Bump version to 2.13.3

Co-authored-by: Crowdin Bot <support+bot@crowdin.com>

.codecov.yml

@@ -14,6 +14,9 @@ flag_management:
 # codecov will only comment if coverage changes
 comment:
   require_changes: true
+  # https://docs.codecov.com/docs/javascript-bundle-analysis
+  require_bundle_changes: true
+  bundle_change_threshold: "50Kb"
 coverage:
   status:
     project:
@@ -22,7 +25,12 @@ coverage:
         threshold: 1%
     patch:
       default:
-        # For the changed lines only, target 75% covered, but
-        # allow as low as 50%
-        target: 75%
+        # For the changed lines only, target 100% covered, but
+        # allow as low as 75%
+        target: 100%
         threshold: 25%
+# https://docs.codecov.com/docs/javascript-bundle-analysis
+bundle_analysis:
+  # Fail if the bundle size increases by more than 1MB
+  warning_threshold: "1MB"
+  status: true

.devcontainer/Dockerfile

@@ -0,0 +1,180 @@
+# syntax=docker/dockerfile:1
+
+FROM --platform=$BUILDPLATFORM docker.io/node:20-bookworm-slim as main-app
+
+ARG DEBIAN_FRONTEND=noninteractive
+
+# Buildx provided, must be defined to use though
+ARG TARGETARCH
+
+# Can be workflow provided, defaults set for manual building
+ARG JBIG2ENC_VERSION=0.29
+ARG QPDF_VERSION=11.9.0
+ARG GS_VERSION=10.03.1
+
+# Set Python environment variables
+ENV PYTHONDONTWRITEBYTECODE=1 \
+    PYTHONUNBUFFERED=1 \
+    # Ignore warning from Whitenoise
+    PYTHONWARNINGS="ignore:::django.http.response:517" \
+    PNGX_CONTAINERIZED=1
+
+#
+# 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 \
+  # PostgreSQL
+  postgresql-client \
+  # MySQL / MariaDB
+  mariadb-client \
+  # OCRmyPDF dependencies
+  tesseract-ocr \
+  tesseract-ocr-eng \
+  tesseract-ocr-deu \
+  tesseract-ocr-fra \
+  tesseract-ocr-ita \
+  tesseract-ocr-spa \
+  unpaper \
+  pngquant \
+  jbig2dec \
+  # lxml
+  libxml2 \
+  libxslt1.1 \
+  # itself
+  qpdf \
+  # Mime type detection
+  file \
+  libmagic1 \
+  media-types \
+  zlib1g \
+  # Barcode splitter
+  libzbar0 \
+  poppler-utils \
+  htop \
+  sudo"
+
+# 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}
+
+ARG PYTHON_PACKAGES="\
+  python3 \
+  python3-pip \
+  python3-wheel \
+  pipenv \
+  ca-certificates"
+
+RUN set -eux \
+  echo "Installing python packages" \
+    && apt-get update \
+    && apt-get install --yes --quiet ${PYTHON_PACKAGES}
+
+RUN set -eux \
+  && echo "Installing pre-built updates" \
+    && echo "Installing qpdf ${QPDF_VERSION}" \
+      && curl --fail --silent --show-error --location \
+        --output libqpdf29_${QPDF_VERSION}-1_${TARGETARCH}.deb \
+        https://github.com/paperless-ngx/builder/releases/download/qpdf-${QPDF_VERSION}/libqpdf29_${QPDF_VERSION}-1_${TARGETARCH}.deb \
+      && curl --fail --silent --show-error --location \
+        --output qpdf_${QPDF_VERSION}-1_${TARGETARCH}.deb \
+        https://github.com/paperless-ngx/builder/releases/download/qpdf-${QPDF_VERSION}/qpdf_${QPDF_VERSION}-1_${TARGETARCH}.deb \
+      && dpkg --install ./libqpdf29_${QPDF_VERSION}-1_${TARGETARCH}.deb \
+      && dpkg --install ./qpdf_${QPDF_VERSION}-1_${TARGETARCH}.deb \
+    && echo "Installing Ghostscript ${GS_VERSION}" \
+      && curl --fail --silent --show-error --location \
+          --output libgs10_${GS_VERSION}.dfsg-1_${TARGETARCH}.deb \
+          https://github.com/paperless-ngx/builder/releases/download/ghostscript-${GS_VERSION}/libgs10_${GS_VERSION}.dfsg-1_${TARGETARCH}.deb \
+      && curl --fail --silent --show-error --location \
+          --output ghostscript_${GS_VERSION}.dfsg-1_${TARGETARCH}.deb \
+          https://github.com/paperless-ngx/builder/releases/download/ghostscript-${GS_VERSION}/ghostscript_${GS_VERSION}.dfsg-1_${TARGETARCH}.deb \
+      && curl --fail --silent --show-error --location \
+          --output libgs10-common_${GS_VERSION}.dfsg-1_all.deb \
+          https://github.com/paperless-ngx/builder/releases/download/ghostscript-${GS_VERSION}/libgs10-common_${GS_VERSION}.dfsg-1_all.deb \
+        && dpkg --install ./libgs10-common_${GS_VERSION}.dfsg-1_all.deb \
+        && dpkg --install ./libgs10_${GS_VERSION}.dfsg-1_${TARGETARCH}.deb \
+        && dpkg --install ./ghostscript_${GS_VERSION}.dfsg-1_${TARGETARCH}.deb \
+    && echo "Installing jbig2enc" \
+      && curl --fail --silent --show-error --location \
+        --output jbig2enc_${JBIG2ENC_VERSION}-1_${TARGETARCH}.deb \
+        https://github.com/paperless-ngx/builder/releases/download/jbig2enc-${JBIG2ENC_VERSION}/jbig2enc_${JBIG2ENC_VERSION}-1_${TARGETARCH}.deb \
+      && dpkg --install ./jbig2enc_${JBIG2ENC_VERSION}-1_${TARGETARCH}.deb
+
+# setup docker-specific things
+# These change sometimes, but rarely
+WORKDIR /usr/src/paperless/src/docker/
+
+COPY [ \
+  "docker/imagemagick-policy.xml", \
+  "./" \
+]
+
+RUN set -eux \
+  && echo "Configuring ImageMagick" \
+    && mv imagemagick-policy.xml /etc/ImageMagick-6/policy.xml
+
+# Packages needed only for building a few quick Python
+# dependencies
+ARG BUILD_PACKAGES="\
+  build-essential \
+  git \
+  # https://www.psycopg.org/docs/install.html#prerequisites
+  libpq-dev \
+  # https://github.com/PyMySQL/mysqlclient#linux
+  default-libmysqlclient-dev \
+  pkg-config \
+  pre-commit"
+
+# 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 ${BUILD_PACKAGES}
+
+RUN set -eux \
+  && npm update npm -g
+
+# add users, setup scripts
+# Mount the compiled frontend to expected location
+RUN set -eux \
+  && echo "Setting up user/group" \
+    && groupmod --new-name paperless node \
+    && usermod --login paperless --home /usr/src/paperless node \
+    && usermod -s /bin/bash paperless \
+    && echo "paperless ALL=(ALL) NOPASSWD:ALL" >> /etc/sudoers \
+  && echo "Creating volume directories" \
+    && mkdir --parents --verbose /usr/src/paperless/paperless-ngx/data \
+    && mkdir --parents --verbose /usr/src/paperless/paperless-ngx/media \
+    && mkdir --parents --verbose /usr/src/paperless/paperless-ngx/consume \
+    && mkdir --parents --verbose /usr/src/paperless/paperless-ngx/export \
+    && mkdir --parents --verbose /usr/src/paperless/paperless-ngx/.venv \
+  && echo "Adjusting all permissions" \
+    && chown --from root:root --changes --recursive paperless:paperless /usr/src/paperless
+#  && echo "Collecting static files" \
+#    && gosu paperless python3 manage.py collectstatic --clear --no-input --link \
+#    && gosu paperless python3 manage.py compilemessages
+
+VOLUME ["/usr/src/paperless/paperless-ngx/data", \
+        "/usr/src/paperless/paperless-ngx/media", \
+        "/usr/src/paperless/paperless-ngx/consume", \
+        "/usr/src/paperless/paperless-ngx/export", \
+        "/usr/src/paperless/paperless-ngx/.venv"]

.devcontainer/README.md

@@ -0,0 +1,117 @@
+# Paperless NGX Development Environment
+
+## Overview
+
+Welcome to the Paperless NGX development environment! This setup uses VSCode DevContainers to provide a consistent and seamless development experience.
+
+### What are DevContainers?
+
+DevContainers are a feature in VSCode that allows you to develop within a Docker container. This ensures that your development environment is consistent across different machines and setups. By defining a containerized environment, you can eliminate the "works on my machine" problem.
+
+### Advantages of DevContainers
+
+- **Consistency**: Same environment for all developers.
+- **Isolation**: Separate development environment from your local machine.
+- **Reproducibility**: Easily recreate the environment on any machine.
+- **Pre-configured Tools**: Include all necessary tools and dependencies in the container.
+
+## DevContainer Setup
+
+The DevContainer configuration provides up all the necessary services for Paperless NGX, including:
+
+- Redis
+- Gotenberg
+- Tika
+
+Data is stored using Docker volumes to ensure persistence across container restarts.
+
+## Configuration Files
+
+The setup includes debugging configurations (`launch.json`) and tasks (`tasks.json`) to help you manage and debug various parts of the project:
+
+- **Backend Debugging:**
+  - `manage.py runserver`
+  - `manage.py document-consumer`
+  - `celery`
+- **Maintenance Tasks:**
+  - Create superuser
+  - Run migrations
+  - Recreate virtual environment (`.venv` with pipenv)
+  - Compile frontend assets
+
+## Getting Started
+
+### Step 1: Running the DevContainer
+
+To start the DevContainer:
+
+1. Open VSCode.
+2. Open the project folder.
+3. Open the command palette:
+   - **Windows/Linux**: `Ctrl+Shift+P`
+   - **Mac**: `Cmd+Shift+P`
+4. Type and select `Dev Containers: Rebuild and Reopen in Container`.
+
+VSCode will build and start the DevContainer environment.
+
+### Step 2: Initial Setup
+
+Once the DevContainer is up and running, perform the following steps:
+
+1. **Compile Frontend Assets**:
+
+   - Open the command palette:
+     - **Windows/Linux**: `Ctrl+Shift+P`
+     - **Mac**: `Cmd+Shift+P`
+   - Select `Tasks: Run Task`.
+   - Choose `Frontend Compile`.
+
+2. **Run Database Migrations**:
+
+   - Open the command palette:
+     - **Windows/Linux**: `Ctrl+Shift+P`
+     - **Mac**: `Cmd+Shift+P`
+   - Select `Tasks: Run Task`.
+   - Choose `Migrate Database`.
+
+3. **Create Superuser**:
+   - Open the command palette:
+     - **Windows/Linux**: `Ctrl+Shift+P`
+     - **Mac**: `Cmd+Shift+P`
+   - Select `Tasks: Run Task`.
+   - Choose `Create Superuser`.
+
+### Debugging and Running Services
+
+You can start and debug backend services either as debugging sessions via `launch.json` or as tasks.
+
+#### Using `launch.json`:
+
+1. Press `F5` or go to the **Run and Debug** view in VSCode.
+2. Select the desired configuration:
+   - `Runserver`
+   - `Document Consumer`
+   - `Celery`
+
+#### Using Tasks:
+
+1. Open the command palette:
+   - **Windows/Linux**: `Ctrl+Shift+P`
+   - **Mac**: `Cmd+Shift+P`
+2. Select `Tasks: Run Task`.
+3. Choose the desired task:
+   - `Runserver`
+   - `Document Consumer`
+   - `Celery`
+
+### Additional Maintenance Tasks
+
+Additional tasks are available for common maintenance operations:
+
+- **Recreate .venv**: For setting up the virtual environment using pipenv.
+- **Migrate Database**: To apply database migrations.
+- **Create Superuser**: To create an admin user for the application.
+
+## Let's Get Started!
+
+Follow the steps above to get your development environment up and running. Happy coding!

.devcontainer/devcontainer.json

@@ -0,0 +1,16 @@
+{
+    "name": "Paperless Development",
+    "dockerComposeFile": "docker-compose.devcontainer.sqlite-tika.yml",
+    "service": "paperless-development",
+    "workspaceFolder": "/usr/src/paperless/paperless-ngx",
+    "postCreateCommand": "/bin/bash -c pre-commit install && pipenv install --dev",
+    "customizations": {
+        "vscode": {
+            "extensions": [
+              "mhutchie.git-graph",
+              "ms-python.python"
+            ]
+        }
+    },
+    "remoteUser": "paperless"
+  }

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

@@ -0,0 +1,84 @@
+# Docker Compose file for developing Paperless NGX in VSCode DevContainers.
+# This file contains everything Paperless NGX needs to run.
+# Paperless supports amd64, arm, and arm64 hardware.
+# All compose files of Paperless configure it 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.
+#
+# SQLite is used as the database. The SQLite file is stored in the data volume.
+#
+# In addition, this Docker Compose file adds the following optional
+# configurations:
+#
+# - Apache Tika and Gotenberg servers are started with Paperless NGX and Paperless
+#   is configured to use these services. These provide support for consuming
+#   Office documents (Word, Excel, PowerPoint, and their LibreOffice counterparts).
+#
+# This file is intended only to be used through VSCOde devcontainers. See README.md
+# in the folder .devcontainer.
+
+
+services:
+  broker:
+    image: docker.io/library/redis:7
+    restart: unless-stopped
+    volumes:
+      - redisdata:/data
+
+  # No ports need to be exposed; the VSCode DevContainer plugin manages them.
+  paperless-development:
+    image: paperless-ngx
+    build:
+      context: ../    # Dockerfile cannot access files from parent directories if context is not set.
+      dockerfile: ./.devcontainer/Dockerfile
+    restart: unless-stopped
+    depends_on:
+      - broker
+      - gotenberg
+      - tika
+    volumes:
+      - ..:/usr/src/paperless/paperless-ngx:delegated
+      - ../.devcontainer/vscode:/usr/src/paperless/paperless-ngx/.vscode:delegated # VSCode config files
+      - pipenv:/usr/src/paperless/paperless-ngx/.venv # Pipenv environment persisted in volume
+      - /usr/src/paperless/paperless-ngx/src/documents/static/frontend # Static frontend files exist only in container
+      - /usr/src/paperless/paperless-ngx/src/.pytest_cache
+      - /usr/src/paperless/paperless-ngx/.ruff_cache
+      - /usr/src/paperless/paperless-ngx/htmlcov
+      - /usr/src/paperless/paperless-ngx/.coverage
+      - data:/usr/src/paperless/paperless-ngx/data
+      - media:/usr/src/paperless/paperless-ngx/media
+    environment:
+      PAPERLESS_REDIS: redis://broker:6379
+      PAPERLESS_TIKA_ENABLED: 1
+      PAPERLESS_TIKA_GOTENBERG_ENDPOINT: http://gotenberg:3000
+      PAPERLESS_TIKA_ENDPOINT: http://tika:9998
+      PAPERLESS_STATICDIR: ./src/documents/static
+      PAPERLESS_DEBUG: true
+
+    # Overrides default command so things don't shut down after the process ends.
+    command: /bin/sh -c "chown -R paperless:paperless /usr/src/paperless/paperless-ngx/src/documents/static/frontend && chown -R paperless:paperless /usr/src/paperless/paperless-ngx/.ruff_cache && while sleep 1000; do :; done"
+
+  gotenberg:
+    image: docker.io/gotenberg/gotenberg:7.10
+    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: docker.io/apache/tika:latest
+    restart: unless-stopped
+
+volumes:
+  data:
+  media:
+  redisdata:
+  pipenv:

.devcontainer/vscode/launch.json

@@ -0,0 +1,43 @@
+{
+    "version": "0.2.0",
+    "configurations": [
+        {
+            "name": "manage.py runserver",
+            "type": "python",
+            "request": "launch",
+            "program": "${workspaceFolder}/src/manage.py",
+            "console": "integratedTerminal",
+            "justMyCode": true,
+            "args": ["runserver"],
+            "django": true
+        },
+        {
+            "name": "manage.py document_consumer",
+            "type": "python",
+            "request": "launch",
+            "program": "${workspaceFolder}/src/manage.py",
+            "console": "integratedTerminal",
+            "justMyCode": true,
+            "args": ["document_consumer"],
+            "django": true
+        },
+        {
+            "name": "celery",
+            "type": "python",
+            "cwd": "${workspaceFolder}/src",
+            "request": "launch",
+            "module": "celery",
+            "console": "integratedTerminal",
+            "env": {
+                "PYTHONPATH": "${workspaceFolder}/src"
+              },
+            "args": [
+                "-A",
+                "paperless",
+                "worker",
+                "-l",
+                "DEBUG"
+            ]
+        }
+    ]
+}

.devcontainer/vscode/settings.json

@@ -0,0 +1,11 @@
+{
+    "python.testing.pytestArgs": [
+        "src"
+    ],
+    "python.testing.unittestEnabled": false,
+    "python.testing.pytestEnabled": true,
+    "files.watcherExclude": {
+        "**/.venv/**": true,
+        "**/pytest_cache/**": true
+    }
+}

