. This will
+: Only used when PAPERLESS_ADMIN_USER is set. This will
 be the password of the automatically created superuser.
 
 `PAPERLESS_COOKIE_PREFIX=<str>`
@@ -331,30 +451,69 @@ applications.
         If you're exposing paperless to the internet directly, do not use
         this.
 
-        Also see the warning [in the official documentation
-        <https://docs.djangoproject.com/en/3.1/howto/auth-remote-user/#configuration>]{.title-ref}.
+        Also see the warning [in the official documentation](https://docs.djangoproject.com/en/4.1/howto/auth-remote-user/#configuration).
 
-    Defaults to [false]{.title-ref} which disables this feature.
+    Defaults to "false" which disables this feature.
 
 `PAPERLESS_HTTP_REMOTE_USER_HEADER_NAME=<str>`
 
-: If [PAPERLESS_ENABLE_HTTP_REMOTE_USER]{.title-ref} is enabled, this
+: If "PAPERLESS_ENABLE_HTTP_REMOTE_USER" is enabled, this
 property allows to customize the name of the HTTP header from which
 the authenticated username is extracted. Values are in terms of
-\[HttpRequest.META\](<https://docs.djangoproject.com/en/3.1/ref/request-response/#django.http.HttpRequest.META>).
-Thus, the configured value must start with [HTTP\_]{.title-ref}
+[HttpRequest.META](https://docs.djangoproject.com/en/4.1/ref/request-response/#django.http.HttpRequest.META).
+Thus, the configured value must start with `HTTP*`
 followed by the normalized actual header name.
 
-    Defaults to [HTTP_REMOTE_USER]{.title-ref}.
+    Defaults to "HTTP_REMOTE_USER".
 
 `PAPERLESS_LOGOUT_REDIRECT_URL=<str>`
 
 : URL to redirect the user to after a logout. This can be used
-together with [PAPERLESS_ENABLE_HTTP_REMOTE_USER]{.title-ref} to
+together with PAPERLESS_ENABLE_HTTP_REMOTE_USER to
 redirect the user back to the SSO application's logout page.
 
     Defaults to None, which disables this feature.
 
+`PAPERLESS_USE_X_FORWARD_HOST=<bool>`
+
+: Configures the Django setting [USE_X_FORWARDED_HOST](https://docs.djangoproject.com/en/4.2/ref/settings/#use-x-forwarded-host)
+which may be needed for hosting behind a proxy.
+
+    Defaults to False
+
+`PAPERLESS_USE_X_FORWARD_PORT=<bool>`
+
+: Configures the Django setting [USE_X_FORWARDED_PORT](https://docs.djangoproject.com/en/4.2/ref/settings/#use-x-forwarded-port)
+which may be needed for hosting behind a proxy.
+
+    Defaults to False
+
+`PAPERLESS_PROXY_SSL_HEADER=<json-list>`
+
+: Configures the Django setting [SECURE_PROXY_SSL_HEADER](https://docs.djangoproject.com/en/4.2/ref/settings/#secure-proxy-ssl-header)
+which may be needed for hosting behind a proxy. The two values in the list will form the tuple of
+HTTP header/value expected by Django, eg `'["HTTP_X_FORWARDED_PROTO", "https"]'`.
+
+    Defaults to None
+
+!!! warning
+
+    Settings this value has security implications.  Read the Django documentation
+    and be sure you understand its usage before setting it.
+
+`PAPERLESS_EMAIL_CERTIFICATE_FILE=<path>`
+
+: Configures an additional SSL certificate file containing a [certificate](https://docs.python.org/3/library/ssl.html#certificates)
+or certificate chain which should be trusted for validating SSL connections against mail providers.
+This is for use with self-signed certificates against local IMAP servers.
+
+    Defaults to None.
+
+!!! warning
+
+    Settings this value has security implications for the security of your email.
+    Understand what it does and be sure you need to before setting.
+
 ## OCR settings {#ocr}
 
 Paperless uses [OCRmyPDF](https://ocrmypdf.readthedocs.io/en/latest/)
@@ -367,36 +526,29 @@ needs.
 : Customize the language that paperless will attempt to use when
 parsing documents.
 
-    It should be a 3-letter language code consistent with ISO 639:
-    <https://www.loc.gov/standards/iso639-2/php/code_list.php>
+    It should be a 3-letter code, see the list of [languages Tesseract supports](https://tesseract-ocr.github.io/tessdoc/Data-Files-in-different-versions.html).
 
     Set this to the language most of your documents are written in.
 
     This can be a combination of multiple languages such as `deu+eng`,
-    in which case tesseract will use whatever language matches best.
-    Keep in mind that tesseract uses much more cpu time with multiple
+    in which case Tesseract will use whatever language matches best.
+    Keep in mind that Tesseract uses much more CPU time with multiple
     languages enabled.
 
     Defaults to "eng".
 
     !!! note
 
-        If your language contains a '-' such as chi-sim, you must use chi_sim
+        If your language contains a '-' such as chi-sim, you must use `chi_sim`.
 
 `PAPERLESS_OCR_MODE=<mode>`
 
-: Tell paperless when and how to perform ocr on your documents. Four
+: Tell paperless when and how to perform ocr on your documents. Three
 modes are available:
 
     -   `skip`: Paperless skips all pages and will perform ocr only on
         pages where no text is present. This is the safest option.
 
-    -   `skip_noarchive`: In addition to skip, paperless won't create
-        an archived version of your documents when it finds any text in
-        them. This is useful if you don't want to have two
-        almost-identical versions of your digital documents in the media
-        folder. This is the fastest option.
-
     -   `redo`: Paperless will OCR all pages of your documents and
         attempt to replace any existing text layers with new text. This
         will be useful for documents from scanners that already
@@ -419,6 +571,19 @@ modes are available:
     Read more about this in the [OCRmyPDF
     documentation](https://ocrmypdf.readthedocs.io/en/latest/advanced.html#when-ocr-is-skipped).
 
+`PAPERLESS_OCR_SKIP_ARCHIVE_FILE=<mode>`
+
+: Specify when you would like paperless to skip creating an archived
+version of your documents. This is useful if you don't want to have two
+almost-identical versions of your documents in the media folder.
+
+    -   `never`: Never skip creating an archived version.
+    -   `with_text`: Skip creating an archived version for documents
+    that already have embedded text.
+    -   `always`: Always skip creating an archived version.
+
+    The default is `never`.
+
 `PAPERLESS_OCR_CLEAN=<mode>`
 
 : Tells paperless to use `unpaper` to clean any input document before
@@ -561,72 +726,6 @@ they use underscores instead of dashes.
     {"deskew": true, "optimize": 3, "unpaper_args": "--pre-rotate 90"}
     ```
 
-## Tika settings {#tika}
-
-Paperless can make use of [Tika](https://tika.apache.org/) and
-[Gotenberg](https://gotenberg.dev/) for parsing and converting
-"Office" documents (such as ".doc", ".xlsx" and ".odt"). If you
-wish to use this, you must provide a Tika server and a Gotenberg server,
-configure their endpoints, and enable the feature.
-
-`PAPERLESS_TIKA_ENABLED=<bool>`
-
-: Enable (or disable) the Tika parser.
-
-    Defaults to false.
-
-`PAPERLESS_TIKA_ENDPOINT=<url>`
-
-: Set the endpoint URL were Paperless can reach your Tika server.
-
-    Defaults to "<http://localhost:9998>".
-
-`PAPERLESS_TIKA_GOTENBERG_ENDPOINT=<url>`
-
-: Set the endpoint URL were Paperless can reach your Gotenberg server.
-
-    Defaults to "<http://localhost:3000>".
-
-If you run paperless on docker, you can add those services to the
-docker-compose file (see the provided `docker-compose.sqlite-tika.yml`
-file for reference). The changes requires are as follows:
-
-```yaml
-services:
-  # ...
-
-  webserver:
-    # ...
-
-    environment:
-      # ...
-
-      PAPERLESS_TIKA_ENABLED: 1
-      PAPERLESS_TIKA_GOTENBERG_ENDPOINT: http://gotenberg:3000
-      PAPERLESS_TIKA_ENDPOINT: http://tika:9998
-
-  # ...
-
-  gotenberg:
-    image: gotenberg/gotenberg:7.6
-    restart: unless-stopped
-    command:
-      - 'gotenberg'
-      - '--chromium-disable-routes=true'
-
-  tika:
-    image: ghcr.io/paperless-ngx/tika:latest
-    restart: unless-stopped
-```
-
-Add the configuration variables to the environment of the webserver
-(alternatively put the configuration in the `docker-compose.env` file)
-and add the additional services below the webserver service. Watch out
-for indentation.
-
-Make sure to use the correct format [PAPERLESS_TIKA_ENABLED =
-1]{.title-ref} so python_dotenv can parse the statement correctly.
-
 ## Software tweaks {#software_tweaks}
 
 `PAPERLESS_TASK_WORKERS=<num>`
@@ -648,7 +747,7 @@ paperless will process in parallel on a single document.
 
         Ensure that the product
 
-        `PAPERLESS_TASK_WORKERS \:   PAPERLESS_THREADS_PER_WORKER`
+        `PAPERLESS_TASK_WORKERS * PAPERLESS_THREADS_PER_WORKER`
 
         does not exceed your CPU core count or else paperless will be
         extremely slow. If you want paperless to process many documents in
@@ -660,7 +759,7 @@ paperless will process in parallel on a single document.
     count, with a slight favor towards threads per worker:
 
     | CPU core count | Workers | Threads |
-    |----------------|---------|---------|
+    | -------------- | ------- | ------- |
     | > 1            | > 1     | > 1     |
     | > 2            | > 2     | > 1     |
     | > 4            | > 2     | > 2     |
@@ -678,124 +777,70 @@ paperless will process in parallel on a single document.
 on large documents within the default 1800 seconds. So extending
 this timeout may prove to be useful on weak hardware setups.
 
-`PAPERLESS_WORKER_RETRY=<num>`
-
-: If PAPERLESS_WORKER_TIMEOUT has been configured, the retry time for
-a task can also be configured. By default, this value will be set to
-10s more than the worker timeout. This value should never be set
-less than the worker timeout.
-
 `PAPERLESS_TIME_ZONE=<timezone>`
 
-: Set the time zone here. See
-<https://docs.djangoproject.com/en/3.1/ref/settings/#std:setting-TIME_ZONE>
+: Set the time zone here. See more details on
+why and how to set it [in the Django project documentation](https://docs.djangoproject.com/en/4.1/ref/settings/#std:setting-TIME_ZONE)
 for details on how to set it.
 
     Defaults to UTC.
 
-## Polling {#polling}
+`PAPERLESS_ENABLE_NLTK=<bool>`
 
-`PAPERLESS_CONSUMER_POLLING=<num>`
+: Enables or disables the advanced natural language processing
+used during automatic classification. If disabled, paperless will
+still perform some basic text pre-processing before matching.
 
-: If paperless won't find documents added to your consume folder, it
-might not be able to automatically detect filesystem changes. In
-that case, specify a polling interval in seconds here, which will
-then cause paperless to periodically check your consumption
-directory for changes. This will also disable listening for file
-system changes with `inotify`.
+: See also `PAPERLESS_NLTK_DIR`.
 
-    Defaults to 0, which disables polling and uses filesystem
-    notifications.
+    Defaults to 1.
 
-`PAPERLESS_CONSUMER_POLLING_RETRY_COUNT=<num>`
+`PAPERLESS_EMAIL_TASK_CRON=<cron expression>`
 
-: If consumer polling is enabled, sets the number of times paperless
-will check for a file to remain unmodified.
+: Configures the scheduled email fetching frequency. The value
+should be a valid crontab(5) expression describing when to run.
 
-    Defaults to 5.
+: If set to the string "disable", no emails will be fetched automatically.
 
-`PAPERLESS_CONSUMER_POLLING_DELAY=<num>`
+    Defaults to `*/10 * * * *` or every ten minutes.
 
-: If consumer polling is enabled, sets the delay in seconds between
-each check (above) paperless will do while waiting for a file to
-remain unmodified.
+`PAPERLESS_TRAIN_TASK_CRON=<cron expression>`
 
-    Defaults to 5.
+: Configures the scheduled automatic classifier training frequency. The value
+should be a valid crontab(5) expression describing when to run.
 
-## iNotify {#inotify}
+: If set to the string "disable", the classifier will not be trained automatically.
 
-`PAPERLESS_CONSUMER_INOTIFY_DELAY=<num>`
+    Defaults to `5 */1 * * *` or every hour at 5 minutes past the hour.
 
-: Sets the time in seconds the consumer will wait for additional
-events from inotify before the consumer will consider a file ready
-and begin consumption. Certain scanners or network setups may
-generate multiple events for a single file, leading to multiple
-consumers working on the same file. Configure this to prevent that.
+`PAPERLESS_INDEX_TASK_CRON=<cron expression>`
 
-    Defaults to 0.5 seconds.
+: Configures the scheduled search index update frequency. The value
+should be a valid crontab(5) expression describing when to run.
 
-`PAPERLESS_CONSUMER_DELETE_DUPLICATES=<bool>`
+: If set to the string "disable", the search index will not be automatically updated.
 
-: When the consumer detects a duplicate document, it will not touch
-the original document. This default behavior can be changed here.
+    Defaults to `0 0 * * *` or daily at midnight.
 
-    Defaults to false.
+`PAPERLESS_SANITY_TASK_CRON=<cron expression>`
 
-`PAPERLESS_CONSUMER_RECURSIVE=<bool>`
+: Configures the scheduled sanity checker frequency.
 
-: Enable recursive watching of the consumption directory. Paperless
-will then pickup files from files in subdirectories within your
-consumption directory as well.
+: If set to the string "disable", the sanity checker will not run automatically.
 
-    Defaults to false.
+    Defaults to `30 0 * * sun` or Sunday at 30 minutes past midnight.
 
-`PAPERLESS_CONSUMER_SUBDIRS_AS_TAGS=<bool>`
+`PAPERLESS_ENABLE_COMPRESSION=<bool>`
 
-: Set the names of subdirectories as tags for consumed files. E.g.
-<CONSUMPTION_DIR>/foo/bar/file.pdf will add the tags "foo" and
-"bar" to the consumed file. Paperless will create any tags that
-don't exist yet.
+: Enables compression of the responses from the webserver.
 
-    This is useful for sorting documents with certain tags such as `car`
-    or `todo` prior to consumption. These folders won't be deleted.
+: Defaults to 1, enabling compression.
 
-    PAPERLESS_CONSUMER_RECURSIVE must be enabled for this to work.
+    !!! note
 
-    Defaults to false.
-
-`PAPERLESS_CONSUMER_ENABLE_BARCODES=<bool>`
-
-: Enables the scanning and page separation based on detected barcodes.
-This allows for scanning and adding multiple documents per uploaded
-file, which are separated by one or multiple barcode pages.
-
-    For ease of use, it is suggested to use a standardized separation
-    page, e.g. [here](https://www.alliancegroup.co.uk/patch-codes.htm).
-
-    If no barcodes are detected in the uploaded file, no page separation
-    will happen.
-
-    The original document will be removed and the separated pages will
-    be saved as pdf.
-
-    Defaults to false.
-
-`PAPERLESS_CONSUMER_BARCODE_TIFF_SUPPORT=<bool>`
-
-: Whether TIFF image files should be scanned for barcodes. This will
-automatically convert any TIFF image(s) to pdfs for later
-processing. This only has an effect, if
-PAPERLESS_CONSUMER_ENABLE_BARCODES has been enabled.
-
-    Defaults to false.
-
-PAPERLESS_CONSUMER_BARCODE_STRING=PATCHT
-
-: Defines the string to be detected as a separator barcode. If
-paperless is used with the PATCH-T separator pages, users shouldn't
-change this.
-
-    Defaults to "PATCHT"
+        If you are using a proxy such as nginx, it is likely more efficient
+        to enable compression in your proxy configuration rather than
+        the webserver
 
 `PAPERLESS_CONVERT_MEMORY_LIMIT=<num>`
 
@@ -823,11 +868,82 @@ documents.
 
