(delete me)

.codecov.yml

@@ -1,33 +0,0 @@
-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

.editorconfig

@@ -27,14 +27,11 @@ indent_style = space
 [*.md]
 indent_style = space
 
-[Pipfile.lock]
-indent_style = space
-
 # Tests don't get a line width restriction.  It's still a good idea to follow
 # the 79 character rule, but in the interests of clarity, tests often need to
 # violate it.
 [**/test_*.py]
 max_line_length = off
 
-[Dockerfile*]
+[Dockerfile]
 indent_style = space

.github/DISCUSSION_TEMPLATE/feature-requests.yml

@@ -1,14 +0,0 @@
-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

@@ -1,97 +0,0 @@
-name: Bug report
-description: Something is not working
-title: "[BUG] Concise description of the issue"
-labels: ["bug", "unconfirmed"]
-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/#/#paperlessngx:matrix.org).
-
-        Before opening an issue, please double check:
-
-        - [The troubleshooting documentation](https://docs.paperless-ngx.com/troubleshooting/).
-        - [The installation instructions](https://docs.paperless-ngx.com/setup/#installation).
-        - [Existing issues and discussions](https://github.com/paperless-ngx/paperless-ngx/search?q=&type=issues).
-        - Disable any customer container initialization scripts, if using any
-
-        If you encounter issues while installing or configuring Paperless-ngx, please post in the ["Support" section of the discussions](https://github.com/paperless-ngx/paperless-ngx/discussions/new?category=support).
-  - type: textarea
-    id: description
-    attributes:
-      label: Description
-      description: A clear and concise description of what the bug is. If applicable, add screenshots to help explain your problem.
-      placeholder: |
-        Currently Paperless does not work when...
-
-        [Screenshot if applicable]
-    validations:
-      required: true
-  - type: textarea
-    id: reproduction
-    attributes:
-      label: Steps to reproduce
-      description: Steps to reproduce the behavior.
-      placeholder: |
-        1. Go to '...'
-        2. Click on '....'
-        3. See error
-    validations:
-      required: true
-  - type: textarea
-    id: logs
-    attributes:
-      label: Webserver logs
-      description: Logs from the web server related to your issue.
-      render: bash
-    validations:
-      required: true
-  - type: textarea
-    id: logs_browser
-    attributes:
-      label: Browser logs
-      description: Logs from the web browser related to your issue, if needed
-      render: bash
-  - type: input
-    id: version
-    attributes:
-      label: Paperless-ngx version
-      placeholder: e.g. 1.6.0
-    validations:
-      required: true
-  - type: input
-    id: host-os
-    attributes:
-      label: Host OS
-      description: Host OS of the machine running paperless-ngx. Please add the architecture (uname -m) if applicable.
-      placeholder: e.g. Archlinux / Ubuntu 20.04 / Raspberry Pi `arm64`
-    validations:
-      required: true
-  - type: dropdown
-    id: install-method
-    attributes:
-      label: Installation method
-      options:
-        - Docker - official image
-        - Docker - linuxserver.io image
-        - Bare metal
-        - Other (please describe above)
-      description: Note there are significant differences from the official image and linuxserver.io, please check if your issue is specific to the third-party image.
-    validations:
-      required: true
-  - type: input
-    id: browser
-    attributes:
-      label: Browser
-      description: Which browser you are using, if relevant.
-      placeholder: e.g. Chrome, Safari
-  - type: input
-    id: config-changes
-    attributes:
-      label: Configuration changes
-      description: Any configuration changes you made in `docker-compose.yml`, `docker-compose.env` or `paperless.conf`.
-  - type: input
-    id: other
-    attributes:
-      label: Other
-      description: Any other relevant details.

.github/ISSUE_TEMPLATE/bug_report.md

@@ -0,0 +1,50 @@
+---
+name: Bug report
+about: Something is not working
+title: '[BUG] Concise description of the issue'
+labels: ''
+assignees: ''
+---
+
+<!---
+=> Before opening an issue, please check the documentation and see if it helps you resolve your issue: https://paperless-ngx.readthedocs.io/en/latest/troubleshooting.html
+=> Please also make sure that you followed the installation instructions.
+=> Please search the issues and look for similar issues before opening a bug report.
+
+=> If you would like to submit a feature request please submit one under https://github.com/paperless-ngx/paperless-ngx/discussions/categories/feature-requests
+
+=> If you encounter issues while installing of configuring Paperless-ngx, please post that in the "Support" section of the discussions. Remember that Paperless successfully runs on a variety of different systems. If paperless does not start, it's probably an issue with your system, and not an issue of paperless.
+
+=> Don't remove the [BUG] prefix from the title.
+-->
+
+**Describe the bug**
+A clear and concise description of what the bug is.
+
+**To Reproduce**
+Steps to reproduce the behavior:
+
+1. Go to '...'
+2. Click on '....'
+3. Scroll down to '....'
+4. See error
+
+**Expected behavior**
+A clear and concise description of what you expected to happen.
+
+**Screenshots**
+If applicable, add screenshots to help explain your problem.
+
+**Webserver logs**
+
+```
+If available, post any logs from the web server related to your issue.
+```
+
+**Relevant information**
+
+- Host OS of the machine running paperless: [e.g. Archlinux / Ubuntu 20.04]
+- Browser [e.g. chrome, safari]
+- Version [e.g. 1.0.0]
+- Installation method: [docker / bare metal]
+- Any configuration changes you made in `docker-compose.yml`, `docker-compose.env` or `paperless.conf`.

.github/ISSUE_TEMPLATE/config.yml

@@ -1,11 +0,0 @@
-blank_issues_enabled: false
-contact_links:
-  - name: 🤔 Questions and Help
-    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/#/#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
-    about: Remember to search for existing feature requests and "up-vote" any you like

.github/ISSUE_TEMPLATE/other.md

@@ -0,0 +1,19 @@
+---
+name: Other
+about: Anything that is not a feature request or bug.
+title: '[Other] Title of your issue'
+labels: ''
+assignees: ''
+---
+
+<!--
+
+=> Discussions, Feedback and other suggestions belong in the "Discussion" section and not on the issue tracker.
+
+=> If you would like to submit a feature request please submit one under https://github.com/paperless-ngx/paperless-ngx/discussions/categories/feature-requests
+
+=> If you encounter issues while installing of configuring Paperless-ngx, please post that in the "Support" section of the discussions. Remember that Paperless successfully runs on a variety of different systems. If paperless does not start, it's probably is an issue with your system, and not an issue of paperless.
+
+=> Don't remove the [Other] prefix from the title.
+
+-->

.github/PULL_REQUEST_TEMPLATE.md

@@ -1,15 +1,23 @@
-<!--
+<!-- 
 Note: All PRs with code changes should be targeted to the `dev` branch, pure documentation changes can target `main`
 -->
 
 ## Proposed change
 
 <!--
-Please include a summary of the change and which issue is fixed (if any) and any relevant motivation / context. List any dependencies that are required for this change. If appropriate, please include an explanation of how your proposed change can be tested. Screenshots and / or videos can also be helpful if appropriate.
+Please include a summary of the change and which issue is fixed (if any) and any relevant motivation / context. List any dependencies that are required for this change. If appropriate, please include an explanation of how your poposed change can be tested. Screenshots and / or videos can also be helpful if appropriate.
 -->
 
 Fixes # (issue)
 
+<!--
+Please also tag the relevant team to help with review. You can tag any of the following:
+@paperless-ngx/backend (Python / django, database, etc.)
+@paperless-ngx/frontend (JavaScript/Typescript, HTML, CSS, etc.)
+@paperless-ngx/ci-cd (GitHub Actions, deployment)
+@paperless-ngx/test (General testing for larger PRs)
+-->
+
 ## Type of change
 
 <!--
@@ -20,18 +28,13 @@ 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).
+- [ ] If applicable, I have checked that all tests pass, see [documentation](https://paperless-ngx.readthedocs.io/en/latest/extending.html#back-end-development).
+- [ ] I have run all `pre-commit` hooks, see [documentation](https://paperless-ngx.readthedocs.io/en/latest/extending.html#code-formatting-with-pre-commit-hooks).
 - [ ] I have made corresponding changes to the documentation as needed.
 - [ ] I have checked my modifications for any breaking changes.

.github/dependabot.yml

@@ -6,32 +6,14 @@ updates:
   # Enable version updates for npm
   - package-ecosystem: "npm"
     target-branch: "dev"
-    # Look for `package.json` and `lock` files in the `/src-ui` directory
+    # Look for `package.json` and `lock` files in the `root` directory
     directory: "/src-ui"
     # Check the npm registry for updates every month
     schedule:
       interval: "monthly"
-    labels:
-      - "frontend"
-      - "dependencies"
     # 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"
@@ -44,13 +26,9 @@ updates:
     labels:
       - "backend"
       - "dependencies"
-    # Add reviewers
-    reviewers:
-      - "paperless-ngx/backend"
 
   # Enable updates for Github Actions
   - package-ecosystem: "github-actions"
-    target-branch: "dev"
     directory: "/"
     schedule:
       # Check for updates to GitHub Actions every month
@@ -60,4 +38,4 @@ updates:
       - "dependencies"
     # Add reviewers
     reviewers:
-      - "paperless-ngx/ci-cd"
+      - "paperless-ngx/backend"

.github/release-drafter.yml

@@ -1,65 +0,0 @@
-autolabeler:
-  - label: "bug"
-    branch:
-      - '/^fix/'
-    title:
-      - "/^fix/i"
-      - "/^Bugfix/i"
-  - label: "enhancement"
-    branch:
-      - '/^feature/'
-    title:
-      - "/^feature/i"
-categories:
-  - title: 'Breaking Changes'
-    labels:
-      - 'breaking-change'
-  - title: 'Notable Changes'
-    labels:
-      - 'notable'
-  - title: 'Features'
-    labels:
-      - 'enhancement'
-  - title: 'Bug Fixes'
-    labels:
-      - 'bug'
-  - title: 'Documentation'
-    labels:
-      - 'documentation'
-  - title: 'Maintenance'
-    labels:
-      - 'chore'
-      - 'deployment'
-      - 'translation'
-      - 'ci-cd'
-  - title: 'Dependencies'
-    collapse-after: 3
-    labels:
-      - 'dependencies'
-  - title: 'All App Changes'
-    labels:
-      - 'frontend'
-      - 'backend'
-    collapse-after: 1
-include-labels:
-  - 'enhancement'
-  - 'bug'
-  - 'chore'
-  - 'deployment'
-  - 'translation'
-  - 'dependencies'
-  - 'documentation'
-  - 'frontend'
-  - 'backend'
-  - 'ci-cd'
-  - 'breaking-change'
-  - 'notable'
-exclude-labels:
-  - 'skip-changelog'
-category-template: '### $TITLE'
-change-template: '- $TITLE @$AUTHOR ([#$NUMBER]($URL))'
-change-title-escapes: '\<*_&#@'
-template: |
-  ## paperless-ngx $RESOLVED_VERSION
-
-  $CHANGES

.github/stale.yml

@@ -0,0 +1,18 @@
+# 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
+# Issues with these labels will never be considered stale
+exemptLabels:
+  - pinned
+  - security
+  - fixpending
+# 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

.github/workflows/ci.yml

@@ -3,324 +3,221 @@ name: ci
 on:
   push:
     tags:
-      # https://semver.org/#spec-item-2
-      - 'v[0-9]+.[0-9]+.[0-9]+'
-      # https://semver.org/#spec-item-9
-      - 'v[0-9]+.[0-9]+.[0-9]+-beta.rc[0-9]+'
+      - ngx-*
+      - beta-*
     branches-ignore:
       - 'translations**'
   pull_request:
     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-22.04
-    steps:
-      -
-        name: Checkout repository
-        uses: actions/checkout@v3
-      -
-        name: Install python
-        uses: actions/setup-python@v4
-        with:
-          python-version: ${{ env.DEFAULT_PYTHON_VERSION }}
-      -
-        name: Check files
-        uses: pre-commit/action@v3.0.0
-
   documentation:
     name: "Build Documentation"
-    runs-on: ubuntu-22.04
-    needs:
-      - pre-commit
+    runs-on: ubuntu-20.04
     steps:
       -
         name: Checkout
         uses: actions/checkout@v3
+      -
+        name: Install pipenv
+        run: pipx install pipenv
       -
         name: Set up Python
-        id: setup-python
-        uses: actions/setup-python@v4
+        uses: actions/setup-python@v3
         with:
-          python-version: ${{ env.DEFAULT_PYTHON_VERSION }}
+          python-version: 3.9
           cache: "pipenv"
           cache-dependency-path: 'Pipfile.lock'
-      -
-        name: Install pipenv
-        run: |
-          pip install --user pipenv==${DEFAULT_PIP_ENV_VERSION}
       -
         name: Install dependencies
         run: |
-          pipenv --python ${{ steps.setup-python.outputs.python-version }} sync --dev
-      -
-        name: List installed Python dependencies
-        run: |
-          pipenv --python ${{ steps.setup-python.outputs.python-version }} run pip list
+          pipenv sync --dev
       -
         name: Make documentation
         run: |
-          pipenv --python ${{ steps.setup-python.outputs.python-version }} run mkdocs build --config-file ./mkdocs.yml
+          cd docs/
+          pipenv run make html
       -
         name: Upload artifact
         uses: actions/upload-artifact@v3
         with:
           name: documentation
-          path: site/
-          retention-days: 7
+          path: docs/_build/html/
 
-  documentation-deploy:
-    name: "Deploy Documentation"
-    runs-on: ubuntu-22.04
-    if: github.event_name == 'push' && github.ref == 'refs/heads/main'
-    needs:
-      - documentation
+  code-checks-backend:
+    name: "Backend Code Checks"
+    runs-on: ubuntu-20.04
     steps:
       -
         name: Checkout
         uses: actions/checkout@v3
       -
-        name: Deploy docs
-        uses: mhausenblas/mkdocs-deploy-gh-pages@master
-        env:
-          GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
-          CUSTOM_DOMAIN: docs.paperless-ngx.com
-          CONFIG_FILE: mkdocs.yml
-          EXTRA_PACKAGES: build-base
+        name: Install checkers
+        run: |
+          pipx install reorder-python-imports
+          pipx install yesqa
+          pipx install add-trailing-comma
+          pipx install flake8
+      -
+        name: Run reorder-python-imports
+        run: |
+          find src/ -type f -name '*.py' ! -path "*/migrations/*" | xargs reorder-python-imports
+      -
+        name: Run yesqa
+        run: |
+          find src/ -type f -name '*.py' ! -path "*/migrations/*" | xargs yesqa
+      -
+        name: Run add-trailing-comma
+        run: |
+          find src/ -type f -name '*.py' ! -path "*/migrations/*" | xargs add-trailing-comma
+      # black is placed after add-trailing-comma because it may format differently
+      # if a trailing comma is added
+      -
+        name: Run black
+        uses: psf/black@stable
+        with:
+          options: "--check --diff"
+          version: "22.3.0"
+      -
+        name: Run flake8 checks
+        run: |
+          cd src/
+          flake8 --max-line-length=88 --ignore=E203,W503
+
+  code-checks-frontend:
+    name: "Frontend Code Checks"
+    runs-on: ubuntu-20.04
+    steps:
+      -
+        name: Checkout
+        uses: actions/checkout@v3
+      - uses: actions/setup-node@v3
+        with:
+          node-version: '16'
+      -
+        name: Install prettier
+        run: |
+          npm install prettier
+      -
+        name: Run prettier
+        run:
+          npx prettier --check --ignore-path Pipfile.lock **/*.js **/*.ts *.md **/*.md
 
   tests-backend:
-    name: "Tests (${{ matrix.python-version }})"
-    runs-on: ubuntu-22.04
-    needs:
-      - pre-commit
+    needs: [code-checks-backend]
+    name: "Backend Tests (${{ matrix.python-version }})"
+    runs-on: ubuntu-20.04
     strategy:
       matrix:
-        python-version: ['3.8', '3.9', '3.10']
+        python-version: ['3.8', '3.9']
       fail-fast: false
     steps:
       -
         name: Checkout
         uses: actions/checkout@v3
+        with:
+          fetch-depth: 2
       -
-        name: Start containers
-        run: |
-          docker compose --file ${GITHUB_WORKSPACE}/docker/compose/docker-compose.ci-test.yml pull --quiet
-          docker compose --file ${GITHUB_WORKSPACE}/docker/compose/docker-compose.ci-test.yml up --detach
+        name: Install pipenv
+        run: pipx install pipenv
       -
         name: Set up Python
-        id: setup-python
-        uses: actions/setup-python@v4
+        uses: actions/setup-python@v3
         with:
           python-version: "${{ 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
+          sudo apt-get install -qq --no-install-recommends unpaper tesseract-ocr imagemagick ghostscript optipng
       -
         name: Install Python dependencies
         run: |
-          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 --python ${{ steps.setup-python.outputs.python-version }} run pip list
+          pipenv sync --dev
       -
         name: Tests
-        env:
-          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 --python ${{ steps.setup-python.outputs.python-version }} run pytest -ra
+          pipenv run pytest
       -
-        name: Upload coverage to Codecov
-        if: ${{ matrix.python-version == env.DEFAULT_PYTHON_VERSION }}
-        uses: codecov/codecov-action@v3
+        name: Get changed files
+        id: changed-files-specific
+        uses: tj-actions/changed-files@v18.1
         with:
-          # not required for public repos, but intermittently fails otherwise
-          token: ${{ secrets.CODECOV_TOKEN }}
-          # future expansion
-          flags: backend
+          files: |
+            src/**
       -
-        name: Stop containers
-        if: always()
+        name: List all changed files
         run: |
-          docker compose --file ${GITHUB_WORKSPACE}/docker/compose/docker-compose.ci-test.yml logs
-          docker compose --file ${GITHUB_WORKSPACE}/docker/compose/docker-compose.ci-test.yml down
+          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
+        run: |
+          cd src/
+          pipenv run coveralls --service=github
 
   tests-frontend:
-    name: "Tests Frontend"
-    runs-on: ubuntu-22.04
-    needs:
-      - pre-commit
+    needs: [code-checks-frontend]
+    name: "Frontend Tests"
+    runs-on: ubuntu-20.04
     strategy:
       matrix:
         node-version: [16.x]
     steps:
       - uses: actions/checkout@v3
-      -
-        name: Use Node.js ${{ matrix.node-version }}
+      - name: Use Node.js ${{ matrix.node-version }}
         uses: actions/setup-node@v3
         with:
           node-version: ${{ matrix.node-version }}
-          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
-      -
-        name: Upload frontend coverage to Codecov
-        if: always()
-        uses: codecov/codecov-action@v3
-        with:
-          # not required for public repos, but intermittently fails otherwise
-          token: ${{ secrets.CODECOV_TOKEN }}
-          # future expansion
-          flags: frontend
-      -
-        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
+      - run: cd src-ui && npm ci
+      - run: cd src-ui && npm run test
+      - run: cd src-ui && npm run e2e:ci
 