.devcontainer/vscode/tasks.json

@@ -0,0 +1,136 @@
+{
+	"version": "2.0.0",
+	"tasks": [
+	{
+		"label": "manage.py document_consumer",
+		"type": "shell",
+		"command": "pipenv run python manage.py document_consumer",
+		"group": "build",
+		"presentation": {
+			"echo": true,
+			"reveal": "always",
+			"focus": false,
+			"panel": "shared",
+			"showReuseMessage": false,
+			"clear": true,
+			"revealProblems": "onProblem"
+		},
+		"options": {
+			"cwd": "${workspaceFolder}/src"
+		}
+
+		},
+		{
+			"label": "manage.py runserver",
+			"type": "shell",
+			"command": "pipenv run python manage.py runserver",
+			"group": "build",
+			"presentation": {
+				"echo": true,
+				"reveal": "always",
+				"focus": false,
+				"panel": "shared",
+				"showReuseMessage": false,
+				"clear": true,
+				"revealProblems": "onProblem"
+			},
+			"options": {
+				"cwd": "${workspaceFolder}/src"
+			}
+
+			},
+	  {
+		"label": "Maintenance: manage.py migrate",
+		"type": "shell",
+		"command": "pipenv run python manage.py migrate",
+		"group": "none",
+		"presentation": {
+			"echo": true,
+			"reveal": "always",
+			"focus": true,
+			"panel": "shared",
+			"showReuseMessage": false,
+			"clear": true,
+			"revealProblems": "onProblem"
+		},
+		"options": {
+			"cwd": "${workspaceFolder}/src"
+		}
+	  },
+	  {
+		"label": "Maintenance: manage.py createsuperuser",
+		"type": "shell",
+		"command": "pipenv run python manage.py createsuperuser",
+		"group": "none",
+		"presentation": {
+			"echo": true,
+			"reveal": "always",
+			"focus": true,
+			"panel": "shared",
+			"showReuseMessage": false,
+			"clear": true,
+			"revealProblems": "onProblem"
+		},
+		"options": {
+			"cwd": "${workspaceFolder}/src"
+		}
+	  },
+	  {
+		"label": "compile frontend",
+		"type": "shell",
+		"command": "npm ci && ./node_modules/.bin/ng build --configuration production",
+		"group": "none",
+		"presentation": {
+			"echo": true,
+			"reveal": "always",
+			"focus": true,
+			"panel": "shared",
+			"showReuseMessage": false,
+			"clear": true,
+			"revealProblems": "onProblem"
+		},
+		"options": {
+			"cwd": "${workspaceFolder}/src-ui"
+		}
+	  },
+	  {
+		"label": "Maintenance: recreate .venv",
+		"type": "shell",
+		"command": "rm -R -v .venv/* || pipenv install --dev",
+		"group": "none",
+		"presentation": {
+			"echo": true,
+			"reveal": "always",
+			"focus": true,
+			"panel": "shared",
+			"showReuseMessage": false,
+			"clear": true,
+			"revealProblems": "onProblem"
+		},
+		"options": {
+			"cwd": "${workspaceFolder}"
+		}
+	  },
+	  {
+		"label": "Celery Worker",
+		"type": "shell",
+		"command": "pipenv run celery --app paperless worker -l DEBUG",
+		"group": {
+		  "kind": "build",
+		  "isDefault": true
+		},
+		"presentation": {
+			"echo": true,
+			"reveal": "always",
+			"focus": true,
+			"panel": "shared",
+			"showReuseMessage": false,
+			"clear": true,
+			"revealProblems": "onProblem"
+		},
+		"options": {
+			"cwd": "${workspaceFolder}/src"
+		}
+	  }
+	]
+  }

.github/ISSUE_TEMPLATE/bug-report.yml

@@ -9,7 +9,7 @@ body:
         ### ⚠️ Please remember: issues are for *bugs*
         That is, something you believe affects every single user of Paperless-ngx, not just you. If you're not sure, start with one of the other options below.
 
-        Also, note that **Paperless-ngx does not perform OCR itself**, that is handled by other tools. Problems with OCR of specific files should likely be raised 'upstream', see https://github.com/ocrmypdf/OCRmyPDF/issues or https://github.com/tesseract-ocr/tesseract/issues
+        Also, note that **Paperless-ngx does not perform OCR or archive file creation itself**, those are handled by other tools. Problems with OCR or archive versions of specific files should likely be raised 'upstream', see https://github.com/ocrmypdf/OCRmyPDF/issues or https://github.com/tesseract-ocr/tesseract/issues
   - type: markdown
     attributes:
       value: |
@@ -98,7 +98,7 @@ body:
       label: Browser
       description: Which browser you are using, if relevant.
       placeholder: e.g. Chrome, Safari
-  - type: input
+  - type: textarea
     id: config-changes
     attributes:
       label: Configuration changes
@@ -110,6 +110,8 @@ body:
       options:
         - label: I believe this issue is a bug that affects all users of Paperless-ngx, not something specific to my installation.
           required: true
+        - label: This issue is not about the OCR or archive creation of a specific file(s). Otherwise, please see above regarding OCR tools.
+          required: true
         - label: I have already searched for relevant existing issues and discussions before opening this report.
           required: true
         - label: I have updated the title field above with a concise description.

.github/dependabot.yml

@@ -49,10 +49,6 @@ updates:
       - "paperless-ngx/backend"
     ignore:
       - dependency-name: "uvicorn"
-      - dependency-name: "djangorestframework"
-        versions:
-          - "3.15.0"
-          - "3.15.1"
     groups:
       development:
         patterns:

.github/workflows/ci.yml

@@ -16,9 +16,9 @@ on:
 env:
   # This is the version of pipenv all the steps will use
   # If changing this, change Dockerfile
-  DEFAULT_PIP_ENV_VERSION: "2024.0.1"
+  DEFAULT_PIP_ENV_VERSION: "2024.0.3"
   # This is the default version of Python to use in most steps which aren't specific
-  DEFAULT_PYTHON_VERSION: "3.10"
+  DEFAULT_PYTHON_VERSION: "3.11"
 
 jobs:
   pre-commit:
@@ -100,7 +100,7 @@ jobs:
       - pre-commit
     strategy:
       matrix:
-        python-version: ['3.9', '3.10', '3.11']
+        python-version: ['3.10', '3.11', '3.12']
       fail-fast: false
     steps:
       -
@@ -260,7 +260,7 @@ jobs:
           retention-days: 7
 
   tests-coverage-upload:
-    name: "Upload Coverage"
+    name: "Upload to Codecov"
     runs-on: ubuntu-22.04
     needs:
       - tests-backend
@@ -306,6 +306,30 @@ jobs:
           # future expansion
           flags: backend
           directory: src/
+      -
+        name: Use Node.js 20
+        uses: actions/setup-node@v4
+        with:
+          node-version: 20.x
+          cache: 'npm'
+          cache-dependency-path: 'src-ui/package-lock.json'
+      -
+        name: Cache frontend dependencies
+        id: cache-frontend-deps
+        uses: actions/cache@v4
+        with:
+          path: |
+            ~/.npm
+            ~/.cache
+          key: ${{ runner.os }}-frontenddeps-${{ hashFiles('src-ui/package-lock.json') }}
+      -
+        name: Re-link Angular cli
+        run: cd src-ui && npm link @angular/cli
+      -
+        name: Build frontend and upload analysis
+        env:
+          CODECOV_TOKEN: ${{ secrets.CODECOV_TOKEN }}
+        run: cd src-ui && ng build --configuration=production
 
   build-docker-image:
     name: Build Docker image for ${{ github.ref_name }}
@@ -398,7 +422,7 @@ jobs:
           password: ${{ secrets.QUAY_ROBOT_TOKEN }}
       -
         name: Build and push
-        uses: docker/build-push-action@v5
+        uses: docker/build-push-action@v6
         with:
           context: .
           file: ./Dockerfile
@@ -406,6 +430,8 @@ jobs:
           push: ${{ github.event_name != 'pull_request' }}
           tags: ${{ steps.docker-meta.outputs.tags }}
           labels: ${{ steps.docker-meta.outputs.labels }}
+          build-args: |
+            PNGX_TAG_VERSION=${{ steps.docker-meta.outputs.version }}
           # Get cache layers from this branch, then dev
           # This allows new branches to get at least some cache benefits, generally from dev
           cache-from: |
@@ -456,12 +482,6 @@ jobs:
         name: Install Python dependencies
         run: |
           pipenv --python ${{ steps.setup-python.outputs.python-version }} sync --dev
-      -
-        name: Patch whitenoise
-        run: |
-          curl --fail --silent --show-error --location --output 484.patch https://github.com/evansd/whitenoise/pull/484.patch
-          patch -d $(pipenv --venv)/lib/python3.10/site-packages --verbose -p2 < 484.patch
-          rm 484.patch
       -
         name: Install system dependencies
         run: |
@@ -629,7 +649,9 @@ jobs:
           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
+          sed -i -r 's|@([a-zA-Z0-9_]+) \(\[#|[@\1](https://github.com/\1) ([#|g' changelog-new.md
+          echo "Removing unneeded comment tags"
+          sed -i -r 's|@<!---->|@|g' changelog-new.md
           CURRENT_CHANGELOG=`tail --lines +2 changelog.md`
           echo -e "$CURRENT_CHANGELOG" >> changelog-new.md
           mv changelog-new.md changelog.md

.github/workflows/cleanup-tags.yml

@@ -33,7 +33,7 @@ jobs:
       -
         name: Clean temporary images
         if: "${{ env.TOKEN != '' }}"
-        uses: stumpylog/image-cleaner-action/ephemeral@v0.7.0
+        uses: stumpylog/image-cleaner-action/ephemeral@v0.8.0
         with:
           token: "${{ env.TOKEN }}"
           owner: "${{ github.repository_owner }}"
@@ -61,7 +61,7 @@ jobs:
       -
         name: Clean untagged images
         if: "${{ env.TOKEN != '' }}"
-        uses: stumpylog/image-cleaner-action/untagged@v0.7.0
+        uses: stumpylog/image-cleaner-action/untagged@v0.8.0
         with:
           token: "${{ env.TOKEN }}"
           owner: "${{ github.repository_owner }}"

.github/workflows/crowdin.yml

@@ -15,6 +15,7 @@ on:
 jobs:
   synchronize-with-crowdin:
     name: Crowdin Sync
+    if: github.repository_owner == 'paperless-ngx'
     runs-on: ubuntu-latest
 
     steps:

.github/workflows/repo-maintenance.yml

@@ -16,6 +16,7 @@ concurrency:
 jobs:
   stale:
     name: 'Stale'
+    if: github.repository_owner == 'paperless-ngx'
     runs-on: ubuntu-latest
     steps:
       - uses: actions/stale@v9
@@ -31,6 +32,7 @@ jobs:
             for your contributions. See our [contributing guidelines](https://github.com/paperless-ngx/paperless-ngx/blob/dev/CONTRIBUTING.md#automatic-repository-maintenance) for more details.
   lock-threads:
     name: 'Lock Old Threads'
+    if: github.repository_owner == 'paperless-ngx'
     runs-on: ubuntu-latest
     steps:
       - uses: dessant/lock-threads@v5
@@ -56,6 +58,7 @@ jobs:
             See our [contributing guidelines](https://github.com/paperless-ngx/paperless-ngx/blob/dev/CONTRIBUTING.md#automatic-repository-maintenance) for more details.
   close-answered-discussions:
     name: 'Close Answered Discussions'
+    if: github.repository_owner == 'paperless-ngx'
     runs-on: ubuntu-latest
     steps:
       - uses: actions/github-script@v7
@@ -112,6 +115,7 @@ jobs:
             }
   close-outdated-discussions:
     name: 'Close Outdated Discussions'
+    if: github.repository_owner == 'paperless-ngx'
     runs-on: ubuntu-latest
     steps:
       - uses: actions/github-script@v7
@@ -203,6 +207,7 @@ jobs:
             }
   close-unsupported-feature-requests:
     name: 'Close Unsupported Feature Requests'
+    if: github.repository_owner == 'paperless-ngx'
     runs-on: ubuntu-latest
     steps:
       - uses: actions/github-script@v7
@@ -212,15 +217,20 @@ jobs:
               return new Promise(resolve => setTimeout(resolve, ms));
             }
 
+            const CUTOFF_MAX_COUNT = 80;
             const CUTOFF_1_DAYS = 180;
             const CUTOFF_1_COUNT = 5;
             const CUTOFF_2_DAYS = 365;
-            const CUTOFF_2_COUNT = 10;
+            const CUTOFF_2_COUNT = 20;
+            const CUTOFF_3_DAYS = 730;
+            const CUTOFF_3_COUNT = 40;
 
             const cutoff1Date = new Date();
             cutoff1Date.setDate(cutoff1Date.getDate() - CUTOFF_1_DAYS);
             const cutoff2Date = new Date();
             cutoff2Date.setDate(cutoff2Date.getDate() - CUTOFF_2_DAYS);
+            const cutoff3Date = new Date();
+            cutoff3Date.setDate(cutoff3Date.getDate() - CUTOFF_3_DAYS);
 
             const query = `query(
                 $owner:String!,
@@ -250,9 +260,12 @@ jobs:
             const result = await github.graphql(query, variables);
 
             for (const discussion of result.repository.discussions.nodes) {
-              const discussionDate = new Date(discussion.updatedAt);
-              if ((discussionDate < cutoff1Date && discussion.upvoteCount < CUTOFF_1_COUNT) ||
-                  (discussionDate < cutoff2Date && discussion.upvoteCount < CUTOFF_2_COUNT)) {
+              const discussionUpdatedDate = new Date(discussion.updatedAt);
+              const discussionCreatedDate = new Date(discussion.createdAt);
+              if ((discussionUpdatedDate < cutoff1Date && discussion.upvoteCount < CUTOFF_MAX_COUNT) ||
+                  (discussionCreatedDate < cutoff1Date && discussion.upvoteCount < CUTOFF_1_COUNT) ||
+                  (discussionCreatedDate < cutoff2Date && discussion.upvoteCount < CUTOFF_2_COUNT) ||
+                  (discussionCreatedDate < cutoff3Date && discussion.upvoteCount < CUTOFF_3_COUNT)) {
                 console.log(`Closing discussion #${discussion.number} (${discussion.id}), last updated at ${discussion.updatedAt} with votes ${discussion.upvoteCount}`);
                 const addCommentMutation = `mutation($discussion:ID!, $body:String!) {
                   addDiscussionComment(input:{discussionId:$discussion, body:$body}) {

.gitignore

@@ -66,6 +66,8 @@ target/
 .vscode
 /src-ui/.vscode
 /docs/.vscode
+.vscode-server
+*CommandMarker
 
 # Other stuff that doesn't belong
 .virtualenv

.pre-commit-config.yaml

@@ -36,8 +36,9 @@ repos:
         exclude_types:
           - pofile
           - json
-  - repo: https://github.com/pre-commit/mirrors-prettier
-    rev: 'v3.1.0'
+  # See https://github.com/prettier/prettier/issues/15742 for the fork reason
+  - repo: https://github.com/rbubley/mirrors-prettier
+    rev: 'v3.3.3'
     hooks:
       - id: prettier
         types_or:
@@ -47,7 +48,7 @@ repos:
         exclude: "(^Pipfile\\.lock$)"
   # Python hooks
   - repo: https://github.com/astral-sh/ruff-pre-commit
-    rev: 'v0.4.9'
+    rev: 'v0.6.8'
     hooks:
       - id: ruff
       - id: ruff-format
@@ -61,6 +62,8 @@ repos:
     rev: v6.2.1
     hooks:
       - id: beautysh
+        additional_dependencies:
+          - setuptools
         args:
           - "--tab"
   - repo: https://github.com/shellcheck-py/shellcheck-py

.prettierrc

@@ -7,9 +7,9 @@
     "trailingComma": "es5",
     "overrides": [
         {
-            "files": ["index.md", "administration.md"],
+            "files": ["docs/*.md"],
             "options": {
-                "tabWidth": 4
+                "tabWidth": 4,
             }
         }
     ]

.python-version

@@ -1 +1 @@
-3.9.18
+3.10.15

.ruff.toml

@@ -2,7 +2,7 @@ fix = true
 line-length = 88
 respect-gitignore = true
 src = ["src"]
-target-version = "py39"
+target-version = "py310"
 output-format = "grouped"
 show-fixes = true
 

CONTRIBUTING.md

@@ -11,7 +11,7 @@ If you want to implement something big:
 
 ## Python
 
-Paperless supports python 3.9 - 3.11 at this time. We format Python code with [ruff](https://docs.astral.sh/ruff/formatter/).
+Paperless supports python 3.10 - 3.12 at this time. We format Python code with [ruff](https://docs.astral.sh/ruff/formatter/).
 
 ## Branches
 
@@ -147,7 +147,7 @@ community members. That said, in an effort to keep the repository organized and
 - Issues, pull requests and discussions that are closed will be locked after 30 days of inactivity.
 - Discussions with a marked answer will be automatically closed.
 - Discussions in the 'General' or 'Support' categories will be closed after 180 days of inactivity.
-- Feature requests that do not meet the following thresholds will be closed: 5 "up-votes" after 180 days of inactivity or 10 "up-votes" after 365 days.
+- Feature requests that do not meet the following thresholds will be closed: 180 days of inactivity, < 5 "up-votes" after 180 days, < 20 "up-votes" after 1 year or < 80 "up-votes" at 2 years.
 
 In all cases, threads can be re-opened by project maintainers and, of course, users can always create a new discussion for related concerns.
 Finally, remember that all information remains searchable and 'closed' feature requests can still serve as inspiration for new features.