     Default is none, which disables the temporary directory.
 
+## Document Consumption {#consume_config}
+
+`PAPERLESS_CONSUMER_DELETE_DUPLICATES=<bool>`
+
+: When the consumer detects a duplicate document, it will not touch
+the original document. This default behavior can be changed here.
+
+    Defaults to false.
+
+`PAPERLESS_CONSUMER_RECURSIVE=<bool>`
+
+: Enable recursive watching of the consumption directory. Paperless
+will then pickup files from files in subdirectories within your
+consumption directory as well.
+
+    Defaults to false.
+
+`PAPERLESS_CONSUMER_SUBDIRS_AS_TAGS=<bool>`
+
+: Set the names of subdirectories as tags for consumed files. E.g.
+`<CONSUMPTION_DIR>/foo/bar/file.pdf` will add the tags "foo" and
+"bar" to the consumed file. Paperless will create any tags that
+don't exist yet.
+
+    This is useful for sorting documents with certain tags such as `car`
+    or `todo` prior to consumption. These folders won't be deleted.
+
+    PAPERLESS_CONSUMER_RECURSIVE must be enabled for this to work.
+
+    Defaults to false.
+
+`PAPERLESS_CONSUMER_IGNORE_PATTERNS=<json>`
+
+: By default, paperless ignores certain files and folders in the
+consumption directory, such as system files created by the Mac OS
+or hidden folders some tools use to store data.
+
+    This can be adjusted by configuring a custom json array with
+    patterns to exclude.
+
+    For example, `.DS_STORE/*` will ignore any files found in a folder
+    named `.DS_STORE`, including `.DS_STORE/bar.pdf` and `foo/.DS_STORE/bar.pdf`
+
+    A pattern like `._*` will ignore anything starting with `._`, including:
+    `._foo.pdf` and `._bar/foo.pdf`
+
+    Defaults to
+    `[".DS_STORE/*", "._*", ".stfolder/*", ".stversions/*", ".localized/*", "desktop.ini", "@eaDir/*"]`.
+
+`PAPERLESS_CONSUMER_BARCODE_SCANNER=<string>`
+
+: Sets the barcode scanner used for barcode functionality.
+
+    Currently, "PYZBAR" (the default) or "ZXING" might be selected.
+    If you have problems that your Barcodes/QR-Codes are not detected
+    (especially with bad scan quality and/or small codes), try the other one.
+
+    zxing is not available on all platforms.
+
+`PAPERLESS_PRE_CONSUME_SCRIPT=<filename>`
+
+: After some initial validation, Paperless can trigger an arbitrary
+script if you like before beginning consumption. This script will be provided
+data for it to work with via the environment.
+
+    For more information, take a look at [pre-consumption script](/advanced_usage#pre-consume-script).
+
+    The default is blank, which means nothing will be executed.
+
 `PAPERLESS_POST_CONSUME_SCRIPT=<filename>`
 
 : After a document is consumed, Paperless can trigger an arbitrary
-script if you like. This script will be passed a number of arguments
-for you to work with. For more information, take a look at [Post-consumption script](advanced_usage#post_consume_script).
+script if you like. This script will be provided
+data for it to work with via the environment.
+
+    For more information, take a look at [Post-consumption script](/advanced_usage#post-consume-script).
 
     The default is blank, which means nothing will be executed.
 
@@ -841,8 +957,7 @@ option as specified in
 The filename will be checked first, and if nothing is found, the
 document text will be checked as normal.
 
-    A date in a filename must have some separators ([.]{.title-ref},
-    [-]{.title-ref}, [/]{.title-ref}, etc) for it to be parsed.
+    A date in a filename must have some separators (`.`, `,`, `-`, `/`, etc) for it to be parsed.
 
     Defaults to none, which disables this feature.
 
@@ -895,16 +1010,167 @@ within your documents.
     second, and year last order. Characters D, M, or Y can be shuffled
     to meet the required order.
 
-`PAPERLESS_CONSUMER_IGNORE_PATTERNS=<json>`
+### Polling {#polling}
 
-: By default, paperless ignores certain files and folders in the
-consumption directory, such as system files created by the Mac OS.
+`PAPERLESS_CONSUMER_POLLING=<num>`
 
-    This can be adjusted by configuring a custom json array with
-    patterns to exclude.
+: If paperless won't find documents added to your consume folder, it
+might not be able to automatically detect filesystem changes. In
+that case, specify a polling interval in seconds here, which will
+then cause paperless to periodically check your consumption
+directory for changes. This will also disable listening for file
+system changes with `inotify`.
 
-    Defaults to
-    `[".DS_STORE/*", "._*", ".stfolder/*", ".stversions/*", ".localized/*", "desktop.ini"]`.
+    Defaults to 0, which disables polling and uses filesystem
+    notifications.
+
+`PAPERLESS_CONSUMER_POLLING_RETRY_COUNT=<num>`
+
+: If consumer polling is enabled, sets the number of times paperless
+will check for a file to remain unmodified.
+
+    Defaults to 5.
+
+`PAPERLESS_CONSUMER_POLLING_DELAY=<num>`
+
+: If consumer polling is enabled, sets the delay in seconds between
+each check (above) paperless will do while waiting for a file to
+remain unmodified.
+
+    Defaults to 5.
+
+### iNotify {#inotify}
+
+`PAPERLESS_CONSUMER_INOTIFY_DELAY=<num>`
+
+: Sets the time in seconds the consumer will wait for additional
+events from inotify before the consumer will consider a file ready
+and begin consumption. Certain scanners or network setups may
+generate multiple events for a single file, leading to multiple
+consumers working on the same file. Configure this to prevent that.
+
+    Defaults to 0.5 seconds.
+
+## Barcodes {#barcodes}
+
+`PAPERLESS_CONSUMER_ENABLE_BARCODES=<bool>`
+
+: Enables the scanning and page separation based on detected barcodes.
+This allows for scanning and adding multiple documents per uploaded
+file, which are separated by one or multiple barcode pages.
+
+    For ease of use, it is suggested to use a standardized separation
+    page, e.g. [here](https://www.alliancegroup.co.uk/patch-codes.htm).
+
+    If no barcodes are detected in the uploaded file, no page separation
+    will happen.
+
+    The original document will be removed and the separated pages will
+    be saved as pdf.
+
+    See additional information in the [advanced usage documentation](/advanced_usage#barcodes)
+
+    Defaults to false.
+
+`PAPERLESS_CONSUMER_BARCODE_TIFF_SUPPORT=<bool>`
+
+: Whether TIFF image files should be scanned for barcodes. This will
+automatically convert any TIFF image(s) to pdfs for later
+processing. This only has an effect, if
+PAPERLESS_CONSUMER_ENABLE_BARCODES has been enabled.
+
+    Defaults to false.
+
+`PAPERLESS_CONSUMER_BARCODE_STRING=<string>`
+
+: Defines the string to be detected as a separator barcode. If
+paperless is used with the PATCH-T separator pages, users shouldn't
+change this.
+
+    Defaults to "PATCHT"
+
+`PAPERLESS_CONSUMER_ENABLE_ASN_BARCODE=<bool>`
+
+: Enables the detection of barcodes in the scanned document and
+setting the ASN (archive serial number) if a properly formatted
+barcode is detected.
+
+    The barcode must consist of a (configurable) prefix and the ASN
+    to be set, for instance `ASN00123`.
+
+    This option is compatible with barcode page separation, since
+    pages will be split up before reading the ASN.
+
+    If no ASN barcodes are detected in the uploaded file, no ASN will
+    be set. If a barcode with an existing ASN is detected, the
+    document will not be consumed and an error logged.
+
+    Defaults to false.
+
+`PAPERLESS_CONSUMER_ASN_BARCODE_PREFIX=<string>`
+
+: Defines the prefix that is used to identify a barcode as an ASN
+barcode.
+
+    Defaults to "ASN"
+
+`PAPERLESS_CONSUMER_BARCODE_UPSCALE=<float>`
+
+: Defines the upscale factor used in barcode detection.
+Improves the detection of small barcodes, i.e. with a value of 1.5 by
+upscaling the document beforce the detection process. Upscaling will
+only take place if value is bigger than 1.0. Otherwise upscaling will
+not be performed to save resources. Try using in combination with
+PAPERLESS_CONSUMER_BARCODE_DPI set to a value higher than default.
+
+    Defaults to 0.0
+
+`PAPERLESS_CONSUMER_BARCODE_DPI=<int>`
+
+: During barcode detection every page from a PDF document needs
+to be converted to an image. A dpi value can be specified in the
+conversion process. Default is 300. If the detection of small barcodes
+fails a bigger dpi value i.e. 600 can fix the issue. Try using in
+combination with PAPERLESS_CONSUMER_BARCODE_UPSCALE bigger than 1.0.
+
+    Defaults to "300"
+
+## Collate Double-Sided Documents {#collate}
+
+`PAPERLESS_CONSUMER_ENABLE_COLLATE_DOUBLE_SIDED=<bool>`
+
+: Enables automatic collation of two single-sided scans into a double-sided
+document.
+
+    This is useful if you have an automatic document feeder that only supports
+    single-sided scans, but you need to scan a double-sided document. If your
+    ADF supports double-sided scans natively, you do not need this feature.
+
+    `PAPERLESS_CONSUMER_RECURSIVE` must be enabled for this to work.
+
+    For more information, read the [corresponding section in the advanced
+    documentation](/advanced_usage#collate).
+
+    Defaults to false.
+
+`PAPERLESS_CONSUMER_COLLATE_DOUBLE_SIDED_SUBDIR_NAME=<str>`
+
+: The name of the subdirectory that the collate feature expects documents to
+arrive.
+
+    This only has an effect if `PAPERLESS_CONSUMER_ENABLE_COLLATE_DOUBLE_SIDED`
+    has been enabled. Note that Paperless will not automatically create the
+    directory.
+
+    Defaults to "double-sided".
+
+`PAPERLESS_CONSUMER_COLLATE_DOUBLE_SIDED_TIFF_SUPPORT=<bool>`
+: Whether TIFF image files should be supported when collating documents.
+This will automatically convert any TIFF image(s) to pdfs for later
+processing. This only has an effect if
+`PAPERLESS_CONSUMER_ENABLE_COLLATE_DOUBLE_SIDED` has been enabled.
+
+    Defaults to false.
 
 ## Binaries
 
@@ -913,7 +1179,7 @@ find on your system when it starts up. Unless you've done something
 creative with their installation, you probably won't need to edit any
 of these. However, if you've installed these programs somewhere where
 simply typing the name of the program doesn't automatically execute it
-(ie. the program isn't in your \$PATH), then you'll need to specify
+(ie. the program isn't in your $PATH), then you'll need to specify
 the literal path for that program.
 
 `PAPERLESS_CONVERT_BINARY=<path>`
@@ -928,7 +1194,7 @@ the literal path for that program.
 
 These options don't have any effect in `paperless.conf`. These options
 adjust the behavior of the docker container. Configure these in
-[docker-compose.env]{.title-ref}.
+`docker-compose.env`.
 
 `PAPERLESS_WEBSERVER_WORKERS=<num>`
 
@@ -946,7 +1212,7 @@ increase RAM usage.
 There are special setups where you may need to configure this value
 to restrict the Ip address or interface the webserver listens on.
 
-    Defaults to \[::\], meaning all interfaces, including IPv6.
+    Defaults to `[::]`, meaning all interfaces, including IPv6.
 
 `PAPERLESS_PORT=<port>`
 
@@ -996,12 +1262,17 @@ actual group ID on the host system, which you can get by executing
 : Additional OCR languages to install. By default, paperless comes
 with English, German, Italian, Spanish and French. If your language
 is not in this list, install additional languages with this
-configuration option:
+configuration option. You will need to [find the right LangCodes](https://tesseract-ocr.github.io/tessdoc/Data-Files-in-different-versions.html)
+but note that [tesseract-ocr-\* package names](https://packages.debian.org/bullseye/graphics/)
+do not always correspond with the language codes e.g. "chi_tra" should be
+specified as "chi-tra".
 
     ``` bash
-    PAPERLESS_OCR_LANGUAGES=tur ces
+    PAPERLESS_OCR_LANGUAGES=tur ces chi-tra
     ```
 
+    Make sure it's a space separated list when using several values.
+
     To actually use these languages, also set the default OCR language
     of paperless:
 
@@ -1017,7 +1288,7 @@ configuration option:
 [Flower](https://flower.readthedocs.io/en/latest/index.html) will be
 started by the container.
 
-    You can read more about this in the [advanced documentation](advanced#celery-monitoring).
+    You can read more about this in the [advanced documentation](/advanced_usage#celery-monitoring).
 
 ## Update Checking {#update-checking}
 

docs/development.md

@@ -1,9 +1,9 @@
 # Development
 
 This section describes the steps you need to take to start development
-on paperless-ngx.
+on Paperless-ngx.
 
-Check out the source from github. The repository is organized in the
+Check out the source from GitHub. The repository is organized in the
 following way:
 
 - `main` always represents the latest release and will only see
@@ -12,7 +12,7 @@ following way:
 - `feature-X` contain bigger changes that will be in some release, but
   not necessarily the next one.
 
-When making functional changes to paperless, _always_ make your changes
+When making functional changes to Paperless-ngx, _always_ make your changes
 on the `dev` branch.
 
 Apart from that, the folder structure is as follows:
@@ -24,9 +24,9 @@ Apart from that, the folder structure is as follows:
   development.
 - `docker/` - Files required to build the docker image.
 
-## Contributing to Paperless
+## Contributing to Paperless-ngx
 
-Maybe you've been using Paperless for a while and want to add a feature
+Maybe you've been using Paperless-ngx for a while and want to add a feature
 or two, or maybe you've come across a bug that you have some ideas how
 to solve. The beauty of open source software is that you can see what's
 wrong and help to get it fixed for everyone!
@@ -36,215 +36,205 @@ conduct](https://github.com/paperless-ngx/paperless-ngx/blob/main/CODE_OF_CONDUC
 and other important information in the [contributing
 guidelines](https://github.com/paperless-ngx/paperless-ngx/blob/main/CONTRIBUTING.md).
 
-## Code formatting with pre-commit Hooks
+## Code formatting with pre-commit hooks
 
 To ensure a consistent style and formatting across the project source,
-the project utilizes a Git [pre-commit]{.title-ref} hook to perform some
-formatting and linting before a commit is allowed. That way, everyone
-uses the same style and some common issues can be caught early on. See
-below for installation instructions.
+the project utilizes Git [`pre-commit`](https://git-scm.com/book/en/v2/Customizing-Git-Git-Hooks)
+hooks to perform some formatting and linting before a commit is allowed.
+That way, everyone uses the same style and some common issues can be caught
+early on.
 
 Once installed, hooks will run when you commit. If the formatting isn't
 quite right or a linter catches something, the commit will be rejected.
 You'll need to look at the output and fix the issue. Some hooks, such
-as the Python formatting tool [black]{.title-ref}, will format failing
-files, so all you need to do is [git add]{.title-ref} those files again
+as the Python formatting tool `black`, will format failing
+files, so all you need to do is `git add` those files again
 and retry your commit.
 
-## Initial setup and first start
+## General setup
 
-After you forked and cloned the code from github you need to perform a
-first-time setup. To do the setup you need to perform the steps from the
-following chapters in a certain order:
+After you forked and cloned the code from GitHub you need to perform a
+first-time setup.
+
+!!! note
+
+      Every command is executed directly from the root folder of the project unless specified otherwise.
 
 1.  Install prerequisites + pipenv as mentioned in
-    `[Bare metal route](/setup#bare_metal)
+    [Bare metal route](/setup#bare_metal).
 
 2.  Copy `paperless.conf.example` to `paperless.conf` and enable debug
-    mode.
+    mode within the file via `PAPERLESS_DEBUG=true`.
 