+  # build and push image to docker hub.
   build-docker-image:
-    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:
-      - tests-backend
-      - tests-frontend
+    if: github.event_name == 'push' && (startsWith(github.ref, 'refs/heads/feature-') || github.ref == 'refs/heads/dev' || github.ref == 'refs/heads/beta' || startsWith(github.ref, 'refs/tags/ngx-') || startsWith(github.ref, 'refs/tags/beta-'))
+    runs-on: ubuntu-20.04
+    needs: [tests-backend, tests-frontend]
     steps:
-      -
-        name: Check pushing to Docker Hub
-        id: push-other-places
-        # Only push to Dockerhub from the main repo AND the ref is either:
-        #  main
-        #  dev
-        #  beta
-        #  a tag
-        # Otherwise forks would require a Docker Hub account and secrets setup
-        run: |
-          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}" >> $GITHUB_OUTPUT
       -
         name: Gather Docker metadata
         id: docker-meta
-        uses: docker/metadata-action@v4
+        uses: docker/metadata-action@v3
         with:
-          images: |
-            ghcr.io/${{ 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 }}
+          images: ghcr.io/${{ github.repository }}
           tags: |
-            # Tag branches with branch name
+            type=match,pattern=ngx-(\d.\d.\d),group=1
+            type=semver,pattern=ngx-{{version}}
+            type=semver,pattern=ngx-{{major}}.{{minor}}
             type=ref,event=branch
-            # Process semver tags
-            # For a tag x.y.z or vX.Y.Z, output an x.y.z and x.y image tag
-            type=semver,pattern={{version}}
-            type=semver,pattern={{major}}.{{minor}}
       -
         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
+        uses: docker/setup-buildx-action@v1
       -
         name: Set up QEMU
-        uses: docker/setup-qemu-action@v2
+        uses: docker/setup-qemu-action@v1
       -
         name: Login to Github Container Registry
-        uses: docker/login-action@v2
+        uses: docker/login-action@v1
         with:
           registry: ghcr.io
           username: ${{ github.actor }}
           password: ${{ secrets.GITHUB_TOKEN }}
-      -
-        name: Login to Docker Hub
-        uses: docker/login-action@v2
-        # Don't attempt to login is not pushing to Docker Hub
-        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@v4
+        uses: docker/build-push-action@v2
         with:
           context: .
           file: ./Dockerfile
@@ -328,13 +225,8 @@ jobs:
           push: ${{ github.event_name != 'pull_request' }}
           tags: ${{ steps.docker-meta.outputs.tags }}
           labels: ${{ steps.docker-meta.outputs.labels }}
-          # Get cache layers from this branch, then dev
-          # This allows new branches to get at least some cache benefits, generally from dev
-          cache-from: |
-            type=registry,ref=ghcr.io/${{ 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/${{ steps.set-ghcr-repository.outputs.ghcr-repository }}/builder/cache/app:${{ github.ref_name }}
+          cache-from: type=gha
+          cache-to: type=gha,mode=max
       -
         name: Inspect image
         run: |
@@ -350,37 +242,26 @@ jobs:
         with:
           name: frontend-compiled
           path: src/documents/static/frontend/
-          retention-days: 7
 
   build-release:
-    needs:
-      - build-docker-image
-    runs-on: ubuntu-22.04
+    needs: [build-docker-image, documentation]
+    runs-on: ubuntu-20.04
     steps:
       -
         name: Checkout
         uses: actions/checkout@v3
       -
         name: Set up Python
-        id: setup-python
-        uses: actions/setup-python@v4
+        uses: actions/setup-python@v3
         with:
-          python-version: ${{ env.DEFAULT_PYTHON_VERSION }}
-          cache: "pipenv"
-          cache-dependency-path: 'Pipfile.lock'
+          python-version: 3.9
       -
-        name: Install pipenv + tools
-        run: |
-          pip install --upgrade --user pipenv==${DEFAULT_PIP_ENV_VERSION} setuptools wheel
-      -
-        name: Install Python dependencies
-        run: |
-          pipenv --python ${{ steps.setup-python.outputs.python-version }} sync --dev
-      -
-        name: Install system dependencies
+        name: Install dependencies
         run: |
           sudo apt-get update -qq
           sudo apt-get install -qq --no-install-recommends gettext liblept5
+          pip3 install --upgrade pip setuptools wheel
+          pip3 install -r requirements.txt
       -
         name: Download frontend artifact
         uses: actions/download-artifact@v3
@@ -394,64 +275,33 @@ jobs:
           name: documentation
           path: docs/_build/html/
       -
-        name: Generate requirements file
+        name: Move files
         run: |
-          pipenv --python ${{ steps.setup-python.outputs.python-version }} requirements > requirements.txt
+          mkdir dist
+          mkdir dist/paperless-ngx
+          mkdir dist/paperless-ngx/scripts
+          cp .dockerignore .env Dockerfile Pipfile Pipfile.lock LICENSE README.md requirements.txt dist/paperless-ngx/
+          cp paperless.conf.example dist/paperless-ngx/paperless.conf
+          cp gunicorn.conf.py dist/paperless-ngx/gunicorn.conf.py
+          cp docker/ dist/paperless-ngx/docker -r
+          cp scripts/*.service scripts/*.sh dist/paperless-ngx/scripts/
+          cp src/ dist/paperless-ngx/src -r
+          cp docs/_build/html/ dist/paperless-ngx/docs -r
       -
         name: Compile messages
         run: |
-          cd src/
-          pipenv --python ${{ steps.setup-python.outputs.python-version }} run python3 manage.py compilemessages
+          cd dist/paperless-ngx/src
+          python3 manage.py compilemessages
       -
         name: Collect static files
         run: |
-          cd src/
-          pipenv --python ${{ steps.setup-python.outputs.python-version }} run python3 manage.py collectstatic --no-input
-      -
-        name: Move files
-        run: |
-          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
+          cd dist/paperless-ngx/src
+          python3 manage.py collectstatic --no-input
       -
         name: Make release package
         run: |
-          echo "Creating release archive"
           cd dist
-          sudo chown -R 1000:1000 paperless-ngx/
+          find . -name __pycache__ | xargs rm -r
           tar -cJf paperless-ngx.tar.xz paperless-ngx/
       -
         name: Upload release artifact
@@ -459,17 +309,11 @@ jobs:
         with:
           name: release
           path: dist/paperless-ngx.tar.xz
-          retention-days: 7
 
   publish-release:
-    runs-on: ubuntu-22.04
-    outputs:
-      prerelease: ${{ steps.get_version.outputs.prerelease }}
-      changelog: ${{ steps.create-release.outputs.body }}
-      version: ${{ steps.get_version.outputs.version }}
-    needs:
-      - build-release
-    if: github.ref_type == 'tag' && (startsWith(github.ref_name, 'v') || contains(github.ref_name, '-beta.rc'))
+    runs-on: ubuntu-20.04
+    needs: build-release
+    if: contains(github.ref, 'refs/tags/ngx-') || contains(github.ref, 'refs/tags/beta-')
     steps:
       -
         name: Download release artifact
@@ -481,92 +325,35 @@ jobs:
         name: Get version
         id: get_version
         run: |
-          echo "version=${{ github.ref_name }}" >> $GITHUB_OUTPUT
-          if [[ ${{ contains(github.ref_name, '-beta.rc') }} == 'true' ]]; then
-            echo "prerelease=true" >> $GITHUB_OUTPUT
-          else
-            echo "prerelease=false" >> $GITHUB_OUTPUT
+          if [[ $GITHUB_REF == refs/tags/ngx-* ]]; then
+            echo ::set-output name=version::${GITHUB_REF#refs/tags/ngx-}
+            echo ::set-output name=prerelease::false
+            echo ::set-output name=body::"For a complete list of changes, see the changelog at https://paperless-ngx.readthedocs.io/en/latest/changelog.html"
+          elif [[ $GITHUB_REF == refs/tags/beta-* ]]; then
+            echo ::set-output name=version::${GITHUB_REF#refs/tags/beta-}
+            echo ::set-output name=prerelease::true
+            echo ::set-output name=body::"For a complete list of changes, see the changelog at https://github.com/paperless-ngx/paperless-ngx/blob/beta/docs/changelog.rst"
           fi
       -
-        name: Create Release and Changelog
-        id: create-release
-        uses: release-drafter/release-drafter@v5
-        with:
-          name: Paperless-ngx ${{ steps.get_version.outputs.version }}
-          tag: ${{ steps.get_version.outputs.version }}
-          version: ${{ steps.get_version.outputs.version }}
-          prerelease: ${{ steps.get_version.outputs.prerelease }}
-          publish: true # ensures release is not marked as draft
+        name: Create release
+        id: create_release
+        uses: actions/create-release@v1
         env:
           GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
+        with:
+          tag_name: ngx-${{ steps.get_version.outputs.version }}
+          release_name: Paperless-ngx ${{ steps.get_version.outputs.version }}
+          draft: false
+          prerelease: ${{ steps.get_version.outputs.prerelease }}
+          body: ${{ steps.get_version.outputs.body }}
       -
         name: Upload release archive
         id: upload-release-asset
-        uses: shogo82148/actions-upload-release-asset@v1
+        uses: actions/upload-release-asset@v1
+        env:
+          GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
         with:
-          github_token: ${{ secrets.GITHUB_TOKEN }}
-          upload_url: ${{ steps.create-release.outputs.upload_url }}
+          upload_url: ${{ steps.create_release.outputs.upload_url }} # This pulls from the CREATE RELEASE step above, referencing it's ID to get its outputs object, which include a `upload_url`. See this blog post for more info: https://jasonet.co/posts/new-features-of-github-actions/#passing-data-to-future-steps
           asset_path: ./paperless-ngx.tar.xz
           asset_name: paperless-ngx-${{ steps.get_version.outputs.version }}.tar.xz
           asset_content_type: application/x-xz
-
-  append-changelog:
-    runs-on: ubuntu-22.04
-    needs:
-      - publish-release
-    if: needs.publish-release.outputs.prerelease == 'false'
-    steps:
-      -
-        name: Checkout
-        uses: actions/checkout@v3
-        with:
-          ref: main
-      -
-        name: Set up Python
-        uses: actions/setup-python@v4
-        with:
-          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
-        working-directory: docs
-        run: |
-          git branch ${{ needs.publish-release.outputs.version }}-changelog
-          git checkout ${{ needs.publish-release.outputs.version }}-changelog
-          echo -e "# Changelog\n\n${{ needs.publish-release.outputs.changelog }}\n" > changelog-new.md
-          echo "Manually linking usernames"
-          sed -i -r 's|@(.+?) \(\[#|[@\1](https://github.com/\1) ([#|ig' changelog-new.md
-          CURRENT_CHANGELOG=`tail --lines +2 changelog.md`
-          echo -e "$CURRENT_CHANGELOG" >> changelog-new.md
-          mv changelog-new.md changelog.md
-          pipenv run pre-commit run --files changelog.md || true
-          git config --global user.name "github-actions"
-          git config --global user.email "41898282+github-actions[bot]@users.noreply.github.com"
-          git commit -am "Changelog ${{ needs.publish-release.outputs.version }} - GHA"
-          git push origin ${{ needs.publish-release.outputs.version }}-changelog
-      -
-        name: Create Pull Request
-        uses: actions/github-script@v6
-        with:
-          script: |
-            const { repo, owner } = context.repo;
-            const result = await github.rest.pulls.create({
-              title: '[Documentation] Add ${{ needs.publish-release.outputs.version }} changelog',
-              owner,
-              repo,
-              head: '${{ needs.publish-release.outputs.version }}-changelog',
-              base: 'main',
-              body: 'This PR is auto-generated by CI.'
-            });
-            github.rest.issues.addLabels({
-              owner,
-              repo,
-              issue_number: result.data.number,
-              labels: ['documentation', 'skip-changelog']
-            });

.github/workflows/cleanup-tags.yml

@@ -1,77 +0,0 @@
-# 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.
-#
-# This workflow will not trigger runs on forked repos.
-
-name: Cleanup Image Tags
-
-on:
-  delete:
-  push:
-    paths:
-      - ".github/workflows/cleanup-tags.yml"
-
-concurrency:
-  group: registry-tags-cleanup
-  cancel-in-progress: false
-
-jobs:
-  cleanup-images:
-    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: ${{ secrets.GHA_CONTAINER_DELETE_TOKEN }}
-    steps:
-      -
-        name: Clean temporary images
-        if: "${{ env.TOKEN != '' }}"
-        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: ${{ secrets.GHA_CONTAINER_DELETE_TOKEN }}
-    steps:
-      -
-        name: Clean untagged images
-        if: "${{ env.TOKEN != '' }}"
-        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-22.04
+    runs-on: ubuntu-latest
     permissions:
       actions: read
       contents: read
@@ -38,11 +38,11 @@ jobs:
 
     steps:
     - name: Checkout repository
-      uses: actions/checkout@v3
+      uses: actions/checkout@v2
 
     # Initializes the CodeQL tools for scanning.
     - name: Initialize CodeQL
-      uses: github/codeql-action/init@v2
+      uses: github/codeql-action/init@v1
       with:
         languages: ${{ matrix.language }}
         # If you wish to specify custom queries, you can do so here or in a config file.
@@ -51,4 +51,4 @@ jobs:
         # queries: ./path/to/local/query, your-org/your-repo/queries@main
 
     - name: Perform CodeQL Analysis
-      uses: github/codeql-action/analyze@v2
+      uses: github/codeql-action/analyze@v1

.github/workflows/project-actions.yml

@@ -13,9 +13,6 @@ on:
       - main
       - dev
 
-permissions:
-  contents: read
-
 env:
   todo: Todo
   done: Done
@@ -24,11 +21,11 @@ env:
 jobs:
   issue_opened_or_reopened:
     name: issue_opened_or_reopened
-    runs-on: ubuntu-22.04
+    runs-on: ubuntu-latest
     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@v2.1.0
+      - name: Set issue status to ${{ env.todo }}
+        uses: leonsteinhaeuser/project-beta-automations@v1.2.1
         with:
           gh_token: ${{ secrets.GH_TOKEN }}
           organization: paperless-ngx
@@ -37,21 +34,14 @@ jobs:
           status_value: ${{ env.todo }} # Target status
   pr_opened_or_reopened:
     name: pr_opened_or_reopened
-    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'
+    runs-on: ubuntu-latest
+    if: github.event_name == 'pull_request_target' && (github.event.action == 'opened' || github.event.action == 'reopened')
     steps:
-      - name: Add PR to project and set status to "Needs Review"
-        uses: leonsteinhaeuser/project-beta-automations@v2.1.0
+      - name: Set PR status to ${{ env.in_progress }}
+        uses: leonsteinhaeuser/project-beta-automations@v1.2.1
         with:
           gh_token: ${{ secrets.GH_TOKEN }}
           organization: paperless-ngx
           project_id: 2
           resource_node_id: ${{ github.event.pull_request.node_id }}
-          status_value: "Needs Review" # Target status
-      - name: Label PR with release-drafter
-        uses: release-drafter/release-drafter@v5
-        env:
-          GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
+          status_value: ${{ env.in_progress }} # Target status

.github/workflows/repo-maintenance.yml

@@ -1,47 +0,0 @@
-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.

.gitignore

@@ -51,8 +51,8 @@ coverage.xml
 # Django stuff:
 *.log
 
-# MkDocs documentation
-site/
+# Sphinx documentation
+docs/_build/
 
 # PyBuilder
 target/
@@ -63,17 +63,13 @@ target/
 
 # VS Code
 .vscode
-/src-ui/.vscode
-/docs/.vscode
 
 # Other stuff that doesn't belong
 .virtualenv
 virtualenv
 /venv
-.venv/
 /docker-compose.env
 /docker-compose.yml
-.ruff_cache/
 
 # Used for development
 scripts/import-for-development
@@ -88,12 +84,8 @@ scripts/nuke
 /paperless.conf
 /consume/
 /export/
+/src-ui/.vscode
 
 # this is where the compiled frontend is moved to.
 /src/documents/static/frontend/
-
-# mac os
-.DS_Store
-
-# celery schedule file
-celerybeat-schedule*
+/docs/.vscode/settings.json

.hadolint.yml

@@ -1,8 +0,0 @@
-failure-threshold: warning
-ignored:
-  # https://github.com/hadolint/hadolint/wiki/DL3008
-  - DL3008
-  # https://github.com/hadolint/hadolint/wiki/DL3013
-  - DL3013
-  # https://github.com/hadolint/hadolint/wiki/DL3003
-  - DL3003

.pre-commit-config.yaml

@@ -5,7 +5,7 @@
 repos:
   # General hooks
   - repo: https://github.com/pre-commit/pre-commit-hooks
-    rev: v4.4.0
+    rev: v4.1.0
     hooks:
       - id: check-docstring-first
       - id: check-json
@@ -27,7 +27,7 @@ repos:
       - id: check-case-conflict
       - id: detect-private-key
   - repo: https://github.com/pre-commit/mirrors-prettier
-    rev: 'v3.0.0'
+    rev: "v2.6.1"
     hooks:
       - id: prettier
         types_or:
@@ -36,19 +36,37 @@ repos:
           - markdown
         exclude: "(^Pipfile\\.lock$)"
   # Python hooks
-  - repo: https://github.com/charliermarsh/ruff-pre-commit
-    rev: 'v0.0.280'
+  - repo: https://github.com/asottile/reorder_python_imports
+    rev: v3.0.1
     hooks:
-      - id: ruff
+      - id: reorder-python-imports
+        exclude: "(migrations)"
+  - repo: https://github.com/asottile/yesqa
+    rev: "v1.3.0"
+    hooks:
+      - id: yesqa
+        exclude: "(migrations)"
+  - repo: https://github.com/asottile/add-trailing-comma
+    rev: "v2.2.1"
+    hooks:
+      - id: add-trailing-comma
+        exclude: "(migrations)"
+  - repo: https://gitlab.com/pycqa/flake8
+    rev: 3.9.2
+    hooks:
+      - id: flake8
+        files: ^src/
+        args:
+          - "--config=./src/setup.cfg"
   - repo: https://github.com/psf/black
-    rev: 23.7.0
+    rev: 22.3.0
     hooks:
       - id: black
   # Dockerfile hooks
-  - repo: https://github.com/AleksaC/hadolint-py
-    rev: v2.12.0.2
+  - repo: https://github.com/pryorda/dockerfilelint-precommit-hooks
+    rev: "v0.1.0"
     hooks:
-      - id: hadolint
+      - id: dockerfilelint
   # Shell script hooks
   - repo: https://github.com/lovesegfault/beautysh
     rev: v6.2.1
@@ -57,6 +75,6 @@ repos:
         args:
           - "--tab"
   - repo: https://github.com/shellcheck-py/shellcheck-py
-    rev: "v0.9.0.5"
+    rev: "v0.8.0.4"
     hooks:
       - id: shellcheck

.prettierrc

@@ -2,5 +2,3 @@
 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

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

.readthedocs.yml

@@ -0,0 +1,16 @@
+# .readthedocs.yml
+# Read the Docs configuration file
+# See https://docs.readthedocs.io/en/stable/config-file/v2.html for details
+
+# Required
+version: 2
+
+# Build documentation in the docs/ directory with Sphinx
+sphinx:
+  configuration: docs/conf.py
+
+# Optionally set the version of Python and requirements required to build your docs
+python:
+  version: "3.8"
+  install:
+    - requirements: docs/requirements.txt

.ruff.toml

@@ -1,23 +0,0 @@
-# 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

CODEOWNERS

@@ -1,9 +0,0 @@
-/.github/workflows/ @paperless-ngx/ci-cd
-/docker/ @paperless-ngx/ci-cd
-/scripts/ @paperless-ngx/ci-cd
-
-/src-ui/ @paperless-ngx/frontend
-
-/src/ @paperless-ngx/backend
-Pipfile* @paperless-ngx/backend
-*.py @paperless-ngx/backend

CONTRIBUTING.md

@@ -27,11 +27,11 @@ Please format and test your code! I know it's a hassle, but it makes sure that y
 
 To test your code, execute `pytest` in the src/ directory. This also generates a html coverage report, which you can use to see if you missed anything important during testing.
 
-Before you can run `pytest`, ensure to [properly set up your local environment](https://docs.paperless-ngx.com/development/#initial-setup-and-first-start).
+Before you can run `pytest`, ensure to [properly set up your local environment](https://paperless-ngx.readthedocs.io/en/latest/extending.html#initial-setup-and-first-start).
 