Dockerfile

@@ -13,6 +13,16 @@ WORKDIR /src/src-ui
 RUN set -eux \
   && npm update npm -g \
   && npm ci
+
+ARG PNGX_TAG_VERSION=
+# Add the tag to the environment file if its a tagged dev build
+RUN set -eux && \
+case "${PNGX_TAG_VERSION}" in \
+  dev|beta|fix*|feature*) \
+    sed -i -E "s/version: '([0-9\.]+)'/version: '\1 #${PNGX_TAG_VERSION}'/g" /src/src-ui/src/environments/environment.prod.ts \
+    ;; \
+esac
+
 RUN set -eux \
   && ./node_modules/.bin/ng build --configuration production
 
@@ -21,7 +31,7 @@ RUN set -eux \
 # Comments:
 #  - pipenv dependencies are not left in the final image
 #  - pipenv can't touch the final image somehow
-FROM --platform=$BUILDPLATFORM docker.io/python:3.11-alpine as pipenv-base
+FROM --platform=$BUILDPLATFORM docker.io/python:3.12-alpine AS pipenv-base
 
 WORKDIR /usr/src/pipenv
 
@@ -29,7 +39,7 @@ COPY Pipfile* ./
 
 RUN set -eux \
   && echo "Installing pipenv" \
-    && python3 -m pip install --no-cache-dir --upgrade pipenv==2024.0.1 \
+    && python3 -m pip install --no-cache-dir --upgrade pipenv==2024.0.3 \
   && echo "Generating requirement.txt" \
     && pipenv requirements > requirements.txt
 
@@ -37,7 +47,7 @@ RUN set -eux \
 # Purpose: The final image
 # Comments:
 #  - Don't leave anything extra in here
-FROM docker.io/python:3.11-slim-bookworm as main-app
+FROM docker.io/python:3.12-slim-bookworm AS main-app
 
 LABEL org.opencontainers.image.authors="paperless-ngx team <hello@paperless-ngx.com>"
 LABEL org.opencontainers.image.documentation="https://docs.paperless-ngx.com/"
@@ -223,20 +233,16 @@ RUN --mount=type=cache,target=/root/.cache/pip/,id=pip-cache \
     && python3 -m pip install --no-cache-dir --upgrade wheel \
   && echo "Installing Python requirements" \
     && curl --fail --silent --show-error --location \
-    --output psycopg_c-3.1.19-cp311-cp311-linux_x86_64.whl \
-    https://github.com/paperless-ngx/builder/releases/download/psycopg-3.1.19/psycopg_c-3.1.19-cp311-cp311-linux_x86_64.whl \
+    --output psycopg_c-3.2.2-cp312-cp312-linux_x86_64.whl \
+    https://github.com/paperless-ngx/builder/releases/download/psycopg-3.2.2/psycopg_c-3.2.2-cp312-cp312-linux_x86_64.whl \
     && curl --fail --silent --show-error --location \
-    --output psycopg_c-3.1.19-cp311-cp311-linux_aarch64.whl  \
-    https://github.com/paperless-ngx/builder/releases/download/psycopg-3.1.19/psycopg_c-3.1.19-cp311-cp311-linux_aarch64.whl \
+    --output psycopg_c-3.2.2-cp312-cp312-linux_aarch64.whl  \
+    https://github.com/paperless-ngx/builder/releases/download/psycopg-3.2.2/psycopg_c-3.2.2-cp312-cp312-linux_aarch64.whl \
     && python3 -m pip install --default-timeout=1000 --find-links . --requirement requirements.txt \
-  && echo "Patching whitenoise for compression speedup" \
-    && curl --fail --silent --show-error --location --output 484.patch https://github.com/evansd/whitenoise/pull/484.patch \
-    && patch -d /usr/local/lib/python3.11/site-packages --verbose -p2 < 484.patch \
-    && rm 484.patch \
   && 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 \
+    && python3 -W ignore::RuntimeWarning -m nltk.downloader -d "/usr/share/nltk_data" punkt_tab \
   && echo "Cleaning up image" \
     && apt-get --yes purge ${BUILD_PACKAGES} \
     && apt-get --yes autoremove --purge \
@@ -265,6 +271,8 @@ RUN set -eux \
     && mkdir --parents --verbose /usr/src/paperless/media \
     && mkdir --parents --verbose /usr/src/paperless/consume \
     && mkdir --parents --verbose /usr/src/paperless/export \
+  && echo "Creating gnupg directory" \
+    && mkdir -m700 --verbose /usr/src/paperless/.gnupg \
   && echo "Adjusting all permissions" \
     && chown --from root:root --changes --recursive paperless:paperless /usr/src/paperless \
   && echo "Collecting static files" \

Pipfile

@@ -7,18 +7,18 @@ name = "pypi"
 dateparser = "~=1.2"
 # WARNING: django does not use semver.
 #          Only patch versions are guaranteed to not introduce breaking changes.
-django = "~=4.2.13"
+django = "~=5.1.1"
 django-allauth = {extras = ["socialaccount"], version = "*"}
 django-auditlog = "*"
 django-celery-results = "*"
 django-compression-middleware = "*"
 django-cors-headers = "*"
 django-extensions = "*"
-django-filter = "~=24.2"
+django-filter = "~=24.3"
 django-guardian = "*"
 django-multiselectfield = "*"
 django-soft-delete = "*"
-djangorestframework = "==3.14.0"
+djangorestframework = "==3.15.2"
 djangorestframework-guardian = "*"
 drf-writable-nested = "*"
 bleach = "*"
@@ -30,12 +30,14 @@ filelock = "*"
 flower = "*"
 gotenberg-client = "*"
 gunicorn = "*"
+httpx-oauth = "*"
 imap-tools = "*"
 inotifyrecursive = "~=0.3"
+jinja2 = "~=3.1"
 langdetect = "*"
 mysqlclient = "*"
 nltk = "*"
-ocrmypdf = "~=15.4"
+ocrmypdf = "~=16.5"
 pathvalidate = "*"
 pdf2image = "*"
 psycopg = {version = "*", extras = ["c"]}
@@ -54,16 +56,17 @@ tqdm = "*"
 # See https://github.com/paperless-ngx/paperless-ngx/issues/5494
 uvicorn = {extras = ["standard"], version = "==0.25.0"}
 watchdog = "~=4.0"
-whitenoise = "~=6.6"
-whoosh="~=2.7"
+whitenoise = "~=6.8"
+whoosh = "~=2.7"
 zxing-cpp = {version = "*", platform_machine = "== 'x86_64'"}
 
+
 [dev-packages]
 # Linting
 pre-commit = "*"
 ruff = "*"
-# Testing
 factory-boy = "*"
+# Testing
 pytest = "*"
 pytest-cov = "*"
 pytest-django = "*"
@@ -71,6 +74,7 @@ pytest-httpx = "*"
 pytest-env = "*"
 pytest-sugar = "*"
 pytest-xdist = "*"
+pytest-mock = "*"
 pytest-rerunfailures = "*"
 imagehash = "*"
 daphne = "*"
@@ -93,5 +97,4 @@ types-tqdm = "*"
 types-Markdown = "*"
 types-Pygments = "*"
 types-colorama = "*"
-types-psycopg2 = "*"
 types-setuptools = "*"

README.md

@@ -37,7 +37,7 @@ Thanks to the generous folks at [DigitalOcean](https://m.do.co/c/8d70b916d462),
   <a href="https://m.do.co/c/8d70b916d462" style="padding-top: 4px; display: block;">
     <picture>
       <source media="(prefers-color-scheme: dark)" srcset="https://opensource.nyc3.cdn.digitaloceanspaces.com/attribution/assets/SVG/DO_Logo_horizontal_white.svg" width="140px">
-      <source media="(prefers-color-scheme: light)" srcset="https://opensource.nyc3.cdn.digitaloceanspaces.com/attribution/assets/SVG/DO_Logo_horizontal_black_.svg" width="140px">
+      <source media="(prefers-color-scheme: light)" srcset="https://opensource.nyc3.cdn.digitaloceanspaces.com/attribution/assets/SVG/DO_Logo_horizontal_blue.svg" width="140px">
       <img src="https://opensource.nyc3.cdn.digitaloceanspaces.com/attribution/assets/SVG/DO_Logo_horizontal_black_.svg" width="140px">
     </picture>
   </a>

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

@@ -5,7 +5,7 @@
 
 services:
   gotenberg:
-    image: docker.io/gotenberg/gotenberg:7.10
+    image: docker.io/gotenberg/gotenberg:8.7
     hostname: gotenberg
     container_name: gotenberg
     network_mode: host

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

@@ -77,7 +77,7 @@ services:
       PAPERLESS_TIKA_ENDPOINT: http://tika:9998
 
   gotenberg:
-    image: docker.io/gotenberg/gotenberg:7.10
+    image: docker.io/gotenberg/gotenberg:8.7
     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.

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

@@ -71,7 +71,7 @@ services:
       PAPERLESS_TIKA_ENDPOINT: http://tika:9998
 
   gotenberg:
-    image: docker.io/gotenberg/gotenberg:7.10
+    image: docker.io/gotenberg/gotenberg:8.7
     restart: unless-stopped
 
     # The gotenberg chromium route is used to convert .eml files. We do not

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

@@ -59,7 +59,7 @@ services:
       PAPERLESS_TIKA_ENDPOINT: http://tika:9998
 
   gotenberg:
-    image: docker.io/gotenberg/gotenberg:7.10
+    image: docker.io/gotenberg/gotenberg:8.7
     restart: unless-stopped
 
     # The gotenberg chromium route is used to convert .eml files. We do not

docker/docker-entrypoint.sh

@@ -10,8 +10,8 @@ map_uidgid() {
 	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
+		usermod --non-unique --uid "${usermap_new_uid}" paperless
+		groupmod --non-unique --gid "${usermap_new_gid}" paperless
 	fi
 }
 
@@ -42,7 +42,7 @@ custom_container_init() {
 		fi
 
 		# Make sure custom init directory has files in it
-		if [ -n "$(/bin/ls -A "${custom_script_dir}" 2>/dev/null)" ]; then
+		if [ -n "$(/bin/ls --almost-all "${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
@@ -86,13 +86,13 @@ initialize() {
 		"${CONSUME_DIR}"; do
 		if [[ ! -d "${dir}" ]]; then
 			echo "Creating directory ${dir}"
-			mkdir --parents "${dir}"
+			mkdir --parents --verbose "${dir}"
 		fi
 	done
 
 	local -r tmp_dir="${PAPERLESS_SCRATCH_DIR:=/tmp/paperless}"
 	echo "Creating directory scratch directory ${tmp_dir}"
-	mkdir --parents "${tmp_dir}"
+	mkdir --parents --verbose "${tmp_dir}"
 
 	set +e
 	echo "Adjusting permissions of paperless files. This may take a while."
@@ -102,7 +102,7 @@ initialize() {
 		"${DATA_DIR}" \
 		"${MEDIA_ROOT_DIR}" \
 		"${CONSUME_DIR}"; do
-		find "${dir}" -not \( -user paperless -and -group paperless \) -exec chown paperless:paperless {} +
+		find "${dir}" -not \( -user paperless -and -group paperless \) -exec chown --changes paperless:paperless {} +
 	done
 	set -e
 
@@ -122,33 +122,44 @@ install_languages() {
 	if [ ${#langs[@]} -eq 0 ]; then
 		return
 	fi
-	apt-get update
 
+	# Build list of packages to install
+	to_install=()
 	for lang in "${langs[@]}"; do
 		pkg="tesseract-ocr-$lang"
 
-		if dpkg -s "$pkg" &>/dev/null; then
+		if dpkg --status "$pkg" &>/dev/null; then
 			echo "Package $pkg already installed!"
 			continue
+		else
+			to_install+=("$pkg")
 		fi
+	done
+
+	# Use apt only when we install packages
+	if [ ${#to_install[@]} -gt 0 ]; then
+		apt-get update
+
+		for pkg in "${to_install[@]}"; do
 
 			if ! apt-cache show "$pkg" &>/dev/null; then
-			echo "Package $pkg not found! :("
+				echo "Skipped $pkg: Package not found! :("
 				continue
 			fi
 
 			echo "Installing package $pkg..."
-		if ! apt-get -y install "$pkg" &>/dev/null; then
+			if ! apt-get --assume-yes install "$pkg" &>/dev/null; then
 				echo "Could not install $pkg"
 				exit 1
 			fi
 		done
+	fi
 }
 
 echo "Paperless-ngx docker container starting..."
 
 gosu_cmd=(gosu paperless)
-if [ "$(id -u)" == "$(id -u paperless)" ]; then
+if [ "$(id --user)" == "$(id --user paperless)" ]; then
 	gosu_cmd=()
 fi
 

docker/docker-prepare.sh

@@ -13,7 +13,7 @@ wait_for_postgres() {
 
 	# Disable warning, host and port can't have spaces
 	# shellcheck disable=SC2086
-	while [ ! "$(pg_isready -h ${host} -p ${port})" ]; do
+	while [ ! "$(pg_isready --host ${host} --port ${port})" ]; do
 
 		if [ $attempt_num -eq $max_attempts ]; then
 			echo "Unable to connect to database."
@@ -25,6 +25,7 @@ wait_for_postgres() {
 		attempt_num=$(("$attempt_num" + 1))
 		sleep 5
 	done
+	echo "Connected to PostgreSQL"
 }
 
 wait_for_mariadb() {
@@ -51,6 +52,7 @@ wait_for_mariadb() {
 		attempt_num=$(("$attempt_num" + 1))
 		sleep 5
 	done
+	echo "Connected to MariaDB"
 }
 
 wait_for_redis() {

docker/env-from-file.sh

@@ -16,7 +16,7 @@ do
 	# 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
+		if [[ ${env_name} == "PAPERLESS_OCR_SKIP_ARCHIVE_FILE" || ${env_name} == "PAPERLESS_MODEL_FILE" ]]; then
 			continue
 		fi
 		# Extract the value of the environment

docker/install_management_commands.sh

@@ -14,7 +14,8 @@ for command in decrypt_documents \
 	document_thumbnails \
 	document_sanity_checker \
 	document_fuzzy_match \
-	manage_superuser;
+	manage_superuser \
+	convert_mariadb_uuid;
 do
 	echo "installing $command..."
 	sed "s/management_command/$command/g" management_script.sh > /usr/local/bin/$command

docs/administration.md

@@ -19,6 +19,8 @@ Options available to any installation of paperless:
     export. Therefore, incremental backups with `rsync` are entirely
     possible.
 
+    The exporter does not include API tokens and they will need to be re-generated after importing.
+
 !!! caution
 
     You cannot import the export generated with one version of paperless in
@@ -248,6 +250,7 @@ optional arguments:
 -z,  --zip
 -zn, --zip-name
 --data-only
+--no-progress-bar
 --passphrase
 ```
 
@@ -310,6 +313,10 @@ value set in `-zn` or `--zip-name`.
 If `--data-only` is provided, only the database will be exported. This option is intended
 to facilitate database upgrades without needing to clean documents and thumbnails from the media directory.
 
+If `--no-progress-bar` is provided, the progress bar will be hidden, rendering the
+exporter quiet. This option is useful for scripting scenarios, such as when using the
+exporter with `crontab`.
+
 If `--passphrase` is provided, it will be used to encrypt certain fields in the export. This value
 must be provided to import. If this value is lost, the export cannot be imported.
 
@@ -332,8 +339,9 @@ document_importer source
 ```
 
 | Option              | Required | Default | Description                                                               |
-| -------------- | -------- | ------- | ------------------------------------------------------------------------- |
+| ------------------- | -------- | ------- | ------------------------------------------------------------------------- |
 | source              | Yes      | N/A     | The directory containing an export                                        |
+| `--no-progress-bar` | No       | False   | If provided, the progress bar will be hidden                              |
 | `--data-only`       | No       | False   | If provided, only import data, do not import document files or thumbnails |
 | `--passphrase`      | No       | N/A     | If your export was encrypted with a passphrase, must be provided          |
 

docs/advanced_usage.md

@@ -36,7 +36,7 @@ The following algorithms are available:
 -   **Regular expression:** Parses the match as a regular expression and
     tries to find a match within the document.
 -   **Fuzzy match:** Uses a partial matching based on locating the tag text
-  inside the document, using a [partial ratio](https://maxbachmann.github.io/RapidFuzz/Usage/fuzz.html#partial-ratio)
+    inside the document, using a [partial ratio](https://rapidfuzz.github.io/RapidFuzz/Usage/fuzz.html#partial-ratio)
 -   **Auto:** Tries to automatically match new documents. This does not
     require you to set a match. See the [notes below](#automatic-matching).
 