-3.  Install the Angular CLI interface:
+3.  Create `consume` and `media` directories:
 
-    ```shell-session
-    $ npm install -g @angular/cli
+    ```bash
+    $ mkdir -p consume media
     ```
 
-4.  Install pre-commit
+4.  Install the Python dependencies:
 
-    ```shell-session
-    pre-commit install
+    ```bash
+    $ pipenv install --dev
     ```
 
-5.  Create `consume` and `media` folders in the cloned root folder.
+    !!! note
 
-    ```shell-session
-    mkdir -p consume media
+        Using a virtual environment is highly recommended. You can spawn one via `pipenv shell`.
+        Make sure you're using Python 3.10.x or lower. Otherwise you might
+        get issues with building dependencies. You can use
+        [pyenv](https://github.com/pyenv/pyenv) to install a specific
+        Python version.
+
+5.  Install pre-commit hooks:
+
+    ```bash
+    $ pre-commit install
     ```
 
-6.  You can now either \...
+6.  Apply migrations and create a superuser for your development instance:
+
+    ```bash
+    # src/
+
+    $ python3 manage.py migrate
+    $ python3 manage.py createsuperuser
+    ```
+
+7.  You can now either ...
 
     - install redis or
 
-    - use the included scripts/start-services.sh to use docker to fire
+    - use the included `scripts/start_services.sh` to use docker to fire
       up a redis instance (and some other services such as tika,
       gotenberg and a database server) or
 
     - spin up a bare redis container
 
-      > ```shell-session
-      > docker run -d -p 6379:6379 --restart unless-stopped redis:latest
-      > ```
+      ```
+      $ docker run -d -p 6379:6379 --restart unless-stopped redis:latest
+      ```
 
-7.  Install the python dependencies by performing in the src/ directory.
-
-    ```shell-session
-    pipenv install --dev
-    ```
-
-> - Make sure you're using python 3.9.x or lower. Otherwise you might
->   get issues with building dependencies. You can use
->   [pyenv](https://github.com/pyenv/pyenv) to install a specific
->   python version.
-
-8.  Generate the static UI so you can perform a login to get session
-    that is required for frontend development (this needs to be done one
-    time only). From src-ui directory:
-
-    ```shell-session
-    npm install .
-    ./node_modules/.bin/ng build --configuration production
-    ```
-
-9.  Apply migrations and create a superuser for your dev instance:
-
-    ```shell-session
-    python3 manage.py migrate
-    python3 manage.py createsuperuser
-    ```
-
-10. Now spin up the dev backend. Depending on which part of paperless
-    you're developing for, you need to have some or all of them
-    running.
-
-> ```shell-session
-> python3 manage.py runserver & python3 manage.py document_consumer & celery --app paperless worker
-> ```
-
-11. Login with the superuser credentials provided in step 8 at
-    `http://localhost:8000` to create a session that enables you to use
-    the backend.
-
-Backend development environment is now ready, to start Frontend
-development go to `/src-ui` and run `ng serve`. From there you can use
-`http://localhost:4200` for a preview.
+8.  Continue with either back-end or front-end development – or both :-).
 
 ## Back end development
 
-The backend is a django application. PyCharm works well for development,
-but you can use whatever you want.
+The back end is a [Django](https://www.djangoproject.com/) application.
+[PyCharm](https://www.jetbrains.com/de-de/pycharm/) as well as [Visual Studio Code](https://code.visualstudio.com)
+work well for development, but you can use whatever you want.
 
-Configure the IDE to use the src/ folder as the base source folder.
+Configure the IDE to use the `src/`-folder as the base source folder.
 Configure the following launch configurations in your IDE:
 
-- python3 manage.py runserver
-- celery \--app paperless worker
-- python3 manage.py document_consumer
+- `python3 manage.py runserver`
+- `python3 manage.py document_consumer`
+- `celery --app paperless worker -l DEBUG` (or any other log level)
 
 To start them all:
 
-```shell-session
-python3 manage.py runserver & python3 manage.py document_consumer & celery --app paperless worker
+```bash
+# src/
+
+$ python3 manage.py runserver & \
+  python3 manage.py document_consumer & \
+  celery --app paperless worker -l DEBUG
 ```
 
-Testing and code style:
+You might need the front end to test your back end code.
+This assumes that you have AngularJS installed on your system.
+Go to the [Front end development](#front-end-development) section for further details.
+To build the front end once use this command:
 
-- Run `pytest` in the src/ directory to execute all tests. This also
-  generates a HTML coverage report. When runnings test, paperless.conf
-  is loaded as well. However: the tests rely on the default
+```bash
+# src-ui/
+
+$ npm install
+$ ng build --configuration production
+```
+
+### Testing
+
+- Run `pytest` in the `src/` directory to execute all tests. This also
+  generates a HTML coverage report. When runnings test, `paperless.conf`
+  is loaded as well. However, the tests rely on the default
   configuration. This is not ideal. But for now, make sure no settings
   except for DEBUG are overridden when testing.
 
-- Coding style is enforced by the Git pre-commit hooks. These will
-  ensure your code is formatted and do some linting when you do a [git
-  commit]{.title-ref}.
-
-- You can also run `black` manually to format your code
-
-  !!! note
+!!! note
 
       The line length rule E501 is generally useful for getting multiple
       source files next to each other on the screen. However, in some
       cases, its just not possible to make some lines fit, especially
-      complicated IF cases. Append `# NOQA: E501` to disable this check
+      complicated IF cases. Append `# noqa: E501` to disable this check
       for certain lines.
 
 ## Front end development
 
-The front end is built using Angular. In order to get started, you need
-`npm`. Install the Angular CLI interface with
+The front end is built using AngularJS. In order to get started, you need Node.js (version 14.15+) and
+`npm`.
 
-```shell-session
-$ npm install -g @angular/cli
+!!! note
+
+    The following commands are all performed in the `src-ui`-directory. You will need a running back end (including an active session) to connect to the back end API. To spin it up refer to the commands under the section [above](#back-end-development).
+
+1.  Install the Angular CLI. You might need sudo privileges to perform this command:
+
+    ```bash
+    $ npm install -g @angular/cli
+    ```
+
+2.  Make sure that it's on your path.
+
+3.  Install all necessary modules:
+
+    ```bash
+    $ npm install
+    ```
+
+4.  You can launch a development server by running:
+
+    ```bash
+    $ ng serve
+    ```
+
+    This will automatically update whenever you save. However, in-place
+    compilation might fail on syntax errors, in which case you need to
+    restart it.
+
+    By default, the development server is available on `http://localhost:4200/` and is configured to access the API at
+    `http://localhost:8000/api/`, which is the default of the backend. If you enabled `DEBUG` on the back end, several security overrides for allowed hosts, CORS and X-Frame-Options are in place so that the front end behaves exactly as in production.
+
+### Testing and code style
+
+The front end code (.ts, .html, .scss) use `prettier` for code
+formatting via the Git `pre-commit` hooks which run automatically on
+commit. See [above](#code-formatting-with-pre-commit-hooks) for installation instructions. You can also run this via the CLI with a
+command such as
+
+```bash
+$ git ls-files -- '*.ts' | xargs pre-commit run prettier --files
 ```
 
-and make sure that it's on your path. Next, in the src-ui/ directory,
-install the required dependencies of the project.
+Front end testing uses Jest and Playwright. Unit tests and e2e tests,
+respectively, can be run non-interactively with:
 
-```shell-session
-$ npm install
+```bash
+$ ng test
+$ npx playwright test
 ```
 
-You can launch a development server by running
+Playwright also includes a UI which can be run with:
 
-```shell-session
-$ ng serve
+```bash
+$ npx playwright test --ui
 ```
 
-This will automatically update whenever you save. However, in-place
-compilation might fail on syntax errors, in which case you need to
-restart it.
+### Building the frontend
 
-By default, the development server is available on
-`http://localhost:4200/` and is configured to access the API at
-`http://localhost:8000/api/`, which is the default of the backend. If
-you enabled DEBUG on the back end, several security overrides for
-allowed hosts, CORS and X-Frame-Options are in place so that the front
-end behaves exactly as in production. This also relies on you being
-logged into the back end. Without a valid session, The front end will
-simply not work.
+In order to build the front end and serve it as part of Django, execute:
 
-Testing and code style:
-
-- The frontend code (.ts, .html, .scss) use `prettier` for code
-  formatting via the Git `pre-commit` hooks which run automatically on
-  commit. See
-  [above](#code-formatting-with-pre-commit-hooks) for installation. You can also run this via cli with a
-  command such as
-
-  ```shell-session
-  $ git ls-files -- '*.ts' | xargs pre-commit run prettier --files
-  ```
-
-- Frontend testing uses jest and cypress. There is currently a need
-  for significantly more frontend tests. Unit tests and e2e tests,
-  respectively, can be run non-interactively with:
-
-  ```shell-session
-  $ ng test
-  $ npm run e2e:ci
-  ```
-
-  Cypress also includes a UI which can be run from within the `src-ui`
-  directory with
-
-  ```shell-session
-  $ ./node_modules/.bin/cypress open
-  ```
-
-In order to build the front end and serve it as part of django, execute
-
-```shell-session
-$ ng build --prod
+```bash
+$ ng build --configuration production
 ```
 
 This will build the front end and put it in a location from which the
@@ -253,25 +243,25 @@ that authentication is working.
 
 ## Localization
 
-Paperless is available in many different languages. Since paperless
-consists both of a django application and an Angular front end, both
+Paperless-ngx is available in many different languages. Since Paperless-ngx
+consists both of a Django application and an AngularJS front end, both
 these parts have to be translated separately.
 
 ### Front end localization
 
-- The Angular front end does localization according to the [Angular
+- The AngularJS front end does localization according to the [Angular
   documentation](https://angular.io/guide/i18n).
 - The source language of the project is "en_US".
-- The source strings end up in the file "src-ui/messages.xlf".
+- The source strings end up in the file `src-ui/messages.xlf`.
 - The translated strings need to be placed in the
-  "src-ui/src/locale/" folder.
+  `src-ui/src/locale/` folder.
 - In order to extract added or changed strings from the source files,
-  call `ng xi18n --ivy`.
+  call `ng extract-i18n`.
 
 Adding new languages requires adding the translated files in the
-"src-ui/src/locale/" folder and adjusting a couple files.
+`src-ui/src/locale/` folder and adjusting a couple files.
 
-1.  Adjust "src-ui/angular.json":
+1.  Adjust `src-ui/angular.json`:
 
     ```json
     "i18n": {
@@ -288,7 +278,7 @@ Adding new languages requires adding the translated files in the
     ```
 
 2.  Add the language to the available options in
-    "src-ui/src/app/services/settings.service.ts":
+    `src-ui/src/app/services/settings.service.ts`:
 
     ```typescript
     getLanguageOptions(): LanguageOption[] {
@@ -309,7 +299,7 @@ Adding new languages requires adding the translated files in the
     and "yyyy".
 
 3.  Import and register the Angular data for this locale in
-    "src-ui/src/app/app.module.ts":
+    `src-ui/src/app/app.module.ts`:
 
     ```typescript
     import localeDe from '@angular/common/locales/de'
@@ -322,10 +312,10 @@ A majority of the strings that appear in the back end appear only when
 the admin is used. However, some of these are still shown on the front
 end (such as error messages).
 
-- The django application does localization according to the [django
+- The django application does localization according to the [Django
   documentation](https://docs.djangoproject.com/en/3.1/topics/i18n/translation/).
 - The source language of the project is "en_US".
-- Localization files end up in the folder "src/locale/".
+- Localization files end up in the folder `src/locale/`.
 - In order to extract strings from the application, call
   `python3 manage.py makemessages -l en_US`. This is important after
   making changes to translatable strings.
@@ -336,8 +326,8 @@ end (such as error messages).
   command.
 
 Adding new languages requires adding the translated files in the
-"src/locale/" folder and adjusting the file
-"src/paperless/settings.py" to include the new language:
+`src/locale/`-folder and adjusting the file
+`src/paperless/settings.py` to include the new language:
 
 ```python
 LANGUAGES = [
@@ -353,20 +343,30 @@ LANGUAGES = [
 
 ## Building the documentation
 
-The documentation is built using material-mkdocs, see their [documentation](https://squidfunk.github.io/mkdocs-material/reference/). If you want to build the documentation locally, this is how you do it:
+The documentation is built using material-mkdocs, see their [documentation](https://squidfunk.github.io/mkdocs-material/reference/).
+If you want to build the documentation locally, this is how you do it:
 
-1.  Install python dependencies.
+1.  Have an active pipenv shell (`pipenv shell`) and install Python dependencies:
 
-    ```shell-session
-    $ cd /path/to/paperless
+    ```bash
     $ pipenv install --dev
     ```
 
 2.  Build the documentation
 
-    ```shell-session
-    $ cd /path/to/paperless
-    $ pipenv mkdocs build
+    ```bash
+    $ mkdocs build --config-file mkdocs.yml
+    ```
+
+    _alternatively..._
+
+3.  Serve the documentation. This will spin up a
+    copy of the documentation at http://127.0.0.1:8000
+    that will automatically refresh every time you change
+    something.
+
+    ```bash
+    $ mkdocs serve
     ```
 
 ## Building the Docker image
@@ -374,40 +374,37 @@ The documentation is built using material-mkdocs, see their [documentation](http
 The docker image is primarily built by the GitHub actions workflow, but
 it can be faster when developing to build and tag an image locally.
 
-To provide the build arguments automatically, build the image using the
-helper script `build-docker-image.sh`.
+Building the image works as with any image:
 
-Building the docker image from source:
+```
+docker build --file Dockerfile --tag paperless:local --progress simple .
+```
 
-> ```shell-session
-> ./build-docker-image.sh Dockerfile -t <your-tag>
-> ```
+## Extending Paperless-ngx
 
-## Extending Paperless
-
-Paperless does not have any fancy plugin systems and will probably never
+Paperless-ngx does not have any fancy plugin systems and will probably never
 have. However, some parts of the application have been designed to allow
 easy integration of additional features without any modification to the
 base code.
 
 ### Making custom parsers
 
-Paperless uses parsers to add documents to paperless. A parser is
+Paperless-ngx uses parsers to add documents. A parser is
 responsible for:
 
-- Retrieve the content from the original
-- Create a thumbnail
-- Optional: Retrieve a created date from the original
-- Optional: Create an archived document from the original
+- Retrieving the content from the original
+- Creating a thumbnail
+- _optional:_ Retrieving a created date from the original
+- _optional:_ Creating an archived document from the original
 
-Custom parsers can be added to paperless to support more file types. In
+Custom parsers can be added to Paperless-ngx to support more file types. In
 order to do that, you need to write the parser itself and announce its
-existence to paperless.
+existence to Paperless-ngx.
 
 The parser itself must extend `documents.parsers.DocumentParser` and
 must implement the methods `parse` and `get_thumbnail`. You can provide
 your own implementation to `get_date` if you don't want to rely on
-paperless' default date guessing mechanisms.
+Paperless-ngx' default date guessing mechanisms.
 
 ```python
 class MyCustomParser(DocumentParser):
@@ -428,7 +425,7 @@ class MyCustomParser(DocumentParser):
     def get_thumbnail(self, document_path, mime_type):
         # This should return the path to a thumbnail you created for this
         # document.
-        return os.path.join(self.tempdir, "thumb.png")
+        return os.path.join(self.tempdir, "thumb.webp")
 ```
 
 If you encounter any issues during parsing, raise a
@@ -439,7 +436,7 @@ to be empty and removed after consumption finished. You can use that
 directory to store any intermediate files and also use it to store the
 thumbnail / archived document.
 