 ## More info:
 
-... is available [in the documentation](https://docs.paperless-ngx.com/development).
+... is available in the documentation. https://paperless-ngx.readthedocs.io/en/latest/extending.html
 
 # Merging PRs
 
@@ -45,7 +45,7 @@ Examples of `non-trivial` PRs might include:
 
 - Additional features
 - Large changes to many distinct files
-- Breaking or deprecation of existing features
+- Breaking or depreciation of existing features
 
 Our community review process for `non-trivial` PRs is the following:
 

Dockerfile

@@ -1,258 +1,61 @@
-# syntax=docker/dockerfile:1
-# https://github.com/moby/buildkit/blob/master/frontend/dockerfile/docs/reference.md
+FROM node:16 AS compile-frontend
 
-# 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
+COPY . /src
 
 WORKDIR /src/src-ui
-RUN set -eux \
-  && npm update npm -g \
-  && npm ci --omit=optional
-RUN set -eux \
-  && ./node_modules/.bin/ng build --configuration production
+RUN npm update npm -g && npm ci --no-optional
+RUN ./node_modules/.bin/ng build --configuration production
 
-# 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
-
-COPY Pipfile* ./
-
-RUN set -eux \
-  && echo "Installing pipenv" \
-    && python3 -m pip install --no-cache-dir --upgrade pipenv==2023.7.23 \
-  && echo "Generating requirement.txt" \
-    && pipenv requirements > requirements.txt
-
-# 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
+FROM ghcr.io/paperless-ngx/builder/ngx-base:1.0 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/"
+LABEL org.opencontainers.image.documentation="https://paperless-ngx.readthedocs.io/en/latest/"
 LABEL org.opencontainers.image.source="https://github.com/paperless-ngx/paperless-ngx"
 LABEL org.opencontainers.image.url="https://github.com/paperless-ngx/paperless-ngx"
 LABEL org.opencontainers.image.licenses="GPL-3.0-only"
 
-ARG DEBIAN_FRONTEND=noninteractive
-
-#
-# Begin installation and configuration
-# Order the steps below from least often changed to most
-#
-
-# Packages need for running
-ARG RUNTIME_PACKAGES="\
-  # General utils
-  curl \
-  # Docker specific
-  gosu \
-  # Timezones support
-  tzdata \
-  # fonts for text file thumbnail generation
-  fonts-liberation \
-  gettext \
-  ghostscript \
-  gnupg \
-  icc-profiles-free \
-  imagemagick \
-  # Image processing
-  liblept5 \
-  liblcms2-2 \
-  libtiff6 \
-  libfreetype6 \
-  libwebp7 \
-  libopenjp2-7 \
-  libimagequant0 \
-  libraqm0 \
-  libjpeg62-turbo \
-  # PostgreSQL
-  libpq5 \
-  postgresql-client \
-  # MySQL / MariaDB
-  mariadb-client \
-  # For Numpy
-  libatlas3-base \
-  # OCRmyPDF dependencies
-  tesseract-ocr \
-  tesseract-ocr-eng \
-  tesseract-ocr-deu \
-  tesseract-ocr-fra \
-  tesseract-ocr-ita \
-  tesseract-ocr-spa \
-  unpaper \
-  pngquant \
-  # pikepdf / qpdf
-  jbig2dec \
-  libxml2 \
-  libxslt1.1 \
-  libgnutls30 \
-  libqpdf29 \
-  qpdf \
-  # Mime type detection
-  file \
-  libmagic1 \
-  media-types \
-  zlib1g \
-  # Barcode splitter
-  libzbar0 \
-  poppler-utils \
-  # RapidFuzz on armv7
-  libatomic1"
-
-# Install basic runtime packages.
-# These change very infrequently
-RUN set -eux \
-  echo "Installing system packages" \
-    && apt-get update \
-    && 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==4.2.5
-
-# Copy gunicorn config
-# Changes very infrequently
-WORKDIR /usr/src/paperless/
-
-COPY gunicorn.conf.py .
-
-# setup docker-specific things
-# These change sometimes, but rarely
-WORKDIR /usr/src/paperless/src/docker/
-
-COPY [ \
-  "docker/imagemagick-policy.xml", \
-  "docker/supervisord.conf", \
-  "docker/docker-entrypoint.sh", \
-  "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", \
-  "/usr/src/paperless/src/docker/" \
-]
-
-RUN set -eux \
-  && echo "Configuring ImageMagick" \
-    && mv imagemagick-policy.xml /etc/ImageMagick-6/policy.xml \
-  && echo "Configuring supervisord" \
-    && mkdir /var/log/supervisord /var/run/supervisord \
-    && mv supervisord.conf /etc/supervisord.conf \
-  && echo "Setting up Docker scripts" \
-    && mv docker-entrypoint.sh /sbin/docker-entrypoint.sh \
-    && chmod 755 /sbin/docker-entrypoint.sh \
-    && mv docker-prepare.sh /sbin/docker-prepare.sh \
-    && 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 \
-    && chmod 755 /usr/local/bin/flower-conditional.sh \
-  && echo "Installing managment commands" \
-    && 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
-# These change sometimes
-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}${TARGETVARIANT}/libjbig2enc* /usr/local/lib/ \
-    && chmod a+x /usr/local/bin/jbig2 \
-  && echo "Installing pikepdf and dependencies" \
-    && python3 -m pip install --no-cache-dir ./pikepdf/${PIKEPDF_VERSION}/${TARGETARCH}${TARGETVARIANT}/*.whl \
-    && python3 -m pip list \
-  && echo "Installing psycopg2" \
-    && 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/
 
+COPY requirements.txt ../
+
 # Python dependencies
-# Change pretty frequently
-COPY --from=pipenv-base /usr/src/pipenv/requirements.txt ./
+RUN apt-get update \
+  # python-Levenshtein still needs to be compiled here
+  && apt-get -y --no-install-recommends install \
+    build-essential \
+    && python3 -m pip install --upgrade --no-cache-dir pip wheel \
+  && python3 -m pip install --default-timeout=1000 --upgrade --no-cache-dir supervisor \
+  && python3 -m pip install --default-timeout=1000 --no-cache-dir -r ../requirements.txt \
+  && apt-get -y purge build-essential \
+  && apt-get -y autoremove --purge \
+  && rm -rf /var/lib/apt/lists/*
 
-# Packages needed only for building a few quick Python
-# dependencies
-ARG BUILD_PACKAGES="\
-  build-essential \
-  git \
-  default-libmysqlclient-dev \
-  pkg-config"
+# setup docker-specific things
+COPY docker/ ./docker/
 
-# 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 --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 \
-    && apt-get clean --yes \
-    && rm -rf /var/lib/apt/lists/* \
-    && rm -rf /tmp/* \
-    && rm -rf /var/tmp/* \
-    && rm -rf /var/cache/apt/archives/* \
-    && truncate -s 0 /var/log/*log
+RUN cd docker \
+    && cp imagemagick-policy.xml /etc/ImageMagick-6/policy.xml \
+  && mkdir /var/log/supervisord /var/run/supervisord \
+  && cp supervisord.conf /etc/supervisord.conf \
+  && cp docker-entrypoint.sh /sbin/docker-entrypoint.sh \
+  && chmod 755 /sbin/docker-entrypoint.sh \
+  && cp docker-prepare.sh /sbin/docker-prepare.sh \
+  && chmod 755 /sbin/docker-prepare.sh \
+  && chmod +x install_management_commands.sh \
+  && ./install_management_commands.sh \
+  && cd .. \
+  && rm -rf docker/
 
-# copy backend
-COPY ./src ./
+COPY gunicorn.conf.py ../
 
-# copy frontend
-COPY --from=compile-frontend /src/src/documents/static/frontend/ ./documents/static/frontend/
+# copy app
+COPY --from=compile-frontend /src/src/ ./
 
 # add users, setup scripts
-# Mount the compiled frontend to expected location
-RUN set -eux \
-  && addgroup --gid 1000 paperless \
+RUN addgroup --gid 1000 paperless \
   && useradd --uid 1000 --gid paperless --home-dir /usr/src/paperless paperless \
-  && chown -R paperless:paperless /usr/src/paperless \
-  && gosu paperless python3 manage.py collectstatic --clear --no-input --link \
+  && chown -R paperless:paperless ../ \
+  && gosu paperless python3 manage.py collectstatic --clear --no-input \
   && gosu paperless python3 manage.py compilemessages
 
 VOLUME ["/usr/src/paperless/data", \
@@ -264,4 +67,4 @@ ENTRYPOINT ["/sbin/docker-entrypoint.sh"]
 
 EXPOSE 8000
 
-CMD ["/usr/local/bin/paperless_cmd.sh"]
+CMD ["/usr/local/bin/supervisord", "-c", "/etc/supervisord.conf"]

Pipfile

@@ -10,99 +10,60 @@ name = "piwheels"
 
 [packages]
 dateparser = "~=1.1"
-# WARNING: django does not use semver.
-#          Only patch versions are guaranteed to not introduce breaking changes.
-django = "~=4.1.9"
+django = "~=4.0"
 django-cors-headers = "*"
-django-celery-results = "*"
-django-compression-middleware = "*"
-django-guardian = "*"
 django-extensions = "*"
-django-filter = "~=22.1"
-djangorestframework = "~=3.14"
-djangorestframework-guardian = "*"
+django-filter = "~=21.1"
+django-q = "~=1.3"
+djangorestframework = "~=3.13"
 filelock = "*"
+fuzzywuzzy = {extras = ["speedup"], version = "*"}
 gunicorn = "*"
 imap-tools = "*"
 langdetect = "*"
 pathvalidate = "*"
+pillow = "~=9.0"
+# Any version update to pikepdf requires a base image update
+pikepdf = "~=5.1"
 python-gnupg = "*"
 python-dotenv = "*"
 python-dateutil = "*"
 python-magic = "*"
-python-ipware = "*"
+# Any version update to psycopg2 requires a base image update
 psycopg2 = "*"
-rapidfuzz = "*"
-redis = {extras = ["hiredis"], version = "*"}
-scikit-learn = "~=1.3"
-whitenoise = "~=6.3"
-watchdog = "~=2.2"
-whoosh="~=2.7"
+redis = "*"
+# Pinned because aarch64 wheels and updates cause warnings when loading the classifier model.
+scikit-learn="==1.0.2"
+whitenoise = "~=6.0.0"
+watchdog = "~=2.1.0"
+whoosh="~=2.7.4"
 inotifyrecursive = "~=0.3"
-ocrmypdf = "~=14.0"
+ocrmypdf = "~=13.4"
 tqdm = "*"
-tika-client = "*"
-channels = "~=4.0"
+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"
 channels-redis = "*"
 uvicorn = {extras = ["standard"], version = "*"}
 concurrent-log-handler = "*"
-pyzbar = "*"
-mysqlclient = "*"
-celery = {extras = ["redis"], version = "*"}
-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"
+"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'"}
 
 [dev-packages]
-# Linting
-black = "*"
-pre-commit = "*"
-ruff = "*"
-# Testing
+coveralls = "*"
 factory-boy = "*"
+pycodestyle = "*"
 pytest = "*"
 pytest-cov = "*"
 pytest-django = "*"
-pytest-httpx = "*"
 pytest-env = "*"
 pytest-sugar = "*"
 pytest-xdist = "*"
-"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 = "*"
+sphinx = "~=4.4.0"
+sphinx_rtd_theme = "*"
+tox = "*"
+black = "*"
+pre-commit = "*"

README.md

@@ -1,9 +1,8 @@
 [![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)
-[![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)
+[![Documentation Status](https://readthedocs.org/projects/paperless-ngx/badge/?version=latest)](https://paperless-ngx.readthedocs.io/en/latest/?badge=latest)
+[![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)
+[![Chat on Matrix](https://matrix.to/img/matrix-badge.svg)](https://matrix.to/#/#paperless:adnidor.de)
 
 <p align="center">
 <img src="https://github.com/paperless-ngx/paperless-ngx/raw/main/resources/logo/web/png/Black%20logo%20-%20no%20background.png#gh-light-mode-only" width="50%" />
@@ -33,13 +32,13 @@ A demo is available at [demo.paperless-ngx.com](https://demo.paperless-ngx.com)
 
 # Features
 
-![Dashboard](https://raw.githubusercontent.com/paperless-ngx/paperless-ngx/main/docs/assets/screenshots/documents-smallcards.png#gh-light-mode-only)
-![Dashboard](https://raw.githubusercontent.com/paperless-ngx/paperless-ngx/main/docs/assets/screenshots/documents-smallcards-dark.png#gh-dark-mode-only)
+![Dashboard](https://raw.githubusercontent.com/paperless-ngx/paperless-ngx/main/docs/_static/screenshots/documents-wchrome.png#gh-light-mode-only)
+![Dashboard](https://raw.githubusercontent.com/paperless-ngx/paperless-ngx/main/docs/_static/screenshots/documents-wchrome-dark.png#gh-dark-mode-only)
 
 - Organize and index your scanned documents with tags, correspondents, types, and more.
 - Performs OCR on your documents, adds selectable text to image only documents and adds tags, correspondents and document types to your documents.
 - Supports PDF documents, images, plain text files, and Office documents (Word, Excel, Powerpoint, and LibreOffice equivalents).
-  - Office document support is optional and provided by Apache Tika (see [configuration](https://docs.paperless-ngx.com/configuration/#tika))
+  - Office document support is optional and provided by Apache Tika (see [configuration](https://paperless-ngx.readthedocs.io/en/latest/configuration.html#tika-settings))
 - Paperless stores your documents plain on disk. Filenames and folders are managed by paperless and their format can be configured freely.
 - Single page application front end.
   - Includes a dashboard that shows basic statistics and has document upload.
@@ -57,7 +56,7 @@ A demo is available at [demo.paperless-ngx.com](https://demo.paperless-ngx.com)
   - Paperless-ngx learns from your documents and will be able to automatically assign tags, correspondents and types to documents once you've stored a few documents in paperless.
 - Optimized for multi core systems: Paperless-ngx consumes multiple documents in parallel.
 - The integrated sanity checker makes sure that your document archive is in good health.
-- [More screenshots are available in the documentation](https://docs.paperless-ngx.com/#screenshots).
+- [More screenshots are available in the documentation](https://paperless-ngx.readthedocs.io/en/latest/screenshots.html).
 