@@ -187,6 +187,7 @@ variables:
 | `DOCUMENT_THUMBNAIL_PATH`    | Path to the generated thumbnail                |
 | `DOCUMENT_DOWNLOAD_URL`      | URL for document download                      |
 | `DOCUMENT_THUMBNAIL_URL`     | URL for the document thumbnail                 |
+| `DOCUMENT_OWNER`             | Username of the document owner (if any)        |
 | `DOCUMENT_CORRESPONDENT`     | Assigned correspondent (if any)                |
 | `DOCUMENT_TAGS`              | Comma separated list of tags applied (if any)  |
 | `DOCUMENT_ORIGINAL_FILENAME` | Filename of original document                  |
@@ -264,7 +265,7 @@ 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}
+PAPERLESS_FILENAME_FORMAT={{ created_year }}/{{ correspondent }}/{{ title }}
 ```
 
 will create a directory structure as follows:
@@ -297,39 +298,39 @@ will create a directory structure as follows:
     when changing `PAPERLESS_FILENAME_FORMAT` you will need to manually run the
     [`document renamer`](administration.md#renamer) to move any existing documents.
 
-#### Placeholders
+### Placeholders {#filename-format-variables}
 
-Paperless provides the following placeholders within filenames:
+Paperless provides the following variables for use 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
+-   `{{ 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
+-   `{{ 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
+-   `{{ 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
+-   `{{ 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
+-   `{{ 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
+-   `{{ 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
+-   `{{ 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.
+-   `{{ 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.
 
 !!! warning
 
@@ -337,6 +338,11 @@ Paperless provides the following placeholders within filenames:
     you may run into the limits of your operating system's maximum path lengths.
     In that case, files will retain the previous path instead and the issue logged.
 
+!!! tip
+
+    These variables are all simple strings, but the format can be a full template.
+    See [Filename Templates](#filename-templates) for even more advanced formatting.
+
 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
@@ -362,7 +368,7 @@ paperless will fall back to using the default naming scheme instead.
     However, keep in mind that inside docker, if files get stored outside of
     the predefined volumes, they will be lost after a restart.
 
-##### Empty placeholders
+#### Empty placeholders
 
 You can affect how empty placeholders are treated by changing the
 [`PAPERLESS_FILENAME_FORMAT_REMOVE_NONE`](configuration.md#PAPERLESS_FILENAME_FORMAT_REMOVE_NONE) setting.
@@ -389,8 +395,8 @@ For example, you could define the following two storage paths:
     the correspondence.
 
 ```
-By Year = {created_year}/{correspondent}/{title}
-Insurances = Insurances/{correspondent}/{created_year}-{created_month}-{created_day} {title}
+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
@@ -417,6 +423,97 @@ Insurances/                             # Insurances
     Defining a storage path is optional. If no storage path is defined for a
     document, the global [`PAPERLESS_FILENAME_FORMAT`](configuration.md#PAPERLESS_FILENAME_FORMAT) is applied.
 
+### Filename Templates {#filename-templates}
+
+The filename formatting uses [Jinja templates](https://jinja.palletsprojects.com/en/3.1.x/templates/) to build the filename.
+This allows for complex logic to be included in the format, including [logical structures](https://jinja.palletsprojects.com/en/3.1.x/templates/#list-of-control-structures)
+and [filters](https://jinja.palletsprojects.com/en/3.1.x/templates/#id11) to manipulate the [variables](#filename-format-variables)
+provided. The template is provided as a string, potentially multiline, and rendered into a single line.
+
+In addition, the entire Document instance is available to be utilized in a more advanced way, as well as some variables which only make sense to be accessed
+with more complex logic.
+
+#### Additional Variables
+
+-   `{{ tag_name_list }}`: A list of tag names applied to the document, ordered by the tag name. Note this is a list, not a single string
+-   `{{ custom_fields }}`: A mapping of custom field names to their type and value. A user can access the mapping by field name or check if a field is applied by checking its existence in the variable.
+
+!!! tip
+
+    To access a custom field which has a space in the name, use the `get_cf_value` filter.  See the examples below.
+    This helps get fields by name and handle a default value if the named field is not attached to a Document.
+
+#### Examples
+
+This example will construct a path based on the archive serial number range:
+
+```jinja
+somepath/
+{% if document.archive_serial_number >= 0 and document.archive_serial_number <= 200 %}
+  asn-000-200/{{title}}
+{% elif document.archive_serial_number >= 201 and document.archive_serial_number <= 400 %}
+  asn-201-400
+  {% if document.archive_serial_number >= 201 and document.archive_serial_number < 300 %}
+    /asn-2xx
+  {% elif document.archive_serial_number >= 300 and document.archive_serial_number < 400 %}
+    /asn-3xx
+  {% endif %}
+{% endif %}
+/{{ title }}
+```
+
+For a document with an ASN of 205, it would result in `somepath/asn-201-400/asn-2xx/Title.pdf`, but
+a document with an ASN of 355 would be placed in `somepath/asn-201-400/asn-3xx/Title.pdf`.
+
+```jinja
+{% if document.mime_type == "application/pdf" %}
+  pdfs
+{% elif document.mime_type == "image/png" %}
+  pngs
+{% else %}
+  others
+{% endif %}
+/{{ title }}
+```
+
+For a PDF document, it would result in `pdfs/Title.pdf`, but for a PNG document, the path would be `pngs/Title.pdf`.
+
+To use custom fields:
+
+```jinja
+{% if "Invoice" in custom_fields %}
+  invoices/{{ custom_fields.Invoice.value }}
+{% else %}
+  not-invoices/{{ title }}
+{% endif %}
+```
+
+If the document has a custom field named "Invoice" with a value of 123, it would be filed into the `invoices/123.pdf`, but a document without the custom field
+would be filed to `not-invoices/Title.pdf`
+
+If the custom field is named "Invoice Number", you would access the value of it via the `get_cf_value` filter due to quirks of the Django Template Language:
+
+```jinja
+"invoices/{{ custom_fields|get_cf_value('Invoice Number') }}"
+```
+
+You can also use a custom `datetime` filter to format dates:
+
+```jinja
+invoices/
+{{ custom_fields|get_cf_value("Date Field","2024-01-01")|datetime('%Y') }}/
+{{ custom_fields|get_cf_value("Date Field","2024-01-01")|datetime('%m') }}/
+{{ custom_fields|get_cf_value("Date Field","2024-01-01")|datetime('%d') }}/
+Invoice_{{ custom_fields|get_cf_value("Select Field") }}_{{ custom_fields|get_cf_value("Date Field","2024-01-01")|replace("-", "") }}.pdf
+```
+
+This will create a path like `invoices/2022/01/01/Invoice_OptionTwo_20220101.pdf` if the custom field "Date Field" is set to January 1, 2022 and "Select Field" is set to `OptionTwo`.
+
+## Automatic recovery of invalid PDFs {#pdf-recovery}
+
+Paperless will attempt to "clean" certain invalid PDFs with `qpdf` before processing if, for example, the mime_type
+detection is incorrect. This can happen if the PDF is not properly formatted or contains errors.
+
 ## Celery Monitoring {#celery-monitoring}
 
 The monitoring tool
@@ -687,4 +784,59 @@ More details about configuration option for various providers can be found in th
 
 ### Disabling Regular Login
 
-Once external auth is set up, 'regular' login can be disabled with the [PAPERLESS_DISABLE_REGULAR_LOGIN](configuration.md#PAPERLESS_DISABLE_REGULAR_LOGIN) setting.
+Once external auth is set up, 'regular' login can be disabled with the [PAPERLESS_DISABLE_REGULAR_LOGIN](configuration.md#PAPERLESS_DISABLE_REGULAR_LOGIN) setting and / or users can be automatically
+redirected with the [PAPERLESS_REDIRECT_LOGIN_TO_SSO](configuration.md#PAPERLESS_REDIRECT_LOGIN_TO_SSO) setting.
+
+## Decryption of encrypted emails before consumption {#gpg-decryptor}
+
+Paperless-ngx can be configured to decrypt gpg encrypted emails before consumption.
+
+### Requirements
+
+You need a recent version of `gpg-agent >= 2.1.1` installed on your host.
+Your host needs to be setup for decrypting your emails via `gpg-agent`, see this [tutorial](https://www.digitalocean.com/community/tutorials/how-to-use-gpg-to-encrypt-and-sign-messages#encrypt-and-decrypt-messages-with-gpg) for instance.
+Test your setup and make sure that you can encrypt and decrypt files using your key
+
+```
+gpg --encrypt --armor -r person@email.com name_of_file
+gpg --decrypt name_of_file.asc
+```
+
+### Setup
+
+First, enable the [PAPERLESS_ENABLE_GPG_DECRYPTOR environment variable](configuration.md#PAPERLESS_ENABLE_GPG_DECRYPTOR).
+
+Then determine your local `gpg-agent.extra` socket by invoking
+
+```
+gpgconf --list-dir agent-extra-socket
+```
+
+on your host. A possible output is `~/.gnupg/S.gpg-agent.extra`.
+Also find the location of your public keyring.
+
+If using docker, you'll need to add the following volume mounts to your `docker-compose.yml` file:
+
+```yaml
+webserver:
+    volumes:
+        - /home/user/.gnupg/pubring.gpg:/usr/src/paperless/.gnupg/pubring.gpg
+        - <path to gpg-agent.extra socket>:/usr/src/paperless/.gnupg/S.gpg-agent
+```
+
+For a 'bare-metal' installation no further configuration is necessary. If you
+want to use a separate `GNUPG_HOME`, you can do so by configuring the [PAPERLESS_EMAIL_GNUPG_HOME environment variable](configuration.md#PAPERLESS_EMAIL_GNUPG_HOME).
+
+### Troubleshooting
+
+-   Make sure, that `gpg-agent` is running on your host machine
+-   Make sure, that encryption and decryption works from inside the container using the `gpg` commands from above.
+-   Check that all files in `/usr/src/paperless/.gnupg` have correct permissions
+
+```shell
+paperless@9da1865df327:~/.gnupg$ ls -al
+drwx------ 1 paperless paperless   4096 Aug 18 17:52 .
+drwxr-xr-x 1 paperless paperless   4096 Aug 18 17:52 ..
+srw------- 1 paperless paperless      0 Aug 18 17:22 S.gpg-agent
+-rw------- 1 paperless paperless 147940 Jul 24 10:23 pubring.gpg
+```

docs/api.md

@@ -54,6 +54,7 @@ fields:
 -   `archived_file_name`: Verbose filename of the archived document.
     Read-only. Null if no archived document is available.
 -   `notes`: Array of notes associated with the document.
+-   `page_count`: Number of pages.
 -   `set_permissions`: Allows setting document permissions. Optional,
     write-only. See [below](#permissions).
 -   `custom_fields`: Array of custom fields & values, specified as
@@ -235,12 +236,6 @@ results:
 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:
 
@@ -280,6 +275,51 @@ attribute with various information about the search results:
 -   `rank` is the index of the search results. The first result will
     have rank 0.
 
+### Filtering by custom fields
+
+You can filter documents by their custom field values by specifying the
+`custom_field_query` query parameter. Here are some recipes for common
+use cases:
+
+1. Documents with a custom field "due" (date) between Aug 1, 2024 and
+   Sept 1, 2024 (inclusive):
+
+    `?custom_field_query=["due", "range", ["2024-08-01", "2024-09-01"]]`
+
+2. Documents with a custom field "customer" (text) that equals "bob"
+   (case sensitive):
+
+    `?custom_field_query=["customer", "exact", "bob"]`
+
+3. Documents with a custom field "answered" (boolean) set to `true`:
+
+    `?custom_field_query=["answered", "exact", true]`
+
+4. Documents with a custom field "favorite animal" (select) set to either
+   "cat" or "dog":
+
+    `?custom_field_query=["favorite animal", "in", ["cat", "dog"]]`
+
+5. Documents with a custom field "address" (text) that is empty:
+
+    `?custom_field_query=["OR", ["address", "isnull", true], ["address", "exact", ""]]`
+
+6. Documents that don't have a field called "foo":
+
+    `?custom_field_query=["foo", "exists", false]`
+
+7. Documents that have document links "references" to both document 3 and 7:
+
+    `?custom_field_query=["references", "contains", [3, 7]]`
+
+All field types support basic operations including `exact`, `in`, `isnull`,
+and `exists`. String, URL, and monetary fields support case-insensitive
+substring matching operations including `icontains`, `istartswith`, and
+`iendswith`. Integer, float, and date fields support arithmetic comparisons
+including `gt` (>), `gte` (>=), `lt` (<), `lte` (<=), and `range`.
+Lastly, document link fields support a `contains` operator that behaves
+like a "is superset of" check.
+
 ### `/api/search/autocomplete/`
 
 Get auto completions for a partial search term.

docs/assets/extra.css

@@ -10,7 +10,7 @@
     --md-hue: 222;
 }
 
-@media (min-width: 400px) {
+@media (min-width: 768px) {
     .grid-left {
         width: 33%;
         float: left;

docs/configuration.md

@@ -38,7 +38,7 @@ matcher.
         `redis://<username>:<password>@<host>:<port>/<DBIndex>`
 
     [More information on securing your Redis
-    Instance](https://redis.io/docs/getting-started/#securing-redis).
+    Instance](https://redis.io/docs/latest/operate/oss_and_stack/management/security).
 
     Defaults to `redis://localhost:6379`.
 
@@ -594,15 +594,32 @@ system. See the corresponding
 
 #### [`PAPERLESS_DISABLE_REGULAR_LOGIN=<bool>`](#PAPERLESS_DISABLE_REGULAR_LOGIN) {#PAPERLESS_DISABLE_REGULAR_LOGIN}
 
-: Disables the regular frontend username / password login, i.e. once you have setup SSO. Note that this setting does not disable the Django admin login. To prevent logins directly to Django, consider blocking `/admin/` in your [web server or reverse proxy configuration](https://github.com/paperless-ngx/paperless-ngx/wiki/Using-a-Reverse-Proxy-with-Paperless-ngx).
+: Disables the regular frontend username / password login, i.e. once you have setup SSO. Note that this setting does not disable the Django admin login nor logging in with local credentials via the API. To prevent access to the Django admin, consider blocking `/admin/` in your [web server or reverse proxy configuration](https://github.com/paperless-ngx/paperless-ngx/wiki/Using-a-Reverse-Proxy-with-Paperless-ngx).
+
+You can optionally also automatically redirect users to the SSO login with [PAPERLESS_REDIRECT_LOGIN_TO_SSO](#PAPERLESS_REDIRECT_LOGIN_TO_SSO)
+
+    Defaults to False
+
+#### [`PAPERLESS_REDIRECT_LOGIN_TO_SSO=<bool>`](#PAPERLESS_REDIRECT_LOGIN_TO_SSO) {#PAPERLESS_REDIRECT_LOGIN_TO_SSO}
+
+: When this setting is enabled users will automatically be redirected (using javascript) to the first SSO provider login. You may still want to disable the frontend login form for clarity.
 
     Defaults to False
 
 #### [`PAPERLESS_ACCOUNT_SESSION_REMEMBER=<bool>`](#PAPERLESS_ACCOUNT_SESSION_REMEMBER) {#PAPERLESS_ACCOUNT_SESSION_REMEMBER}
 
-: See the corresponding
+: If false, sessions will expire at browser close, if true will use `PAPERLESS_SESSION_COOKIE_AGE` for expiration. See the corresponding
 [django-allauth documentation](https://docs.allauth.org/en/latest/account/configuration.html)
 
+    Defaults to True
+
+#### [`PAPERLESS_SESSION_COOKIE_AGE=<int>`](#PAPERLESS_SESSION_COOKIE_AGE) {#PAPERLESS_SESSION_COOKIE_AGE}
+
+: Login session cookie expiration. Applies if `PAPERLESS_ACCOUNT_SESSION_REMEMBER` is enabled. See the corresponding
+[django documentation](https://docs.djangoproject.com/en/5.1/ref/settings/#std-setting-SESSION_COOKIE_AGE)
+
+    Defaults to 1209600 (2 weeks)
+
 ## OCR settings {#ocr}
 
 Paperless uses [OCRmyPDF](https://ocrmypdf.readthedocs.io/en/latest/)
@@ -1141,6 +1158,12 @@ within your documents.
     second, and year last order. Characters D, M, or Y can be shuffled
     to meet the required order.
 
+#### [`PAPERLESS_ENABLE_GPG_DECRYPTOR=<bool>`](#PAPERLESS_ENABLE_GPG_DECRYPTOR) {#PAPERLESS_ENABLE_GPG_DECRYPTOR}
+
+: Enable or disable the GPG decryptor for encrypted emails. See [GPG Decryptor](advanced_usage.md#gpg-decryptor) for more information.
+
+    Defaults to false.
+
 ### Polling {#polling}
 
 #### [`PAPERLESS_CONSUMER_POLLING=<num>`](#PAPERLESS_CONSUMER_POLLING) {#PAPERLESS_CONSUMER_POLLING}
@@ -1184,6 +1207,48 @@ consumers working on the same file. Configure this to prevent that.
 
     Defaults to 0.5 seconds.
 