-After that, you need to announce your parser to paperless. You need to
+After that, you need to announce your parser to Paperless-ngx. You need to
 connect a handler to the `document_consumer_declaration` signal. Have a
 look in the file `src/paperless_tesseract/apps.py` on how that's done.
 The handler is a method that returns information about your parser:
@@ -459,11 +456,11 @@ def myparser_consumer_declaration(sender, **kwargs):
 - `parser` is a reference to a class that extends `DocumentParser`.
 - `weight` is used whenever two or more parsers are able to parse a
   file: The parser with the higher weight wins. This can be used to
-  override the parsers provided by paperless.
+  override the parsers provided by Paperless-ngx.
 - `mime_types` is a dictionary. The keys are the mime types your
   parser supports and the value is the default file extension that
-  paperless should use when storing files and serving them for
+  Paperless-ngx should use when storing files and serving them for
   download. We could guess that from the file extensions, but some
-  mime types have many extensions associated with them and the python
+  mime types have many extensions associated with them and the Python
   methods responsible for guessing the extension do not always return
   the same value.

docs/faq.md

@@ -1,15 +1,16 @@
 # Frequently Asked Questions
 
-### _What's the general plan for Paperless-ngx?_
+## _What's the general plan for Paperless-ngx?_
 
 **A:** While Paperless-ngx is already considered largely
-"feature-complete" it is a community-driven project and development
-will be guided in this way. New features can be submitted via GitHub
-discussions and "up-voted" by the community but this is not a
-guarantee the feature will be implemented. This project will always be
+"feature-complete", it is a community-driven project and development
+will be guided in this way. New features can be submitted via
+[GitHub discussions](https://github.com/paperless-ngx/paperless-ngx/discussions)
+and "up-voted" by the community, but this is not a
+guarantee that the feature will be implemented. This project will always be
 open to collaboration in the form of PRs, ideas etc.
 
-### _I'm using docker. Where are my documents?_
+## _I'm using docker. Where are my documents?_
 
 **A:** Your documents are stored inside the docker volume
 `paperless_media`. Docker manages this volume automatically for you. It
@@ -27,9 +28,13 @@ system. On Linux, chances are high that this location is
     files around manually. This folder is meant to be entirely managed by
     docker and paperless.
 
-### Let's say I want to switch tools in a year. Can I easily move
+!!! note
 
-to other systems?\*
+    Files consumed from the consumption directory are re-created inside
+    this media directory and are removed from the consumption directory
+    itself.
+
+## Let's say I want to switch tools in a year. Can I easily move to other systems?
 
 **A:** Your documents are stored as plain files inside the media folder.
 You can always drag those files out of that folder to use them
@@ -41,27 +46,27 @@ elsewhere. Here are a couple notes about that.
 - By default, paperless uses the internal ID of each document as its
   filename. This might not be very convenient for export. However, you
   can adjust the way files are stored in paperless by
-  [configuring the filename format](advanced_usage#file_name_handling).
-- [The exporter](administration#exporter) is
+  [configuring the filename format](/advanced_usage#file-name-handling).
+- [The exporter](/administration#exporter) is
   another easy way to get your files out of paperless with reasonable
   file names.
 
-### _What file types does paperless-ngx support?_
+## _What file types does paperless-ngx support?_
 
 **A:** Currently, the following files are supported:
 
-- PDF documents, PNG images, JPEG images, TIFF images and GIF images
-  are processed with OCR and converted into PDF documents.
+- PDF documents, PNG images, JPEG images, TIFF images, GIF images and
+  WebP images are processed with OCR and converted into PDF documents.
 - Plain text documents are supported as well and are added verbatim to
   paperless.
-- With the optional Tika integration enabled (see [Tika configuration](configuration#tika),
+- With the optional Tika integration enabled (see [Tika configuration](https://docs.paperless-ngx.com/configuration#tika)),
   Paperless also supports various Office documents (.docx, .doc, odt,
   .ppt, .pptx, .odp, .xls, .xlsx, .ods).
 
 Paperless-ngx determines the type of a file by inspecting its content.
 The file extensions do not matter.
 
-### _Will paperless-ngx run on Raspberry Pi?_
+## _Will paperless-ngx run on Raspberry Pi?_
 
 **A:** The short answer is yes. I've tested it on a Raspberry Pi 3 B.
 The long answer is that certain parts of Paperless will run very slow,
@@ -73,12 +78,12 @@ has to do much less work to serve the data.
 !!! note
 
     You can adjust some of the settings so that paperless uses less
-    processing power. See [setup](setup#less_powerful_devices) for details.
+    processing power. See [setup](/setup#less-powerful-devices) for details.
 
-### _How do I install paperless-ngx on Raspberry Pi?_
+## _How do I install paperless-ngx on Raspberry Pi?_
 
-**A:** Docker images are available for arm and arm64 hardware, so just
-follow the docker-compose instructions. Apart from more required disk
+**A:** Docker images are available for armv7 and arm64 hardware, so just
+follow the [docker-compose instructions](https://docs.paperless-ngx.com/setup/#installation). Apart from more required disk
 space compared to a bare metal installation, docker comes with close to
 zero overhead, even on Raspberry Pi.
 
@@ -87,13 +92,13 @@ the python requirements do not have precompiled packages for ARM /
 ARM64. Installation of these will require additional development
 libraries and compilation will take a long time.
 
-### _How do I run this on Unraid?_
+## _How do I run this on Unraid?_
 
 **A:** Paperless-ngx is available as [community
 app](https://unraid.net/community/apps?q=paperless-ngx) in Unraid. [Uli
 Fahrer](https://github.com/Tooa) created a container template for that.
 
-### _How do I run this on my toaster?_
+## _How do I run this on my toaster?_
 
 **A:** I honestly don't know! As for all other devices that might be
 able to run paperless, you're a bit on your own. If you can't run the
@@ -103,11 +108,11 @@ This is also what I use to test new releases with. Apart from that, I
 also have a Raspberry Pi, which I occasionally build the image on and
 see if it works.
 
-### _How do I proxy this with NGINX?_
+## _How do I proxy this with NGINX?_
 
-**A:** See [here](setup#nginx).
+**A:** See [the wiki](https://github.com/paperless-ngx/paperless-ngx/wiki/Using-a-Reverse-Proxy-with-Paperless-ngx#nginx).
 
-### _How do I get WebSocket support with Apache mod_wsgi_?
+## _How do I get WebSocket support with Apache mod_wsgi_?
 
 **A:** `mod_wsgi` by itself does not support ASGI. Paperless will
 continue to work with WSGI, but certain features such as status

docs/index.md

@@ -5,7 +5,7 @@
 **Paperless-ngx** is a _community-supported_ open-source document management system that transforms your
 physical documents into a searchable online archive so you can keep, well, _less paper_.
 
-[Get started](/setup/){ .md-button .md-button--primary .index-callout }
+[Get started](/setup){ .md-button .md-button--primary .index-callout }
 [Demo](https://demo.paperless-ngx.com){ .md-button .md-button--secondary target=\_blank }
 
 </div>
@@ -50,12 +50,12 @@ If you want to learn about what's different in paperless-ngx from
 Paperless, check out these resources in the documentation:
 
 - [Some screenshots](#screenshots) of the new UI are available.
-- Read [this section](/advanced_usage/#advanced-automatic_matching) if you want to learn about how paperless automates all
+- Read [this section](/advanced_usage#automatic-matching) if you want to learn about how paperless automates all
   tagging using machine learning.
-- Paperless now comes with a [proper email consumer](/usage/#usage-email) that's fully tested and production ready.
+- Paperless now comes with a [proper email consumer](/usage#usage-email) that's fully tested and production ready.
 - Paperless creates searchable PDF/A documents from whatever you put into the consumption directory. This means
   that you can select text in image-only documents coming from your scanner.
-- See [this note](/administration/#utilities-encyption) about GnuPG encryption in paperless-ngx.
+- See [this note](/administration#encryption) about GnuPG encryption in paperless-ngx.
 - Paperless is now integrated with a
   [task processing queue](/setup#task_processor) that tells you at a glance when and why something is not working.
 - The [changelog](/changelog) contains a detailed list of all changes in paperless-ngx.

docs/setup.md

@@ -2,10 +2,10 @@
 
 You can go multiple routes to setup and run Paperless:
 
-- [Use the easy install docker script](/setup#docker_script)
-- [Pull the image from Docker Hub](/setup#docker_hub)
-- [Build the Docker image yourself](/setup#docker_build)
-- [Install Paperless directly on your system manually (bare metal)](/setup#bare_metal)
+- [Use the easy install docker script](#docker_script)
+- [Pull the image from Docker Hub](#docker_hub)
+- [Build the Docker image yourself](#docker_build)
+- [Install Paperless directly on your system manually (bare metal)](#bare_metal)
 
 The Docker routes are quick & easy. These are the recommended routes.
 This configures all the stuff from the above automatically so that it
@@ -33,6 +33,11 @@ steps described in [Docker setup](#docker_hub) automatically.
     $ bash -c "$(curl -L https://raw.githubusercontent.com/paperless-ngx/paperless-ngx/main/install-paperless-ngx.sh)"
     ```
 
+    !!! note
+
+        macOS users will need to install e.g. [gnu-sed](https://formulae.brew.sh/formula/gnu-sed) with support
+        for running as `sed`.
+
 ### From GHCR / Docker Hub {#docker_hub}
 
 1.  Login with your user and create a folder in your home-directory to have a place for your
@@ -43,10 +48,10 @@ steps described in [Docker setup](#docker_hub) automatically.
     ```
 
 2.  Go to the [/docker/compose directory on the project
-    page](https://github.com/paperless-ngx/paperless-ngx/tree/master/docker/compose)
+    page](https://github.com/paperless-ngx/paperless-ngx/tree/main/docker/compose)
     and download one of the `docker-compose.*.yml` files,
     depending on which database backend you want to use. Rename this
-    file to `docker-compose.*.yml`. If you want to enable
+    file to `docker-compose.yml`. If you want to enable
     optional support for Office documents, download a file with
     `-tika` in the file name. Download the
     `docker-compose.env` file and the `.env` file as well and store them
@@ -64,8 +69,7 @@ steps described in [Docker setup](#docker_hub) automatically.
 
         If you want to use the included `docker-compose.*.yml` file, you
         need to have at least Docker version **17.09.0** and docker-compose
-        version **1.17.0**. To check do: `docker-compose -v` or
-        `docker -v`
+        version **1.17.0**. To check do: `docker-compose -v` or `docker -v`
 
         See the [Docker installation guide](https://docs.docker.com/engine/install/) on how to install the current
         version of Docker for your operating system or Linux distribution of
@@ -144,21 +148,13 @@ steps described in [Docker setup](#docker_hub) automatically.
     !!! note
 
         You can copy any setting from the file `paperless.conf.example` and
-        paste it here. Have a look at [configuration](/configuration] to see what's available.
+        paste it here. Have a look at [configuration](/configuration) to see what's available.
 
     !!! note
 
-        You can utilize Docker secrets for some configuration settings by
-        appending `_FILE` to some configuration values. This is
-        supported currently only by:
-
-        - PAPERLESS_DBUSER
-        - PAPERLESS_DBPASS
-        - PAPERLESS_SECRET_KEY
-        - PAPERLESS_AUTO_LOGIN_USERNAME
-        - PAPERLESS_ADMIN_USER
-        - PAPERLESS_ADMIN_MAIL
-        - PAPERLESS_ADMIN_PASSWORD
+        You can utilize Docker secrets for configuration settings by
+        appending `_FILE` to configuration values. For example `PAPERLESS_DBUSER`
+        can be set using `PAPERLESS_DBUSER_FILE=/var/run/secrets/password.txt`.
 
     !!! warning
 
@@ -169,8 +165,7 @@ steps described in [Docker setup](#docker_hub) automatically.
         `PAPERLESS_CONSUMER_POLLING`, which will disable inotify. See
         [here](/configuration#polling).
 
-6.  Run `docker-compose pull`, followed by `docker-compose up -d`. This
-    will pull the image, create and start the necessary containers.
+6.  Run `docker-compose pull`. This will pull the image.
 
 7.  To be able to login, you will need a super user. To create it,
     execute the following command:
@@ -179,10 +174,18 @@ steps described in [Docker setup](#docker_hub) automatically.
     $ docker-compose run --rm webserver createsuperuser
     ```
 
+    or using docker exec from within the container:
+
+    ```shell-session
+    $ python3 manage.py createsuperuser
+    ```
+
     This will prompt you to set a username, an optional e-mail address
     and finally a password (at least 8 characters).
 
-8.  The default `docker-compose.yml` exports the webserver on your local
+8.  Run `docker-compose up -d`. This will create and start the necessary containers.
+
+9.  The default `docker-compose.yml` exports the webserver on your local
     port
 
     8000\. If you did not change this, you should now be able to visit
@@ -198,7 +201,7 @@ steps described in [Docker setup](#docker_hub) automatically.
     git clone https://github.com/paperless-ngx/paperless-ngx
     ```
 
-    The master branch always reflects the latest stable version.
+    The main branch always reflects the latest stable version.
 
 2.  Copy one of the `docker/compose/docker-compose.*.yml` to
     `docker-compose.yml` in the root folder, depending on which database
@@ -234,9 +237,8 @@ steps described in [Docker setup](#docker_hub) automatically.
         certain, more updated software. If you want to build these images
         your self, that is possible, but beyond the scope of these steps.
 
-4.  Follow steps 3 to 8 of [Docker Setup](setup#docker_hub)
-    role="ref"}. When asked to run `docker-compose pull` to pull the
-    image, do
+4.  Follow steps 3 to 8 of [Docker Setup](#docker_hub). When asked to run
+    `docker-compose pull` to pull the image, do
 
     ```shell-session
     $ docker-compose build
@@ -257,6 +259,7 @@ supported.
     - `python3-pip`
     - `python3-dev`
     - `default-libmysqlclient-dev` for MariaDB
+    - `pkg-config` for mysqlclient (python dependency)
     - `fonts-liberation` for generating thumbnails for plain text
       files
     - `imagemagick` >= 6 for PDF conversion
@@ -271,7 +274,7 @@ supported.
     Use this list for your preferred package management:
 
     ```
-    python3 python3-pip python3-dev imagemagick fonts-liberation gnupg libpq-dev default-libmysqlclient-dev libmagic-dev mime-support libzbar0 poppler-utils
+    python3 python3-pip python3-dev imagemagick fonts-liberation gnupg libpq-dev default-libmysqlclient-dev pkg-config libmagic-dev mime-support libzbar0 poppler-utils
     ```
 
     These dependencies are required for OCRmyPDF, which is used for text
@@ -315,21 +318,42 @@ supported.
         extension](https://code.djangoproject.com/wiki/JSON1Extension) is
         enabled. This is usually the case, but not always.
 
-4.  Get the release archive from
-    <https://github.com/paperless-ngx/paperless-ngx/releases>. If you
-    clone the git repo as it is, you also have to compile the front end
-    by yourself. Extract the archive to a place from where you wish to
-    execute it, such as `/opt/paperless`.
+4.  Create a system user with a new home folder under which you wish
+    to run paperless.
 
-5.  Configure paperless. See [configuration](configuration) for details.
+    ```shell-session
+    adduser paperless --system --home /opt/paperless --group
+    ```
+
+5.  Get the release archive from
+    <https://github.com/paperless-ngx/paperless-ngx/releases> for example with
+
+    ```shell-session
+    curl -O -L https://github.com/paperless-ngx/paperless-ngx/releases/download/v1.10.2/paperless-ngx-v1.10.2.tar.xz
+    ```
+
+    Extract the archive with
+
+    ```shell-session
+    tar -xf paperless-ngx-v1.10.2.tar.xz
+    ```
+
+    and copy the contents to the
+    home folder of the user you created before (`/opt/paperless`).
+
+    Optional: If you cloned the git repo, you will have to
+    compile the frontend yourself, see [here](/development#front-end-development)
+    and use the `build` step, not `serve`.
+
+6.  Configure paperless. See [configuration](/configuration) for details.
     Edit the included `paperless.conf` and adjust the settings to your
     needs. Required settings for getting
     paperless running are:
 
     - `PAPERLESS_REDIS` should point to your redis server, such as
       <redis://localhost:6379>.
-    - `PAPERLESS_DBENGINE` optional, and should be one of [postgres,
-      mariadb, or sqlite]{.title-ref}
+    - `PAPERLESS_DBENGINE` optional, and should be one of `postgres`,
+      `mariadb`, or `sqlite`
     - `PAPERLESS_DBHOST` should be the hostname on which your
       PostgreSQL server is running. Do not configure this to use
       SQLite instead. Also configure port, database name, user and
@@ -344,7 +368,7 @@ supported.
       allows third parties to forge authentication credentials.
     - `PAPERLESS_URL` if you are behind a reverse proxy. This should
       point to your domain. Please see
-      [configuration](configuration) for more
+      [configuration](/configuration) for more
       information.
 