 # Getting started
 
@@ -69,19 +68,19 @@ If you'd like to jump right in, you can configure a docker-compose environment w
 bash -c "$(curl -L https://raw.githubusercontent.com/paperless-ngx/paperless-ngx/main/install-paperless-ngx.sh)"
 ```
 
-Alternatively, you can install the dependencies and setup apache and a database server yourself. The [documentation](https://docs.paperless-ngx.com/setup/#installation) has a step by step guide on how to do it.
+Alternatively, you can install the dependencies and setup apache and a database server yourself. The [documentation](https://paperless-ngx.readthedocs.io/en/latest/setup.html#installation) has a step by step guide on how to do it.
 
-Migrating from Paperless-ng is easy, just drop in the new docker image! See the [documentation on migrating](https://docs.paperless-ngx.com/setup/#migrating-to-paperless-ngx) for more details.
+Migrating from Paperless-ng is easy, just drop in the new docker image! See the [documentation on migrating](https://paperless-ngx.readthedocs.io/en/latest/setup.html#migrating-from-paperless-ng) for more details.
 
 <!-- omit in toc -->
 
 ### Documentation
 
-The documentation for Paperless-ngx is available at [https://docs.paperless-ngx.com](https://docs.paperless-ngx.com/).
+The documentation for Paperless-ngx is available on [ReadTheDocs](https://paperless-ngx.readthedocs.io/).
 
 # Contributing
 
-If you feel like contributing to the project, please do! Bug fixes, enhancements, visual fixes etc. are always welcome. If you want to implement something big: Please start a discussion about that! The [documentation](https://docs.paperless-ngx.com/development/) has some basic information on how to get started.
+If you feel like contributing to the project, please do! Bug fixes, enhancements, visual fixes etc. are always welcome. If you want to implement something big: Please start a discussion about that! The [documentation](https://paperless-ngx.readthedocs.io/en/latest/extending.html) has some basic information on how to get started.
 
 ## Community Support
 
@@ -101,9 +100,21 @@ For bugs please [open an issue](https://github.com/paperless-ngx/paperless-ngx/i
 
 # Affiliated Projects
 
-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.
+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-ngx.
+- [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.
+
+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)
 
 # Important Note
 
-> 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**.
+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.

crowdin.yml

@@ -1,8 +1,4 @@
 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/compose/docker-compose.ci-test.yml

@@ -1,25 +0,0 @@
-# docker-compose file for running paperless testing with actual gotenberg
-# and Tika containers for a more end to end test of the Tika related functionality
-# Can be used locally or by the CI to start the nessecary containers with the
-# correct networking for the tests
-
-version: "3.7"
-services:
-  gotenberg:
-    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-javascript=true"
-      - "--chromium-allow-list=file:///tmp/.*"
-  tika:
-    image: ghcr.io/paperless-ngx/tika:latest
-    hostname: tika
-    container_name: tika
-    network_mode: host
-    restart: unless-stopped

docker/compose/docker-compose.env

@@ -22,10 +22,6 @@
 # Docker setup does not use the configuration file.
 # A few commonly adjusted settings are provided below.
 
-# This is required if you will be exposing Paperless-ngx on a public domain
-# (if doing so please consider security measures such as reverse proxy)
-#PAPERLESS_URL=https://paperless.example.com
-
 # Adjust this key if you plan to make paperless available publicly. It should
 # be a very long sequence of random characters. You don't need to remember it.
 #PAPERLESS_SECRET_KEY=change-me
@@ -36,7 +32,3 @@
 # The default language to use for OCR. Set this to the language most of your
 # documents are written in.
 #PAPERLESS_OCR_LANGUAGE=eng
-
-# Set if accessing paperless via a domain subpath e.g. https://domain.com/PATHPREFIX and using a reverse-proxy like traefik or nginx
-#PAPERLESS_FORCE_SCRIPT_NAME=/PATHPREFIX
-#PAPERLESS_STATIC_URL=/PATHPREFIX/static/ # trailing slash required

docker/compose/docker-compose.mariadb.yml

@@ -1,81 +0,0 @@
-# docker-compose file for running paperless from the Docker Hub.
-# This file contains everything paperless needs to run.
-# Paperless supports amd64, arm and arm64 hardware.
-#
-# All compose files of paperless configure paperless in the following way:
-#
-# - Paperless is (re)started on system boot, if it was running before shutdown.
-# - Docker volumes for storing data are managed by Docker.
-# - Folders for importing and exporting files are created in the same directory
-#   as this file and mounted to the correct folders inside the container.
-# - Paperless listens on port 8000.
-#
-# In addition to that, this docker-compose file adds the following optional
-# configurations:
-#
-# - Instead of SQLite (default), MariaDB is used as the database server.
-#
-# To install and update paperless with this file, do the following:
-#
-# - Copy this file as 'docker-compose.yml' and the files 'docker-compose.env'
-#   and '.env' into a folder.
-# - Run 'docker-compose pull'.
-# - Run 'docker-compose run --rm webserver createsuperuser' to create a user.
-# - Run 'docker-compose up -d'.
-#
-# For more extensive installation and update instructions, refer to the
-# documentation.
-
-version: "3.4"
-services:
-  broker:
-    image: docker.io/library/redis:7
-    restart: unless-stopped
-    volumes:
-      - redisdata:/data
-
-  db:
-    image: docker.io/library/mariadb:10
-    restart: unless-stopped
-    volumes:
-      - dbdata:/var/lib/mysql
-    environment:
-      MARIADB_HOST: paperless
-      MARIADB_DATABASE: paperless
-      MARIADB_USER: paperless
-      MARIADB_PASSWORD: paperless
-      MARIADB_ROOT_PASSWORD: paperless
-
-  webserver:
-    image: ghcr.io/paperless-ngx/paperless-ngx:latest
-    restart: unless-stopped
-    depends_on:
-      - db
-      - broker
-    ports:
-      - "8000:8000"
-    healthcheck:
-      test: ["CMD", "curl", "-f", "http://localhost:8000"]
-      interval: 30s
-      timeout: 10s
-      retries: 5
-    volumes:
-      - data:/usr/src/paperless/data
-      - media:/usr/src/paperless/media
-      - ./export:/usr/src/paperless/export
-      - ./consume:/usr/src/paperless/consume
-    env_file: docker-compose.env
-    environment:
-      PAPERLESS_REDIS: redis://broker:6379
-      PAPERLESS_DBENGINE: mariadb
-      PAPERLESS_DBHOST: db
-      PAPERLESS_DBUSER: paperless # only needed if non-default username
-      PAPERLESS_DBPASS: paperless # only needed if non-default password
-      PAPERLESS_DBPORT: 3306
-
-
-volumes:
-  data:
-  media:
-  dbdata:
-  redisdata:

docker/compose/docker-compose.portainer.yml

@@ -31,13 +31,13 @@
 version: "3.4"
 services:
   broker:
-    image: docker.io/library/redis:7
+    image: redis:6.0
     restart: unless-stopped
     volumes:
       - redisdata:/data
 
   db:
-    image: docker.io/library/postgres:15
+    image: postgres:13
     restart: unless-stopped
     volumes:
       - pgdata:/var/lib/postgresql/data
@@ -53,9 +53,9 @@ services:
       - db
       - broker
     ports:
-      - "8010:8000"
+      - 8010:8000
     healthcheck:
-      test: ["CMD", "curl", "-fs", "-S", "--max-time", "2", "http://localhost:8000"]
+      test: ["CMD", "curl", "-f", "http://localhost:8000"]
       interval: 30s
       timeout: 10s
       retries: 5

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

@@ -1,6 +1,7 @@
 # docker-compose file for running paperless from the docker container registry.
 # This file contains everything paperless needs to run.
-# Paperless supports amd64, arm and arm64 hardware.
+# Paperless supports amd64, arm and arm64 hardware. The apache/tika image
+# does not support arm or arm64, however.
 #
 # All compose files of paperless configure paperless in the following way:
 #
@@ -33,13 +34,13 @@
 version: "3.4"
 services:
   broker:
-    image: docker.io/library/redis:7
+    image: redis:6.0
     restart: unless-stopped
     volumes:
       - redisdata:/data
 
   db:
-    image: docker.io/library/postgres:15
+    image: postgres:13
     restart: unless-stopped
     volumes:
       - pgdata:/var/lib/postgresql/data
@@ -57,9 +58,9 @@ services:
       - gotenberg
       - tika
     ports:
-      - "8000:8000"
+      - 8000:8000
     healthcheck:
-      test: ["CMD", "curl", "-fs", "-S", "--max-time", "2", "http://localhost:8000"]
+      test: ["CMD", "curl", "-f", "http://localhost:8000"]
       interval: 30s
       timeout: 10s
       retries: 5
@@ -77,18 +78,14 @@ services:
       PAPERLESS_TIKA_ENDPOINT: http://tika:9998
 
   gotenberg:
-    image: docker.io/gotenberg/gotenberg:7.8
+    image: gotenberg/gotenberg:7
     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-javascript=true"
-      - "--chromium-allow-list=file:///tmp/.*"
+      - "--chromium-disable-routes=true"
 
   tika:
-    image: ghcr.io/paperless-ngx/tika:latest
+    image: apache/tika
     restart: unless-stopped
 
 volumes:

docker/compose/docker-compose.postgres.yml

@@ -29,13 +29,13 @@
 version: "3.4"
 services:
   broker:
-    image: docker.io/library/redis:7
+    image: redis:6.0
     restart: unless-stopped
     volumes:
       - redisdata:/data
 
   db:
-    image: docker.io/library/postgres:15
+    image: postgres:13
     restart: unless-stopped
     volumes:
       - pgdata:/var/lib/postgresql/data
@@ -51,9 +51,9 @@ services:
       - db
       - broker
     ports:
-      - "8000:8000"
+      - 8000:8000
     healthcheck:
-      test: ["CMD", "curl", "-fs", "-S", "--max-time", "2", "http://localhost:8000"]
+      test: ["CMD", "curl", "-f", "http://localhost:8000"]
       interval: 30s
       timeout: 10s
       retries: 5

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

@@ -1,4 +1,4 @@
-# docker-compose file for running paperless from the Docker Hub.
+# docker-compose file for running paperless from the docker container registry.
 # This file contains everything paperless needs to run.
 # Paperless supports amd64, arm and arm64 hardware.
 #
@@ -10,10 +10,14 @@
 #   as this file and mounted to the correct folders inside the container.
 # - Paperless listens on port 8000.
 #
+# SQLite is used as the database. The SQLite file is stored in the data volume.
+#
+# iwishiwasaneagle/apache-tika-arm docker image is used to enable arm64 arch
+# which apache/tika does not currently support.
+#
 # In addition to that, this docker-compose file adds the following optional
 # configurations:
 #
-# - Instead of SQLite (default), MariaDB is used as the database server.
 # - Apache Tika and Gotenberg servers are started with paperless and paperless
 #   is configured to use these services. These provide support for consuming
 #   Office documents (Word, Excel, Power Point and their LibreOffice counter-
@@ -33,33 +37,20 @@
 version: "3.4"
 services:
   broker:
-    image: docker.io/library/redis:7
+    image: redis:6.0
     restart: unless-stopped
     volumes:
       - redisdata:/data
 
-  db:
-    image: docker.io/library/mariadb:10
-    restart: unless-stopped
-    volumes:
-      - dbdata:/var/lib/mysql
-    environment:
-      MARIADB_HOST: paperless
-      MARIADB_DATABASE: paperless
-      MARIADB_USER: paperless
-      MARIADB_PASSWORD: paperless
-      MARIADB_ROOT_PASSWORD: paperless
-
   webserver:
     image: ghcr.io/paperless-ngx/paperless-ngx:latest
     restart: unless-stopped
     depends_on:
-      - db
       - broker
       - gotenberg
       - tika
     ports:
-      - "8000:8000"
+      - 8000:8000
     healthcheck:
       test: ["CMD", "curl", "-f", "http://localhost:8000"]
       interval: 30s
@@ -73,31 +64,21 @@ services:
     env_file: docker-compose.env
     environment:
       PAPERLESS_REDIS: redis://broker:6379
-      PAPERLESS_DBENGINE: mariadb
-      PAPERLESS_DBHOST: db
-      PAPERLESS_DBUSER: paperless # only needed if non-default username
-      PAPERLESS_DBPASS: paperless # only needed if non-default password
-      PAPERLESS_DBPORT: 3306
       PAPERLESS_TIKA_ENABLED: 1
       PAPERLESS_TIKA_GOTENBERG_ENDPOINT: http://gotenberg:3000
       PAPERLESS_TIKA_ENDPOINT: http://tika:9998
 
   gotenberg:
-    image: docker.io/gotenberg/gotenberg:7.8
+    image: thecodingmachine/gotenberg
     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-javascript=true"
-      - "--chromium-allow-list=file:///tmp/.*"
+    environment:
+      DISABLE_GOOGLE_CHROME: 1
 
   tika:
-    image: ghcr.io/paperless-ngx/tika:latest
+    image: iwishiwasaneagle/apache-tika-arm@sha256:a78c25ffe57ecb1a194b2859d42a61af46e9e845191512b8f1a4bf90578ffdfd
     restart: unless-stopped
 
 volumes:
   data:
   media:
-  dbdata:
   redisdata:

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

@@ -1,6 +1,8 @@
 # docker-compose file for running paperless from the docker container registry.
 # This file contains everything paperless needs to run.
-# Paperless supports amd64, arm and arm64 hardware.
+# Paperless supports amd64, arm and arm64 hardware. The apache/tika image
+# does not support arm or arm64, however.
+#
 # All compose files of paperless configure paperless in the following way:
 #
 # - Paperless is (re)started on system boot, if it was running before shutdown.
@@ -33,7 +35,7 @@
 version: "3.4"
 services:
   broker:
-    image: docker.io/library/redis:7
+    image: redis:6.0
     restart: unless-stopped
     volumes:
       - redisdata:/data
@@ -46,9 +48,9 @@ services:
       - gotenberg
       - tika
     ports:
-      - "8000:8000"
+      - 8000:8000
     healthcheck:
-      test: ["CMD", "curl", "-fs", "-S", "--max-time", "2", "http://localhost:8000"]
+      test: ["CMD", "curl", "-f", "http://localhost:8000"]
       interval: 30s
       timeout: 10s
       retries: 5
@@ -65,18 +67,14 @@ services:
       PAPERLESS_TIKA_ENDPOINT: http://tika:9998
 
   gotenberg:
-    image: docker.io/gotenberg/gotenberg:7.8
+    image: gotenberg/gotenberg:7
     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-javascript=true"
-      - "--chromium-allow-list=file:///tmp/.*"
+      - "--chromium-disable-routes=true"
 
   tika:
-    image: ghcr.io/paperless-ngx/tika:latest
+    image: apache/tika
     restart: unless-stopped
 
 volumes:

docker/compose/docker-compose.sqlite.yml

@@ -26,7 +26,7 @@
 version: "3.4"
 services:
   broker:
-    image: docker.io/library/redis:7
+    image: redis:6.0
     restart: unless-stopped
     volumes:
       - redisdata:/data
@@ -37,9 +37,9 @@ services:
     depends_on:
       - broker
     ports:
-      - "8000:8000"
+      - 8000:8000
     healthcheck:
-      test: ["CMD", "curl", "-fs", "-S", "--max-time", "2", "http://localhost:8000"]
+      test: ["CMD", "curl", "-f", "http://localhost:8000"]
       interval: 30s
       timeout: 10s
       retries: 5

docker/docker-entrypoint.sh

@@ -4,119 +4,44 @@ set -e
 
 # Source: https://github.com/sameersbn/docker-gitlab/
 map_uidgid() {
-	local -r usermap_original_uid=$(id -u paperless)
-	local -r usermap_original_gid=$(id -g paperless)
-	local -r usermap_new_uid=${USERMAP_UID:-$usermap_original_uid}
-	local -r usermap_new_gid=${USERMAP_GID:-${usermap_original_gid:-$usermap_new_uid}}
-	if [[ ${usermap_new_uid} != "${usermap_original_uid}" || ${usermap_new_gid} != "${usermap_original_gid}" ]]; then
-		echo "Mapping UID and GID for paperless:paperless to $usermap_new_uid:$usermap_new_gid"
-		usermod -o -u "${usermap_new_uid}" paperless
-		groupmod -o -g "${usermap_new_gid}" paperless
-	fi
-}
-
-map_folders() {
-	# Export these so they can be used in docker-prepare.sh
-	export DATA_DIR="${PAPERLESS_DATA_DIR:-/usr/src/paperless/data}"
-	export MEDIA_ROOT_DIR="${PAPERLESS_MEDIA_ROOT:-/usr/src/paperless/media}"
-	export CONSUME_DIR="${PAPERLESS_CONSUMPTION_DIR:-/usr/src/paperless/consume}"
-}
-
-custom_container_init() {
-	# Mostly borrowed from the LinuxServer.io base image
-	# https://github.com/linuxserver/docker-baseimage-ubuntu/tree/bionic/root/etc/cont-init.d
-	local -r custom_script_dir="/custom-cont-init.d"
-	# Tamper checking.
-	# Don't run files which are owned by anyone except root
-	# Don't run files which are writeable by others
-	if [ -d "${custom_script_dir}" ]; then
-		if [ -n "$(/usr/bin/find "${custom_script_dir}" -maxdepth 1 ! -user root)" ]; then
-			echo "**** Potential tampering with custom scripts detected ****"
-			echo "**** The folder '${custom_script_dir}' must be owned by root ****"
-			return 0
-		fi
-		if [ -n "$(/usr/bin/find "${custom_script_dir}" -maxdepth 1 -perm -o+w)" ]; then
-			echo "**** The folder '${custom_script_dir}' or some of contents have write permissions for others, which is a security risk. ****"
-			echo "**** Please review the permissions and their contents to make sure they are owned by root, and can only be modified by root. ****"
-			return 0
-		fi
-
-		# Make sure custom init directory has files in it
-		if [ -n "$(/bin/ls -A "${custom_script_dir}" 2>/dev/null)" ]; then
-			echo "[custom-init] files found in ${custom_script_dir} executing"
-			# Loop over files in the directory
-			for SCRIPT in "${custom_script_dir}"/*; do
-				NAME="$(basename "${SCRIPT}")"
-				if [ -f "${SCRIPT}" ]; then
-					echo "[custom-init] ${NAME}: executing..."
-					/bin/bash "${SCRIPT}"
-					echo "[custom-init] ${NAME}: exited $?"
-				elif [ ! -f "${SCRIPT}" ]; then
-					echo "[custom-init] ${NAME}: is not a file"
-				fi
-			done
-		else
-			echo "[custom-init] no custom files found exiting..."
-		fi
-
+	USERMAP_ORIG_UID=$(id -u paperless)
+	USERMAP_ORIG_GID=$(id -g paperless)
+	USERMAP_NEW_UID=${USERMAP_UID:-$USERMAP_ORIG_UID}
+	USERMAP_NEW_GID=${USERMAP_GID:-${USERMAP_ORIG_GID:-$USERMAP_NEW_UID}}
+	if [[ ${USERMAP_NEW_UID} != "${USERMAP_ORIG_UID}" || ${USERMAP_NEW_GID} != "${USERMAP_ORIG_GID}" ]]; then
+		echo "Mapping UID and GID for paperless:paperless to $USERMAP_NEW_UID:$USERMAP_NEW_GID"
+		usermod -o -u "${USERMAP_NEW_UID}" paperless
+		groupmod -o -g "${USERMAP_NEW_GID}" paperless
 	fi
 }
 
 initialize() {
-
-	# Setup environment from secrets before anything else
-	# 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
 
-	# Check for overrides of certain folders
-	map_folders
-
-	local -r export_dir="/usr/src/paperless/export"
-
-	for dir in \
-		"${export_dir}" \
-		"${DATA_DIR}" "${DATA_DIR}/index" \
-		"${MEDIA_ROOT_DIR}" "${MEDIA_ROOT_DIR}/documents" "${MEDIA_ROOT_DIR}/documents/originals" "${MEDIA_ROOT_DIR}/documents/thumbnails" \
-		"${CONSUME_DIR}"; do
-		if [[ ! -d "${dir}" ]]; then
-			echo "Creating directory ${dir}"
-			mkdir "${dir}"
+	for dir in export data data/index media media/documents media/documents/originals media/documents/thumbnails; do
+		if [[ ! -d "../$dir" ]]; then
+			echo "Creating directory ../$dir"
+			mkdir ../$dir
 		fi
 	done
 
-	local -r tmp_dir="/tmp/paperless"
-	echo "Creating directory ${tmp_dir}"
-	mkdir -p "${tmp_dir}"
+	echo "Creating directory /tmp/paperless"
+	mkdir -p /tmp/paperless
 
 	set +e
 	echo "Adjusting permissions of paperless files. This may take a while."
-	chown -R paperless:paperless ${tmp_dir}
-	for dir in \
-		"${export_dir}" \
-		"${DATA_DIR}" \
-		"${MEDIA_ROOT_DIR}" \
-		"${CONSUME_DIR}"; do
-		find "${dir}" -not \( -user paperless -and -group paperless \) -exec chown paperless:paperless {} +
-	done
+	chown -R paperless:paperless /tmp/paperless
+	find .. -not \( -user paperless -and -group paperless \) -exec chown paperless:paperless {} +
 	set -e
 
-	"${gosu_cmd[@]}" /sbin/docker-prepare.sh
-
-	# Leave this last thing
-	custom_container_init
-
+	gosu paperless /sbin/docker-prepare.sh
 }
 
 install_languages() {
 	echo "Installing languages..."
 
-	read -ra langs <<<"$1"
+	local langs="$1"
+	read -ra langs <<<"$langs"
 
 	# Check that it is not empty
 	if [ ${#langs[@]} -eq 0 ]; then
@@ -126,6 +51,10 @@ 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!"
@@ -147,11 +76,6 @@ install_languages() {
 
 echo "Paperless-ngx docker container starting..."
 
-gosu_cmd=(gosu paperless)
-if [ "$(id -u)" == "$(id -u paperless)" ]; then
-	gosu_cmd=()
-fi
-
 # Install additional languages if specified
 if [[ -n "$PAPERLESS_OCR_LANGUAGES" ]]; then
 	install_languages "$PAPERLESS_OCR_LANGUAGES"
@@ -161,7 +85,7 @@ initialize
 
 if [[ "$1" != "/"* ]]; then
 	echo Executing management command "$@"
-	exec "${gosu_cmd[@]}" python3 manage.py "$@"
+	exec gosu paperless python3 manage.py "$@"
 else
 	echo Executing "$@"
 	exec "$@"

docker/docker-prepare.sh

@@ -1,44 +1,16 @@
 #!/usr/bin/env bash
 
-set -e
-
 wait_for_postgres() {
-	local attempt_num=1
-	local -r max_attempts=5
+	attempt_num=1
+	max_attempts=5
 
 	echo "Waiting for PostgreSQL to start..."
 
-	local -r host="${PAPERLESS_DBHOST:-localhost}"
-	local -r port="${PAPERLESS_DBPORT:-5432}"
+	host="${PAPERLESS_DBHOST:=localhost}"
+	port="${PAPERLESS_DBPORT:=5342}"
 
-	# Disable warning, host and port can't have spaces
-	# shellcheck disable=SC2086
-	while [ ! "$(pg_isready -h ${host} -p ${port})" ]; do
 
-		if [ $attempt_num -eq $max_attempts ]; then
-			echo "Unable to connect to database."
-			exit 1
-		else
-			echo "Attempt $attempt_num failed! Trying again in 5 seconds..."
-		fi
-
-		attempt_num=$(("$attempt_num" + 1))
-		sleep 5
-	done
-}
-
-wait_for_mariadb() {
-	echo "Waiting for MariaDB to start..."
-
-	local -r host="${PAPERLESS_DBHOST:=localhost}"
-	local -r port="${PAPERLESS_DBPORT:=3306}"
-
-	local attempt_num=1
-	local -r max_attempts=5
-
-	# Disable warning, host and port can't have spaces
-	# shellcheck disable=SC2086
-	while ! true > /dev/tcp/$host/$port; do
+	while [ ! "$(pg_isready -h $host -p $port)" ]; do
 
 		if [ $attempt_num -eq $max_attempts ]; then
 			echo "Unable to connect to database."
@@ -53,14 +25,6 @@ wait_for_mariadb() {
 	done
 }
 
-wait_for_redis() {
-	# We use a Python script to send the Redis ping
-	# instead of installing redis-tools just for 1 thing
-	if ! python3 /sbin/wait-for-redis.py; then
-		exit 1
-	fi
-}
-
 migrations() {
 	(
 		# flock is in place to prevent multiple containers from doing migrations
@@ -68,25 +32,18 @@ migrations() {
 		# of the current container starts.
 		flock 200
 		echo "Apply database migrations..."
-		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
+		python3 manage.py migrate
+	) 200>/usr/src/paperless/data/migration_lock
 }
 
 search_index() {
+	index_version=1
+	index_version_file=/usr/src/paperless/data/.index_version
 
-	local -r index_version=6
-	local -r index_version_file=${DATA_DIR}/.index_version
-
-	if [[ (! -f "${index_version_file}") || $(<"${index_version_file}") != "$index_version" ]]; then
+	if [[ (! -f "$index_version_file") || $(<$index_version_file) != "$index_version" ]]; then
 		echo "Search index out of date. Updating..."
-		python3 manage.py document_index reindex --no-progress-bar
-		echo ${index_version} | tee "${index_version_file}" >/dev/null
+		python3 manage.py document_index reindex
+		echo $index_version | tee $index_version_file >/dev/null
 	fi
 }
 
@@ -97,18 +54,12 @@ superuser() {
 }
 
 do_work() {
-	if [[ "${PAPERLESS_DBENGINE}" == "mariadb" ]]; then
-		wait_for_mariadb
-	elif [[ -n "${PAPERLESS_DBHOST}" ]]; then
+	if [[ -n "${PAPERLESS_DBHOST}" ]]; then
 		wait_for_postgres
 	fi
 
-	wait_for_redis
-
 	migrations
 
-	django_checks
-
 	search_index
 
 	superuser

docker/env-from-file.sh

@@ -1,42 +0,0 @@
-#!/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

@@ -1,12 +0,0 @@
-#!/usr/bin/env bash
-
-echo "Checking if we should start flower..."
-
-if [[ -n  "${PAPERLESS_ENABLE_FLOWER}" ]]; then
-	# 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/install_management_commands.sh

@@ -1,19 +1,6 @@
 #!/usr/bin/env bash
 
-set -eu
-
-for command in decrypt_documents \
-	document_archiver \
-	document_exporter \
-	document_importer \
-	mail_fetcher \
-	document_create_classifier \
-	document_index \
-	document_renamer \
-	document_retagger \
-	document_thumbnails \
-	document_sanity_checker \
-	manage_superuser;
+for command in document_archiver document_exporter document_importer mail_fetcher document_create_classifier document_index document_renamer document_retagger document_thumbnails document_sanity_checker manage_superuser;
 do
 	echo "installing $command..."