+## Incoming Mail {#incoming_mail}
+
+### Email OAuth {#email_oauth}
+
+#### [`PAPERLESS_OAUTH_CALLBACK_BASE_URL=<str>`](#PAPERLESS_OAUTH_CALLBACK_BASE_URL) {#PAPERLESS_OAUTH_CALLBACK_BASE_URL}
+
+: The base URL for the OAuth callback. This is used to construct the full URL for the OAuth callback. This should be the URL that the Paperless instance is accessible at. If not set, defaults to the `PAPERLESS_URL` setting. At least one of these settings must be set to enable OAuth Email setup.
+
+    Defaults to none (thus will use [PAPERLESS_URL](#PAPERLESS_URL)).
+
+#### [`PAPERLESS_GMAIL_OAUTH_CLIENT_ID=<str>`](#PAPERLESS_GMAIL_OAUTH_CLIENT_ID) {#PAPERLESS_GMAIL_OAUTH_CLIENT_ID}
+
+: The OAuth client ID for Gmail. This is required for Gmail OAuth Email setup. See [OAuth Email Setup](usage.md#oauth-email-setup) for more information.
+
+    Defaults to none.
+
+#### [`PAPERLESS_GMAIL_OAUTH_CLIENT_SECRET=<str>`](#PAPERLESS_GMAIL_OAUTH_CLIENT_SECRET) {#PAPERLESS_GMAIL_OAUTH_CLIENT_SECRET}
+
+: The OAuth client secret for Gmail. This is required for Gmail OAuth Email setup. See [OAuth Email Setup](usage.md#oauth-email-setup) for more information.
+
+    Defaults to none.
+
+#### [`PAPERLESS_OUTLOOK_OAUTH_CLIENT_ID=<str>`](#PAPERLESS_OUTLOOK_OAUTH_CLIENT_ID) {#PAPERLESS_OUTLOOK_OAUTH_CLIENT_ID}
+
+: The OAuth client ID for Outlook. This is required for Outlook OAuth Email setup. See [OAuth Email Setup](usage.md#oauth-email-setup) for more information.
+
+    Defaults to none.
+
+#### [`PAPERLESS_OUTLOOK_OAUTH_CLIENT_SECRET=<str>`](#PAPERLESS_OUTLOOK_OAUTH_CLIENT_SECRET) {#PAPERLESS_OUTLOOK_OAUTH_CLIENT_SECRET}
+
+: The OAuth client secret for Outlook. This is required for Outlook OAuth Email setup. See [OAuth Email Setup](usage.md#oauth-email-setup) for more information.
+
+    Defaults to none.
+
+### Encrypted Emails {#encrypted_emails}
+
+#### [`PAPERLESS_EMAIL_GNUPG_HOME=<str>`](#PAPERLESS_EMAIL_GNUPG_HOME) {#PAPERLESS_EMAIL_GNUPG_HOME}
+
+: Optional, sets the `GNUPG_HOME` path to use with GPG decryptor for encrypted emails. See [GPG Decryptor](advanced_usage.md#gpg-decryptor) for more information. If not set, defaults to the default `GNUPG_HOME` path.
+
+    Defaults to <not set>.
+
 ## Barcodes {#barcodes}
 
 #### [`PAPERLESS_CONSUMER_ENABLE_BARCODES=<bool>`](#PAPERLESS_CONSUMER_ENABLE_BARCODES) {#PAPERLESS_CONSUMER_ENABLE_BARCODES}
@@ -1222,6 +1287,12 @@ change this.
 
     Defaults to "PATCHT"
 
+#### [`PAPERLESS_CONSUMER_BARCODE_RETAIN_SPLIT_PAGES=<bool>`](#PAPERLESS_CONSUMER_BARCODE_RETAIN_SPLIT_PAGES) {#PAPERLESS_CONSUMER_BARCODE_RETAIN_SPLIT_PAGES}
+
+: If set to true, all pages that are split by a barcode (such as PATCHT) will be kept.
+
+    Defaults to false.
+
 #### [`PAPERLESS_CONSUMER_ENABLE_ASN_BARCODE=<bool>`](#PAPERLESS_CONSUMER_ENABLE_ASN_BARCODE) {#PAPERLESS_CONSUMER_ENABLE_ASN_BARCODE}
 
 : Enables the detection of barcodes in the scanned document and
@@ -1269,6 +1340,15 @@ combination with PAPERLESS_CONSUMER_BARCODE_UPSCALE bigger than 1.0.
 
     Defaults to "300"
 
+#### [`PAPERLESS_CONSUMER_BARCODE_MAX_PAGES=<int>`](#PAPERLESS_CONSUMER_BARCODE_MAX_PAGES) {#PAPERLESS_CONSUMER_BARCODE_MAX_PAGES}
+
+: Because barcode detection is a computationally-intensive operation, this setting
+limits the detection of barcodes to a number of first pages. If your scanner has
+a limit for the number of pages that can be scanned it would be sensible to set this
+as the limit here.
+
+    Defaults to "0", allowing all pages to be checked for barcodes.
+
 #### [`PAPERLESS_CONSUMER_ENABLE_TAG_BARCODE=<bool>`](#PAPERLESS_CONSUMER_ENABLE_TAG_BARCODE) {#PAPERLESS_CONSUMER_ENABLE_TAG_BARCODE}
 
 : Enables the detection of barcodes in the scanned document and
@@ -1366,7 +1446,7 @@ processing. This only has an effect if
 
 ## Trash
 
-#### [`EMPTY_TRASH_DELAY=<num>`](#EMPTY_TRASH_DELAY) {#EMPTY_TRASH_DELAY}
+#### [`PAPERLESS_EMPTY_TRASH_DELAY=<num>`](#PAPERLESS_EMPTY_TRASH_DELAY) {#PAPERLESS_EMPTY_TRASH_DELAY}
 
 : Sets how long in days documents remain in the 'trash' before they are permanently deleted.
 

docs/development.md

@@ -360,10 +360,10 @@ If you want to build the documentation locally, this is how you do it:
 The docker image is primarily built by the GitHub actions workflow, but
 it can be faster when developing to build and tag an image locally.
 
-Building the image works as with any image:
+Make sure you have the `docker-buildx` package installed. Building the image works as with any image:
 
 ```
-docker build --file Dockerfile --tag paperless:local --progress simple .
+docker build --file Dockerfile --tag paperless:local .
 ```
 
 ## Extending Paperless-ngx

docs/faq.md

@@ -132,3 +132,11 @@ Multiple options for ASGI servers exist:
 -   `daphne` as a standalone server, which is the reference
     implementation for ASGI.
 -   `uvicorn` as a standalone server
+
+## _What about the Redis licensing change and using one of the open source forks_?
+
+Currently (October 2024), forks of Redis such as Valkey or Redirect are not officially supported by our upstream
+libraries, so using one of these to replace Redis is not officially supported.
+
+However, they do claim to be compatible with the Redis protocol and will likely work, but we will
+not be updating from using Redis as the broker officially just yet.

docs/setup.md

@@ -250,7 +250,7 @@ a minimal installation of Debian/Buster, which is the current stable
 release at the time of writing. Windows is not and will never be
 supported.
 
-Paperless requires Python 3. At this time, 3.9 - 3.11 are tested versions.
+Paperless requires Python 3. At this time, 3.10 - 3.12 are tested versions.
 Newer versions may work, but some dependencies may not fully support newer versions.
 Support for older Python versions may be dropped as they reach end of life or as newer versions
 are released, dependency support is confirmed, etc.
@@ -269,14 +269,13 @@ are released, dependency support is confirmed, etc.
     -   `libpq-dev` for PostgreSQL
     -   `libmagic-dev` for mime type detection
     -   `mariadb-client` for MariaDB compile time
-    - `mime-support` for mime type detection
     -   `libzbar0` for barcode detection
     -   `poppler-utils` for barcode detection
 
     Use this list for your preferred package management:
 
     ```
-    python3 python3-pip python3-dev imagemagick fonts-liberation gnupg libpq-dev default-libmysqlclient-dev pkg-config libmagic-dev mime-support libzbar0 poppler-utils
+    python3 python3-pip python3-dev imagemagick fonts-liberation gnupg libpq-dev default-libmysqlclient-dev pkg-config libmagic-dev libzbar0 poppler-utils
     ```
 
     These dependencies are required for OCRmyPDF, which is used for text
@@ -304,6 +303,7 @@ are released, dependency support is confirmed, etc.
 
     -   `libatlas-base-dev`
     -   `libxslt1-dev`
+    -   `mime-support`
 
     You will also need these for installing some of the python dependencies:
 
@@ -540,8 +540,7 @@ are released, dependency support is confirmed, etc.
 15. Optional: If using the NLTK machine learning processing (see
     [`PAPERLESS_ENABLE_NLTK`](configuration.md#PAPERLESS_ENABLE_NLTK) for details),
     download the NLTK data for the Snowball
-    Stemmer, Stopwords and Punkt tokenizer to your
-    `PAPERLESS_DATA_DIR/nltk`. Refer to the [NLTK
+    Stemmer, Stopwords and Punkt tokenizer to `/usr/share/nltk_data`. Refer to the [NLTK
     instructions](https://www.nltk.org/data.html) for details on how to
     download the data.
 

docs/troubleshooting.md

@@ -353,6 +353,20 @@ ways from the original. As the logs indicate, if you encounter this error you ca
 `PAPERLESS_OCR_USER_ARGS: '{"continue_on_soft_render_error": true}'` to try to 'force'
 processing documents with this issue.
 
+## Logs show "possible incompatible database column" when deleting documents {#convert-uuid-field}
+
+You may see errors when deleting documents like:
+
+```
+Data too long for column 'transaction_id' at row 1
+```
+
+This error can occur in installations which have upgraded from a version of Paperless-ngx that used Django 4 (Paperless-ngx versions prior to v2.13.0) with a MariaDB/MySQL database. Due to the backawards-incompatible change in Django 5, the column "documents_document.transaction_id" will need to be re-created, which can be done with a one-time run of the following management command:
+
+```shell-session
+$ python3 manage.py convert_mariadb_uuid
+```
+
 ## Platform-Specific Deployment Troubleshooting
 
 A user-maintained wiki page is available to help troubleshoot issues that may arise when trying to deploy Paperless-ngx on specific platforms, for example SELinux. Please see [the wiki](https://github.com/paperless-ngx/paperless-ngx/wiki/Platform%E2%80%90Specific-Troubleshooting).

docs/usage.md

@@ -112,7 +112,7 @@ process.
 Please see [the wiki](https://github.com/paperless-ngx/paperless-ngx/wiki/Related-Projects) for a user-maintained list of related projects and
 software (e.g. for mobile devices) that is compatible with Paperless-ngx.
 
-### IMAP (Email) {#usage-email}
+### Email {#usage-email}
 
 You can tell paperless-ngx to consume documents from your email
 accounts. This is a very flexible and powerful feature, if you regularly
@@ -136,7 +136,8 @@ These rules perform the following:
 
 Paperless will check all emails only once and completely ignore messages
 that do not match your filters. It will also only perform the rule action
-on e-mails that it has consumed documents from.
+on e-mails that it has consumed documents from. The filename attachment
+patterns can include wildcards and multiple patterns separated by a comma.
 
 The actions all ensure that the same mail is not consumed twice by
 different means. These are as follows:
@@ -199,6 +200,14 @@ different means. These are as follows:
 Paperless is set up to check your mails every 10 minutes. This can be
 configured via [`PAPERLESS_EMAIL_TASK_CRON`](configuration.md#PAPERLESS_EMAIL_TASK_CRON)
 
+#### OAuth Email Setup
+
+Paperless-ngx supports OAuth2 authentication for Gmail and Outlook email accounts. To set up an email account with OAuth2, you will need to create a 'developer' app with the respective provider and obtain the client ID and client secret and set the appropriate [configuration variables](configuration.md#email_oauth). You will also need to set either [`PAPERLESS_OAUTH_CALLBACK_BASE_URL`](configuration.md#PAPERLESS_OAUTH_CALLBACK_BASE_URL) or [`PAPERLESS_URL`](configuration.md#PAPERLESS_URL) to the correct value for the OAuth2 flow to work correctly.
+
+Specific instructions for setting up the required 'developer' app with Google or Microsoft are beyond the scope of this documentation, but you can find user-maintained instructions in [the wiki](https://github.com/paperless-ngx/paperless-ngx/wiki/Email-OAuth-App-Setup) or by searching the web.
+
+Once setup, navigating to the email settings page in Paperless-ngx will allow you to add an email account for Gmail or Outlook using OAuth2. After authenticating, you will be presented with the newly-created account where you will need to enter and save your email address. After this, the account will work as any other email account in Paperless-ngx and refreshing tokens will be handled automatically.
+
 ### REST API
 
 You can also submit a document using the REST API, see [POSTing documents](api.md#file-uploads)
@@ -237,9 +246,13 @@ Settings > Users & Groups, assuming the user has access. If a user is designated
 as a member of a group those permissions will be inherited and this is reflected in the UI. Explicit
 permissions can be granted to limit access to certain parts of the UI (and corresponding API endpoints).
 
-!!! note
+!!! tip
 
-    Superusers can access all parts of the front and backend application as well as any and all objects.
+    By default, new users are not granted any permissions, except those inherited from any group(s) of which they are a member.
+
+#### Superusers
+
+Superusers can access all parts of the front and backend application as well as any and all objects.
 
 #### Admin Status
 
@@ -248,29 +261,29 @@ as well as accessing the Django backend.
 
 #### Detailed Explanation of Global Permissions {#global-permissions}
 
-Global permissions define what areas of the app and API endpoints the user can access. For example, they
+Global permissions define what areas of the app and API endpoints users can access. For example, they
 determine if a user can create, edit, delete or view _any_ documents, but individual documents themselves
 still have "object-level" permissions.
 
 | Type          | Details                                                                                                                                                                  |
-| ------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
+| ------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
 | AppConfig     | _Change_ or higher permissions grants access to the "Application Configuration" area.                                                                                    |
-| Correspondent | Grants global permissions to add, edit, delete or view Correspondents.                                                                                                                              |
-| CustomField   | Grants global permissions to add, edit, delete or view Custom Fields.                                                                                                                               |
-| Document      | Grants global permissions to add, edit, delete or view Documents.                                                                                                                                   |
-| DocumentType  | Grants global permissions to add, edit, delete or view Document Types.                                                                                                                              |
-| Group         | Grants global permissions to add, edit, delete or view Groups.                                                                                                                                      |
-| MailAccount   | Grants global permissions to add, edit, delete or view Mail Accounts.                                                                                                                               |
-| MailRule      | Grants global permissions to add, edit, delete or view Mail Rules.                                                                                                                                  |
-| Note          | Grants global permissions to add, edit, delete or view Notes.                                                                                                                                       |
-| PaperlessTask | Grants global permissions to view or dismiss (_Change_) File Tasks.                                                                                                                                 |
-| SavedView     | Grants global permissions to add, edit, delete or view Saved Views.                                                                                                                                 |
-| ShareLink     | Grants global permissions to add, delete or view Share Links.                                                                                                                                       |
-| StoragePath   | Grants global permissions to add, edit, delete or view Storage Paths.                                                                                                                               |
-| Tag           | Grants global permissions to add, edit, delete or view Tags.                                                                                                                                        |
-| UISettings    | Grants global permissions to add, edit, delete or view the UI settings that are used by the web app.<br/>Users expected to access the web UI should usually be granted at least _View_ permissions. |
-| User          | Grants global permissions to add, edit, delete or view Users.                                                                                                                                       |
-| Workflow      | Grants global permissions to add, edit, delete or view Workflows.<br/>Note that Workflows are global, in other words all users who can access workflows have access to the same set of them.        |
+| Correspondent | Add, edit, delete or view Correspondents.                                                                                                                                |
+| CustomField   | Add, edit, delete or view Custom Fields.                                                                                                                                 |
+| Document      | Add, edit, delete or view Documents.                                                                                                                                     |
+| DocumentType  | Add, edit, delete or view Document Types.                                                                                                                                |
+| Group         | Add, edit, delete or view Groups.                                                                                                                                        |
+| MailAccount   | Add, edit, delete or view Mail Accounts.                                                                                                                                 |
+| MailRule      | Add, edit, delete or view Mail Rules.                                                                                                                                    |
+| Note          | Add, edit, delete or view Notes.                                                                                                                                         |
+| PaperlessTask | View or dismiss (_Change_) File Tasks.                                                                                                                                   |
+| SavedView     | Add, edit, delete or view Saved Views.                                                                                                                                   |
+| ShareLink     | Add, delete or view Share Links.                                                                                                                                         |
+| StoragePath   | Add, edit, delete or view Storage Paths.                                                                                                                                 |
+| Tag           | Add, edit, delete or view Tags.                                                                                                                                          |
+| UISettings    | Add, edit, delete or view the UI settings that are used by the web app.<br/>:warning: **Users that will access the web UI must be granted at least _View_ permissions.** |
+| User          | Add, edit, delete or view Users.                                                                                                                                         |
+| Workflow      | Add, edit, delete or view Workflows.<br/>Note that Workflows are global, in other words all users who can access workflows have access to the same set of them.          |
 
 #### Detailed Explanation of Object Permissions {#object-permissions}
 
@@ -445,6 +458,7 @@ The following custom field types are supported:
 -   `Number`: float number e.g. 12.3456
 -   `Monetary`: [ISO 4217 currency code](https://en.wikipedia.org/wiki/ISO_4217#List_of_ISO_4217_currency_codes) and a number with exactly two decimals, e.g. USD12.30
 -   `Document Link`: reference(s) to other document(s) displayed as links, automatically creates a symmetrical link in reverse
+-   `Select`: a pre-defined list of strings from which the user can choose
 
 ## Share Links
 
@@ -481,7 +495,7 @@ as "System".
 ## Document Trash
 
 When you first delete a document it is moved to the 'trash' until either it is explicitly deleted or it is automatically removed after a set amount of time has passed.
-You can set how long documents remain in the trash before being automatically deleted with [`EMPTY_TRASH_DELAY`](configuration.md#EMPTY_TRASH_DELAY), which defaults
+You can set how long documents remain in the trash before being automatically deleted with [`PAPERLESS_EMPTY_TRASH_DELAY`](configuration.md#PAPERLESS_EMPTY_TRASH_DELAY), which defaults
 to 30 days. Until the file is actually deleted (e.g. the trash is emptied), all files and database content remains intact and can be restored at any point up until that time.
 