     Many more adjustments can be made to paperless, especially the OCR
@@ -354,29 +378,35 @@ supported.
       documents are written in.
     - Set `PAPERLESS_TIME_ZONE` to your local time zone.
 
-6.  Create a system user under which you wish to run paperless.
+    !!! warning
 
-    ```shell-session
-    adduser paperless --system --home /opt/paperless --group
-    ```
+        Ensure your Redis instance [is secured](https://redis.io/docs/getting-started/#securing-redis).
 
-7.  Ensure that these directories exist and that the paperless user has
-    write permissions to the following directories:
+7.  Create the following directories if they are missing:
 
     - `/opt/paperless/media`
     - `/opt/paperless/data`
     - `/opt/paperless/consume`
 
     Adjust as necessary if you configured different folders.
-
-8.  Install python requirements from the `requirements.txt` file. It is
-    up to you if you wish to use a virtual environment or not. First you
-    should update your pip, so it gets the actual packages.
+    Ensure that the paperless user has write permissions for every one
+    of these folders with
 
     ```shell-session
-    sudo -Hu paperless pip3 install --upgrade pip
+    ls -l -d /opt/paperless/media
     ```
 
+    If needed, change the owner with
+
+    ```shell-session
+    sudo chown paperless:paperless /opt/paperless/media
+    sudo chown paperless:paperless /opt/paperless/data
+    sudo chown paperless:paperless /opt/paperless/consume
+    ```
+
+8.  Install python requirements from the `requirements.txt` file. It is
+    up to you if you wish to use a virtual environment or not. First you should update your pip, so it gets the actual packages.
+
     ```shell-session
     sudo -Hu paperless pip3 install -r requirements.txt
     ```
@@ -387,21 +417,25 @@ supported.
 9.  Go to `/opt/paperless/src`, and execute the following commands:
 
     ```bash
-    \# This creates the database schema.
+    # This creates the database schema.
     sudo -Hu paperless python3 manage.py migrate
 
-    \# This creates your first paperless user
+    # This creates your first paperless user
     sudo -Hu paperless python3 manage.py createsuperuser
     ```
 
 10. Optional: Test that paperless is working by executing
 
     ```bash
-    \# This collects static files from paperless and django.
+    # Manually starts the webserver
     sudo -Hu paperless python3 manage.py runserver
     ```
 
-    and pointing your browser to <http://localhost:8000/>.
+    and pointing your browser to http://localhost:8000 if
+    accessing from the same devices on which paperless is installed.
+    If accessing from another machine, set up systemd services. You may need
+    to set `PAPERLESS_DEBUG=true` in order for the development server to work
+    normally in your browser.
 
     !!! warning
 
@@ -450,7 +484,15 @@ supported.
         in front of gunicorn instead.
 
         For instructions on how to use nginx for that,
-        [see the instructions below](/setup#nginx).
+        [see the wiki](https://github.com/paperless-ngx/paperless-ngx/wiki/Using-a-Reverse-Proxy-with-Paperless-ngx#nginx).
+
+    !!! warning
+
+        If celery won't start (check with
+        `sudo systemctl status paperless-task-queue.service` for
+        paperless-task-queue.service and paperless-scheduler.service
+        ) you need to change the path in the files. Example:
+        `ExecStart=/opt/paperless/.local/bin/celery --app paperless worker --loglevel INFO`
 
 12. Optional: Install a samba server and make the consumption folder
     available as a network share.
@@ -480,7 +522,7 @@ supported.
     not available for most distributions.
 
 15. Optional: If using the NLTK machine learning processing (see
-    `PAPERLESS_ENABLE_NLTK` in [configuration](configuration#software_tweaks) for details),
+    `PAPERLESS_ENABLE_NLTK` in [configuration](/configuration#software_tweaks) for details),
     download the NLTK data for the Snowball
     Stemmer, Stopwords and Punkt tokenizer to your
     `PAPERLESS_DATA_DIR/nltk`. Refer to the [NLTK
@@ -518,7 +560,7 @@ Users who installed with the bare-metal route should also update their
 Git clone to point to `https://github.com/paperless-ngx/paperless-ngx`,
 e.g. using the command
 `git remote set-url origin https://github.com/paperless-ngx/paperless-ngx`
-and then pull the lastest version.
+and then pull the latest version.
 
 ## Migrating from Paperless
 
@@ -560,9 +602,9 @@ Migration to paperless-ngx is then performed in a few simple steps:
 
 3.  Download the latest release of paperless-ngx. You can either go with
     the docker-compose files from
-    [here](https://github.com/paperless-ngx/paperless-ngx/tree/master/docker/compose)
+    [here](https://github.com/paperless-ngx/paperless-ngx/tree/main/docker/compose)
     or clone the repository to build the image yourself (see
-    [above](/setup#docker_build)). You can
+    [above](#docker_build)). You can
     either replace your current paperless folder or put paperless-ngx in
     a different location.
 
@@ -586,7 +628,7 @@ Migration to paperless-ngx is then performed in a few simple steps:
     after you migrated your existing SQLite database.
 
 5.  Adjust `docker-compose.yml` and `docker-compose.env` to your needs.
-    See [Docker setup](setup#docker_hub) details on
+    See [Docker setup](#docker_hub) details on
     which edits are advised.
 
 6.  [Update paperless.](/administration#updating)
@@ -676,13 +718,19 @@ below use PostgreSQL, but are applicable to MySQL/MariaDB with the
 !!! warning
 
     MySQL is case insensitive by default, treating values like "Name" and
-    "NAME" as identical. See [MySQL caveats](advanced##mysql-caveats) for details.
+    "NAME" as identical. See [MySQL caveats](/advanced_usage#mysql-caveats) for details.
 
 !!! warning
 
     MySQL also enforces limits on maximum lengths, but does so differently than
     PostgreSQL.  It may not be possible to migrate to MySQL due to this.
 
+!!! warning
+
+    Using mariadb version 10.4+ is recommended. Using the `utf8mb3` character set on
+    an older system may fix issues that can arise while setting up Paperless-ngx but
+    `utf8mb3` can cause issues with consumption (where `utf8mb4` does not).
+
 1.  Stop paperless, if it is running.
 
 2.  Tell paperless to use PostgreSQL:
@@ -691,7 +739,7 @@ below use PostgreSQL, but are applicable to MySQL/MariaDB with the
     file to `docker-compose.yml`. Remember to adjust the consumption
     directory, if necessary.
     b) Without docker, configure the database in your `paperless.conf`
-    file. See [configuration](configuration) for
+    file. See [configuration](/configuration) for
     details.
 
 3.  Open a shell and initialize the database:
@@ -746,7 +794,9 @@ with a few simple steps.
 
 Paperless-ngx modified the database schema slightly, however, these
 changes can be reverted while keeping your current data, so that your
-current data will be compatible with original Paperless.
+current data will be compatible with original Paperless. Thumbnails
+were also changed from PNG to WEBP format and will need to be
+re-generated.
 
 Execute this:
 
@@ -762,11 +812,11 @@ $ cd /path/to/paperless/src
 $ python3 manage.py migrate documents 0023
 ```
 
-After that, you need to clear your cookies (Paperless-ngx comes with
-updated dependencies that do cookie-processing differently) and probably
-your cache as well.
+After regenerating thumbnails, you'll need to clear your cookies
+(Paperless-ngx comes with updated dependencies that do cookie-processing
+differently) and probably your cache as well.
 
-# Considerations for less powerful devices {#less_powerful_devices}
+# Considerations for less powerful devices {#less-powerful-devices}
 
 Paperless runs on Raspberry Pi. However, some things are rather slow on
 the Pi and configuring some options in paperless can help improve
@@ -785,24 +835,24 @@ performance immensely:
   other tasks).
 - Keep `PAPERLESS_OCR_MODE` at its default value `skip` and consider
   OCR'ing your documents before feeding them into paperless. Some
-  scanners are able to do this! You might want to even specify
-  `skip_noarchive` to skip archive file generation for already ocr'ed
-  documents entirely.
+  scanners are able to do this!
+- Set `PAPERLESS_OCR_SKIP_ARCHIVE_FILE` to `with_text` to skip archive
+  file generation for already ocr'ed documents, or `always` to skip it
+  for all documents.
 - If you want to perform OCR on the device, consider using
   `PAPERLESS_OCR_CLEAN=none`. This will speed up OCR times and use
   less memory at the expense of slightly worse OCR results.
-- If using docker, consider setting `PAPERLESS_WEBSERVER_WORKERS` to
-  1.  This will save some memory.
+- If using docker, consider setting `PAPERLESS_WEBSERVER_WORKERS` to 1. This will save some memory.
 - Consider setting `PAPERLESS_ENABLE_NLTK` to false, to disable the
   more advanced language processing, which can take more memory and
   processing time.
 
-For details, refer to [configuration](configuration).
+For details, refer to [configuration](/configuration).
 
 !!! note
 
     Updating the
-    [automatic matching algorithm](/advanced_usage#automatic_matching) takes quite a bit of time. However, the update mechanism
+    [automatic matching algorithm](/advanced_usage#automatic-matching) takes quite a bit of time. However, the update mechanism
     checks if your data has changed before doing the heavy lifting. If you
     experience the algorithm taking too much cpu time, consider changing the
     schedule in the admin interface to daily. You can also manually invoke
@@ -813,44 +863,8 @@ For details, refer to [configuration](configuration).
 
 # Using nginx as a reverse proxy {#nginx}
 
-If you want to expose paperless to the internet, you should hide it
-behind a reverse proxy with SSL enabled.
+Please see [the wiki](https://github.com/paperless-ngx/paperless-ngx/wiki/Using-a-Reverse-Proxy-with-Paperless-ngx#nginx) for user-maintained documentation of using nginx with Paperless-ngx.
 
-In addition to the usual configuration for SSL, the following
-configuration is required for paperless to operate:
+# Enhancing security {#security}
 
-```nginx
-http {
-
-    # Adjust as required. This is the maximum size for file uploads.
-    # The default value 1M might be a little too small.
-    client_max_body_size 10M;
-
-    server {
-
-        location / {
-
-            # Adjust host and port as required.
-            proxy_pass http://localhost:8000/;
-
-            # These configuration options are required for WebSockets to work.
-            proxy_http_version 1.1;
-            proxy_set_header Upgrade $http_upgrade;
-            proxy_set_header Connection "upgrade";
-
-            proxy_redirect off;
-            proxy_set_header Host $host;
-            proxy_set_header X-Real-IP $remote_addr;
-            proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
-            proxy_set_header X-Forwarded-Host $server_name;
-        }
-    }
-}
-```
-
-The `PAPERLESS_URL` configuration variable is also required when using a
-reverse proxy. Please refer to the [hosting and security](configuration#hosting-and-security) docs.
-
-Also read
-[this](https://channels.readthedocs.io/en/stable/deploying.html#nginx-supervisor-ubuntu),
-towards the end of the section.
+Please see [the wiki](https://github.com/paperless-ngx/paperless-ngx/wiki/Using-Security-Tools-with-Paperless-ngx) for user-maintained documentation of how to configure security tools like Fail2ban with Paperless-ngx.

docs/troubleshooting.md

@@ -32,7 +32,7 @@ If you find the OCR accuracy to be too low, and/or the document consumer
 warns that
 `OCR for XX failed, but we're going to stick with what we've got since FORGIVING_OCR is enabled`,
 then you might need to install the [Tesseract language
-files](http://packages.ubuntu.com/search?keywords=tesseract-ocr)
+files](https://packages.ubuntu.com/search?keywords=tesseract-ocr)
 marching your document's languages.
 
 As an example, if you are running Paperless-ngx from any Ubuntu or
@@ -125,13 +125,13 @@ using docker-compose, this is achieved by the following configuration
 change in the `docker-compose.yml` file:
 
 ```yaml
-gotenberg:
-  image: gotenberg/gotenberg:7.6
-  restart: unless-stopped
-  command:
-    - 'gotenberg'
-    - '--chromium-disable-routes=true'
-    - '--api-timeout=60'
+# The gotenberg chromium route is used to convert .eml files. We do not
+# want to allow external content like tracking pixels or even javascript.
+command:
+  - 'gotenberg'
+  - '--chromium-disable-javascript=true'
+  - '--chromium-allow-list=file:///tmp/.*'
+  - '--api-timeout=60'
 ```
 
 ## Permission denied errors in the consumption directory
@@ -145,7 +145,7 @@ The following error occured while consuming document.pdf: [Errno 13] Permission
 This happens when paperless does not have permission to delete files
 inside the consumption directory. Ensure that `USERMAP_UID` and
 `USERMAP_GID` are set to the user id and group id you use on the host
-operating system, if these are different from `1000`. See [Docker setup](setup#docker_hub).
+operating system, if these are different from `1000`. See [Docker setup](/setup#docker_hub).
 
 Also ensure that you are able to read and write to the consumption
 directory on the host.
@@ -222,7 +222,7 @@ This might have multiple reasons.
     SENDFILE=0
     ```
 
-    to your [docker-compose.env]{.title-ref} file.
+    to your `docker-compose.env` file.
 
 ## Error while reading metadata
 
@@ -326,9 +326,30 @@ unlock. This may have minor performance implications.
 ## gunicorn fails to start with "is not a valid port number"
 
 You are likely running using Kubernetes, which automatically creates an
-environment variable named [\${serviceName}\_PORT]{.title-ref}. This is
+environment variable named `${serviceName}_PORT`. This is
 the same environment variable which is used by Paperless to optionally
 change the port gunicorn listens on.
 
-To fix this, set [PAPERLESS_PORT]{.title-ref} again to your desired
-port, or the default of 8000.
+To fix this, set `PAPERLESS_PORT` again to your desired port, or the
+default of 8000.
+
+## Database Warns about unique constraint "documents_tag_name_uniq
+
+You may see database log lines like:
+
+```
+ERROR:  duplicate key value violates unique constraint "documents_tag_name_uniq"
+DETAIL:  Key (name)=(NameF) already exists.
+STATEMENT:  INSERT INTO "documents_tag" ("owner_id", "name", "match", "matching_algorithm", "is_insensitive", "color", "is_inbox_tag") VALUES (NULL, 'NameF', '', 1, true, '#a6cee3', false) RETURNING "documents_tag"."id"
+```
+
+This can happen during heavy consumption when using polling. Paperless will handle it correctly and the file
+will still be consumed
+
+## Consumption fails with "Ghostscript PDF/A rendering failed"
+
+Newer versions of OCRmyPDF will fail if it encounters errors during processing.
+This is intentional as the output archive file may differ in unexpected or undesired
+ways from the original. As the logs indicate, if you encounter this error you can set
+`PAPERLESS_OCR_USER_ARGS: '{"continue_on_soft_render_error": true}'` to try to 'force'
+processing documents with this issue.

docs/usage.md

@@ -1,9 +1,9 @@
 # Usage Overview
 
 Paperless is an application that manages your personal documents. With
-the help of a document scanner (see [the scanners wiki](https://github.com/paperless-ngx/paperless-ngx/wiki/Scanner-&-Software-Recommendations)), paperless transforms your wieldy physical document binders
-into a searchable archive and provides many utilities for finding and
-managing your documents.
+the help of a document scanner (see [the scanners wiki](https://github.com/paperless-ngx/paperless-ngx/wiki/Scanner-&-Software-Recommendations)),
+paperless transforms your unwieldy physical document binders into a searchable archive
+and provides many utilities for finding and managing your documents.
 
 ## Terms and definitions
 
@@ -37,7 +37,7 @@ Each document has a couple of fields that you can assign to them:
   date you signed a contract, or the date a letter was sent to you.
 - The _archive serial number_ (short: ASN) of a document is the
   identifier of the document in your physical document binders. See
-  [recommended workflow](#usage-reccomended_workflow) below.
+  [recommended workflow](#usage-recommended-workflow) below.
 - The _content_ of a document is the text that was OCR'ed from the
   document. This text is fed into the search engine and is used for
   matching tags, correspondents and document types.
@@ -60,8 +60,8 @@ following operations on your documents:
 
     This process can be configured to fit your needs. If you don't want
     paperless to create archived versions for digital documents, you can
-    configure that by configuring `PAPERLESS_OCR_MODE=skip_noarchive`.
-    Please read the
+    configure that by configuring
+    `PAPERLESS_OCR_SKIP_ARCHIVE_FILE=with_text`. Please read the
     [relevant section in the documentation](/configuration#ocr).
 