 	sed "s/management_command/$command/g" management_script.sh > /usr/local/bin/$command

docker/management_script.sh

@@ -3,9 +3,6 @@
 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/paperless_cmd.sh

@@ -1,15 +0,0 @@
-#!/usr/bin/env bash
-
-rootless_args=()
-if [ "$(id -u)" == "$(id -u paperless)" ]; then
-	rootless_args=(
-		--user
-		paperless
-		--logfile
-		supervisord.log
-		--pidfile
-		supervisord.pid
-	)
-fi
-
-exec /usr/local/bin/supervisord -c /etc/supervisord.conf "${rootless_args[@]}"

docker/supervisord.conf

@@ -10,56 +10,26 @@ user=root
 [program:gunicorn]
 command=gunicorn -c /usr/src/paperless/gunicorn.conf.py paperless.asgi:application
 user=paperless
-priority = 1
+
 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
 user=paperless
-stopsignal=INT
-priority = 20
+
 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 --without-mingle --without-gossip
+[program:scheduler]
+command=python3 manage.py qcluster
 user=paperless
-stopasgroup = true
-stopwaitsecs = 60
-priority = 5
+
 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]
-
-command = celery --app paperless beat --loglevel INFO
-user=paperless
-stopasgroup = true
-priority = 10
-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
-user = paperless
-startsecs = 0
-priority = 40
-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

@@ -1,43 +0,0 @@
-#!/usr/bin/env python3
-"""
-Simple script which attempts to ping the Redis broker as set in the environment for
-a certain number of times, waiting a little bit in between
-
-"""
-import os
-import sys
-import time
-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("Waiting for Redis...", flush=True)
-
-    attempt = 0
-    with Redis.from_url(url=REDIS_URL) as client:
-        while attempt < MAX_RETRY_COUNT:
-            try:
-                client.ping()
-                break
-            except Exception as e:
-                print(
-                    f"Redis ping #{attempt} failed.\n"
-                    f"Error: {e!s}.\n"
-                    f"Waiting {RETRY_SLEEP_SECONDS}s",
-                    flush=True,
-                )
-                time.sleep(RETRY_SLEEP_SECONDS)
-                attempt += 1
-
-    if attempt >= MAX_RETRY_COUNT:
-        print("Failed to connect to redis using environment variable PAPERLESS_REDIS.")
-        sys.exit(os.EX_UNAVAILABLE)
-    else:
-        print("Connected to Redis broker.")
-        sys.exit(os.EX_OK)

docs/Dockerfile

@@ -0,0 +1,17 @@
+FROM python:3.5.1
+
+# Install Sphinx and Pygments
+RUN pip install Sphinx Pygments
+
+# Setup directories, copy data
+RUN mkdir /build
+COPY . /build
+WORKDIR /build/docs
+
+# Build documentation
+RUN make html
+
+# Start webserver
+WORKDIR /build/docs/_build/html
+EXPOSE 8000/tcp
+CMD ["python3", "-m", "http.server"]

docs/Makefile

@@ -0,0 +1,177 @@
+# Makefile for Sphinx documentation
+#
+
+# You can set these variables from the command line.
+SPHINXOPTS    =
+SPHINXBUILD   = sphinx-build
+PAPER         =
+BUILDDIR      = _build
+
+# User-friendly check for sphinx-build
+ifeq ($(shell which $(SPHINXBUILD) >/dev/null 2>&1; echo $$?), 1)
+$(error The '$(SPHINXBUILD)' command was not found. Make sure you have Sphinx installed, then set the SPHINXBUILD environment variable to point to the full path of the '$(SPHINXBUILD)' executable. Alternatively you can add the directory with the executable to your PATH. If you don't have Sphinx installed, grab it from http://sphinx-doc.org/)
+endif
+
+# Internal variables.
+PAPEROPT_a4     = -D latex_paper_size=a4
+PAPEROPT_letter = -D latex_paper_size=letter
+ALLSPHINXOPTS   = -d $(BUILDDIR)/doctrees $(PAPEROPT_$(PAPER)) $(SPHINXOPTS) .
+# the i18n builder cannot share the environment and doctrees with the others
+I18NSPHINXOPTS  = $(PAPEROPT_$(PAPER)) $(SPHINXOPTS) .
+
+.PHONY: help clean html dirhtml singlehtml pickle json htmlhelp qthelp devhelp epub latex latexpdf text man changes linkcheck doctest gettext
+
+help:
+	@echo "Please use \`make <target>' where <target> is one of"
+	@echo "  html       to make standalone HTML files"
+	@echo "  dirhtml    to make HTML files named index.html in directories"
+	@echo "  singlehtml to make a single large HTML file"
+	@echo "  pickle     to make pickle files"
+	@echo "  json       to make JSON files"
+	@echo "  htmlhelp   to make HTML files and a HTML help project"
+	@echo "  qthelp     to make HTML files and a qthelp project"
+	@echo "  devhelp    to make HTML files and a Devhelp project"
+	@echo "  epub       to make an epub"
+	@echo "  latex      to make LaTeX files, you can set PAPER=a4 or PAPER=letter"
+	@echo "  latexpdf   to make LaTeX files and run them through pdflatex"
+	@echo "  latexpdfja to make LaTeX files and run them through platex/dvipdfmx"
+	@echo "  text       to make text files"
+	@echo "  man        to make manual pages"
+	@echo "  texinfo    to make Texinfo files"
+	@echo "  info       to make Texinfo files and run them through makeinfo"
+	@echo "  gettext    to make PO message catalogs"
+	@echo "  changes    to make an overview of all changed/added/deprecated items"
+	@echo "  xml        to make Docutils-native XML files"
+	@echo "  pseudoxml  to make pseudoxml-XML files for display purposes"
+	@echo "  linkcheck  to check all external links for integrity"
+	@echo "  doctest    to run all doctests embedded in the documentation (if enabled)"
+
+clean:
+	rm -rf $(BUILDDIR)/*
+
+html:
+	$(SPHINXBUILD) -b html $(ALLSPHINXOPTS) $(BUILDDIR)/html
+	@echo
+	@echo "Build finished. The HTML pages are in $(BUILDDIR)/html."
+
+dirhtml:
+	$(SPHINXBUILD) -b dirhtml $(ALLSPHINXOPTS) $(BUILDDIR)/dirhtml
+	@echo
+	@echo "Build finished. The HTML pages are in $(BUILDDIR)/dirhtml."
+
+singlehtml:
+	$(SPHINXBUILD) -b singlehtml $(ALLSPHINXOPTS) $(BUILDDIR)/singlehtml
+	@echo
+	@echo "Build finished. The HTML page is in $(BUILDDIR)/singlehtml."
+
+pickle:
+	$(SPHINXBUILD) -b pickle $(ALLSPHINXOPTS) $(BUILDDIR)/pickle
+	@echo
+	@echo "Build finished; now you can process the pickle files."
+
+json:
+	$(SPHINXBUILD) -b json $(ALLSPHINXOPTS) $(BUILDDIR)/json
+	@echo
+	@echo "Build finished; now you can process the JSON files."
+
+htmlhelp:
+	$(SPHINXBUILD) -b htmlhelp $(ALLSPHINXOPTS) $(BUILDDIR)/htmlhelp
+	@echo
+	@echo "Build finished; now you can run HTML Help Workshop with the" \
+	      ".hhp project file in $(BUILDDIR)/htmlhelp."
+
+qthelp:
+	$(SPHINXBUILD) -b qthelp $(ALLSPHINXOPTS) $(BUILDDIR)/qthelp
+	@echo
+	@echo "Build finished; now you can run "qcollectiongenerator" with the" \
+	      ".qhcp project file in $(BUILDDIR)/qthelp, like this:"
+	@echo "# qcollectiongenerator $(BUILDDIR)/qthelp/RIPEAtlasToolsMagellan.qhcp"
+	@echo "To view the help file:"
+	@echo "# assistant -collectionFile $(BUILDDIR)/qthelp/RIPEAtlasToolsMagellan.qhc"
+
+devhelp:
+	$(SPHINXBUILD) -b devhelp $(ALLSPHINXOPTS) $(BUILDDIR)/devhelp
+	@echo
+	@echo "Build finished."
+	@echo "To view the help file:"
+	@echo "# mkdir -p $$HOME/.local/share/devhelp/RIPEAtlasToolsMagellan"
+	@echo "# ln -s $(BUILDDIR)/devhelp $$HOME/.local/share/devhelp/RIPEAtlasToolsMagellan"
+	@echo "# devhelp"
+
+epub:
+	$(SPHINXBUILD) -b epub $(ALLSPHINXOPTS) $(BUILDDIR)/epub
+	@echo
+	@echo "Build finished. The epub file is in $(BUILDDIR)/epub."
+
+latex:
+	$(SPHINXBUILD) -b latex $(ALLSPHINXOPTS) $(BUILDDIR)/latex
+	@echo
+	@echo "Build finished; the LaTeX files are in $(BUILDDIR)/latex."
+	@echo "Run \`make' in that directory to run these through (pdf)latex" \
+	      "(use \`make latexpdf' here to do that automatically)."
+
+latexpdf:
+	$(SPHINXBUILD) -b latex $(ALLSPHINXOPTS) $(BUILDDIR)/latex
+	@echo "Running LaTeX files through pdflatex..."
+	$(MAKE) -C $(BUILDDIR)/latex all-pdf
+	@echo "pdflatex finished; the PDF files are in $(BUILDDIR)/latex."
+
+latexpdfja:
+	$(SPHINXBUILD) -b latex $(ALLSPHINXOPTS) $(BUILDDIR)/latex
+	@echo "Running LaTeX files through platex and dvipdfmx..."
+	$(MAKE) -C $(BUILDDIR)/latex all-pdf-ja
+	@echo "pdflatex finished; the PDF files are in $(BUILDDIR)/latex."
+
+text:
+	$(SPHINXBUILD) -b text $(ALLSPHINXOPTS) $(BUILDDIR)/text
+	@echo
+	@echo "Build finished. The text files are in $(BUILDDIR)/text."
+
+man:
+	$(SPHINXBUILD) -b man $(ALLSPHINXOPTS) $(BUILDDIR)/man
+	@echo
+	@echo "Build finished. The manual pages are in $(BUILDDIR)/man."
+
+texinfo:
+	$(SPHINXBUILD) -b texinfo $(ALLSPHINXOPTS) $(BUILDDIR)/texinfo
+	@echo
+	@echo "Build finished. The Texinfo files are in $(BUILDDIR)/texinfo."
+	@echo "Run \`make' in that directory to run these through makeinfo" \
+	      "(use \`make info' here to do that automatically)."
+
+info:
+	$(SPHINXBUILD) -b texinfo $(ALLSPHINXOPTS) $(BUILDDIR)/texinfo
+	@echo "Running Texinfo files through makeinfo..."
+	make -C $(BUILDDIR)/texinfo info
+	@echo "makeinfo finished; the Info files are in $(BUILDDIR)/texinfo."
+
+gettext:
+	$(SPHINXBUILD) -b gettext $(I18NSPHINXOPTS) $(BUILDDIR)/locale
+	@echo
+	@echo "Build finished. The message catalogs are in $(BUILDDIR)/locale."
+
+changes:
+	$(SPHINXBUILD) -b changes $(ALLSPHINXOPTS) $(BUILDDIR)/changes
+	@echo
+	@echo "The overview file is in $(BUILDDIR)/changes."
+
+linkcheck:
+	$(SPHINXBUILD) -b linkcheck $(ALLSPHINXOPTS) $(BUILDDIR)/linkcheck
+	@echo
+	@echo "Link check complete; look for any errors in the above output " \
+	      "or in $(BUILDDIR)/linkcheck/output.txt."
+
+doctest:
+	$(SPHINXBUILD) -b doctest $(ALLSPHINXOPTS) $(BUILDDIR)/doctest
+	@echo "Testing of doctests in the sources finished, look at the " \
+	      "results in $(BUILDDIR)/doctest/output.txt."
+
+xml:
+	$(SPHINXBUILD) -b xml $(ALLSPHINXOPTS) $(BUILDDIR)/xml
+	@echo
+	@echo "Build finished. The XML files are in $(BUILDDIR)/xml."
+
+pseudoxml:
+	$(SPHINXBUILD) -b pseudoxml $(ALLSPHINXOPTS) $(BUILDDIR)/pseudoxml
+	@echo
+	@echo "Build finished. The pseudo-XML files are in $(BUILDDIR)/pseudoxml."

docs/_static/custom.css

@@ -0,0 +1,14 @@
+/* override table width restrictions */
+@media screen and (min-width: 767px) {
+
+  .wy-table-responsive table td {
+    /* !important prevents the common CSS stylesheets from
+       overriding this as on RTD they are loaded after this stylesheet */
+    white-space: normal !important;
+  }
+
+  .wy-table-responsive {
+    overflow: visible !important;
+  }
+
+}

docs/administration.md

@@ -1,568 +0,0 @@
-# Administration
-
-## Making backups {#backup}
-
-Multiple options exist for making backups of your paperless instance,
-depending on how you installed paperless.
-
-Before making backups, make sure that paperless is not running.
-
-Options available to any installation of paperless:
-
-- 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.
-- The document exporter is also able to update an already existing
-  export. Therefore, incremental backups with `rsync` are entirely
-  possible.
-
-!!! caution
-
-    You cannot import the export generated with one version of paperless in
-    a different version of paperless. The export contains an exact image of
-    the database, and migrations may change the database layout.
-
-Options available to docker installations:
-
-- Backup the docker volumes. These usually reside within
-  `/var/lib/docker/volumes` on the host and you need to be root in
-  order to access them.
-
-  Paperless uses 4 volumes:
-
-  - `paperless_media`: This is where your documents are stored.
-  - `paperless_data`: This is where auxillary data is stored. This
-    folder also contains the SQLite database, if you use it.
-  - `paperless_pgdata`: Exists only if you use PostgreSQL and
-    contains the database.
-  - `paperless_dbdata`: Exists only if you use MariaDB and contains
-    the database.
-
-Options available to bare-metal and non-docker installations:
-
-- Backup the entire paperless folder. This ensures that if your
-  paperless instance crashes at some point or your disk fails, you can
-  simply copy the folder back into place and it works.
-
-  When using PostgreSQL or MariaDB, you'll also have to backup the
-  database.
-
-### Restoring {#migrating-restoring}
-
-## Updating Paperless {#updating}
-
-### 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
-available at the [release
-page](https://github.com/paperless-ngx/paperless-ngx/releases).
-
-First of all, ensure that paperless is stopped.
-
-```shell-session
-$ cd /path/to/paperless
-$ docker-compose down
-```
-
-After that, [make a backup](#backup).
-
-1.  If you pull the image from the docker hub, all you need to do is:
-
-    ```shell-session
-    $ docker-compose pull
-    $ docker-compose up
-    ```
-
-    The docker-compose files refer to the `latest` version, which is
-    always the latest stable release.
-
-1.  If you built the image yourself, do the following:
-
-    ```shell-session
-    $ git pull
-    $ docker-compose build
-    $ docker-compose up
-    ```
-
-Running `docker-compose up` will also apply any new database migrations.
-If you see everything working, press CTRL+C once to gracefully stop
-paperless. Then you can start paperless-ngx with `-d` to have it run in
-the background.
-
-!!! note
-
-    In version 0.9.14, the update process was changed. In 0.9.13 and
-    earlier, the docker-compose files specified exact versions and pull
-    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/main/docker/compose)
-    or edit the `docker-compose.yml` file, find the line that says
-
-    ```
-    image: ghcr.io/paperless-ngx/paperless-ngx:0.9.x
-    ```
-
-    and replace the version with `latest`:
-
-    ```
-    image: ghcr.io/paperless-ngx/paperless-ngx:latest
-    ```
-
-!!! note
-
-    In version 1.7.1 and onwards, the Docker image can now be pinned to a
-    release series. This is often combined with automatic updaters such as
-    Watchtower to allow safer unattended upgrading to new bugfix releases
-    only. It is still recommended to always review release notes before
-    upgrading. To pin your install to a release series, edit the
-    `docker-compose.yml` find the line that says
-
-    ```
-    image: ghcr.io/paperless-ngx/paperless-ngx:latest
-    ```
-
-    and replace the version with the series you want to track, for
-    example:
-
-    ```
-    image: ghcr.io/paperless-ngx/paperless-ngx:1.7
-    ```
-
-### Bare Metal Route {#bare-metal-updating}
-
-After grabbing the new release and unpacking the contents, do the
-following:
-
-1.  Update dependencies. New paperless version may require additional
-    dependencies. The dependencies required are listed in the section
-    about
-    [bare metal installations](/setup#bare_metal).
-
-2.  Update python requirements. Keep in mind to activate your virtual
-    environment before that, if you use one.
-
-    ```shell-session
-    $ 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 # (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.
-
-### 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).
-In order to move back from a version that applied database migrations,
-you'll have to revert the database migration _before_ downgrading, and
-then downgrade paperless.
-
-This table lists the compatible versions for each database migration
-number.
-
-| Migration number | Version range   |
-| ---------------- | --------------- |
-| 1011             | 1.0.0           |
-| 1012             | 1.1.0 - 1.2.1   |
-| 1014             | 1.3.0 - 1.3.1   |
-| 1016             | 1.3.2 - current |
-
-Execute the following management command to migrate your database:
-
-```shell-session
-$ python3 manage.py migrate documents <migration number>
-```
-
-!!! note
-
-    Some migrations cannot be undone. The command will issue errors if that
-    happens.
-
-## Management utilities {#management-commands}
-
-Paperless comes with some management commands that perform various
-maintenance tasks on your paperless instance. You can invoke these
-commands in the following way:
-
-With docker-compose, while paperless is running:
-
-```shell-session
-$ cd /path/to/paperless
-$ docker-compose exec webserver <command> <arguments>
-```
-
-With docker, while paperless is running:
-
-```shell-session
-$ docker exec -it <container-name> <command> <arguments>
-```
-
-Bare metal:
-
-```shell-session
-$ cd /path/to/paperless/src
-$ 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`.
-
-### Document exporter {#exporter}
-
-The document exporter exports all your data from paperless into a folder
-for backup or migration to another DMS.
-
-If you use the document exporter within a cronjob to backup your data
-you might use the `-T` flag behind exec to suppress "The input device
-is not a TTY" errors. For example:
-`docker-compose exec -T webserver document_exporter ../export`
-
-```
-document_exporter target [-c] [-d] [-f] [-na] [-nt] [-p] [-sm] [-z]
-
-optional arguments:
--c, --compare-checksums
--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
-documents, thumbnails and a `manifest.json` file. The manifest contains
-all metadata from the database (correspondents, tags, etc).
-
-When you use the provided docker compose script, specify `../export` as
-the target. This path inside the container is automatically mounted on
-your host on the folder `export`.
-
-If the target directory already exists and contains files, paperless
-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 `-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 `-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 `-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](#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:
-
-```
-document_importer source
-```
-
-When you use the provided docker compose script, put the export inside
-the `export` folder in your paperless source directory. Specify
-`../export` as the `source`.
-
-!!! note
-
-    Importing from a previous version of Paperless may work, but for best
-    results it is suggested to match the versions.
-
-### Document retagger {#retagger}
-
-Say you've imported a few hundred documents and now want to introduce a
-tag or set up a new correspondent, and apply its matching to all of the
-currently-imported docs. This problem is common enough that there are
-tools for it.
-
-```
-document_retagger [-h] [-c] [-T] [-t] [-i] [--use-first] [-f]
-
-optional arguments:
--c, --correspondent
--T, --tags
--t, --document_type
--s, --storage_path
--i, --inbox-only
---use-first
--f, --overwrite
-```
-
-Run this after changing or adding matching rules. It'll loop over all
-of the documents in your database and attempt to match documents
-according to the new rules.
-
-Specify any combination of `-c`, `-T`, `-t` and `-s` to have the
-retagger perform matching of the specified metadata type. If you don't
-specify any of these options, the document retagger won't do anything.
-
-Specify `-i` to have the document retagger work on documents tagged with
-inbox tags only. This is useful when you don't want to mess with your
-already processed documents.
-
-When multiple document types or correspondents match a single document,
-the retagger won't assign these to the document. Specify `--use-first`
-to override this behavior and just use the first correspondent or type
-it finds. This option does not apply to tags, since any amount of tags
-can be applied to a document.
-
-Finally, `-f` specifies that you wish to overwrite already assigned
-correspondents, types and/or tags. The default behavior is to not assign
-correspondents and types to documents that have this data already
-assigned. `-f` works differently for tags: By default, only additional
-tags get added to documents, no tags will be removed. With `-f`, tags
-that don't match a document anymore get removed as well.
-
-### Managing the Automatic matching algorithm
-
-The _Auto_ matching algorithm requires a trained neural network to work.
-This network needs to be updated whenever somethings in your data
-changes. The docker image takes care of that automatically with the task
-scheduler. You can manually renew the classifier by invoking the
-following management command:
-
-```
-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
-for the website. The document index is automatically updated whenever
-documents get added to, changed, or removed from paperless. However, if
-the search yields non-existing documents or won't find anything, you
-may need to recreate the index manually.
-
-```
-document_index {reindex,optimize}
-```
-
-Specify `reindex` to have the index created from scratch. This may take
-some time.
-
-Specify `optimize` to optimize the index. This updates certain aspects
-of the index and usually makes queries faster and also ensures that the
-autocompletion works properly. This command is regularly invoked by the
-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
-changing the naming scheme.
-
-!!! warning
-
-    Since this command moves your documents, it is advised to do a backup
-    beforehand. The renaming logic is robust and will never overwrite or
-    delete a file, but you can't ever be careful enough.
-
-```
-document_renamer
-```
-
-The command takes no arguments and processes all your documents at once.
-
-Learn how to use
-[Management Utilities](#management-commands).
-
-### Sanity checker {#sanity-checker}
-
-Paperless has a built-in sanity checker that inspects your document
-collection for issues.
-
-The issues detected by the sanity checker are as follows:
-
-- Missing original files.
-- Missing archive files.
-- Inaccessible original files due to improper permissions.
-- Inaccessible archive files due to improper permissions.
-- Corrupted original documents by comparing their checksum against
-  what is stored in the database.
-- Corrupted archive documents by comparing their checksum against what
-  is stored in the database.
-- Missing thumbnails.
-- 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 in paperless.
-
-```
-document_sanity_checker
-```
-
-The command takes no arguments. Depending on the size of your document
-archive, this may take some time.
-
-### Fetching e-mail
-
-Paperless automatically fetches your e-mail every 10 minutes by default.
-If you want to invoke the email consumer manually, call the following
-management command:
-
-```
-mail_fetcher
-```
-
-The command takes no arguments and processes all your mail accounts and
-rules.
-
-!!! tip
-
-    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}
-
-Paperless stores archived PDF/A documents alongside your original
-documents. These archived documents will also contain selectable text
-for image-only originals. These documents are derived from the
-originals, which are always stored unmodified. If coming from an earlier
-version of paperless, your documents won't have archived versions.
-
-This command creates PDF/A documents for your documents.
-
-```
-document_archiver --overwrite --document <id>
-```
-
-This command will only attempt to create archived documents when no
-archived document exists yet, unless `--overwrite` is specified. If
-`--document <id>` is specified, the archiver will only process that
-document.
-
-!!! note
-
-    This command essentially performs OCR on all your documents again,
-    according to your settings. If you run this with
-    `PAPERLESS_OCR_MODE=redo`, it will potentially run for a very long time.
-    You can cancel the command at any time, since this command will skip
-    already archived versions the next time it is run.
-
-!!! note
-
-    Some documents will cause errors and cannot be converted into PDF/A
-    documents, such as encrypted PDF documents. The archiver will skip over
-    these documents each time it sees them.
-
-### Managing encryption {#encryption}
-
-Documents can be stored in Paperless using GnuPG encryption.
-
-!!! warning
-
-    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
-    documents is stored plain in the database, even if your documents are
-    encrypted. Filenames are not encrypted as well.
-
-    Also, the web server provides transparent access to your encrypted
-    documents.
-
-    Consider running paperless on an encrypted filesystem instead, which
-    will then at least provide security against physical hardware theft.
-
-#### Enabling encryption
-
-Enabling encryption is no longer supported.
-
-#### Disabling encryption
-
-Basic usage to disable encryption of your document store:
-
-(Note: If `PAPERLESS_PASSPHRASE` isn't set already, you need to specify
-it here)
-
-```
-decrypt_documents [--passphrase SECR3TP4SSPHRA$E]
-```