 Additionally you may configure a directory where deleted files are moved to when they the trash is emptied with [`PAPERLESS_EMPTY_TRASH_DIR`](configuration.md#PAPERLESS_EMPTY_TRASH_DIR).

mkdocs.yml

@@ -6,6 +6,12 @@ theme:
     text: Roboto
     code: Roboto Mono
   palette:
+    # Palette toggle for automatic mode
+    - media: "(prefers-color-scheme)"
+      toggle:
+        icon: material/brightness-auto
+        name: Switch to light mode
+
     # Palette toggle for light mode
     - media: "(prefers-color-scheme: light)"
       scheme: default
@@ -18,7 +24,7 @@ theme:
       scheme: slate
       toggle:
         icon: material/brightness-4
-        name: Switch to light mode
+        name: Switch to system preference
   features:
     - navigation.tabs
     - navigation.top
@@ -49,6 +55,9 @@ markdown_extensions:
         - name: mermaid
           class: mermaid
           format: !!python/name:pymdownx.superfences.fence_code_format
+  - pymdownx.emoji:
+      emoji_index: !!python/name:material.extensions.emoji.twemoji
+      emoji_generator: !!python/name:material.extensions.emoji.to_svg
 strict: true
 nav:
     - index.md

scripts/post-consumption-example.sh

@@ -14,6 +14,7 @@ following additional information about it:
 * Thumbnail Path: ${DOCUMENT_THUMBNAIL_PATH}
 * Download URL: ${DOCUMENT_DOWNLOAD_URL}
 * Thumbnail URL: ${DOCUMENT_THUMBNAIL_URL}
+* Owner Name: ${DOCUMENT_OWNER}
 * Correspondent: ${DOCUMENT_CORRESPONDENT}
 * Tags: ${DOCUMENT_TAGS}
 

src-ui/angular.json

@@ -33,6 +33,7 @@
           "it-IT": "src/locale/messages.it_IT.xlf",
           "ja-JP": "src/locale/messages.ja_JP.xlf",
           "lb-LU": "src/locale/messages.lb_LU.xlf",
+          "ko-KR": "src/locale/messages.ko_KR.xlf",
           "nl-NL": "src/locale/messages.nl_NL.xlf",
           "no-NO": "src/locale/messages.no_NO.xlf",
           "pl-PL": "src/locale/messages.pl_PL.xlf",
@@ -51,8 +52,11 @@
       },
       "architect": {
         "build": {
-          "builder": "@angular-devkit/build-angular:browser",
+          "builder": "@angular-builders/custom-webpack:browser",
           "options": {
+            "customWebpackConfig": {
+                "path": "./extra-webpack.config.ts"
+            },
             "outputPath": "dist/paperless-ui",
             "outputHashing": "none",
             "index": "src/index.html",
@@ -66,8 +70,8 @@
               "src/assets",
               "src/manifest.webmanifest",
               {
-                "glob": "{pdf.worker.min.js,pdf.min.js}",
-                "input": "node_modules/pdfjs-dist/build/",
+                "glob": "{pdf.worker.min.mjs,pdf.min.mjs}",
+                "input": "node_modules/pdfjs-dist/legacy/build/",
                 "output": "/assets/js/"
               }
             ],
@@ -77,7 +81,6 @@
             "scripts": [],
             "allowedCommonJsDependencies": [
               "ng2-pdf-viewer",
-              "filesize",
               "file-saver"
             ],
             "vendorChunk": true,
@@ -125,7 +128,7 @@
           "defaultConfiguration": ""
         },
         "serve": {
-          "builder": "@angular-devkit/build-angular:dev-server",
+          "builder": "@angular-builders/custom-webpack:dev-server",
           "options": {
             "buildTarget": "paperless-ui:build:en-US"
           },
@@ -136,7 +139,7 @@
           }
         },
         "extract-i18n": {
-          "builder": "@angular-devkit/build-angular:extract-i18n",
+          "builder": "@angular-builders/custom-webpack:extract-i18n",
           "options": {
             "buildTarget": "paperless-ui:build"
           }

src-ui/e2e/dashboard/dashboard.spec.ts

@@ -9,7 +9,7 @@ test('dashboard inbox link', async ({ page }) => {
   await page.routeFromHAR(REQUESTS_HAR1, { notFound: 'fallback' })
   await page.goto('/dashboard')
   await page.getByRole('link', { name: 'Documents in inbox' }).click()
-  await expect(page).toHaveURL(/tags__id__all=9/)
+  await expect(page).toHaveURL(/tags__id__in=9/)
   await expect(page.locator('pngx-document-list')).toHaveText(/8 documents/)
 })
 

src-ui/e2e/dashboard/requests/api-dashboard1.har

@@ -236,7 +236,7 @@
           "content": {
             "size": -1,
             "mimeType": "application/json",
-            "text": "{\"documents_total\":61,\"documents_inbox\":8,\"inbox_tag\":9,\"document_file_type_counts\":[{\"mime_type\":\"application/pdf\",\"mime_type_count\":57},{\"mime_type\":\"text/plain\",\"mime_type_count\":3},{\"mime_type\":\"text/csv\",\"mime_type_count\":1}],\"character_count\":2407053}"
+            "text": "{\"documents_total\":61,\"documents_inbox\":8,\"inbox_tags\":[9],\"document_file_type_counts\":[{\"mime_type\":\"application/pdf\",\"mime_type_count\":57},{\"mime_type\":\"text/plain\",\"mime_type_count\":3},{\"mime_type\":\"text/csv\",\"mime_type_count\":1}],\"character_count\":2407053}"
           },
           "headersSize": -1,
           "bodySize": -1,
@@ -250,7 +250,7 @@
         "time": 0.609,
         "request": {
           "method": "GET",
-          "url": "http://localhost:8000/api/documents/?page=1&page_size=10&ordering=-created&truncate_content=true&tags__id__all=9",
+          "url": "http://localhost:8000/api/documents/?page=1&page_size=10&ordering=-created&truncate_content=true&tags__id__in=9",
           "httpVersion": "HTTP/1.1",
           "cookies": [],
           "headers": [
@@ -284,7 +284,7 @@
               "value": "true"
             },
             {
-              "name": "tags__id__all",
+              "name": "tags__id__in",
               "value": "9"
             }
           ],
@@ -468,7 +468,7 @@
         "time": 0.951,
         "request": {
           "method": "GET",
-          "url": "http://localhost:8000/api/documents/?page=1&page_size=50&ordering=-created&truncate_content=true&tags__id__all=9",
+          "url": "http://localhost:8000/api/documents/?page=1&page_size=50&ordering=-created&truncate_content=true&tags__id__in=9",
           "httpVersion": "HTTP/1.1",
           "cookies": [],
           "headers": [
@@ -502,7 +502,7 @@
               "value": "true"
             },
             {
-              "name": "tags__id__all",
+              "name": "tags__id__in",
               "value": "9"
             }
           ],

src-ui/e2e/dashboard/requests/api-dashboard2.har

@@ -236,7 +236,7 @@
           "content": {
             "size": -1,
             "mimeType": "application/json",
-            "text": "{\"documents_total\":61,\"documents_inbox\":8,\"inbox_tag\":9,\"document_file_type_counts\":[{\"mime_type\":\"application/pdf\",\"mime_type_count\":57},{\"mime_type\":\"text/plain\",\"mime_type_count\":3},{\"mime_type\":\"text/csv\",\"mime_type_count\":1}],\"character_count\":2407053}"
+            "text": "{\"documents_total\":61,\"documents_inbox\":8,\"inbox_tags\":[9],\"document_file_type_counts\":[{\"mime_type\":\"application/pdf\",\"mime_type_count\":57},{\"mime_type\":\"text/plain\",\"mime_type_count\":3},{\"mime_type\":\"text/csv\",\"mime_type_count\":1}],\"character_count\":2407053}"
           },
           "headersSize": -1,
           "bodySize": -1,
@@ -250,7 +250,7 @@
         "time": 0.622,
         "request": {
           "method": "GET",
-          "url": "http://localhost:8000/api/documents/?page=1&page_size=10&ordering=-created&truncate_content=true&tags__id__all=9",
+          "url": "http://localhost:8000/api/documents/?page=1&page_size=10&ordering=-created&truncate_content=true&tags__id__in=9",
           "httpVersion": "HTTP/1.1",
           "cookies": [],
           "headers": [
@@ -284,7 +284,7 @@
               "value": "true"
             },
             {
-              "name": "tags__id__all",
+              "name": "tags__id__in",
               "value": "9"
             }
           ],

src-ui/e2e/dashboard/requests/api-dashboard3.har

@@ -236,7 +236,7 @@
           "content": {
             "size": -1,
             "mimeType": "application/json",
-            "text": "{\"documents_total\":61,\"documents_inbox\":8,\"inbox_tag\":9,\"document_file_type_counts\":[{\"mime_type\":\"application/pdf\",\"mime_type_count\":57},{\"mime_type\":\"text/plain\",\"mime_type_count\":3},{\"mime_type\":\"text/csv\",\"mime_type_count\":1}],\"character_count\":2407053}"
+            "text": "{\"documents_total\":61,\"documents_inbox\":8,\"inbox_tags\":[9],\"document_file_type_counts\":[{\"mime_type\":\"application/pdf\",\"mime_type_count\":57},{\"mime_type\":\"text/plain\",\"mime_type_count\":3},{\"mime_type\":\"text/csv\",\"mime_type_count\":1}],\"character_count\":2407053}"
           },
           "headersSize": -1,
           "bodySize": -1,

src-ui/e2e/dashboard/requests/api-dashboard4.har

@@ -236,7 +236,7 @@
           "content": {
             "size": -1,
             "mimeType": "application/json",
-            "text": "{\"documents_total\":61,\"documents_inbox\":8,\"inbox_tag\":9,\"document_file_type_counts\":[{\"mime_type\":\"application/pdf\",\"mime_type_count\":57},{\"mime_type\":\"text/plain\",\"mime_type_count\":3},{\"mime_type\":\"text/csv\",\"mime_type_count\":1}],\"character_count\":2407053}"
+            "text": "{\"documents_total\":61,\"documents_inbox\":8,\"inbox_tags\":[9],\"document_file_type_counts\":[{\"mime_type\":\"application/pdf\",\"mime_type_count\":57},{\"mime_type\":\"text/plain\",\"mime_type_count\":3},{\"mime_type\":\"text/csv\",\"mime_type_count\":1}],\"character_count\":2407053}"
           },
           "headersSize": -1,
           "bodySize": -1,

src-ui/e2e/document-list/document-list.spec.ts

@@ -84,13 +84,8 @@ test('date filtering', async ({ page }) => {
   await page.getByRole('button', { name: 'Dates' }).click()
   await page.getByRole('menuitem', { name: 'Last 3 months' }).first().click()
   await expect(page.locator('pngx-document-list')).toHaveText(/one document/i)
-  await page.getByRole('button', { name: 'Dates Clear selected' }).click()
-  await page.getByRole('button', { name: 'Dates' }).click()
-  await page
-    .getByRole('menuitem', { name: 'After mm/dd/yyyy' })
-    .getByRole('button')
-    .first()
-    .click()
+  await page.getByRole('menuitem', { name: 'Last 3 months' }).first().click()
+  await page.getByLabel('Datesselected').getByRole('button').first().click()
   await page.getByRole('combobox', { name: 'Select month' }).selectOption('12')
   await page.getByRole('combobox', { name: 'Select year' }).selectOption('2022')
   await page.getByText('11', { exact: true }).click()

src-ui/extra-webpack.config.ts

@@ -0,0 +1,24 @@
+import * as webpack from 'webpack'
+import {
+  CustomWebpackBrowserSchema,
+  TargetOptions,
+} from '@angular-builders/custom-webpack'
+const { codecovWebpackPlugin } = require('@codecov/webpack-plugin')
+
+export default (
+  config: webpack.Configuration,
+  options: CustomWebpackBrowserSchema,
+  targetOptions: TargetOptions
+) => {
+  if (config.plugins) {
+    config.plugins.push(
+      codecovWebpackPlugin({
+        enableBundleAnalysis: process.env.CODECOV_TOKEN !== undefined,
+        bundleName: 'paperless-ngx',
+        uploadToken: process.env.CODECOV_TOKEN,
+      })
+    )
+  }
+
+  return config
+}

src-ui/package.json

@@ -11,58 +11,60 @@
   },
   "private": true,
   "dependencies": {
-    "@angular/cdk": "^17.3.10",
-    "@angular/common": "~17.3.9",
-    "@angular/compiler": "~17.3.9",
-    "@angular/core": "~17.3.9",
-    "@angular/forms": "~17.3.9",
-    "@angular/localize": "~17.3.9",
-    "@angular/platform-browser": "~17.3.9",
-    "@angular/platform-browser-dynamic": "~17.3.9",
-    "@angular/router": "~17.3.9",
-    "@ng-bootstrap/ng-bootstrap": "^16.0.0",
-    "@ng-select/ng-select": "^12.0.7",
+    "@angular/cdk": "^18.2.11",
+    "@angular/common": "~18.2.10",
+    "@angular/compiler": "~18.2.10",
+    "@angular/core": "~18.2.10",
+    "@angular/forms": "~18.2.10",
+    "@angular/localize": "~18.2.10",
+    "@angular/platform-browser": "~18.2.10",
+    "@angular/platform-browser-dynamic": "~18.2.10",
+    "@angular/router": "~18.2.10",
+    "@ng-bootstrap/ng-bootstrap": "^17.0.1",
+    "@ng-select/ng-select": "^13.9.1",
     "@ngneat/dirty-check-forms": "^3.0.3",
     "@popperjs/core": "^2.11.8",
     "bootstrap": "^5.3.3",
     "file-saver": "^2.0.5",
     "mime-names": "^1.0.0",
-    "ng2-pdf-viewer": "^10.2.2",
+    "ng2-pdf-viewer": "^10.3.4",
     "ngx-bootstrap-icons": "^1.9.3",
     "ngx-color": "^9.0.0",
-    "ngx-cookie-service": "^17.1.0",
+    "ngx-cookie-service": "^18.0.0",
     "ngx-file-drop": "^16.0.0",
-    "ngx-filesize": "^3.0.3",
-    "ngx-ui-tour-ng-bootstrap": "^14.0.3",
+    "ngx-ui-tour-ng-bootstrap": "^15.0.0",
     "rxjs": "^7.8.1",
-    "tslib": "^2.6.2",
-    "uuid": "^9.0.1",
-    "zone.js": "^0.14.4"
+    "tslib": "^2.8.1",
+    "uuid": "^11.0.2",
+    "zone.js": "^0.14.8"
   },
   "devDependencies": {
-    "@angular-builders/jest": "17.0.3",
-    "@angular-devkit/build-angular": "~17.3.7",
-    "@angular-eslint/builder": "17.4.1",
-    "@angular-eslint/eslint-plugin": "17.4.1",
-    "@angular-eslint/eslint-plugin-template": "17.4.1",
-    "@angular-eslint/schematics": "17.4.1",
-    "@angular-eslint/template-parser": "17.4.1",
-    "@angular/cli": "~17.3.7",
-    "@angular/compiler-cli": "~17.3.2",
-    "@playwright/test": "^1.42.1",
-    "@types/jest": "^29.5.12",
-    "@types/node": "^20.12.2",
-    "@typescript-eslint/eslint-plugin": "^7.4.0",
-    "@typescript-eslint/parser": "^7.4.0",
-    "concurrently": "^8.2.2",
-    "eslint": "^8.57.0",
+    "@angular-builders/custom-webpack": "^18.0.0",
+    "@angular-builders/jest": "^18.0.0",
+    "@angular-devkit/build-angular": "^18.2.2",
+    "@angular-devkit/core": "^18.2.11",
+    "@angular-devkit/schematics": "^18.2.11",
+    "@angular-eslint/builder": "18.4.0",
+    "@angular-eslint/eslint-plugin": "18.4.0",
+    "@angular-eslint/eslint-plugin-template": "18.4.0",
+    "@angular-eslint/schematics": "18.4.0",
+    "@angular-eslint/template-parser": "18.4.0",
+    "@angular/cli": "~18.2.11",
+    "@angular/compiler-cli": "~18.2.2",
+    "@codecov/webpack-plugin": "^1.2.1",
+    "@playwright/test": "^1.48.2",
+    "@types/jest": "^29.5.14",
+    "@types/node": "^22.8.6",
+    "@typescript-eslint/eslint-plugin": "^8.12.2",
+    "@typescript-eslint/parser": "^8.12.2",
+    "@typescript-eslint/utils": "^8.0.0",
+    "eslint": "^9.14.0",
     "jest": "29.7.0",
     "jest-environment-jsdom": "^29.7.0",
-    "jest-preset-angular": "^14.1.0",
+    "jest-preset-angular": "^14.2.4",
     "jest-websocket-mock": "^2.5.0",
     "patch-package": "^8.0.0",
     "ts-node": "~10.9.1",
-    "typescript": "^5.3.3",
-    "wait-on": "^7.2.0"
+    "typescript": "^5.5.4"
   }
 }

src-ui/setup-jest.ts

@@ -24,6 +24,7 @@ import localeFr from '@angular/common/locales/fr'
 import localeHu from '@angular/common/locales/hu'
 import localeIt from '@angular/common/locales/it'
 import localeJa from '@angular/common/locales/ja'
+import localeKo from '@angular/common/locales/ko'
 import localeLb from '@angular/common/locales/lb'
 import localeNl from '@angular/common/locales/nl'
 import localeNo from '@angular/common/locales/no'
@@ -55,6 +56,7 @@ registerLocaleData(localeFr)
 registerLocaleData(localeHu)
 registerLocaleData(localeIt)
 registerLocaleData(localeJa)
+registerLocaleData(localeKo)
 registerLocaleData(localeLb)
 registerLocaleData(localeNl)
 registerLocaleData(localeNo)