 !!! note
@@ -69,15 +69,19 @@ following operations on your documents:
     No matter which options you choose, Paperless will always store the
     original document that it found in the consumption directory or in the
     mail and will never overwrite that document. Archived versions are
-    stored alongside the original versions.
+    stored alongside the original versions. Any files found in the
+    consumption directory will stored inside the Paperless-ngx file
+    structure and will not be retained in the consumption directory.
 
 ### The consumption directory
 
 The primary method of getting documents into your database is by putting
-them in the consumption directory. The consumer runs in an infinite
-loop, looking for new additions to this directory. When it finds them,
+them in the consumption directory. The consumer waits patiently, looking
+for new additions to this directory. When it finds them,
 the consumer goes about the process of parsing them with the OCR,
-indexing what it finds, and storing it in the media directory.
+indexing what it finds, and storing it in the media directory. You should
+think of this folder as a temporary location, as files will be re-created
+inside Paperless-ngx and removed from the consumption folder.
 
 Getting stuff into this directory is up to you. If you're running
 Paperless on your local computer, you might just want to drag and drop
@@ -86,7 +90,16 @@ scanner to automatically push files to this directory, you'll need to
 setup some sort of service to accept the files from the scanner.
 Typically, you're looking at an FTP server like
 [Proftpd](http://www.proftpd.org/) or a Windows folder share with
-[Samba](http://www.samba.org/).
+[Samba](https://www.samba.org/).
+
+!!! warning
+
+    Files found in the consumption directory that are consumed will be
+    removed from the consumption directory and stored inside the
+    Paperless-ngx file structure using any settings / storage paths
+    you have specified. This action is performed as safely as possible
+    but this means it is expected that files in the consumption
+    directory will no longer exist (there) after being consumed.
 
 ### Web UI Upload
 
@@ -99,7 +112,7 @@ dragging-and-dropping files into your browser window.
 
 ### Mobile upload {#usage-mobile_upload}
 
-The mobile app over at <https://github.com/qcasey/paperless_share>
+The mobile app over at [https://github.com/qcasey/paperless_share](https://github.com/qcasey/paperless_share)
 allows Android users to share any documents with paperless. This can be
 combined with any of the mobile scanning apps out there, such as Office
 Lens.
@@ -108,6 +121,8 @@ Furthermore, there is the [Paperless
 App](https://github.com/bauerj/paperless_app) as well, which not only
 has document upload, but also document browsing and download features.
 
+Another option is [Paperless Mobile](https://github.com/astubenbord/paperless-mobile), an Android app that supports document upload, scanning, management of labels and more.
+
 ### IMAP (Email) {#usage-email}
 
 You can tell paperless-ngx to consume documents from your email
@@ -151,6 +166,8 @@ different means. These are as follows:
   will not consume mails already tagged. Not all mail servers support
   this feature!
 
+  - **Apple Mail support:** Apple Mail clients allow differently colored tags. For this to work use `apple:<color>` (e.g. _apple:green_) as a custom tag. Available colors are _red_, _orange_, _yellow_, _blue_, _green_, _violet_ and _grey_.
+
 !!! warning
 
     The mail consumer will perform these actions on all mails it has
@@ -191,13 +208,52 @@ different means. These are as follows:
     them further.
 
 Paperless is set up to check your mails every 10 minutes. This can be
-configured on the 'Scheduled tasks' page in the admin.
+configured via `PAPERLESS_EMAIL_TASK_CRON` (see [software tweaks](/configuration#software_tweaks))
 
 ### REST API
 
-You can also submit a document using the REST API, see [docs][api#file-uploads]
+You can also submit a document using the REST API, see [POSTing documents](/api#file-uploads)
 for details.
 
+## Permissions
+
+As of version 1.14.0 Paperless-ngx added core support for user / group permissions. Permissions is
+based around 'global' permissions as well as 'object-level' permissions. Global permissions designate
+which parts of the application a user can access (e.g. Documents, Tags, Settings) and object-level
+determine which objects are visible or editable. All objects have an 'owner' and 'view' and 'edit'
+permissions which can be granted to other users or groups. The paperless-ngx permissions system uses
+the built-in user model of the backend framework, Django.
+
+!!! tip
+
+    Object-level permissions only apply to the object itself. In other words, setting permissions
+    for a Tag will _not_ affect the permissions of documents that have the Tag.
+
+Permissions can be set using the new "Permissions" tab when editing documents, or bulk-applied
+in the UI by selecting documents and choosing the "Permissions" button. Owner can also optionally
+be set for documents uploaded via the API. Documents consumed via the consumption dir currently
+do not have an owner set.
+
+!!! note
+
+    After migration to version 1.14.0 all existing documents, tags etc. will have no explicit owner
+    set which means they will be visible / editable by all users. Once an object has an owner set,
+    only the owner can explicitly grant / revoke permissions.
+
+!!! note
+
+    When first migrating to permissions it is recommended to use a 'superuser' account (which
+    would usually have been setup during installation) to ensure you have full permissions.
+
+    Note that superusers have access to all objects.
+
+### Users and Groups
+
+Paperless-ngx versions after 1.14.0 allow creating and editing users and groups via the 'frontend' UI.
+These can be found under Settings > Users & Groups, assuming the user has access. If a user is designated
+as a member of a group those permissions will be inherited and this is reflected in the UI. Explicit
+permissions can be granted to limit access to certain parts of the UI (and corresponding API endpoints).
+
 ## Best practices {#basic-searching}
 
 Paperless offers a couple tools that help you organize your document
@@ -325,7 +381,7 @@ language](https://whoosh.readthedocs.io/en/latest/querylang.html). For
 details on what date parsing utilities are available, see [Date
 parsing](https://whoosh.readthedocs.io/en/latest/dates.html#parsing-date-queries).
 
-## The recommended workflow {#usage-recommended_workflow}
+## The recommended workflow {#usage-recommended-workflow}
 
 Once you have familiarized yourself with paperless and are ready to use
 it for all your documents, the recommended workflow for managing your
@@ -359,6 +415,14 @@ documents in your inbox:
     sorted by ASN. Don't order this binder in any other way.
 5.  If the document has no ASN, throw it away. Yay!
 
+!!! tip
+
+    Instead of writing a number on the document by hand, you may also prepare
+    a spool of labels with barcodes with an ascending serial number, that are
+    formatted like `ASN00001`.
+    This also enables Paperless to automatically parse and process the ASN
+    (if enabled in the config), so that you don't need to manually assign it.
+
 Over time, you will notice that your physical binder will fill up. If it
 is full, label the binder with the range of ASNs in this binder (i.e.,
 "Documents 1 to 343"), store the binder in your cellar or elsewhere,
@@ -398,7 +462,7 @@ Once you have scanned in a document, proceed in paperless as follows.
     paperless will assign them automatically. After consuming a couple
     documents, you can even ask paperless to *learn* when to assign tags and
     correspondents by itself. For details on this feature, see
-    [advanced matching](advanced_usage#matching).
+    [advanced matching](/advanced_usage#matching).
 
 ### Task management
 
@@ -416,7 +480,7 @@ how regularly you intend to scan documents and use paperless.
   performed the task associated with the document, move it to the
   inbox.
 
-## Architectue
+## Architecture
 
 Paperless-ngx consists of the following components:
 

gunicorn.conf.py

@@ -30,7 +30,9 @@ def worker_int(worker):
     worker.log.info("worker received INT or QUIT signal")
 
     ## get traceback info
-    import threading, sys, traceback
+    import sys
+    import threading
+    import traceback
 
     id2name = {th.ident: th.name for th in threading.enumerate()}
     code = []

install-paperless-ngx.sh

@@ -72,7 +72,7 @@ fi
 if ! docker stats --no-stream &> /dev/null ; then
 	echo ""
 	echo "WARN: It look like the current user does not have Docker permissions."
-	echo "WARN: Use 'sudo usermod -aG docker $USER' to assign Docker permissions to the user."
+	echo "WARN: Use 'sudo usermod -aG docker $USER' to assign Docker permissions to the user (may require restarting shell)."
 	echo ""
 	sleep 3
 fi
@@ -321,7 +321,7 @@ fi
 wget "https://raw.githubusercontent.com/paperless-ngx/paperless-ngx/main/docker/compose/docker-compose.$DOCKER_COMPOSE_VERSION.yml" -O docker-compose.yml
 wget "https://raw.githubusercontent.com/paperless-ngx/paperless-ngx/main/docker/compose/.env" -O .env
 
-SECRET_KEY=$(tr -dc 'a-zA-Z0-9' < /dev/urandom | fold -w 64 | head -n 1)
+SECRET_KEY=$(tr --delete --complement 'a-zA-Z0-9' < /dev/urandom 2>/dev/null | head --bytes 64)
 
 DEFAULT_LANGUAGES=("deu eng fra ita spa")
 
@@ -346,7 +346,7 @@ read -r -a OCR_LANGUAGES_ARRAY <<< "${_split_langs}"
 	fi
 } > docker-compose.env
 
-sed -i "s/- 8000:8000/- $PORT:8000/g" docker-compose.yml
+sed -i "s/- \"8000:8000\"/- \"$PORT:8000\"/g" docker-compose.yml
 
 sed -i "s#- \./consume:/usr/src/paperless/consume#- $CONSUME_FOLDER:/usr/src/paperless/consume#g" docker-compose.yml
 
@@ -384,6 +384,14 @@ fi
 
 ${DOCKER_COMPOSE_CMD} pull
 
+if [ "$DATABASE_BACKEND" == "postgres" ] || [ "$DATABASE_BACKEND" == "mariadb" ] ; then
+	echo "Starting DB first for initilzation"
+	${DOCKER_COMPOSE_CMD} up --detach db
+	# hopefully enough time for even the slower systems
+	sleep 15
+	${DOCKER_COMPOSE_CMD} stop
+fi
+
 ${DOCKER_COMPOSE_CMD} run --rm -e DJANGO_SUPERUSER_PASSWORD="$PASSWORD" webserver createsuperuser --noinput --username "$USERNAME" --email "$EMAIL"
 
 ${DOCKER_COMPOSE_CMD} up --detach

mkdocs.yml

@@ -23,6 +23,7 @@ theme:
     - navigation.tabs
     - navigation.top
     - toc.integrate
+    - content.code.annotate
   icon:
     repo: fontawesome/brands/github
   favicon: assets/favicon.png
@@ -39,6 +40,9 @@ markdown_extensions:
   - pymdownx.highlight:
       anchor_linenums: true
   - pymdownx.superfences
+  - pymdownx.inlinehilite
+  - pymdownx.snippets
+strict: true
 nav:
     - index.md
     - setup.md
@@ -51,7 +55,7 @@ nav:
     - 'FAQs': faq.md
     - troubleshooting.md
     - changelog.md
-copyright: Copyright © 2016 - 2022 Daniel Quinn, Jonas Winkler, and the Paperless-ngx team
+copyright: Copyright © 2016 - 2023 Daniel Quinn, Jonas Winkler, and the Paperless-ngx team
 extra:
   social:
     - icon: fontawesome/brands/github

paperless.conf.example

@@ -42,6 +42,7 @@
 
 #PAPERLESS_OCR_LANGUAGE=eng
 #PAPERLESS_OCR_MODE=skip
+#PAPERLESS_OCR_SKIP_ARCHIVE_FILE=never
 #PAPERLESS_OCR_OUTPUT_TYPE=pdfa
 #PAPERLESS_OCR_PAGES=1
 #PAPERLESS_OCR_IMAGE_DPI=300
@@ -65,6 +66,11 @@
 #PAPERLESS_CONSUMER_SUBDIRS_AS_TAGS=false
 #PAPERLESS_CONSUMER_ENABLE_BARCODES=false
 #PAPERLESS_CONSUMER_BARCODE_STRING=PATCHT
+#PAPERLESS_CONSUMER_BARCODE_UPSCALE=0.0
+#PAPERLESS_CONSUMER_BARCODE_DPI=300
+#PAPERLESS_CONSUMER_ENABLE_COLLATE_DOUBLE_SIDED=false
+#PAPERLESS_CONSUMER_COLLATE_DOUBLE_SIDED_SUBDIR_NAME=double-sided
+#PAPERLESS_CONSUMER_COLLATE_DOUBLE_SIDED_TIFF_SUPPORT=false
 #PAPERLESS_PRE_CONSUME_SCRIPT=/path/to/an/arbitrary/script.sh
 #PAPERLESS_POST_CONSUME_SCRIPT=/path/to/an/arbitrary/script.sh
 #PAPERLESS_FILENAME_DATE_ORDER=YMD

scripts/start_services.sh

@@ -1,6 +1,6 @@
 #!/usr/bin/env bash
 
-docker run -p 5432:5432 -e POSTGRES_PASSWORD=password -v paperless_pgdata:/var/lib/postgresql/data -d postgres:13
+docker run -p 5432:5432 -e POSTGRES_PASSWORD=password -v paperless_pgdata:/var/lib/postgresql/data -d postgres:15
 docker run -d -p 6379:6379 redis:latest
-docker run -p 3000:3000 -d gotenberg/gotenberg:7.6
+docker run -p 3000:3000 -d gotenberg/gotenberg:7.8 gotenberg --chromium-disable-javascript=true --chromium-allow-list="file:///tmp/.*"
 docker run -p 9998:9998 -d ghcr.io/paperless-ngx/tika:latest

src-ui/.browserslistrc

@@ -1,18 +0,0 @@
-# This file is used by the build system to adjust CSS and JS output to support the specified browsers below.
-# For additional information regarding the format and rule options, please see:
-# https://github.com/browserslist/browserslist#queries
-
-# For the full list of supported browsers by the Angular framework, please see:
-# https://angular.io/guide/browser-support
-
-# You can see what browsers were selected by your queries by running:
-#   npx browserslist
-
-last 1 Chrome version
-last 1 Firefox version
-last 2 Edge major versions
-last 2 Safari major versions
-last 2 iOS major versions
-Firefox ESR
-not IE 9-10 # Angular support for IE 9-10 has been deprecated and will be removed as of Angular v11. To opt-in, remove the 'not' prefix on this line.
-not IE 11 # Angular supports IE 11 only as an opt-in. To opt-in, remove the 'not' prefix on this line.

src-ui/.eslintrc.json

@@ -0,0 +1,51 @@
+{
+  "root": true,
+  "ignorePatterns": [
+    "projects/**/*"
+  ],
+  "overrides": [
+    {
+      "files": [
+        "*.ts"
+      ],
+      "parserOptions": {
+        "project": [
+          "tsconfig.json",
+          "e2e/tsconfig.json"
+        ],
+        "createDefaultProgram": true
+      },
+      "extends": [
+        "plugin:@angular-eslint/recommended",
+        "plugin:@angular-eslint/template/process-inline-templates"
+      ],
+      "rules": {
+        "@angular-eslint/directive-selector": [
+          "error",
+          {
+            "type": "attribute",
+            "prefix": "app",
+            "style": "camelCase"
+          }
+        ],
+        "@angular-eslint/component-selector": [
+          "error",
+          {
+            "type": "element",
+            "prefix": "app",
+            "style": "kebab-case"
+          }
+        ]
+      }
+    },
+    {
+      "files": [
+        "*.html"
+      ],
+      "extends": [
+        "plugin:@angular-eslint/template/recommended"
+      ],
+      "rules": {}
+    }
+  ]
+}

src-ui/.gitignore

@@ -49,3 +49,6 @@ Thumbs.db
 # Cypress
 cypress/videos/**/*
 cypress/screenshots/**/*
+/test-results/
+/playwright-report/
+/playwright/.cache/

src-ui/README.md

@@ -12,7 +12,7 @@ Run `ng generate component component-name` to generate a new component. You can
 
 ## Build
 
-Run `ng build` to build the project. The build artifacts will be stored in the `dist/` directory. Use the `--prod` flag for a production build.
+Run `ng build` to build the project. The build artifacts will be stored in the `dist/` directory. Use the `--configuration production` flag for a production build.
 