docs/administration.rst

@@ -0,0 +1,499 @@
+
+**************
+Administration
+**************
+
+.. _administration-backup:
+
+Making backups
+##############
+
+Multiple options exist for making backups of your paperless instance,
+depending on how you installed paperless.
+
+Before making backups, make sure that paperless is not running.
+
+Options available to any installation of paperless:
+
+*   Use the :ref:`document exporter <utilities-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.
+*   The document exporter is also able to update an already existing export.
+    Therefore, incremental backups with ``rsync`` are entirely possible.
+
+.. caution::
+
+    You cannot import the export generated with one version of paperless in a
+    different version of paperless. The export contains an exact image of the
+    database, and migrations may change the database layout.
+
+Options available to docker installations:
+
+*   Backup the docker volumes. These usually reside within
+    ``/var/lib/docker/volumes`` on the host and you need to be root in order
+    to access them.
+
+    Paperless uses 3 volumes:
+
+    *   ``paperless_media``: This is where your documents are stored.
+    *   ``paperless_data``: This is where auxillary data is stored. This
+        folder also contains the SQLite database, if you use it.
+    *   ``paperless_pgdata``: Exists only if you use PostgreSQL and contains
+        the database.
+
+Options available to bare-metal and non-docker installations:
+
+*   Backup the entire paperless folder. This ensures that if your paperless instance
+    crashes at some point or your disk fails, you can simply copy the folder back
+    into place and it works.
+
+    When using PostgreSQL, you'll also have to backup the database.
+
+.. _migrating-restoring:
+
+Restoring
+=========
+
+.. _administration-updating:
+
+Updating Paperless
+##################
+
+Docker Route
+============
+
+If a new release of paperless-ngx is available, upgrading depends on how you
+installed paperless-ngx in the first place. The releases are available at the
+`release page <https://github.com/paperless-ngx/paperless-ngx/releases>`_.
+
+First of all, ensure that paperless is stopped.
+
+.. code:: shell-session
+
+    $ cd /path/to/paperless
+    $ docker-compose down
+
+After that, :ref:`make a backup <administration-backup>`.
+
+A.  If you pull the image from the docker hub, all you need to do is:
+
+    .. code:: shell-session
+
+        $ docker-compose pull
+        $ docker-compose up
+
+    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:
+
+    .. code:: shell-session
+
+        $ git pull
+        $ docker-compose build
+        $ docker-compose up
+
+Running ``docker-compose up`` will also apply any new database migrations.
+If you see everything working, press CTRL+C once to gracefully stop paperless.
+Then you can start paperless-ngx with ``-d`` to have it run in the background.
+
+    .. note::
+
+        In version 0.9.14, the update process was changed. In 0.9.13 and earlier, the
+        docker-compose files specified exact versions and pull 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>`_
+        or edit the ``docker-compose.yml`` file, find the line that says
+
+            .. code::
+
+                image: ghcr.io/paperless-ngx/paperless-ngx:0.9.x
+
+        and replace the version with ``latest``:
+
+            .. code::
+
+                image: ghcr.io/paperless-ngx/paperless-ngx:latest
+
+Bare Metal Route
+================
+
+After grabbing the new release and unpacking the contents, do the following:
+
+1.  Update dependencies. New paperless version may require additional
+    dependencies. The dependencies required are listed in the section about
+    :ref:`bare metal installations <setup-bare_metal>`.
+
+2.  Update python requirements. Keep in mind to activate your virtual environment
+    before that, if you use one.
+
+    .. code:: shell-session
+
+        $ pip install -r requirements.txt
+
+3.  Migrate the database.
+
+    .. code:: shell-session
+
+        $ cd src
+        $ python3 manage.py migrate
+
+    This might not actually do anything. Not every new paperless version comes with new
+    database migrations.
+
+Downgrading Paperless
+#####################
+
+Downgrades are possible. However, some updates also contain database migrations (these change the layout of the database and may move data).
+In order to move back from a version that applied database migrations, you'll have to revert the database migration *before* downgrading,
+and then downgrade paperless.
+
+This table lists the compatible versions for each database migration number.
+
++------------------+-----------------+
+| Migration number | Version range   |
++------------------+-----------------+
+| 1011             | 1.0.0           |
++------------------+-----------------+
+| 1012             | 1.1.0 - 1.2.1   |
++------------------+-----------------+
+| 1014             | 1.3.0 - 1.3.1   |
++------------------+-----------------+
+| 1016             | 1.3.2 - current |
++------------------+-----------------+
+
+Execute the following management command to migrate your database:
+
+.. code:: shell-session
+
+    $ python3 manage.py migrate documents <migration number>
+
+.. note::
+
+    Some migrations cannot be undone. The command will issue errors if that happens.
+
+.. _utilities-management-commands:
+
+Management utilities
+####################
+
+Paperless comes with some management commands that perform various maintenance
+tasks on your paperless instance. You can invoke these commands in the following way:
+
+With docker-compose, while paperless is running:
+
+.. code:: shell-session
+
+    $ cd /path/to/paperless
+    $ docker-compose exec webserver <command> <arguments>
+
+With docker, while paperless is running:
+
+.. code:: shell-session
+
+    $ docker exec -it <container-name> <command> <arguments>
+
+Bare metal:
+
+.. code:: shell-session
+
+    $ cd /path/to/paperless/src
+    $ python3 manage.py <command> <arguments>
+
+All commands have built-in help, which can be accessed by executing them with
+the argument ``--help``.
+
+.. _utilities-exporter:
+
+Document exporter
+=================
+
+The document exporter exports all your data from paperless into a folder for
+backup or migration to another DMS.
+
+If you use the document exporter within a cronjob to backup your data you might use the ``-T`` flag behind exec to suppress "The input device is not a TTY" errors. For example: ``docker-compose exec -T webserver document_exporter ../export``
+
+.. code::
+
+    document_exporter target [-c] [-f] [-d]
+
+    optional arguments:
+    -c, --compare-checksums
+    -f, --use-filename-format
+    -d, --delete
+
+``target`` is a folder to which the data gets written. This includes documents,
+thumbnails and a ``manifest.json`` file. The manifest contains all metadata from
+the database (correspondents, tags, etc).
+
+When you use the provided docker compose script, specify ``../export`` as the
+target. This path inside the container is automatically mounted on your host on
+the folder ``export``.
+
+If the target directory already exists and contains files, paperless 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
+``--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``. 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``.
+
+
+.. _utilities-importer:
+
+Document importer
+=================
+
+The document importer takes the export produced by the `Document 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:
+
+.. code::
+
+    document_importer source
+
+When you use the provided docker compose script, put the export inside the
+``export`` folder in your paperless source directory. Specify ``../export``
+as the ``source``.
+
+
+.. _utilities-retagger:
+
+Document retagger
+=================
+
+Say you've imported a few hundred documents and now want to introduce
+a tag or set up a new correspondent, and apply its matching to all of
+the currently-imported docs. This problem is common enough that
+there are tools for it.
+
+.. code::
+
+    document_retagger [-h] [-c] [-T] [-t] [-i] [--use-first] [-f]
+
+    optional arguments:
+    -c, --correspondent
+    -T, --tags
+    -t, --document_type
+    -i, --inbox-only
+    --use-first
+    -f, --overwrite
+
+Run this after changing or adding matching rules. It'll loop over all
+of the documents in your database and attempt to match documents
+according to the new rules.
+
+Specify any combination of ``-c``, ``-T`` and ``-t`` to have the
+retagger perform matching of the specified metadata type. If you don't
+specify any of these options, the document retagger won't do anything.
+
+Specify ``-i`` to have the document retagger work on documents tagged
+with inbox tags only. This is useful when you don't want to mess with
+your already processed documents.
+
+When multiple document types or correspondents match a single document,
+the retagger won't assign these to the document. Specify ``--use-first``
+to override this behavior and just use the first correspondent or type
+it finds. This option does not apply to tags, since any amount of tags
+can be applied to a document.
+
+Finally, ``-f`` specifies that you wish to overwrite already assigned
+correspondents, types and/or tags. The default behavior is to not
+assign correspondents and types to documents that have this data already
+assigned. ``-f`` works differently for tags: By default, only additional tags get
+added to documents, no tags will be removed. With ``-f``, tags that don't
+match a document anymore get removed as well.
+
+
+Managing the Automatic matching algorithm
+=========================================
+
+The *Auto* matching algorithm requires a trained neural network to work.
+This network needs to be updated whenever somethings in your data
+changes. The docker image takes care of that automatically with the task
+scheduler. You can manually renew the classifier by invoking the following
+management command:
+
+.. code::
+
+    document_create_classifier
+
+This command takes no arguments.
+
+.. _`administration-index`:
+
+Managing the document search index
+==================================
+
+The document search index is responsible for delivering search results for the
+website. The document index is automatically updated whenever documents get
+added to, changed, or removed from paperless. However, if the search yields
+non-existing documents or won't find anything, you may need to recreate the
+index manually.
+
+.. code::
+
+    document_index {reindex,optimize}
+
+Specify ``reindex`` to have the index created from scratch. This may take some
+time.
+
+Specify ``optimize`` to optimize the index. This updates certain aspects of
+the index and usually makes queries faster and also ensures that the
+autocompletion works properly. This command is regularly invoked by the task
+scheduler.
+
+.. _utilities-renamer:
+
+Managing filenames
+==================
+
+If you use paperless' feature to
+:ref:`assign custom filenames to your documents <advanced-file_name_handling>`,
+you can use this command to move all your files after changing
+the naming scheme.
+
+.. warning::
+
+    Since this command moves you documents around alot, it is advised to to
+    a backup before. The renaming logic is robust and will never overwrite
+    or delete a file, but you can't ever be careful enough.
+
+.. code::
+
+    document_renamer
+
+The command takes no arguments and processes all your documents at once.
+
+Learn how to use :ref:`Management Utilities<utilities-management-commands>`.
+
+
+.. _utilities-sanity-checker:
+
+Sanity checker
+==============
+
+Paperless has a built-in sanity checker that inspects your document collection for issues.
+
+The issues detected by the sanity checker are as follows:
+
+* Missing original files.
+* Missing archive files.
+* Inaccessible original files due to improper permissions.
+* Inaccessible archive files due to improper permissions.
+* Corrupted original documents by comparing their checksum against what is stored in the database.
+* Corrupted archive documents by comparing their checksum against what is stored in the database.
+* Missing thumbnails.
+* 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.
+
+
+.. code::
+
+    document_sanity_checker
+
+The command takes no arguments. Depending on the size of your document archive, this may take some time.
+
+
+Fetching e-mail
+===============
+
+Paperless automatically fetches your e-mail every 10 minutes by default. If
+you want to invoke the email consumer manually, call the following management
+command:
+
+.. code::
+
+    mail_fetcher
+
+The command takes no arguments and processes all your mail accounts and rules.
+
+.. _utilities-archiver:
+
+Creating archived documents
+===========================
+
+Paperless stores archived PDF/A documents alongside your original documents.
+These archived documents will also contain selectable text for image-only
+originals.
+These documents are derived from the originals, which are always stored
+unmodified. If coming from an earlier version of paperless, your documents
+won't have archived versions.
+
+This command creates PDF/A documents for your documents.
+
+.. code::
+
+    document_archiver --overwrite --document <id>
+
+This command will only attempt to create archived documents when no archived
+document exists yet, unless ``--overwrite`` is specified. If ``--document <id>``
+is specified, the archiver will only process that document.
+
+.. note::
+
+    This command essentially performs OCR on all your documents again,
+    according to your settings. If you run this with ``PAPERLESS_OCR_MODE=redo``,
+    it will potentially run for a very long time. You can cancel the command
+    at any time, since this command will skip already archived versions the next time
+    it is run.
+
+.. note::
+
+    Some documents will cause errors and cannot be converted into PDF/A documents,
+    such as encrypted PDF documents. The archiver will skip over these documents
+    each time it sees them.
+
+.. _utilities-encyption:
+
+Managing encryption
+===================
+
+Documents can be stored in Paperless using GnuPG encryption.
+
+.. danger::
+
+    Encryption is deprecated since paperless-ngx 0.9 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 documents is stored plain in the
+    database, even if your documents are encrypted. Filenames are not encrypted as
+    well.
+
+    Also, the web server provides transparent access to your encrypted documents.
+
+    Consider running paperless on an encrypted filesystem instead, which will then
+    at least provide security against physical hardware theft.
+
+
+Enabling encryption
+-------------------
+
+Enabling encryption is no longer supported.
+
+
+Disabling encryption
+--------------------
+
+Basic usage to disable encryption of your document store:
+
+(Note: If ``PAPERLESS_PASSPHRASE`` isn't set already, you need to specify it here)
+
+.. code::
+
+    decrypt_documents [--passphrase SECR3TP4SSPHRA$E]