src-ui/src/app/app-routing.module.ts

@@ -150,7 +150,10 @@ export const routes: Routes = [
         component: TrashComponent,
         canActivate: [PermissionsGuard],
         data: {
-          requireAdmin: true,
+          requiredPermission: {
+            action: PermissionAction.Delete,
+            type: PermissionType.Document,
+          },
         },
       },
       // redirect old paths

src-ui/src/app/app.component.spec.ts

@@ -1,4 +1,4 @@
-import { HttpClientTestingModule } from '@angular/common/http/testing'
+import { provideHttpClientTesting } from '@angular/common/http/testing'
 import {
   ComponentFixture,
   TestBed,
@@ -24,6 +24,7 @@ import { NgbModalModule } from '@ng-bootstrap/ng-bootstrap'
 import { HotKeyService } from './services/hot-key.service'
 import { PermissionsGuard } from './guards/permissions.guard'
 import { DirtySavedViewGuard } from './guards/dirty-saved-view.guard'
+import { provideHttpClient, withInterceptorsFromDi } from '@angular/common/http'
 
 describe('AppComponent', () => {
   let component: AppComponent
@@ -39,14 +40,18 @@ describe('AppComponent', () => {
   beforeEach(async () => {
     TestBed.configureTestingModule({
       declarations: [AppComponent, ToastsComponent, FileDropComponent],
-      providers: [PermissionsGuard, DirtySavedViewGuard],
       imports: [
-        HttpClientTestingModule,
         TourNgBootstrapModule,
         RouterModule.forRoot(routes),
         NgxFileDropModule,
         NgbModalModule,
       ],
+      providers: [
+        PermissionsGuard,
+        DirtySavedViewGuard,
+        provideHttpClient(withInterceptorsFromDi()),
+        provideHttpClientTesting(),
+      ],
     }).compileComponents()
 
     tourService = TestBed.inject(TourService)

src-ui/src/app/app.component.ts

@@ -36,7 +36,7 @@ export class AppComponent implements OnInit, OnDestroy {
     private hotKeyService: HotKeyService
   ) {
     let anyWindow = window as any
-    anyWindow.pdfWorkerSrc = 'assets/js/pdf.worker.min.js'
+    anyWindow.pdfWorkerSrc = 'assets/js/pdf.worker.min.mjs'
     this.settings.updateAppearanceSettings()
   }
 

src-ui/src/app/app.module.ts

@@ -7,7 +7,11 @@ import {
   NgbDateParserFormatter,
   NgbModule,
 } from '@ng-bootstrap/ng-bootstrap'
-import { HttpClientModule, HTTP_INTERCEPTORS } from '@angular/common/http'
+import {
+  HTTP_INTERCEPTORS,
+  provideHttpClient,
+  withInterceptorsFromDi,
+} from '@angular/common/http'
 import { DocumentListComponent } from './components/document-list/document-list.component'
 import { DocumentDetailComponent } from './components/document-detail/document-detail.component'
 import { DashboardComponent } from './components/dashboard/dashboard.component'
@@ -37,6 +41,7 @@ import { DocumentCardSmallComponent } from './components/document-list/document-
 import { BulkEditorComponent } from './components/document-list/bulk-editor/bulk-editor.component'
 import { NgxFileDropModule } from 'ngx-file-drop'
 import { TextComponent } from './components/common/input/text/text.component'
+import { TextAreaComponent } from './components/common/input/textarea/textarea.component'
 import { SelectComponent } from './components/common/input/select/select.component'
 import { CheckComponent } from './components/common/input/check/check.component'
 import { UrlComponent } from './components/common/input/url/url.component'
@@ -104,6 +109,7 @@ import { FileDropComponent } from './components/file-drop/file-drop.component'
 import { CustomFieldsComponent } from './components/manage/custom-fields/custom-fields.component'
 import { CustomFieldEditDialogComponent } from './components/common/edit-dialog/custom-field-edit-dialog/custom-field-edit-dialog.component'
 import { CustomFieldsDropdownComponent } from './components/common/custom-fields-dropdown/custom-fields-dropdown.component'
+import { CustomFieldsQueryDropdownComponent } from './components/common/custom-fields-query-dropdown/custom-fields-query-dropdown.component'
 import { ProfileEditDialogComponent } from './components/common/profile-edit-dialog/profile-edit-dialog.component'
 import { PdfViewerModule } from 'ng2-pdf-viewer'
 import { DocumentLinkComponent } from './components/common/input/document-link/document-link.component'
@@ -115,7 +121,6 @@ import { NgxBootstrapIconsModule } from 'ngx-bootstrap-icons'
 import { ConfirmButtonComponent } from './components/common/confirm-button/confirm-button.component'
 import { MonetaryComponent } from './components/common/input/monetary/monetary.component'
 import { SystemStatusDialogComponent } from './components/common/system-status-dialog/system-status-dialog.component'
-import { NgxFilesizeModule } from 'ngx-filesize'
 import { RotateConfirmDialogComponent } from './components/common/confirm-dialog/rotate-confirm-dialog/rotate-confirm-dialog.component'
 import { MergeConfirmDialogComponent } from './components/common/confirm-dialog/merge-confirm-dialog/merge-confirm-dialog.component'
 import { SplitConfirmDialogComponent } from './components/common/confirm-dialog/split-confirm-dialog/split-confirm-dialog.component'
@@ -138,7 +143,9 @@ import {
   arrowRightShort,
   arrowUpRight,
   asterisk,
+  braces,
   bodyText,
+  boxArrowInRight,
   boxArrowUp,
   boxArrowUpRight,
   boxes,
@@ -169,6 +176,7 @@ import {
   download,
   envelope,
   envelopeAt,
+  envelopeAtFill,
   exclamationCircleFill,
   exclamationTriangle,
   exclamationTriangleFill,
@@ -185,6 +193,7 @@ import {
   folderFill,
   funnel,
   gear,
+  google,
   grid,
   gripVertical,
   hash,
@@ -195,6 +204,8 @@ import {
   link,
   listTask,
   listUl,
+  microsoft,
+  nodePlus,
   pencil,
   people,
   peopleFill,
@@ -224,6 +235,7 @@ import {
   uiRadios,
   upcScan,
   x,
+  xCircle,
   xLg,
 } from 'ngx-bootstrap-icons'
 
@@ -239,7 +251,9 @@ const icons = {
   arrowRightShort,
   arrowUpRight,
   asterisk,
+  braces,
   bodyText,
+  boxArrowInRight,
   boxArrowUp,
   boxArrowUpRight,
   boxes,
@@ -270,6 +284,7 @@ const icons = {
   download,
   envelope,
   envelopeAt,
+  envelopeAtFill,
   exclamationCircleFill,
   exclamationTriangle,
   exclamationTriangleFill,
@@ -286,6 +301,7 @@ const icons = {
   folderFill,
   funnel,
   gear,
+  google,
   grid,
   gripVertical,
   hash,
@@ -296,6 +312,8 @@ const icons = {
   link,
   listTask,
   listUl,
+  microsoft,
+  nodePlus,
   pencil,
   people,
   peopleFill,
@@ -325,6 +343,7 @@ const icons = {
   uiRadios,
   upcScan,
   x,
+  xCircle,
   xLg,
 }
 
@@ -344,6 +363,7 @@ import localeFr from '@angular/common/locales/fr'
 import localeHu from '@angular/common/locales/hu'
 import localeIt from '@angular/common/locales/it'
 import localeJa from '@angular/common/locales/ja'
+import localeKo from '@angular/common/locales/ko'
 import localeLb from '@angular/common/locales/lb'
 import localeNl from '@angular/common/locales/nl'
 import localeNo from '@angular/common/locales/no'
@@ -375,6 +395,7 @@ registerLocaleData(localeFr)
 registerLocaleData(localeHu)
 registerLocaleData(localeIt)
 registerLocaleData(localeJa)
+registerLocaleData(localeKo)
 registerLocaleData(localeLb)
 registerLocaleData(localeNl)
 registerLocaleData(localeNo)
@@ -428,6 +449,7 @@ function initializeApp(settings: SettingsService) {
     DocumentCardSmallComponent,
     BulkEditorComponent,
     TextComponent,
+    TextAreaComponent,
     SelectComponent,
     CheckComponent,
     UrlComponent,
@@ -480,6 +502,7 @@ function initializeApp(settings: SettingsService) {
     CustomFieldsComponent,
     CustomFieldEditDialogComponent,
     CustomFieldsDropdownComponent,
+    CustomFieldsQueryDropdownComponent,
     ProfileEditDialogComponent,
     DocumentLinkComponent,
     PreviewPopupComponent,
@@ -500,11 +523,11 @@ function initializeApp(settings: SettingsService) {
     DeletePagesConfirmDialogComponent,
     TrashComponent,
   ],
+  bootstrap: [AppComponent],
   imports: [
     BrowserModule,
     AppRoutingModule,
     NgbModule,
-    HttpClientModule,
     FormsModule,
     ReactiveFormsModule,
     PdfViewerModule,
@@ -514,7 +537,6 @@ function initializeApp(settings: SettingsService) {
     TourNgBootstrapModule,
     DragDropModule,
     NgxBootstrapIconsModule.pick(icons),
-    NgxFilesizeModule,
   ],
   providers: [
     {
@@ -543,7 +565,7 @@ function initializeApp(settings: SettingsService) {
     DirtyDocGuard,
     DirtySavedViewGuard,
     UsernamePipe,
+    provideHttpClient(withInterceptorsFromDi()),
   ],
-  bootstrap: [AppComponent],
 })
 export class AppModule {}

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

@@ -5,7 +5,7 @@ import { ConfigService } from 'src/app/services/config.service'
 import { ToastService } from 'src/app/services/toast.service'
 import { of, throwError } from 'rxjs'
 import { OutputTypeConfig } from 'src/app/data/paperless-config'
-import { HttpClientTestingModule } from '@angular/common/http/testing'
+import { provideHttpClientTesting } from '@angular/common/http/testing'
 import { BrowserModule } from '@angular/platform-browser'
 import { NgbModule } from '@ng-bootstrap/ng-bootstrap'
 import { NgSelectModule } from '@ng-select/ng-select'
@@ -18,6 +18,7 @@ import { SelectComponent } from '../../common/input/select/select.component'
 import { FileComponent } from '../../common/input/file/file.component'
 import { SettingsService } from 'src/app/services/settings.service'
 import { NgxBootstrapIconsModule, allIcons } from 'ngx-bootstrap-icons'
+import { provideHttpClient, withInterceptorsFromDi } from '@angular/common/http'
 
 describe('ConfigComponent', () => {
   let component: ConfigComponent
@@ -38,7 +39,6 @@ describe('ConfigComponent', () => {
         PageHeaderComponent,
       ],
       imports: [
-        HttpClientTestingModule,
         BrowserModule,
         NgbModule,
         NgSelectModule,
@@ -46,6 +46,10 @@ describe('ConfigComponent', () => {
         ReactiveFormsModule,
         NgxBootstrapIconsModule.pick(allIcons),
       ],
+      providers: [
+        provideHttpClient(withInterceptorsFromDi()),
+        provideHttpClientTesting(),
+      ],
     }).compileComponents()
 
     configService = TestBed.inject(ConfigService)

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

@@ -8,10 +8,11 @@ import { LogService } from 'src/app/services/rest/log.service'
 import { PageHeaderComponent } from '../../common/page-header/page-header.component'
 import { LogsComponent } from './logs.component'
 import { of, throwError } from 'rxjs'
-import { HttpClientTestingModule } from '@angular/common/http/testing'
+import { provideHttpClientTesting } from '@angular/common/http/testing'
 import { NgbModule, NgbNavLink } from '@ng-bootstrap/ng-bootstrap'
 import { BrowserModule, By } from '@angular/platform-browser'
 import { NgxBootstrapIconsModule, allIcons } from 'ngx-bootstrap-icons'
+import { provideHttpClient, withInterceptorsFromDi } from '@angular/common/http'
 
 const paperless_logs = [
   '[2023-05-29 03:05:01,224] [DEBUG] [paperless.tasks] Training data unchanged.',
@@ -37,13 +38,15 @@ describe('LogsComponent', () => {
   beforeEach(async () => {
     TestBed.configureTestingModule({
       declarations: [LogsComponent, PageHeaderComponent],
-      providers: [],
       imports: [
-        HttpClientTestingModule,
         BrowserModule,
         NgbModule,
         NgxBootstrapIconsModule.pick(allIcons),
       ],
+      providers: [
+        provideHttpClient(withInterceptorsFromDi()),
+        provideHttpClientTesting(),
+      ],
     }).compileComponents()
 
     logService = TestBed.inject(LogService)

src-ui/src/app/components/admin/settings/settings.component.html

@@ -332,7 +332,7 @@
       </ng-template>
     </li>
 
-    <li [ngbNavItem]="SettingsNavIDs.SavedViews">
+    <li [ngbNavItem]="SettingsNavIDs.SavedViews" *pngxIfPermissions="{ action: PermissionAction.Change, type: PermissionType.SavedView }">
       <a ngbNavLink i18n>Saved views</a>
       <ng-template ngbNavContent>
 
@@ -348,7 +348,7 @@
 
           @for (view of savedViews; track view) {
             <li class="list-group-item py-3">
-            <div [formGroupName]="view.id" class="row">
+            <div [formGroupName]="view.id">
               <div class="row">
                 <div class="col">
                   <pngx-input-text title="Name" formControlName="name"></pngx-input-text>

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

@@ -1,5 +1,5 @@
 import { ViewportScroller, DatePipe } from '@angular/common'
-import { HttpClientTestingModule } from '@angular/common/http/testing'
+import { provideHttpClientTesting } from '@angular/common/http/testing'
 import { ComponentFixture, TestBed } from '@angular/core/testing'
 import { FormsModule, ReactiveFormsModule } from '@angular/forms'
 import { By } from '@angular/platform-browser'
@@ -50,6 +50,7 @@ import {
 } from 'src/app/data/system-status'
 import { DragDropSelectComponent } from '../../common/input/drag-drop-select/drag-drop-select.component'
 import { DragDropModule } from '@angular/cdk/drag-drop'
+import { provideHttpClient, withInterceptorsFromDi } from '@angular/common/http'
 
 const savedViews = [
   { id: 1, name: 'view1', show_in_sidebar: true, show_on_dashboard: true },
@@ -100,10 +101,8 @@ describe('SettingsComponent', () => {
         ConfirmButtonComponent,
         DragDropSelectComponent,
       ],
-      providers: [CustomDatePipe, DatePipe, PermissionsGuard],
       imports: [
         NgbModule,
-        HttpClientTestingModule,
         RouterTestingModule.withRoutes(routes),
         FormsModule,
         ReactiveFormsModule,
@@ -113,6 +112,13 @@ describe('SettingsComponent', () => {
         NgbModalModule,
         DragDropModule,
       ],
+      providers: [
+        CustomDatePipe,
+        DatePipe,
+        PermissionsGuard,
+        provideHttpClient(withInterceptorsFromDi()),
+        provideHttpClientTesting(),
+      ],
     }).compileComponents()
 
     router = TestBed.inject(Router)

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

@@ -1,7 +1,7 @@
 import { DatePipe } from '@angular/common'
 import {
   HttpTestingController,
-  HttpClientTestingModule,
+  provideHttpClientTesting,
 } from '@angular/common/http/testing'
 import { ComponentFixture, TestBed } from '@angular/core/testing'
 import { By } from '@angular/platform-browser'
@@ -30,6 +30,7 @@ import { TasksComponent } from './tasks.component'
 import { PermissionsGuard } from 'src/app/guards/permissions.guard'
 import { NgxBootstrapIconsModule, allIcons } from 'ngx-bootstrap-icons'
 import { FormsModule } from '@angular/forms'
+import { provideHttpClient, withInterceptorsFromDi } from '@angular/common/http'
 
 const tasks: PaperlessTask[] = [
   {
@@ -125,6 +126,12 @@ describe('TasksComponent', () => {
         CustomDatePipe,
         ConfirmDialogComponent,
       ],
+      imports: [
+        NgbModule,
+        RouterTestingModule.withRoutes(routes),
+        NgxBootstrapIconsModule.pick(allIcons),
+        FormsModule,
+      ],
       providers: [
         {
           provide: PermissionsService,
@@ -135,13 +142,8 @@ describe('TasksComponent', () => {
         CustomDatePipe,
         DatePipe,
         PermissionsGuard,
-      ],
-      imports: [
-        NgbModule,
-        HttpClientTestingModule,
-        RouterTestingModule.withRoutes(routes),
-        NgxBootstrapIconsModule.pick(allIcons),
-        FormsModule,
+        provideHttpClient(withInterceptorsFromDi()),
+        provideHttpClientTesting(),
       ],
     }).compileComponents()
 

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

@@ -70,11 +70,11 @@ export class TasksComponent
         modal.componentInstance.buttonsEnabled = false
         modal.close()
         this.tasksService.dismissTasks(tasks)
-        this.selectedTasks.clear()
+        this.clearSelection()
       })
     } else {
       this.tasksService.dismissTasks(tasks)
-      this.selectedTasks.clear()
+      this.clearSelection()
     }
   }
 