 ## Running unit tests
 

src-ui/angular.json

@@ -1,179 +1,178 @@
 {
-	"$schema": "./node_modules/@angular/cli/lib/config/schema.json",
-	"version": 1,
-	"newProjectRoot": "projects",
-	"projects": {
-		"paperless-ui": {
-			"projectType": "application",
-			"schematics": {
-				"@schematics/angular:component": {
-					"style": "scss"
-				}
-			},
-			"root": "",
-			"sourceRoot": "src",
-			"prefix": "app",
-			"i18n": {
-				"sourceLocale": "en-US",
-				"locales": {
-					"be-BY": "src/locale/messages.be_BY.xlf",
-					"cs-CZ": "src/locale/messages.cs_CZ.xlf",
-					"da-DK": "src/locale/messages.da_DK.xlf",
-					"de-DE": "src/locale/messages.de_DE.xlf",
-					"en-GB": "src/locale/messages.en_GB.xlf",
-					"es-ES": "src/locale/messages.es_ES.xlf",
-					"fr-FR": "src/locale/messages.fr_FR.xlf",
-					"it-IT": "src/locale/messages.it_IT.xlf",
-					"lb-LU": "src/locale/messages.lb_LU.xlf",
-					"nl-NL": "src/locale/messages.nl_NL.xlf",
-					"pl-PL": "src/locale/messages.pl_PL.xlf",
-					"pt-BR": "src/locale/messages.pt_BR.xlf",
-					"pt-PT": "src/locale/messages.pt_PT.xlf",
-					"ro-RO": "src/locale/messages.ro_RO.xlf",
-					"ru-RU": "src/locale/messages.ru_RU.xlf",
-					"sl-SI": "src/locale/messages.sl_SI.xlf",
-					"sr-CS": "src/locale/messages.sr_CS.xlf",
-					"sv-SE": "src/locale/messages.sv_SE.xlf",
-					"tr-TR": "src/locale/messages.tr_TR.xlf",
-					"zh-CN": "src/locale/messages.zh_CN.xlf"
-				}
-			},
-			"architect": {
-				"build": {
-					"builder": "@angular-devkit/build-angular:browser",
-					"options": {
-						"outputPath": "dist/paperless-ui",
-						"outputHashing": "none",
-						"index": "src/index.html",
-						"main": "src/main.ts",
-						"polyfills": "src/polyfills.ts",
-						"tsConfig": "tsconfig.app.json",
-						"localize": true,
-						"assets": [
-							"src/favicon.ico",
-							"src/apple-touch-icon.png",
-							"src/assets",
-							"src/manifest.webmanifest", {
-								"glob": "pdf.worker.min.js",
-								"input": "node_modules/pdfjs-dist/build/",
-								"output": "/assets/js/"
-							}
-						],
-						"styles": [
-							"src/styles.scss"
-						],
-						"scripts": [],
-						"allowedCommonJsDependencies": [
-							"ng2-pdf-viewer"
-						],
-						"vendorChunk": true,
-						"extractLicenses": false,
-						"buildOptimizer": false,
-						"sourceMap": true,
-						"optimization": false,
-						"namedChunks": true
-					},
-					"configurations": {
-						"production": {
-							"fileReplacements": [
-								{
-									"replace": "src/environments/environment.ts",
-									"with": "src/environments/environment.prod.ts"
-								}
-							],
-							"outputPath": "../src/documents/static/frontend/",
-							"optimization": true,
-							"outputHashing": "none",
-							"sourceMap": false,
-							"namedChunks": false,
-							"extractLicenses": true,
-							"vendorChunk": false,
-							"buildOptimizer": true,
-							"budgets": [
-								{
-									"type": "initial",
-									"maximumWarning": "2mb",
-									"maximumError": "5mb"
-								},
-								{
-									"type": "anyComponentStyle",
-									"maximumWarning": "6kb",
-									"maximumError": "10kb"
-								}
-							]
-						},
-						"en-US": {
-							"localize": ["en-US"]
-						}
-					},
-					"defaultConfiguration": ""
-				},
-				"serve": {
-					"builder": "@angular-devkit/build-angular:dev-server",
-					"options": {
-						"browserTarget": "paperless-ui:build:en-US"
-					},
-					"configurations": {
-						"production": {
-							"browserTarget": "paperless-ui:build:production"
-						}
-					}
-				},
-				"extract-i18n": {
-					"builder": "@angular-devkit/build-angular:extract-i18n",
-					"options": {
-						"browserTarget": "paperless-ui:build"
-					}
-				},
-				"test": {
-					"builder": "@angular-builders/jest:run",
-					"options": {
-						"tsConfig": "tsconfig.spec.json",
-						"assets": [
-							"src/favicon.ico",
-							"src/apple-touch-icon.png",
-							"src/assets",
-							"src/manifest.webmanifest"
-						],
-						"styles": [
-							"src/styles.scss"
-						],
-						"scripts": []
-					}
-				},
-				"e2e": {
-					"builder": "@cypress/schematic:cypress",
-					"options": {
-						"devServerTarget": "paperless-ui:serve",
-						"watch": true,
-						"headless": false
-					},
-					"configurations": {
-						"production": {
-							"devServerTarget": "paperless-ui:serve:production"
-						}
-					}
-				},
-				"cypress-run": {
-					"builder": "@cypress/schematic:cypress",
-					"options": {
-						"devServerTarget": "paperless-ui:serve"
-					},
-					"configurations": {
-						"production": {
-							"devServerTarget": "paperless-ui:serve:production"
-						}
-					}
-				},
-				"cypress-open": {
-					"builder": "@cypress/schematic:cypress",
-					"options": {
-						"watch": true,
-						"headless": false
-					}
-				}
-			}
-		}
-	},
-	"defaultProject": "paperless-ui"
+  "$schema": "./node_modules/@angular/cli/lib/config/schema.json",
+  "version": 1,
+  "newProjectRoot": "projects",
+  "projects": {
+    "paperless-ui": {
+      "projectType": "application",
+      "schematics": {
+        "@schematics/angular:component": {
+          "style": "scss"
+        }
+      },
+      "root": "",
+      "sourceRoot": "src",
+      "prefix": "app",
+      "i18n": {
+        "sourceLocale": "en-US",
+        "locales": {
+          "ar-AR": "src/locale/messages.ar_AR.xlf",
+          "be-BY": "src/locale/messages.be_BY.xlf",
+          "ca-ES": "src/locale/messages.ca_ES.xlf",
+          "cs-CZ": "src/locale/messages.cs_CZ.xlf",
+          "da-DK": "src/locale/messages.da_DK.xlf",
+          "de-DE": "src/locale/messages.de_DE.xlf",
+          "en-GB": "src/locale/messages.en_GB.xlf",
+          "es-ES": "src/locale/messages.es_ES.xlf",
+          "fi-FI": "src/locale/messages.fi_FI.xlf",
+          "fr-FR": "src/locale/messages.fr_FR.xlf",
+          "it-IT": "src/locale/messages.it_IT.xlf",
+          "lb-LU": "src/locale/messages.lb_LU.xlf",
+          "nl-NL": "src/locale/messages.nl_NL.xlf",
+          "pl-PL": "src/locale/messages.pl_PL.xlf",
+          "pt-BR": "src/locale/messages.pt_BR.xlf",
+          "pt-PT": "src/locale/messages.pt_PT.xlf",
+          "ro-RO": "src/locale/messages.ro_RO.xlf",
+          "ru-RU": "src/locale/messages.ru_RU.xlf",
+          "sk-SK": "src/locale/messages.sk_SK.xlf",
+          "sl-SI": "src/locale/messages.sl_SI.xlf",
+          "sr-CS": "src/locale/messages.sr_CS.xlf",
+          "sv-SE": "src/locale/messages.sv_SE.xlf",
+          "tr-TR": "src/locale/messages.tr_TR.xlf",
+          "uk-UA": "src/locale/messages.uk_UA.xlf",
+          "zh-CN": "src/locale/messages.zh_CN.xlf"
+        }
+      },
+      "architect": {
+        "build": {
+          "builder": "@angular-devkit/build-angular:browser",
+          "options": {
+            "outputPath": "dist/paperless-ui",
+            "outputHashing": "none",
+            "index": "src/index.html",
+            "main": "src/main.ts",
+            "polyfills": "src/polyfills.ts",
+            "tsConfig": "tsconfig.app.json",
+            "localize": true,
+            "assets": [
+              "src/favicon.ico",
+              "src/apple-touch-icon.png",
+              "src/assets",
+              "src/manifest.webmanifest",
+              {
+                "glob": "pdf.worker.min.js",
+                "input": "node_modules/pdfjs-dist/build/",
+                "output": "/assets/js/"
+              }
+            ],
+            "styles": [
+              "src/styles.scss"
+            ],
+            "scripts": [],
+            "allowedCommonJsDependencies": [
+              "ng2-pdf-viewer"
+            ],
+            "vendorChunk": true,
+            "extractLicenses": false,
+            "buildOptimizer": false,
+            "sourceMap": true,
+            "optimization": false,
+            "namedChunks": true
+          },
+          "configurations": {
+            "production": {
+              "fileReplacements": [
+                {
+                  "replace": "src/environments/environment.ts",
+                  "with": "src/environments/environment.prod.ts"
+                }
+              ],
+              "outputPath": "../src/documents/static/frontend/",
+              "optimization": true,
+              "outputHashing": "none",
+              "sourceMap": false,
+              "namedChunks": false,
+              "extractLicenses": true,
+              "vendorChunk": false,
+              "buildOptimizer": true,
+              "budgets": [
+                {
+                  "type": "initial",
+                  "maximumWarning": "2mb",
+                  "maximumError": "5mb"
+                },
+                {
+                  "type": "anyComponentStyle",
+                  "maximumWarning": "6kb",
+                  "maximumError": "10kb"
+                }
+              ]
+            },
+            "en-US": {
+              "localize": [
+                "en-US"
+              ]
+            }
+          },
+          "defaultConfiguration": ""
+        },
+        "serve": {
+          "builder": "@angular-devkit/build-angular:dev-server",
+          "options": {
+            "browserTarget": "paperless-ui:build:en-US"
+          },
+          "configurations": {
+            "production": {
+              "browserTarget": "paperless-ui:build:production"
+            }
+          }
+        },
+        "extract-i18n": {
+          "builder": "@angular-devkit/build-angular:extract-i18n",
+          "options": {
+            "browserTarget": "paperless-ui:build"
+          }
+        },
+        "test": {
+          "builder": "@angular-builders/jest:run",
+          "options": {
+            "tsConfig": "tsconfig.spec.json",
+            "assets": [
+              "src/favicon.ico",
+              "src/apple-touch-icon.png",
+              "src/assets",
+              "src/manifest.webmanifest"
+            ],
+            "styles": [
+              "src/styles.scss"
+            ],
+            "scripts": []
+          }
+        },
+        "lint": {
+          "builder": "@angular-eslint/builder:lint",
+          "options": {
+            "lintFilePatterns": [
+              "src/**/*.ts",
+              "src/**/*.html"
+            ]
+          }
+        }
+      }
+    }
+  },
+  "cli": {
+    "schematicCollections": [
+      "@angular-eslint/schematics"
+    ],
+    "analytics": false
+  },
+  "schematics": {
+    "@angular-eslint/schematics:application": {
+      "setParserOptionsProject": true
+    },
+    "@angular-eslint/schematics:library": {
+      "setParserOptionsProject": true
+    }
+  }
 }

src-ui/cypress.config.ts

@@ -1,13 +0,0 @@
-import { defineConfig } from 'cypress'
-
-export default defineConfig({
-  videosFolder: 'cypress/videos',
-  screenshotsFolder: 'cypress/screenshots',
-  fixturesFolder: 'cypress/fixtures',
-  e2e: {
-    setupNodeEvents(on, config) {
-      return require('./cypress/plugins/index.ts')(on, config)
-    },
-    baseUrl: 'http://localhost:4200',
-  },
-})

src-ui/cypress/e2e/documents/document-detail.cy.ts

@@ -1,94 +0,0 @@
-describe('document-detail', () => {
-  beforeEach(() => {
-    // also uses global fixtures from cypress/support/e2e.ts
-
-    this.modifiedDocuments = []
-
-    cy.fixture('documents/documents.json').then((documentsJson) => {
-      cy.intercept('GET', 'http://localhost:8000/api/documents/1/', (req) => {
-        let response = { ...documentsJson }
-        response = response.results.find((d) => d.id == 1)
-        req.reply(response)
-      })
-    })
-
-    cy.intercept('PUT', 'http://localhost:8000/api/documents/1/', (req) => {
-      this.modifiedDocuments.push(req.body) // store this for later
-      req.reply({ result: 'OK' })
-    }).as('saveDoc')
-
-    cy.fixture('documents/1/comments.json').then((commentsJson) => {
-      cy.intercept(
-        'GET',
-        'http://localhost:8000/api/documents/1/comments/',
-        (req) => {
-          req.reply(commentsJson.filter((c) => c.id != 10)) // 3
-        }
-      )
-
-      cy.intercept(
-        'DELETE',
-        'http://localhost:8000/api/documents/1/comments/?id=9',
-        (req) => {
-          req.reply(commentsJson.filter((c) => c.id != 9 && c.id != 10)) // 2
-        }
-      )
-
-      cy.intercept(
-        'POST',
-        'http://localhost:8000/api/documents/1/comments/',
-        (req) => {
-          req.reply(commentsJson) // 4
-        }
-      )
-    })
-
-    cy.viewport(1024, 1024)
-    cy.visit('/documents/1/')
-  })
-
-  it('should activate / deactivate save button when changes are saved', () => {
-    cy.contains('button', 'Save').should('be.disabled')
-    cy.get('app-input-text[formcontrolname="title"]')
-      .type(' additional')
-      .wait(1500) // this delay is for frontend debounce
-    cy.contains('button', 'Save').should('not.be.disabled')
-  })
-
-  it('should warn on unsaved changes', () => {
-    cy.get('app-input-text[formcontrolname="title"]')
-      .type(' additional')
-      .wait(1500) // this delay is for frontend debounce
-    cy.get('button[title="Close"]').click()
-    cy.contains('You have unsaved changes')
-    cy.contains('button', 'Cancel').click().wait(150)
-    cy.contains('button', 'Save').click().wait('@saveDoc').wait(2000) // navigates away after saving
-    cy.contains('You have unsaved changes').should('not.exist')
-  })
-
-  it('should show a list of comments', () => {
-    cy.wait(1000).get('a').contains('Comments').click().wait(1000)
-    cy.get('app-document-comments').find('.card').its('length').should('eq', 3)
-  })
-
-  it('should support comment deletion', () => {
-    cy.wait(1000).get('a').contains('Comments').click().wait(1000)
-    cy.get('app-document-comments')
-      .find('.card')
-      .first()
-      .find('button')
-      .click({ force: true })
-      .wait(500)
-    cy.get('app-document-comments').find('.card').its('length').should('eq', 2)
-  })
-
-  it('should support comment insertion', () => {
-    cy.wait(1000).get('a').contains('Comments').click().wait(1000)
-    cy.get('app-document-comments')
-      .find('form textarea')
-      .type('Testing new comment')
-      .wait(500)
-    cy.get('app-document-comments').find('form button').click().wait(1500)
-    cy.get('app-document-comments').find('.card').its('length').should('eq', 4)
-  })
-})