docs/advanced_usage.md

@@ -1,612 +0,0 @@
-# Advanced Topics
-
-Paperless offers a couple of features that automate certain tasks and make
-your life easier.
-
-## Matching tags, correspondents, document types, and storage paths {#matching}
-
-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 `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.
-
-The matching logic is quite powerful. It supports searching the text of
-your document with different algorithms, and as such, some
-experimentation may be necessary to get things right.
-
-In order to have a tag, correspondent, document type, or storage path
-assigned automatically to newly consumed documents, assign a match and
-matching algorithm using the web interface. These settings define when
-to assign tags, correspondents, document types, and storage paths to
-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.
-- **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](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](#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.
-For example, defining a match text of `"Bank of America" BofA` using the
-_any_ algorithm, will match documents that contain either "Bank of
-America" or "BofA", but will not match documents containing "Bank of
-South America".
-
-Then just save your tag, correspondent, document type, or storage path
-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}
-
-Paperless-ngx comes with a new matching algorithm called _Auto_. This
-matching algorithm tries to assign tags, correspondents, document types,
-and storage paths to your documents based on how you have already
-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 "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
-approach. However, there are a couple caveats you need to keep in mind
-when using this feature:
-
-- Changes to your documents are not immediately reflected by the
-  matching algorithm. The neural network needs to be _trained_ on your
-  documents after changes. Paperless periodically (default: once each
-  hour) checks for changes and does this automatically for you.
-- The Auto matching algorithm only takes documents into account which
-  are NOT placed in your inbox (i.e. have any inbox tags assigned to
-  them). This ensures that the neural network only learns from
-  documents which you have correctly tagged before.
-- The matching algorithm can only work if there is a correlation
-  between the tag, correspondent, document type, or storage path and
-  the document itself. Your bank statements usually contain your bank
-  account number and the name of the bank, so this works reasonably
-  well, However, tags such as "TODO" cannot be automatically
-  assigned.
-- The matching algorithm needs a reasonable number of documents to
-  identify when to assign tags, correspondents, storage paths, and
-  types. If one out of a thousand documents has the correspondent
-  "Very obscure web shop I bought something five years ago", it will
-  probably not assign this correspondent automatically if you buy
-  something from them again. The more documents, the better.
-- Paperless also needs a reasonable amount of negative examples to
-  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" 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 {#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 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
-`docker-compose.env` with the variable name of either
-`PAPERLESS_PRE_CONSUME_SCRIPT` or `PAPERLESS_POST_CONSUME_SCRIPT`.
-
-!!! info
-
-    These scripts are executed in a **blocking** process, which means that
-    if a script takes a long time to run, it can significantly slow down
-    your document consumption flow. If you want things to run
-    asynchronously, you'll have to fork the process in your script and
-    exit.
-
-### 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:
-
-| 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:
-
-`/usr/local/bin/ocr-pdf`
-
-```bash
-#!/usr/bin/env bash
-pdf2pdfocr.py -i ${DOCUMENT_WORKING_PATH}
-```
-
-`/etc/paperless.conf`
-
-```bash
-...
-PAPERLESS_PRE_CONSUME_SCRIPT="/usr/local/bin/ocr-pdf"
-...
-```
-
-This will pass the path to the document about to be consumed to
-`/usr/local/bin/ocr-pdf`, which will in turn call
-[pdf2pdfocr.py](https://github.com/LeoFCardoso/pdf2pdfocr) on your
-document, which will then overwrite the file with an OCR'd version of
-the file and exit. At which point, the consumption process will begin
-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}
-
-Executed after the consumer has successfully processed a document and
-has moved it into paperless. It receives the following environment
-variables:
-
-| 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, A simple shell script example:
-
-```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-consume-hooks}
-
-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`.
-
-Assuming you have
-`/home/paperless-ngx/scripts/post-consumption-example.sh` as a
-script which you'd like to run.
-
-You can pass that script into the consumer container via a host mount:
-
-```yaml
-...
-webserver:
-  ...
-  volumes:
-    ...
-    - /home/paperless-ngx/scripts:/path/in/container/scripts/ # (1)!
-  environment: # (3)!
-    ...
-    PAPERLESS_POST_CONSUME_SCRIPT: /path/in/container/scripts/post-consumption-example.sh # (2)!
-...
-```
-
-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:
-
-- Monitor the docker-compose log
-  `cd ~/paperless-ngx; docker-compose logs -f`
-- Check your script's permission e.g. in case of permission error
-  `sudo chmod 755 post-consumption-example.sh`
-- 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}
-
-By default, paperless stores your documents in the media directory and
-renames them using the identifier which it has assigned to each
-document. You will end up getting files like `0000123.pdf` in your media
-directory. This isn't necessarily a bad thing, because you normally
-don't have to access these files manually. However, if you wish to name
-your files differently, you can do that by adjusting the
-`PAPERLESS_FILENAME_FORMAT` configuration option. Paperless adds the
-correct file extension e.g. `.pdf`, `.jpg` automatically.
-
-This variable allows you to configure the filename (folders are allowed)
-using placeholders. For example, configuring this to
-
-```bash
-PAPERLESS_FILENAME_FORMAT={created_year}/{correspondent}/{title}
-```
-
-will create a directory structure as follows:
-
-```
-2019/
-  My bank/
-    Statement January.pdf
-    Statement February.pdf
-2020/
-  My bank/
-    Statement January.pdf
-    Letter.pdf
-    Letter_01.pdf
-  Shoe store/
-    My new shoes.pdf
-```
-
-!!! warning
-
-    Do not manually move your files in the media folder. Paperless remembers
-    the last filename a document was stored as. If you do rename a file,
-    paperless will report your files as missing and won't be able to find
-    them.
-
-Paperless provides the following placeholders within filenames:
-
-- `{asn}`: The archive serial number of the document, or "none".
-- `{correspondent}`: The name of the correspondent, or "none".
-- `{document_type}`: The name of the document type, or "none".
-- `{tag_list}`: A comma separated list of all tags assigned to the
-  document.
-- `{title}`: The title of the document.
-- `{created}`: The full date (ISO format) the document was created.
-- `{created_year}`: Year created only, formatted as the year with
-  century.
-- `{created_year_short}`: Year created only, formatted as the year
-  without century, zero padded.
-- `{created_month}`: Month created only (number 01-12).
-- `{created_month_name}`: Month created name, as per locale
-- `{created_month_name_short}`: Month created abbreviated name, as per
-  locale
-- `{created_day}`: Day created only (number 01-31).
-- `{added}`: The full date (ISO format) the document was added to
-  paperless.
-- `{added_year}`: Year added only.
-- `{added_year_short}`: Year added only, formatted as the year without
-  century, zero padded.
-- `{added_month}`: Month added only (number 01-12).
-- `{added_month_name}`: Month added name, as per locale
-- `{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
-titles and correspondent names (such as `: \ /` and a couple more) are
-not allowed in filenames and will be replaced with dashes.
-
-If paperless detects that two documents share the same filename,
-paperless will automatically append `_01`, `_02`, etc to the filename.
-This happens if all the placeholders in a filename evaluate to the same
-value.
-
-!!! tip
-
-    You can affect how empty placeholders are treated by changing the
-    following setting to `true`.
-
-    ```
-    PAPERLESS_FILENAME_FORMAT_REMOVE_NONE=True
-    ```
-
-    Doing this results in all empty placeholders resolving to "" instead
-    of "none" as stated above. Spaces before empty placeholders are
-    removed as well, empty directories are omitted.
-
-!!! tip
-
-    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`](/administration#renamer).
-
-!!! warning
-
-    Make absolutely sure you get the spelling of the placeholders right, or
-    else paperless will use the default naming scheme instead.
-
-!!! caution
-
-    As of now, you could totally tell paperless to store your files anywhere
-    outside the media directory by setting
-
-    ```
-    PAPERLESS_FILENAME_FORMAT=../../my/custom/location/{title}
-    ```
-
-    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 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` 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
-
-For example, you could define the following two storage paths:
-
-1.  Normal communications are put into a folder structure sorted by
-    `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.
-
-```
-By Year = {created_year}/{correspondent}/{title}
-Insurances = Insurances/{correspondent}/{created_year}-{created_month}-{created_day} {title}
-```
-
-If you then map these storage paths to the documents, you might get the
-following result. For simplicity, `By Year` defines the same
-structure as in the previous example above.
-
-```text
-2019/                                   # By Year
-   My bank/
-     Statement January.pdf
-     Statement February.pdf
-
-Insurances/                             # Insurances
-   Healthcare 123/
-     2022-01-01 Statement January.pdf
-     2022-02-02 Letter.pdf
-     2022-02-03 Letter.pdf
-   Dental 456/
-     2021-12-01 New Conditions.pdf
-```
-
-!!! tip
-
-    Defining a storage path is optional. If no storage path is defined for a
-    document, the global `PAPERLESS_FILENAME_FORMAT` is applied.
-
-## Celery Monitoring {#celery-monitoring}
-
-The monitoring tool
-[Flower](https://flower.readthedocs.io/en/latest/index.html) can be used
-to view more detailed information about the health of the celery workers
-used for asynchronous tasks. This includes details on currently running,
-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` 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 # (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. 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` 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` user.
-If you would like to switch users, the utility `gosu` is available and
-preferred over `sudo`.
-
-This is an advanced functionality with which you could break functionality
-or lose data. If you experience issues, please disable any custom scripts
-and try again before reporting an issue.
-
-For example, using Docker Compose:
-
-```yaml
-services:
-  # ...
-  webserver:
-    # ...
-    volumes:
-      - /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
-
-The database interface does not provide a method to configure a MySQL
-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 sensitive tables, you can execute the following command
-against each table:
-
-`ALTER TABLE <table_name> CONVERT TO CHARACTER SET utf8mb4 COLLATE utf8mb4_bin;`
-
-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.
-
-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" 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/advanced_usage.rst

@@ -0,0 +1,292 @@
+***************
+Advanced topics
+***************
+
+Paperless offers a couple features that automate certain tasks and make your life
+easier.
+
+.. _advanced-matching:
+
+Matching tags, correspondents and document types
+################################################
+
+Paperless will compare the matching algorithms defined by every tag and
+correspondent already set in your database to see if they apply to the text in
+a document.  In other words, if you defined a tag called ``Home Utility``
+that had a ``match`` property of ``bc hydro`` and a ``matching_algorithm`` of
+``literal``, 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.
+
+The matching logic is quite powerful. It supports searching the text of your
+document with different algorithms, and as such, some experimentation may be
+necessary to get things right.
+
+In order to have a tag, correspondent, or type assigned automatically to newly
+consumed documents, assign a match and matching algorithm using the web
+interface. These settings define when to assign correspondents, tags, and types
+to documents.
+
+The following algorithms are available:
+
+* **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 (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 dont know. Look at the source.
+* **Auto:** Tries to automatically match new documents. This does not require you
+  to set a match. See the notes below.
+
+When using the *any* or *all* matching algorithms, you can search for terms
+that consist of multiple words by enclosing them in double quotes. For example,
+defining a match text of ``"Bank of America" BofA`` using the *any* algorithm,
+will match documents that contain either "Bank of America" or "BofA", but will
+not match documents containing "Bank of South America".
+
+Then just save your tag/correspondent and run another document through the
+consumer.  Once complete, you should see the newly-created document,
+automatically tagged with the appropriate data.
+
+
+.. _advanced-automatic_matching:
+
+Automatic matching
+==================
+
+Paperless-ngx comes with a new matching algorithm called *Auto*. This matching
+algorithm tries to assign tags, correspondents, and document types to your
+documents based on how you have already 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 your documents and
+automatically learn when to assign this tag.
+
+Paperless tries to hide much of the involved complexity with this approach.
+However, there are a couple caveats you need to keep in mind when using this
+feature:
+
+* Changes to your documents are not immediately reflected by the matching
+  algorithm. The neural network needs to be *trained* on your documents after
+  changes. Paperless periodically (default: once each hour) checks for changes
+  and does this automatically for you.
+* The Auto matching algorithm only takes documents into account which are NOT
+  placed in your inbox (i.e. have any inbox tags assigned to them). This ensures
+  that the neural network only learns from documents which you have correctly
+  tagged before.
+* The matching algorithm can only work if there is a correlation between the
+  tag, correspondent, or document type and the document itself. Your bank
+  statements usually contain your bank account number and the name of the bank,
+  so this works reasonably well, However, tags such as "TODO" cannot be
+  automatically assigned.
+* The matching algorithm needs a reasonable number of documents to identify when
+  to assign tags, correspondents, and types. If one out of a thousand documents
+  has the correspondent "Very obscure web shop I bought something five years
+  ago", it will probably not assign this correspondent automatically if you buy
+  something from them again. The more documents, the better.
+* Paperless also needs a reasonable amount of negative examples to decide when
+  not to assign a certain tag, correspondent or type. 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 of
+  these correspondents to ANY new document, if both are set to automatic matching.
+
+Hooking into the consumption process
+####################################
+
+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.
+
+Just write a script, put it somewhere that Paperless can read & execute, and
+then put the path to that script in ``paperless.conf`` or ``docker-compose.env`` with the variable name
+of either ``PAPERLESS_PRE_CONSUME_SCRIPT`` or
+``PAPERLESS_POST_CONSUME_SCRIPT``.
+
+.. important::
+
+    These scripts are executed in a **blocking** process, which means that if
+    a script takes a long time to run, it can significantly slow down your
+    document consumption flow.  If you want things to run asynchronously,
+    you'll have to fork the process in your script and exit.
+
+
+Pre-consumption script
+======================
+
+Executed after the consumer sees a new document in the consumption folder, but
+before any processing of the document is performed. This script receives exactly
+one argument:
+
+* Document file name
+
+A simple but common example for this would be creating a simple script like
+this:
+
+``/usr/local/bin/ocr-pdf``
+
+.. code:: bash
+
+    #!/usr/bin/env bash
+    pdf2pdfocr.py -i ${1}
+
+``/etc/paperless.conf``
+
+.. code:: bash
+
+    ...
+    PAPERLESS_PRE_CONSUME_SCRIPT="/usr/local/bin/ocr-pdf"
+    ...
+
+This will pass the path to the document about to be consumed to ``/usr/local/bin/ocr-pdf``,
+which will in turn call `pdf2pdfocr.py`_ on your document, which will then
+overwrite the file with an OCR'd version of the file and exit.  At which point,
+the consumption process will begin with the newly modified file.
+
+.. _pdf2pdfocr.py: https://github.com/LeoFCardoso/pdf2pdfocr
+
+.. _advanced-post_consume_script:
+
+Post-consumption script
+=======================
+
+Executed after the consumer has successfully processed a document and has moved it
+into paperless. It receives the following arguments:
+
+* Document id
+* Generated file name
+* Source path
+* Thumbnail path
+* Download URL
+* Thumbnail URL
+* Correspondent
+* Tags
+
+The script can be in any language, but for a simple shell script
+example, you can take a look at `post-consumption-example.sh`_ in this project.
+
+The post consumption script cannot cancel the consumption process.
+
+Docker
+------
+Assumed you have ``/home/foo/paperless-ngx/scripts/post-consumption-example.sh``.
+
+You can pass that script into the consumer container via a host mount in your ``docker-compose.yml``.
+
+.. code:: bash
+
+  ...
+  consumer:
+    ...
+    volumes:
+      ...
+      - /home/paperless-ngx/scripts:/path/in/container/scripts/
+  ...
+
+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``
+
+Troubleshooting:
+
+- Monitor the docker-compose log ``cd ~/paperless-ngx; docker-compose logs -f``
+- Check your script's permission e.g. in case of permission error ``sudo chmod 755 post-consumption-example.sh``
+- Pipe your scripts's output to a log file e.g. ``echo "${DOCUMENT_ID}" | tee --append /usr/src/paperless/scripts/post-consumption-example.log``
+
+.. _post-consumption-example.sh: https://github.com/jonaswinkler/paperless-ngx/blob/master/scripts/post-consumption-example.sh
+
+.. _advanced-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 document. You will end up getting
+files like ``0000123.pdf`` in your media directory. This isn't necessarily a bad
+thing, because you normally don't have to access these files manually. However, if
+you wish to name your files differently, you can do that by adjusting the
+``PAPERLESS_FILENAME_FORMAT`` configuration option.
+
+This variable allows you to configure the filename (folders are allowed) using
+placeholders. For example, configuring this to
+
+.. code:: bash
+
+    PAPERLESS_FILENAME_FORMAT={created_year}/{correspondent}/{title}
+
+will create a directory structure as follows:
+
+.. code::
+
+    2019/
+      My bank/
+        Statement January.pdf
+        Statement February.pdf
+    2020/
+      My bank/
+        Statement January.pdf
+        Letter.pdf
+        Letter_01.pdf
+      Shoe store/
+        My new shoes.pdf
+
+.. danger::
+
+    Do not manually move your files in the media folder. Paperless remembers the
+    last filename a document was stored as. If you do rename a file, paperless will
+    report your files as missing and won't be able to find them.
+
+Paperless provides the following placeholders withing filenames:
+
+* ``{asn}``: The archive serial number of the document, or "none".
+* ``{correspondent}``: The name of the correspondent, or "none".
+* ``{document_type}``: The name of the document type, or "none".
+* ``{tag_list}``: A comma separated list of all tags assigned to the document.
+* ``{title}``: The title of the document.
+* ``{created}``: The full date (ISO format) the document was created.
+* ``{created_year}``: Year created only.
+* ``{created_month}``: Month created only (number 01-12).
+* ``{created_day}``: Day created only (number 01-31).
+* ``{added}``: The full date (ISO format) the document was added to paperless.
+* ``{added_year}``: Year added only.
+* ``{added_month}``: Month added only (number 01-12).
+* ``{added_day}``: Day added only (number 01-31).
+
+
+Paperless will try to conserve the information from your database as much as possible.
+However, some characters that you can use in document titles and correspondent names (such
+as ``: \ /`` and a couple more) are not allowed in filenames and will be replaced with dashes.
+
+If paperless detects that two documents share the same filename, paperless will automatically
+append ``_01``, ``_02``, etc to the filename. This happens if all the placeholders in a filename
+evaluate to the same value.
+
+.. hint::
+
+    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 :ref:`document renamer <utilities-renamer>`.
+
+.. warning::
+
+    Make absolutely sure you get the spelling of the placeholders right, or else
+    paperless will use the default naming scheme instead.
+
+.. caution::
+
+    As of now, you could totally tell paperless to store your files anywhere outside
+    the media directory by setting
+
+    .. code::
+
+        PAPERLESS_FILENAME_FORMAT=../../my/custom/location/{title}
+
+    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.

docs/api.md

@@ -1,363 +0,0 @@
-# The REST API
-
-Paperless makes use of the [Django REST
-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 7 main endpoints:
-
-- `/api/documents/`: Full CRUD support, except POSTing new documents.
-  See below.
-- `/api/correspondents/`: Full CRUD support.
-- `/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 (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:
-
-- `id`: ID of the document. Read-only.
-- `title`: Title of the document.
-- `content`: Plain text content of the document.
-- `tags`: List of IDs of tags assigned to this document, or empty
-  list.
-- `document_type`: Document type of this document, or null.
-- `correspondent`: Correspondent of this document or null.
-- `created`: The date time at which this document was created.
-- `created_date`: The date (YYYY-MM-DD) at which this document was
-  created. Optional. If also passed with created, this is ignored.
-- `modified`: The date at which this document was last edited in
-  paperless. Read-only.
-- `added`: The date at which this document was added to paperless.
-  Read-only.
-- `archive_serial_number`: The identifier of this document in a
-  physical document archive.
-- `original_file_name`: Verbose filename of the original document.
-  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
-
-In addition to that, the document endpoint offers these additional
-actions on individual documents:
-
-- `/api/documents/<pk>/download/`: Download the document.
-- `/api/documents/<pk>/preview/`: Display the document inline, without
-  downloading it.
-- `/api/documents/<pk>/thumb/`: Download the PNG thumbnail of a
-  document.
-
-Paperless generates archived PDF/A documents from consumed files and
-stores both the original files as well as the archived files. By
-default, the endpoints for previews and downloads serve the archived
-file, if it is available. Otherwise, the original file is served. Some
-document cannot be archived.
-
-The endpoints correctly serve the response header fields
-`Content-Disposition` and `Content-Type` to indicate the filename for
-download and the type of content of the document.
-
-In order to download or preview the original document when an archived
-document is available, supply the query parameter `original=true`.
-
-!!! tip
-
-    Paperless used to provide these functionality at `/fetch/<pk>/preview`,
-    `/fetch/<pk>/thumb` and `/fetch/<pk>/doc`. Redirects to the new URLs are
-    in place. However, if you use these old URLs to access documents, you
-    should update your app or script to use the new URLs.
-
-## Getting document metadata
-
-The api also has an endpoint to retrieve read-only metadata about
-specific documents. this information is not served along with the
-document objects, since it requires reading files and would therefore
-slow down document lists considerably.
-
-Access the metadata of a document with an ID `id` at
-`/api/documents/<id>/metadata/`.
-
-The endpoint reports the following data:
-
-- `original_checksum`: MD5 checksum of the original document.
-- `original_size`: Size of the original document, in bytes.
-- `original_mime_type`: Mime type of the original document.
-- `media_filename`: Current filename of the document, under which it
-  is stored inside the media directory.
-- `has_archive_version`: True, if this document is archived, false
-  otherwise.
-- `original_metadata`: A list of metadata associated with the original
-  document. See below.
-- `archive_checksum`: MD5 checksum of the archived document, or null.
-- `archive_size`: Size of the archived document in bytes, or null.
-- `archive_metadata`: Metadata associated with the archived document,
-  or null. See below.
-
-File metadata is reported as a list of objects in the following form:
-
-```json
-[
-  {
-    "namespace": "http://ns.adobe.com/pdf/1.3/",
-    "prefix": "pdf",
-    "key": "Producer",
-    "value": "SparklePDF, Fancy edition"
-  }
-]
-```
-
-`namespace` and `prefix` can be null. The actual metadata reported
-depends on the file type and the metadata available in that specific
-document. Paperless only reports PDF metadata at this point.
-
-## Authorization
-
-The REST api provides three different forms of authentication.
-
-1.  Basic authentication
-
-    Authorize by providing a HTTP header in the form
-
-    ```
-    Authorization: Basic <credentials>
-    ```
-
-    where `credentials` is a base64-encoded string of
-    `<username>:<password>`
-
-2.  Session authentication
-
-    When you're logged into paperless in your browser, you're
-    automatically logged into the API as well and don't need to provide
-    any authorization headers.
-
-3.  Token authentication
-
-    Paperless also offers an endpoint to acquire authentication tokens.
-
-    POST a username and password as a form or json string to
-    `/api/token/` and paperless will respond with a token, if the login
-    data is correct. This token can be used to authenticate other
-    requests with the following HTTP header:
-
-    ```
-    Authorization: Token <token>
-    ```
-
-    Tokens can be managed and revoked in the paperless admin.
-
-## Searching for documents
-
-Full text searching is available on the `/api/documents/` endpoint. Two
-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).
-- `/api/documents/?more_like=1234`: Search for documents similar to
-  the document with id 1234.
-
-Pagination works exactly the same as it does for normal requests on this
-endpoint.
-
-Certain limitations apply to full text queries:
-
-- Results are always sorted by search score. The results matching the
-  query best will show up first.
-- Only a small subset of filtering parameters are supported.
-
-Furthermore, each returned document has an additional `__search_hit__`
-attribute with various information about the search results:
-
-```
-{
-    "count": 31,
-    "next": "http://localhost:8000/api/documents/?page=2&query=test",
-    "previous": null,
-    "results": [
-
-        ...
-
-        {
-            "id": 123,
-            "title": "title",
-            "content": "content",
-
-            ...
-
-            "__search_hit__": {
-                "score": 0.343,
-                "highlights": "text <span class="match">Test</span> text",
-                "rank": 23
-            }
-        },
-
-        ...
-
-    ]
-}
-```
-
-- `score` is an indication how well this document matches the query
-  relative to the other search results.
-- `highlights` is an excerpt from the document content and highlights
-  the search terms with `<span>` tags as shown above.
-- `rank` is the index of the search results. The first result will
-  have rank 0.
-
-### `/api/search/autocomplete/`
-
-Get auto completions for a partial search term.
-
-Query parameters:
-
-- `term`: The incomplete term.
-- `limit`: Amount of results. Defaults to 10.
-
-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](https://en.wikipedia.org/wiki/Tf%E2%80%93idf) score in the index.
-
-```json
-["term1", "term3", "term6", "term4"]
-```
-
-## POSTing documents {#file-uploads}
-
-The API provides a special endpoint for file uploads:
-
-`/api/documents/post_document/`
-
-POST a multipart form to this endpoint, where the form field `document`
-contains the document that you want to upload to paperless. The filename
-is sanitized and then used to store the document in a temporary
-directory, and the consumer will be instructed to consume the document
-from there.
-
-The endpoint supports the following optional form fields:
-
-- `title`: Specify a title that the consumer should use for the
-  document.
-- `created`: Specify a DateTime where the document was created (e.g.
-  "2016-04-19" or "2016-04-19 06:15:00+02:00").
-- `correspondent`: Specify the ID of a correspondent that the consumer
-  should use for the document.
-- `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 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
-
-The REST API is versioned since Paperless-ngx 1.3.0.
-
-- Versioning ensures that changes to the API don't break older
-  clients.
-- Clients specify the specific version of the API they wish to use
-  with every request and Paperless will handle the request using the
-  specified API version.
-- Even if the underlying data model changes, older API versions will
-  always serve compatible data.
-- If no version is specified, Paperless will serve version 1 to ensure
-  compatibility with older clients that do not request a specific API
-  version.
-
-API versions are specified by submitting an additional HTTP `Accept`
-header with every request:
-
-```
-Accept: application/json; version=6
-```
-
-If an invalid version is specified, Paperless 1.3.0 will respond with
-"406 Not Acceptable" and an error message in the body. Earlier
-versions of Paperless will serve API version 1 regardless of whether a
-version is specified via the `Accept` header.
-
-If a client wishes to verify whether it is compatible with any given
-server, the following procedure should be performed:
-
-1.  Perform an _authenticated_ request against any API endpoint. If the
-    server is on version 1.3.0 or newer, the server will add two custom
-    headers to the response:
-
-    ```
-    X-Api-Version: 2
-    X-Version: 1.3.0
-    ```
-
-2.  Determine whether the client is compatible with this server based on
-    the presence/absence of these headers and their values if present.
-
-### API Changelog
-
-#### Version 1
-
-Initial API version.
-
-#### Version 2
-
-- Added field `Tag.color`. This read/write string field contains a hex
-  color such as `#a6cee3`.
-- Added read-only field `Tag.text_color`. This field contains the text
-  color to use for a specific tag, which is either black or white
-  depending on the brightness of `Tag.color`.
-- Removed field `Tag.colour`.