src-ui/cypress/e2e/documents/documents-list.cy.ts

@@ -1,129 +0,0 @@
-describe('documents-list', () => {
-  beforeEach(() => {
-    // also uses global fixtures from cypress/support/e2e.ts
-
-    this.bulkEdits = {}
-
-    cy.fixture('documents/documents.json').then((documentsJson) => {
-      // bulk edit
-      cy.intercept(
-        'POST',
-        'http://localhost:8000/api/documents/bulk_edit/',
-        (req) => {
-          this.bulkEdits = req.body // store this for later
-          req.reply({ result: 'OK' })
-        }
-      )
-
-      cy.intercept('GET', 'http://localhost:8000/api/documents/*', (req) => {
-        let response = { ...documentsJson }
-
-        // bulkEdits was set earlier by bulk_edit intercept
-        if (this.bulkEdits.hasOwnProperty('documents')) {
-          response.results = response.results.map((d) => {
-            if ((this.bulkEdits['documents'] as Array<number>).includes(d.id)) {
-              switch (this.bulkEdits['method']) {
-                case 'modify_tags':
-                  d.tags = (d.tags as Array<number>).concat([
-                    this.bulkEdits['parameters']['add_tags'],
-                  ])
-                  break
-                case 'set_correspondent':
-                  d.correspondent =
-                    this.bulkEdits['parameters']['correspondent']
-                  break
-                case 'set_document_type':
-                  d.document_type =
-                    this.bulkEdits['parameters']['document_type']
-                  break
-              }
-            }
-
-            return d
-          })
-        } else if (req.query.hasOwnProperty('tags__id__all')) {
-          // filtering e.g. http://localhost:8000/api/documents/?page=1&page_size=50&ordering=-created&tags__id__all=2
-          const tag_id = +req.query['tags__id__all']
-          response.results = (documentsJson.results as Array<any>).filter((d) =>
-            (d.tags as Array<number>).includes(tag_id)
-          )
-          response.count = response.results.length
-        }
-
-        req.reply(response)
-      })
-    })
-
-    cy.viewport(1280, 1024)
-    cy.visit('/documents')
-  })
-
-  it('should show a list of documents rendered as cards with thumbnails', () => {
-    cy.contains('3 documents')
-    cy.contains('lorem ipsum')
-    cy.get('app-document-card-small:first-of-type img')
-      .invoke('attr', 'src')
-      .should('eq', 'http://localhost:8000/api/documents/1/thumb/')
-  })
-
-  it('should change to table "details" view', () => {
-    cy.get('div.btn-group input[value="details"]').next().click()
-    cy.get('table')
-  })
-
-  it('should change to large cards view', () => {
-    cy.get('div.btn-group input[value="largeCards"]').next().click()
-    cy.get('app-document-card-large')
-  })
-
-  it('should filter tags', () => {
-    cy.get('app-filter-editor app-filterable-dropdown[title="Tags"]').within(
-      () => {
-        cy.contains('button', 'Tags').click()
-        cy.contains('button', 'Tag 2').click()
-      }
-    )
-    cy.contains('One document')
-  })
-
-  it('should apply tags', () => {
-    cy.get('app-document-card-small:first-of-type').click()
-    cy.get('app-bulk-editor app-filterable-dropdown[title="Tags"]').within(
-      () => {
-        cy.contains('button', 'Tags').click()
-        cy.contains('button', 'Test Tag').click()
-        cy.contains('button', 'Apply').click()
-      }
-    )
-    cy.contains('button', 'Confirm').click()
-    cy.get('app-document-card-small:first-of-type').contains('Test Tag')
-  })
-
-  it('should apply correspondent', () => {
-    cy.get('app-document-card-small:first-of-type').click()
-    cy.get(
-      'app-bulk-editor app-filterable-dropdown[title="Correspondent"]'
-    ).within(() => {
-      cy.contains('button', 'Correspondent').click()
-      cy.contains('button', 'ABC Test Correspondent').click()
-      cy.contains('button', 'Apply').click()
-    })
-    cy.contains('button', 'Confirm').click()
-    cy.get('app-document-card-small:first-of-type').contains(
-      'ABC Test Correspondent'
-    )
-  })
-
-  it('should apply document type', () => {
-    cy.get('app-document-card-small:first-of-type').click()
-    cy.get(
-      'app-bulk-editor app-filterable-dropdown[title="Document type"]'
-    ).within(() => {
-      cy.contains('button', 'Document type').click()
-      cy.contains('button', 'Test Doc Type').click()
-      cy.contains('button', 'Apply').click()
-    })
-    cy.contains('button', 'Confirm').click()
-    cy.get('app-document-card-small:first-of-type').contains('Test Doc Type')
-  })
-})

src-ui/cypress/e2e/documents/query-params.cy.ts

@@ -1,331 +0,0 @@
-import { PaperlessDocument } from 'src/app/data/paperless-document'
-
-describe('documents query params', () => {
-  beforeEach(() => {
-    // also uses global fixtures from cypress/support/e2e.ts
-
-    cy.fixture('documents/documents.json').then((documentsJson) => {
-      // mock api filtering
-      cy.intercept('GET', 'http://localhost:8000/api/documents/*', (req) => {
-        let response = { ...documentsJson }
-
-        if (req.query.hasOwnProperty('ordering')) {
-          const sort_field = req.query['ordering'].toString().replace('-', '')
-          const reverse = req.query['ordering'].toString().indexOf('-') !== -1
-          response.results = (
-            documentsJson.results as Array<PaperlessDocument>
-          ).sort((docA, docB) => {
-            let result = 0
-            switch (sort_field) {
-              case 'created':
-              case 'added':
-                result =
-                  new Date(docA[sort_field]) < new Date(docB[sort_field])
-                    ? -1
-                    : 1
-                break
-              case 'archive_serial_number':
-                result = docA[sort_field] < docB[sort_field] ? -1 : 1
-                break
-            }
-            if (reverse) result = -result
-            return result
-          })
-        }
-
-        if (req.query.hasOwnProperty('tags__id__in')) {
-          const tag_ids: Array<number> = req.query['tags__id__in']
-            .toString()
-            .split(',')
-            .map((v) => +v)
-          response.results = (
-            documentsJson.results as Array<PaperlessDocument>
-          ).filter(
-            (d) =>
-              d.tags.length > 0 &&
-              d.tags.filter((t) => tag_ids.includes(t)).length > 0
-          )
-          response.count = response.results.length
-        } else if (req.query.hasOwnProperty('tags__id__none')) {
-          const tag_ids: Array<number> = req.query['tags__id__none']
-            .toString()
-            .split(',')
-            .map((v) => +v)
-          response.results = (
-            documentsJson.results as Array<PaperlessDocument>
-          ).filter((d) => d.tags.filter((t) => tag_ids.includes(t)).length == 0)
-          response.count = response.results.length
-        } else if (
-          req.query.hasOwnProperty('is_tagged') &&
-          req.query['is_tagged'] == '0'
-        ) {
-          response.results = (
-            documentsJson.results as Array<PaperlessDocument>
-          ).filter((d) => d.tags.length == 0)
-          response.count = response.results.length
-        }
-
-        if (req.query.hasOwnProperty('document_type__id')) {
-          const doctype_id = +req.query['document_type__id']
-          response.results = (
-            documentsJson.results as Array<PaperlessDocument>
-          ).filter((d) => d.document_type == doctype_id)
-          response.count = response.results.length
-        } else if (
-          req.query.hasOwnProperty('document_type__isnull') &&
-          req.query['document_type__isnull'] == '1'
-        ) {
-          response.results = (
-            documentsJson.results as Array<PaperlessDocument>
-          ).filter((d) => d.document_type == undefined)
-          response.count = response.results.length
-        }
-
-        if (req.query.hasOwnProperty('correspondent__id')) {
-          const correspondent_id = +req.query['correspondent__id']
-          response.results = (
-            documentsJson.results as Array<PaperlessDocument>
-          ).filter((d) => d.correspondent == correspondent_id)
-          response.count = response.results.length
-        } else if (
-          req.query.hasOwnProperty('correspondent__isnull') &&
-          req.query['correspondent__isnull'] == '1'
-        ) {
-          response.results = (
-            documentsJson.results as Array<PaperlessDocument>
-          ).filter((d) => d.correspondent == undefined)
-          response.count = response.results.length
-        }
-
-        if (req.query.hasOwnProperty('storage_path__id')) {
-          const storage_path_id = +req.query['storage_path__id']
-          response.results = (
-            documentsJson.results as Array<PaperlessDocument>
-          ).filter((d) => d.storage_path == storage_path_id)
-          response.count = response.results.length
-        } else if (
-          req.query.hasOwnProperty('storage_path__isnull') &&
-          req.query['storage_path__isnull'] == '1'
-        ) {
-          response.results = (
-            documentsJson.results as Array<PaperlessDocument>
-          ).filter((d) => d.storage_path == undefined)
-          response.count = response.results.length
-        }
-
-        if (req.query.hasOwnProperty('created__date__gt')) {
-          const date = new Date(req.query['created__date__gt'])
-          response.results = (
-            documentsJson.results as Array<PaperlessDocument>
-          ).filter((d) => new Date(d.created) > date)
-          response.count = response.results.length
-        } else if (req.query.hasOwnProperty('created__date__lt')) {
-          const date = new Date(req.query['created__date__lt'])
-          response.results = (
-            documentsJson.results as Array<PaperlessDocument>
-          ).filter((d) => new Date(d.created) < date)
-          response.count = response.results.length
-        }
-
-        if (req.query.hasOwnProperty('added__date__gt')) {
-          const date = new Date(req.query['added__date__gt'])
-          response.results = (
-            documentsJson.results as Array<PaperlessDocument>
-          ).filter((d) => new Date(d.added) > date)
-          response.count = response.results.length
-        } else if (req.query.hasOwnProperty('added__date__lt')) {
-          const date = new Date(req.query['added__date__lt'])
-          response.results = (
-            documentsJson.results as Array<PaperlessDocument>
-          ).filter((d) => new Date(d.added) < date)
-          response.count = response.results.length
-        }
-
-        if (req.query.hasOwnProperty('title_content')) {
-          const title_content_regexp = new RegExp(
-            req.query['title_content'].toString(),
-            'i'
-          )
-          response.results = (
-            documentsJson.results as Array<PaperlessDocument>
-          ).filter(
-            (d) =>
-              title_content_regexp.test(d.title) ||
-              title_content_regexp.test(d.content)
-          )
-          response.count = response.results.length
-        }
-
-        if (req.query.hasOwnProperty('archive_serial_number')) {
-          const asn = +req.query['archive_serial_number']
-          response.results = (
-            documentsJson.results as Array<PaperlessDocument>
-          ).filter((d) => d.archive_serial_number == asn)
-          response.count = response.results.length
-        } else if (req.query.hasOwnProperty('archive_serial_number__isnull')) {
-          const isnull = req.query['storage_path__isnull'] == '1'
-          response.results = (
-            documentsJson.results as Array<PaperlessDocument>
-          ).filter((d) =>
-            isnull
-              ? d.archive_serial_number == undefined
-              : d.archive_serial_number != undefined
-          )
-          response.count = response.results.length
-        } else if (req.query.hasOwnProperty('archive_serial_number__gt')) {
-          const asn = +req.query['archive_serial_number__gt']
-          response.results = (
-            documentsJson.results as Array<PaperlessDocument>
-          ).filter(
-            (d) => d.archive_serial_number > 0 && d.archive_serial_number > asn
-          )
-          response.count = response.results.length
-        } else if (req.query.hasOwnProperty('archive_serial_number__lt')) {
-          const asn = +req.query['archive_serial_number__lt']
-          response.results = (
-            documentsJson.results as Array<PaperlessDocument>
-          ).filter(
-            (d) => d.archive_serial_number > 0 && d.archive_serial_number < asn
-          )
-          response.count = response.results.length
-        }
-
-        req.reply(response)
-      })
-    })
-  })
-
-  it('should show a list of documents sorted by created', () => {
-    cy.visit('/documents?sort=created')
-    cy.get('app-document-card-small').first().contains('No latin title')
-  })
-
-  it('should show a list of documents reverse sorted by created', () => {
-    cy.visit('/documents?sort=created&reverse=true')
-    cy.get('app-document-card-small').first().contains('sit amet')
-  })
-
-  it('should show a list of documents sorted by added', () => {
-    cy.visit('/documents?sort=added')
-    cy.get('app-document-card-small').first().contains('No latin title')
-  })
-
-  it('should show a list of documents reverse sorted by added', () => {
-    cy.visit('/documents?sort=added&reverse=true')
-    cy.get('app-document-card-small').first().contains('sit amet')
-  })
-
-  it('should show a list of documents filtered by any tags', () => {
-    cy.visit('/documents?sort=created&reverse=true&tags__id__in=2,4,5')
-    cy.contains('3 documents')
-  })
-
-  it('should show a list of documents filtered by excluded tags', () => {
-    cy.visit('/documents?sort=created&reverse=true&tags__id__none=2,4')
-    cy.contains('One document')
-  })
-
-  it('should show a list of documents filtered by no tags', () => {
-    cy.visit('/documents?sort=created&reverse=true&is_tagged=0')
-    cy.contains('One document')
-  })
-
-  it('should show a list of documents filtered by document type', () => {
-    cy.visit('/documents?sort=created&reverse=true&document_type__id=1')
-    cy.contains('3 documents')
-  })
-
-  it('should show a list of documents filtered by no document type', () => {
-    cy.visit('/documents?sort=created&reverse=true&document_type__isnull=1')
-    cy.contains('One document')
-  })
-
-  it('should show a list of documents filtered by correspondent', () => {
-    cy.visit('/documents?sort=created&reverse=true&correspondent__id=9')
-    cy.contains('2 documents')
-  })
-
-  it('should show a list of documents filtered by no correspondent', () => {
-    cy.visit('/documents?sort=created&reverse=true&correspondent__isnull=1')
-    cy.contains('2 documents')
-  })
-
-  it('should show a list of documents filtered by storage path', () => {
-    cy.visit('/documents?sort=created&reverse=true&storage_path__id=2')
-    cy.contains('One document')
-  })
-
-  it('should show a list of documents filtered by no storage path', () => {
-    cy.visit('/documents?sort=created&reverse=true&storage_path__isnull=1')
-    cy.contains('3 documents')
-  })
-
-  it('should show a list of documents filtered by title or content', () => {
-    cy.visit('/documents?sort=created&reverse=true&title_content=lorem')
-    cy.contains('2 documents')
-  })
-
-  it('should show a list of documents filtered by asn', () => {
-    cy.visit('/documents?sort=created&reverse=true&archive_serial_number=12345')
-    cy.contains('One document')
-  })
-
-  it('should show a list of documents filtered by empty asn', () => {
-    cy.visit(
-      '/documents?sort=created&reverse=true&archive_serial_number__isnull=1'
-    )
-    cy.contains('2 documents')
-  })
-
-  it('should show a list of documents filtered by non-empty asn', () => {
-    cy.visit(
-      '/documents?sort=created&reverse=true&archive_serial_number__isnull=0'
-    )
-    cy.contains('2 documents')
-  })
-
-  it('should show a list of documents filtered by asn greater than', () => {
-    cy.visit(
-      '/documents?sort=created&reverse=true&archive_serial_number__gt=12346'
-    )
-    cy.contains('One document')
-  })
-
-  it('should show a list of documents filtered by asn less than', () => {
-    cy.visit(
-      '/documents?sort=created&reverse=true&archive_serial_number__lt=12346'
-    )
-    cy.contains('One document')
-  })
-
-  it('should show a list of documents filtered by created date greater than', () => {
-    cy.visit(
-      '/documents?sort=created&reverse=true&created__date__gt=2022-03-23'
-    )
-    cy.contains('3 documents')
-  })
-
-  it('should show a list of documents filtered by created date less than', () => {
-    cy.visit(
-      '/documents?sort=created&reverse=true&created__date__lt=2022-03-23'
-    )
-    cy.contains('One document')
-  })
-
-  it('should show a list of documents filtered by added date greater than', () => {
-    cy.visit('/documents?sort=created&reverse=true&added__date__gt=2022-03-24')
-    cy.contains('2 documents')
-  })
-
-  it('should show a list of documents filtered by added date less than', () => {
-    cy.visit('/documents?sort=created&reverse=true&added__date__lt=2022-03-24')
-    cy.contains('2 documents')
-  })
-
-  it('should show a list of documents filtered by multiple filters', () => {
-    cy.visit(
-      '/documents?sort=created&reverse=true&document_type__id=1&correspondent__id=9&tags__id__in=4,5'
-    )
-    cy.contains('2 documents')
-  })
-})