docs/api.rst

@@ -0,0 +1,300 @@
+
+************
+The REST API
+************
+
+
+Paperless makes use of the `Django REST Framework`_ 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.
+
+.. _Django REST Framework: http://django-rest-framework.org/
+
+The API provides 5 main endpoints:
+
+*   ``/api/documents/``: Full CRUD support, except POSTing new documents. See below.
+*   ``/api/correspondents/``: Full CRUD support.
+*   ``/api/document_types/``: Full CRUD support.
+*   ``/api/logs/``: Read-Only.
+*   ``/api/tags/``: 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/``.
+
+The objects served by the document endpoint contain the following fields:
+
+*   ``id``: ID of the document. Read-only.
+*   ``title``: Title of the document.
+*   ``content``: Plain text content of the document.
+*   ``tags``: List of IDs of tags assigned to this document, or empty list.
+*   ``document_type``: Document type of this document, or null.
+*   ``correspondent``:  Correspondent of this document or null.
+*   ``created``: The date at which this document was created.
+*   ``modified``: The date at which this document was last edited in paperless. Read-only.
+*   ``added``: The date at which this document was added to paperless. Read-only.
+*   ``archive_serial_number``: The identifier of this document in a physical document archive.
+*   ``original_file_name``: Verbose filename of the original document. Read-only.
+*   ``archived_file_name``: Verbose filename of the archived document. Read-only. Null if no archived document is available.
+
+
+Downloading documents
+#####################
+
+In addition to that, the document endpoint offers these additional actions on
+individual documents:
+
+*   ``/api/documents/<pk>/download/``: Download the document.
+*   ``/api/documents/<pk>/preview/``: Display the document inline,
+    without downloading it.
+*   ``/api/documents/<pk>/thumb/``: Download the PNG thumbnail of a document.
+
+Paperless generates archived PDF/A documents from consumed files and stores both
+the original files as well as the archived files. By default, the endpoints
+for previews and downloads serve the archived file, if it is available.
+Otherwise, the original file is served.
+Some document cannot be archived.
+
+The endpoints correctly serve the response header fields ``Content-Disposition``
+and ``Content-Type`` to indicate the filename for download and the type of content of
+the document.
+
+In order to download or preview the original document when an archived document is available,
+supply the query parameter ``original=true``.
+
+.. hint::
+
+    Paperless used to provide these functionality at ``/fetch/<pk>/preview``,
+    ``/fetch/<pk>/thumb`` and ``/fetch/<pk>/doc``. Redirects to the new URLs
+    are in place. However, if you use these old URLs to access documents, you
+    should update your app or script to use the new URLs.
+
+
+Getting document metadata
+#########################
+
+The api also has an endpoint to retrieve read-only metadata about specific documents. this
+information is not served along with the document objects, since it requires reading
+files and would therefore slow down document lists considerably.
+
+Access the metadata of a document with an ID ``id`` at ``/api/documents/<id>/metadata/``.
+
+The endpoint reports the following data:
+
+*   ``original_checksum``: MD5 checksum of the original document.
+*   ``original_size``: Size of the original document, in bytes.
+*   ``original_mime_type``: Mime type of the original document.
+*   ``media_filename``: Current filename of the document, under which it is stored inside the media directory.
+*   ``has_archive_version``: True, if this document is archived, false otherwise.
+*   ``original_metadata``: A list of metadata associated with the original document. See below.
+*   ``archive_checksum``: MD5 checksum of the archived document, or null.
+*   ``archive_size``: Size of the archived document in bytes, or null.
+*   ``archive_metadata``: Metadata associated with the archived document, or null. See below.
+
+File metadata is reported as a list of objects in the following form:
+
+.. code:: json
+
+    [
+        {
+            "namespace": "http://ns.adobe.com/pdf/1.3/",
+            "prefix": "pdf",
+            "key": "Producer",
+            "value": "SparklePDF, Fancy edition"
+        },
+    ]
+
+``namespace`` and ``prefix`` can be null. The actual metadata reported depends on the file type and the metadata
+available in that specific document. Paperless only reports PDF metadata at this point.
+
+Authorization
+#############
+
+The REST api provides three different forms of authentication.
+
+1.  Basic authentication
+
+    Authorize by providing a HTTP header in the form
+
+    .. code::
+
+        Authorization: Basic <credentials>
+
+    where ``credentials`` is a base64-encoded string of ``<username>:<password>``
+
+2.  Session authentication
+
+    When you're logged into paperless in your browser, you're automatically
+    logged into the API as well and don't need to provide any authorization
+    headers.
+
+3.  Token authentication
+
+    Paperless also offers an endpoint to acquire authentication tokens.
+
+    POST a username and password as a form or json string to ``/api/token/``
+    and paperless will respond with a token, if the login data is correct.
+    This token can be used to authenticate other requests with the
+    following HTTP header:
+
+    .. code::
+
+        Authorization: Token <token>
+
+    Tokens can be managed and revoked in the paperless admin.
+
+Searching for documents
+#######################
+
+Full text searching is available on the ``/api/documents/`` endpoint. Two 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 :ref:`basic-usage_searching`.
+
+*   ``/api/documents/?more_like=1234``: Search for documents similar to the document with id 1234.
+
+Pagination works exactly the same as it does for normal requests on this endpoint.
+
+Certain limitations apply to full text queries:
+
+*   Results are always sorted by search score. The results matching the query best will show up first.
+
+*   Only a small subset of filtering parameters are supported.
+
+Furthermore, each returned document has an additional ``__search_hit__`` attribute with various information
+about the search results:
+
+.. code::
+
+    {
+        "count": 31,
+        "next": "http://localhost:8000/api/documents/?page=2&query=test",
+        "previous": null,
+        "results": [
+
+            ...
+
+            {
+                "id": 123,
+                "title": "title",
+                "content": "content",
+
+                ...
+
+                "__search_hit__": {
+                    "score": 0.343,
+                    "highlights": "text <span class=\"match\">Test</span> text",
+                    "rank": 23
+                }
+            },
+
+            ...
+
+        ]
+    }
+
+*   ``score`` is an indication how well this document matches the query relative to the other search results.
+*   ``highlights`` is an excerpt from the document content and highlights the search terms with ``<span>`` tags as shown above.
+*   ``rank`` is the index of the search results. The first result will have rank 0.
+
+``/api/search/autocomplete/``
+=============================
+
+Get auto completions for a partial search term.
+
+Query parameters:
+
+*   ``term``: The incomplete term.
+*   ``limit``: Amount of results. Defaults to 10.
+
+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.
+
+.. code:: json
+
+    [
+        "term1",
+        "term3",
+        "term6",
+        "term4"
+    ]
+
+
+.. _api-file_uploads:
+
+POSTing documents
+#################
+
+The API provides a special endpoint for file uploads:
+
+``/api/documents/post_document/``
+
+POST a multipart form to this endpoint, where the form field ``document`` contains
+the document that you want to upload to paperless. The filename is sanitized and
+then used to store the document in a temporary directory, and the consumer will
+be instructed to consume the document from there.
+
+The endpoint supports the following optional form fields:
+
+*   ``title``: Specify a title that the consumer should use for the document.
+*   ``correspondent``: Specify the ID of a correspondent that the consumer should use for the document.
+*   ``document_type``: Similar to correspondent.
+*   ``tags``: Similar to correspondent. Specify this multiple times to have multiple tags added
+    to the document.
+
+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.
+
+
+.. _api-versioning:
+
+API Versioning
+##############
+
+The REST API is versioned since Paperless-ngx 1.3.0.
+
+* Versioning ensures that changes to the API don't break older clients.
+* Clients specify the specific version of the API they wish to use with every request and Paperless will handle the request using the specified API version.
+* Even if the underlying data model changes, older API versions will always serve compatible data.
+* If no version is specified, Paperless will serve version 1 to ensure compatibility with older clients that do not request a specific API version.
+
+API versions are specified by submitting an additional HTTP ``Accept`` header with every request:
+
+.. code::
+
+    Accept: application/json; version=6
+
+If an invalid version is specified, Paperless 1.3.0 will respond with "406 Not Acceptable" and an error message in the body.
+Earlier versions of Paperless will serve API version 1 regardless of whether a version is specified via the ``Accept`` header.
+
+If a client wishes to verify whether it is compatible with any given server, the following procedure should be performed:
+
+1.  Perform an *authenticated* request against any API endpoint. If the server is on version 1.3.0 or newer, the server will
+    add two custom headers to the response:
+
+    .. code::
+
+        X-Api-Version: 2
+        X-Version: 1.3.0
+
+2.  Determine whether the client is compatible with this server based on the presence/absence of these headers and their values if present.
+
+
+API Changelog
+=============
+
+Version 1
+---------
+
+Initial API version.
+
+Version 2
+---------
+
+* Added field ``Tag.color``. This read/write string field contains a hex color such as ``#a6cee3``.
+* Added read-only field ``Tag.text_color``. This field contains the text color to use for a specific tag, which is either black or white depending on the brightness of ``Tag.color``.
+* Removed field ``Tag.colour``.

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docs/conf.py

@@ -0,0 +1,321 @@
+import sphinx_rtd_theme
+
+
+__version__ = None
+exec(open("../src/paperless/version.py").read())
+
+
+extensions = [
+    "sphinx.ext.autodoc",
+    "sphinx.ext.intersphinx",
+    "sphinx.ext.todo",
+    "sphinx.ext.imgmath",
+    "sphinx.ext.viewcode",
+    "sphinx_rtd_theme",
+]
+
+# Add any paths that contain templates here, relative to this directory.
+# templates_path = ['_templates']
+
+# The suffix of source filenames.
+source_suffix = ".rst"
+
+# The encoding of source files.
+# source_encoding = 'utf-8-sig'
+
+# The master toctree document.
+master_doc = "index"
+
+# General information about the project.
+project = "Paperless-ngx"
+copyright = "2015-2022, Daniel Quinn, Jonas Winkler, and the paperless-ngx team"
+
+# The version info for the project you're documenting, acts as replacement for
+# |version| and |release|, also used in various other places throughout the
+# built documents.
+#
+
+#
+# If the build process ever explodes here, it's because you've set the version
+# number in paperless.version to a tuple with 3 numbers in it.
+#
+
+# The short X.Y version.
+version = ".".join([str(_) for _ in __version__[:2]])
+# The full version, including alpha/beta/rc tags.
+release = ".".join([str(_) for _ in __version__[:3]])
+
+# The language for content autogenerated by Sphinx. Refer to documentation
+# for a list of supported languages.
+# language = None
+
+# There are two options for replacing |today|: either, you set today to some
+# non-false value, then it is used:
+# today = ''
+# Else, today_fmt is used as the format for a strftime call.
+# today_fmt = '%B %d, %Y'
+
+# List of patterns, relative to source directory, that match files and
+# directories to ignore when looking for source files.
+exclude_patterns = ["_build"]
+
+# The reST default role (used for this markup: `text`) to use for all
+# documents.
+# default_role = None
+
+# If true, '()' will be appended to :func: etc. cross-reference text.
+# add_function_parentheses = True
+
+# If true, the current module name will be prepended to all description
+# unit titles (such as .. function::).
+# add_module_names = True
+
+# If true, sectionauthor and moduleauthor directives will be shown in the
+# output. They are ignored by default.
+# show_authors = False
+
+# The name of the Pygments (syntax highlighting) style to use.
+pygments_style = "sphinx"
+
+# A list of ignored prefixes for module index sorting.
+# modindex_common_prefix = []
+
+# If true, keep warnings as "system message" paragraphs in the built documents.
+# keep_warnings = False
+
+
+# -- Options for HTML output ----------------------------------------------
+
+# The theme to use for HTML and HTML Help pages.  See the documentation for
+# a list of builtin themes.
+html_theme = "sphinx_rtd_theme"
+
+# Theme options are theme-specific and customize the look and feel of a theme
+# further.  For a list of options available for each theme, see the
+# documentation.
+# html_theme_options = {}
+
+# Add any paths that contain custom themes here, relative to this directory.
+html_theme_path = []
+
+# The name for this set of Sphinx documents.  If None, it defaults to
+# "<project> v<release> documentation".
+# html_title = None
+
+# A shorter title for the navigation bar.  Default is the same as html_title.
+# html_short_title = None
+
+# The name of an image file (relative to this directory) to place at the top
+# of the sidebar.
+# html_logo = None
+
+# The name of an image file (within the static path) to use as favicon of the
+# docs.  This file should be a Windows icon file (.ico) being 16x16 or 32x32
+# pixels large.
+# html_favicon = None
+
+# Add any paths that contain custom static files (such as style sheets) here,
+# relative to this directory. They are copied after the builtin static files,
+# so a file named "default.css" will overwrite the builtin "default.css".
+html_static_path = ["_static"]
+
+# Add any extra paths that contain custom files (such as robots.txt or
+# .htaccess) here, relative to this directory. These files are copied
+# directly to the root of the documentation.
+# html_extra_path = []
+
+# If not '', a 'Last updated on:' timestamp is inserted at every page bottom,
+# using the given strftime format.
+# html_last_updated_fmt = '%b %d, %Y'
+
+# If true, SmartyPants will be used to convert quotes and dashes to
+# typographically correct entities.
+# html_use_smartypants = True
+
+# Custom sidebar templates, maps document names to template names.
+# html_sidebars = {}
+
+# Additional templates that should be rendered to pages, maps page names to
+# template names.
+# html_additional_pages = {}
+
+# If false, no module index is generated.
+# html_domain_indices = True
+
+# If false, no index is generated.
+# html_use_index = True
+
+# If true, the index is split into individual pages for each letter.
+# html_split_index = False
+
+# If true, links to the reST sources are added to the pages.
+# html_show_sourcelink = True
+
+# If true, "Created using Sphinx" is shown in the HTML footer. Default is True.
+# html_show_sphinx = True
+
+# If true, "(C) Copyright ..." is shown in the HTML footer. Default is True.
+# html_show_copyright = True
+
+# If true, an OpenSearch description file will be output, and all pages will
+# contain a <link> tag referring to it.  The value of this option must be the
+# base URL from which the finished HTML is served.
+# html_use_opensearch = ''
+
+# This is the file name suffix for HTML files (e.g. ".xhtml").
+# html_file_suffix = None
+
+# Output file base name for HTML help builder.
+htmlhelp_basename = "paperless"
+
+# -- Options for LaTeX output ---------------------------------------------
+
+latex_elements = {
+    # The paper size ('letterpaper' or 'a4paper').
+    #'papersize': 'letterpaper',
+    # The font size ('10pt', '11pt' or '12pt').
+    #'pointsize': '10pt',
+    # Additional stuff for the LaTeX preamble.
+    #'preamble': '',
+}
+
+# Grouping the document tree into LaTeX files. List of tuples
+# (source start file, target name, title,
+#  author, documentclass [howto, manual, or own class]).
+latex_documents = [
+    ("index", "paperless.tex", "Paperless Documentation", "Daniel Quinn", "manual"),
+]
+
+# The name of an image file (relative to this directory) to place at the top of
+# the title page.
+# latex_logo = None
+
+# For "manual" documents, if this is true, then toplevel headings are parts,
+# not chapters.
+# latex_use_parts = False
+
+# If true, show page references after internal links.
+# latex_show_pagerefs = False
+
+# If true, show URL addresses after external links.
+# latex_show_urls = False
+
+# Documents to append as an appendix to all manuals.
+# latex_appendices = []
+
+# If false, no module index is generated.
+# latex_domain_indices = True
+
+
+# -- Options for manual page output ---------------------------------------
+
+# One entry per manual page. List of tuples
+# (source start file, name, description, authors, manual section).
+man_pages = [("index", "paperless", "Paperless Documentation", ["Daniel Quinn"], 1)]
+
+# If true, show URL addresses after external links.
+# man_show_urls = False
+
+
+# -- Options for Texinfo output -------------------------------------------
+
+# Grouping the document tree into Texinfo files. List of tuples
+# (source start file, target name, title, author,
+#  dir menu entry, description, category)
+texinfo_documents = [
+    (
+        "index",
+        "Paperless",
+        "Paperless Documentation",
+        "Daniel Quinn",
+        "paperless",
+        "Scan, index, and archive all of your paper documents.",
+        "Miscellaneous",
+    ),
+]
+
+# Documents to append as an appendix to all manuals.
+# texinfo_appendices = []
+
+# If false, no module index is generated.
+# texinfo_domain_indices = True
+
+# How to display URL addresses: 'footnote', 'no', or 'inline'.
+# texinfo_show_urls = 'footnote'
+
+# If true, do not generate a @detailmenu in the "Top" node's menu.
+# texinfo_no_detailmenu = False
+
+
+# -- Options for Epub output ----------------------------------------------
+
+# Bibliographic Dublin Core info.
+epub_title = "Paperless"
+epub_author = "Daniel Quinn"
+epub_publisher = "Daniel Quinn"
+epub_copyright = "2015, Daniel Quinn"
+
+# The basename for the epub file. It defaults to the project name.
+# epub_basename = u'Paperless'
+
+# The HTML theme for the epub output. Since the default themes are not optimized
+# for small screen space, using the same theme for HTML and epub output is
+# usually not wise. This defaults to 'epub', a theme designed to save visual
+# space.
+# epub_theme = 'epub'
+
+# The language of the text. It defaults to the language option
+# or en if the language is not set.
+# epub_language = ''
+
+# The scheme of the identifier. Typical schemes are ISBN or URL.
+# epub_scheme = ''
+
+# The unique identifier of the text. This can be a ISBN number
+# or the project homepage.
+# epub_identifier = ''
+
+# A unique identification for the text.
+# epub_uid = ''
+
+# A tuple containing the cover image and cover page html template filenames.
+# epub_cover = ()
+
+# A sequence of (type, uri, title) tuples for the guide element of content.opf.
+# epub_guide = ()
+
+# HTML files that should be inserted before the pages created by sphinx.
+# The format is a list of tuples containing the path and title.
+# epub_pre_files = []
+
+# HTML files shat should be inserted after the pages created by sphinx.
+# The format is a list of tuples containing the path and title.
+# epub_post_files = []
+
+# A list of files that should not be packed into the epub file.
+epub_exclude_files = ["search.html"]
+
+# The depth of the table of contents in toc.ncx.
+# epub_tocdepth = 3
+
+# Allow duplicate toc entries.
+# epub_tocdup = True
+
+# Choose between 'default' and 'includehidden'.
+# epub_tocscope = 'default'
+
+# Fix unsupported image types using the PIL.
+# epub_fix_images = False
+
+# Scale large images.
+# epub_max_image_width = 0
+
+# How to display URL addresses: 'footnote', 'no', or 'inline'.
+# epub_show_urls = 'inline'
+
+# If false, no index is generated.
+# epub_use_index = True
+
+
+# Example configuration for intersphinx: refer to the Python standard library.
+intersphinx_mapping = {"http://docs.python.org/": None}