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

@@ -11,9 +11,11 @@ import {
 import { NgxBootstrapIconsModule, allIcons } from 'ngx-bootstrap-icons'
 import { FormsModule, ReactiveFormsModule } from '@angular/forms'
 import { TrashService } from 'src/app/services/trash.service'
-import { of } from 'rxjs'
+import { of, throwError } from 'rxjs'
 import { ConfirmDialogComponent } from '../../common/confirm-dialog/confirm-dialog.component'
 import { By } from '@angular/platform-browser'
+import { SafeHtmlPipe } from 'src/app/pipes/safehtml.pipe'
+import { ToastService } from 'src/app/services/toast.service'
 
 const documentsInTrash = [
   {
@@ -35,6 +37,7 @@ describe('TrashComponent', () => {
   let fixture: ComponentFixture<TrashComponent>
   let trashService: TrashService
   let modalService: NgbModal
+  let toastService: ToastService
 
   beforeEach(async () => {
     await TestBed.configureTestingModule({
@@ -42,6 +45,7 @@ describe('TrashComponent', () => {
         TrashComponent,
         PageHeaderComponent,
         ConfirmDialogComponent,
+        SafeHtmlPipe,
       ],
       imports: [
         HttpClientTestingModule,
@@ -56,6 +60,7 @@ describe('TrashComponent', () => {
     fixture = TestBed.createComponent(TrashComponent)
     trashService = TestBed.inject(TrashService)
     modalService = TestBed.inject(NgbModal)
+    toastService = TestBed.inject(ToastService)
     component = fixture.componentInstance
     fixture.detectChanges()
   })
@@ -74,12 +79,20 @@ describe('TrashComponent', () => {
     expect(component.documentsInTrash).toEqual(documentsInTrash)
   })
 
-  it('should support delete document', () => {
+  it('should support delete document, show error if needed', () => {
     const trashSpy = jest.spyOn(trashService, 'emptyTrash')
     let modal
     modalService.activeInstances.subscribe((instances) => {
       modal = instances[0]
     })
+    const toastErrorSpy = jest.spyOn(toastService, 'showError')
+
+    // fail first
+    trashSpy.mockReturnValue(throwError(() => 'Error'))
+    component.delete(documentsInTrash[0])
+    modal.componentInstance.confirmClicked.next()
+    expect(toastErrorSpy).toHaveBeenCalled()
+
     trashSpy.mockReturnValue(of('OK'))
     component.delete(documentsInTrash[0])
     expect(modal).toBeDefined()
@@ -87,12 +100,20 @@ describe('TrashComponent', () => {
     expect(trashSpy).toHaveBeenCalled()
   })
 
-  it('should support empty trash', () => {
+  it('should support empty trash, show error if needed', () => {
     const trashSpy = jest.spyOn(trashService, 'emptyTrash')
     let modal
     modalService.activeInstances.subscribe((instances) => {
       modal = instances[instances.length - 1]
     })
+    const toastErrorSpy = jest.spyOn(toastService, 'showError')
+
+    // fail first
+    trashSpy.mockReturnValue(throwError(() => 'Error'))
+    component.emptyTrash()
+    modal.componentInstance.confirmClicked.next()
+    expect(toastErrorSpy).toHaveBeenCalled()
+
     trashSpy.mockReturnValue(of('OK'))
     component.emptyTrash()
     expect(modal).toBeDefined()
@@ -104,18 +125,34 @@ describe('TrashComponent', () => {
     expect(trashSpy).toHaveBeenCalledWith([1, 2])
   })
 
-  it('should support restore document', () => {
+  it('should support restore document, show error if needed', () => {
     const restoreSpy = jest.spyOn(trashService, 'restoreDocuments')
     const reloadSpy = jest.spyOn(component, 'reload')
+    const toastErrorSpy = jest.spyOn(toastService, 'showError')
+
+    // fail first
+    restoreSpy.mockReturnValue(throwError(() => 'Error'))
+    component.restore(documentsInTrash[0])
+    expect(toastErrorSpy).toHaveBeenCalled()
+    expect(reloadSpy).not.toHaveBeenCalled()
+
     restoreSpy.mockReturnValue(of('OK'))
     component.restore(documentsInTrash[0])
     expect(restoreSpy).toHaveBeenCalledWith([documentsInTrash[0].id])
     expect(reloadSpy).toHaveBeenCalled()
   })
 
-  it('should support restore all documents', () => {
+  it('should support restore all documents, show error if needed', () => {
     const restoreSpy = jest.spyOn(trashService, 'restoreDocuments')
     const reloadSpy = jest.spyOn(component, 'reload')
+    const toastErrorSpy = jest.spyOn(toastService, 'showError')
+
+    // fail first
+    restoreSpy.mockReturnValue(throwError(() => 'Error'))
+    component.restoreAll()
+    expect(toastErrorSpy).toHaveBeenCalled()
+    expect(reloadSpy).not.toHaveBeenCalled()
+
     restoreSpy.mockReturnValue(of('OK'))
     component.restoreAll()
     expect(restoreSpy).toHaveBeenCalled()

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

@@ -59,10 +59,16 @@ export class TrashComponent implements OnDestroy {
       .pipe(takeUntil(this.unsubscribeNotifier))
       .subscribe(() => {
         modal.componentInstance.buttonsEnabled = false
-        this.trashService.emptyTrash([document.id]).subscribe(() => {
+        this.trashService.emptyTrash([document.id]).subscribe({
+          next: () => {
             this.toastService.showInfo($localize`Document deleted`)
             modal.close()
             this.reload()
+          },
+          error: (err) => {
+            this.toastService.showError($localize`Error deleting document`, err)
+            modal.close()
+          },
         })
       })
   }
@@ -83,29 +89,51 @@ export class TrashComponent implements OnDestroy {
       .subscribe(() => {
         this.trashService
           .emptyTrash(documents ? Array.from(documents) : null)
-          .subscribe(() => {
+          .subscribe({
+            next: () => {
               this.toastService.showInfo($localize`Document(s) deleted`)
               this.allToggled = false
               modal.close()
               this.reload()
+            },
+            error: (err) => {
+              this.toastService.showError(
+                $localize`Error deleting document(s)`,
+                err
+              )
+              modal.close()
+            },
           })
       })
   }
 
   restore(document: Document) {
-    this.trashService.restoreDocuments([document.id]).subscribe(() => {
+    this.trashService.restoreDocuments([document.id]).subscribe({
+      next: () => {
         this.toastService.showInfo($localize`Document restored`)
         this.reload()
+      },
+      error: (err) => {
+        this.toastService.showError($localize`Error restoring document`, err)
+      },
     })
   }
 
   restoreAll(documents: Set<number> = null) {
     this.trashService
       .restoreDocuments(documents ? Array.from(documents) : null)
-      .subscribe(() => {
+      .subscribe({
+        next: () => {
           this.toastService.showInfo($localize`Document(s) restored`)
           this.allToggled = false
           this.reload()
+        },
+        error: (err) => {
+          this.toastService.showError(
+            $localize`Error restoring document(s)`,
+            err
+          )
+        },
       })
   }
 

src-ui/src/app/components/admin/users-groups/users-groups.component.spec.ts

@@ -1,5 +1,5 @@
 import { DatePipe } from '@angular/common'
-import { HttpClientTestingModule } from '@angular/common/http/testing'
+import { provideHttpClientTesting } from '@angular/common/http/testing'
 import {
   ComponentFixture,
   TestBed,
@@ -44,6 +44,7 @@ import { UsersAndGroupsComponent } from './users-groups.component'
 import { User } from 'src/app/data/user'
 import { Group } from 'src/app/data/group'
 import { NgxBootstrapIconsModule, allIcons } from 'ngx-bootstrap-icons'
+import { provideHttpClient, withInterceptorsFromDi } from '@angular/common/http'
 
 const users = [
   { id: 1, username: 'user1', is_superuser: false },
@@ -84,10 +85,8 @@ describe('UsersAndGroupsComponent', () => {
         PermissionsGroupComponent,
         IfOwnerDirective,
       ],
-      providers: [CustomDatePipe, DatePipe, PermissionsGuard],
       imports: [
         NgbModule,
-        HttpClientTestingModule,
         RouterTestingModule.withRoutes(routes),
         FormsModule,
         ReactiveFormsModule,
@@ -95,6 +94,13 @@ describe('UsersAndGroupsComponent', () => {
         NgSelectModule,
         NgxBootstrapIconsModule.pick(allIcons),
       ],
+      providers: [
+        CustomDatePipe,
+        DatePipe,
+        PermissionsGuard,
+        provideHttpClient(withInterceptorsFromDi()),
+        provideHttpClientTesting(),
+      ],
     }).compileComponents()
     fixture = TestBed.createComponent(UsersAndGroupsComponent)
     settingsService = TestBed.inject(SettingsService)

src-ui/src/app/components/app-frame/app-frame.component.html

@@ -43,7 +43,7 @@
           <div class="dropdown-divider"></div>
         </div>
         <button ngbDropdownItem class="nav-link" (click)="editProfile()">
-          <i-bs class="me-2" name="person"></i-bs>&nbsp;<ng-container i18n>My Profile</ng-container>
+          <i-bs class="me-2" name="person"></i-bs><ng-container i18n>My Profile</ng-container>
         </button>
         <a ngbDropdownItem class="nav-link" routerLink="settings" (click)="closeMenu()"
           *pngxIfPermissions="{ action: PermissionAction.Change, type: PermissionType.UISettings }">
@@ -93,14 +93,15 @@
         </ul>
 
         <div class="nav-group mt-3 mb-1" *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.SavedView }">
-          @if (savedViewService.loading || savedViewService.sidebarViews?.length > 0) {
+          @if (savedViewService.loading) {
             <h6 class="sidebar-heading px-3 text-muted">
               <span i18n>Saved views</span>
-              @if (savedViewService.loading) {
               <div class="spinner-border spinner-border-sm fw-normal ms-2" role="status"></div>
-              }
             </h6>
-          }
+          } @else if (savedViewService.sidebarViews?.length > 0) {
+            <h6 class="sidebar-heading px-3 text-muted">
+              <span i18n>Saved views</span>
+            </h6>
             <ul class="nav flex-column mb-2" cdkDropList (cdkDropListDropped)="onDrop($event)">
               @for (view of savedViewService.sidebarViews; track view.id) {
                 <li class="nav-item w-100 app-link" cdkDrag [cdkDragDisabled]="!settingsService.organizingSidebarSavedViews"
@@ -120,6 +121,7 @@
                 </li>
               }
             </ul>
+          }
         </div>
 
         <div class="nav-group mt-3 mb-1" *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.Document }">
@@ -214,6 +216,13 @@
                 <i-bs class="me-1" name="envelope"></i-bs><span>&nbsp;<ng-container i18n>Mail</ng-container></span>
               </a>
             </li>
+            <li class="nav-item app-link" *pngxIfPermissions="{ action: PermissionAction.Delete, type: PermissionType.Document }">
+              <a class="nav-link" routerLink="trash" routerLinkActive="active" (click)="closeMenu()" ngbPopover="Trash"
+                i18n-ngbPopover [disablePopover]="!slimSidebarEnabled" placement="end" container="body"
+                triggers="mouseenter:mouseleave" popoverClass="popover-slim">
+                <i-bs class="me-1" name="trash"></i-bs><span>&nbsp;<ng-container i18n>Trash</ng-container></span>
+              </a>
+            </li>
           </ul>
         </div>
 
@@ -267,13 +276,6 @@
                 </a>
               </li>
             }
-            <li class="nav-item app-link" *pngxIfPermissions="{ action: PermissionAction.Delete, type: PermissionType.Document }">
-              <a class="nav-link" routerLink="trash" routerLinkActive="active" (click)="closeMenu()" ngbPopover="Trash"
-                i18n-ngbPopover [disablePopover]="!slimSidebarEnabled" placement="end" container="body"
-                triggers="mouseenter:mouseleave" popoverClass="popover-slim">
-                <i-bs class="me-1" name="trash"></i-bs><span>&nbsp;<ng-container i18n>Trash</ng-container></span>
-              </a>
-            </li>
             <li class="nav-item mt-2" tourAnchor="tour.outro">
               <a class="px-3 py-2 text-muted small d-flex align-items-center flex-wrap text-decoration-none"
                 target="_blank" rel="noopener noreferrer" href="https://docs.paperless-ngx.com" ngbPopover="Documentation"

src-ui/src/app/components/app-frame/app-frame.component.scss

@@ -12,6 +12,9 @@
   z-index: 995; /* Behind the navbar */
   padding: 50px 0 0; /* Height of navbar */
   box-shadow: inset -1px 0 0 rgba(0, 0, 0, .1);
+  overflow-y: auto;
+  --pngx-sidebar-width: 100%;
+  max-width: var(--pngx-sidebar-width);
 
   .sidebar-heading .spinner-border {
     width: 0.8em;
@@ -24,15 +27,15 @@
 
   // These come from the col-* classes for non-slim sidebar, needed for animation
   @media (min-width: 768px) {
-    max-width: 25%;
+    --pngx-sidebar-width: 25%;
   }
 
   @media (min-width: 992px) {
-    max-width: 16.66666667%;
+    --pngx-sidebar-width: 16.66666667%;
   }
 
   @media (min-width: 2400px) {
-    max-width: 8.33333333%;
+    --pngx-sidebar-width: 8.33333333%;
   }
 
   transition: all .2s ease;
@@ -109,12 +112,17 @@ main {
 
   .sidebar-slim-toggler {
     display: block;
-    position: absolute;
-    right: -12px;
+    position: fixed;
+    left: calc(var(--pngx-sidebar-width) - 12px);
     top: 60px;
     z-index: 996;
     --bs-btn-padding-x: 0.35rem;
     --bs-btn-padding-y: 0.125rem;
+    transition: all .2s ease;
+  }
+
+  .sidebar.slim .sidebar-slim-toggler {
+    --pngx-sidebar-width: 50px !important;
   }
 }
 

src-ui/src/app/components/app-frame/app-frame.component.spec.ts

@@ -1,6 +1,6 @@
 import {
-  HttpClientTestingModule,
   HttpTestingController,
+  provideHttpClientTesting,
 } from '@angular/common/http/testing'
 import { AppFrameComponent } from './app-frame.component'
 import {
@@ -37,6 +37,7 @@ import { SavedView } from 'src/app/data/saved-view'
 import { ProfileEditDialogComponent } from '../common/profile-edit-dialog/profile-edit-dialog.component'
 import { NgxBootstrapIconsModule, allIcons } from 'ngx-bootstrap-icons'
 import { GlobalSearchComponent } from './global-search/global-search.component'
+import { provideHttpClient, withInterceptorsFromDi } from '@angular/common/http'
 
 const saved_views = [
   {
@@ -100,7 +101,6 @@ describe('AppFrameComponent', () => {
         GlobalSearchComponent,
       ],
       imports: [
-        HttpClientTestingModule,
         BrowserModule,
         RouterTestingModule.withRoutes(routes),
         NgbModule,
@@ -115,7 +115,7 @@ describe('AppFrameComponent', () => {
         {
           provide: SavedViewService,
           useValue: {
-            initialize: () => {},
+            reload: () => {},
             listAll: () =>
               of({
                 all: [saved_views.map((v) => v.id)],
@@ -150,6 +150,8 @@ describe('AppFrameComponent', () => {
           },
         },
         PermissionsGuard,
+        provideHttpClient(withInterceptorsFromDi()),
+        provideHttpClientTesting(),
       ],
     }).compileComponents()
 
@@ -168,7 +170,7 @@ describe('AppFrameComponent', () => {
       .mockReturnValue('Hello World')
     jest.spyOn(permissionsService, 'currentUserCan').mockReturnValue(true)
 
-    savedViewSpy = jest.spyOn(savedViewService, 'initialize')
+    savedViewSpy = jest.spyOn(savedViewService, 'reload')
 
     fixture = TestBed.createComponent(AppFrameComponent)
     component = fixture.componentInstance

src-ui/src/app/components/app-frame/app-frame.component.ts

@@ -35,7 +35,6 @@ import {
 } from '@angular/cdk/drag-drop'
 import { NgbModal } from '@ng-bootstrap/ng-bootstrap'
 import { ProfileEditDialogComponent } from '../common/profile-edit-dialog/profile-edit-dialog.component'
-import { ObjectWithId } from 'src/app/data/object-with-id'
 
 @Component({
   selector: 'pngx-app-frame',
@@ -74,7 +73,7 @@ export class AppFrameComponent
         PermissionType.SavedView
       )
     ) {
-      this.savedViewService.initialize()
+      this.savedViewService.reload()
     }
   }
 

src-ui/src/app/components/app-frame/global-search/global-search.component.html

@@ -49,14 +49,14 @@
                 [disabled]="disablePrimaryButton(type, item)"
                 (mouseenter)="onButtonHover($event)">
                     @if (type === DataType.Document) {
-                        <i-bs width="1em" height="1em" name="pencil"></i-bs>
+                        <i-bs width="1em" height="1em" name="box-arrow-in-right"></i-bs>
                         <span>&nbsp;<ng-container i18n>Open</ng-container></span>
                     } @else if (type === DataType.SavedView) {
                         <i-bs width="1em" height="1em" name="eye"></i-bs>
                         <span>&nbsp;<ng-container i18n>Open</ng-container></span>
                     } @else if (type === DataType.Workflow || type === DataType.CustomField || type === DataType.Group || type === DataType.User || type === DataType.MailAccount || type === DataType.MailRule) {
                         <i-bs width="1em" height="1em" name="pencil"></i-bs>
-                        <span>&nbsp;<ng-container i18n>Edit</ng-container></span>
+                        <span>&nbsp;<ng-container i18n>Open</ng-container></span>
                     } @else {
                         <i-bs width="1em" height="1em" name="filter"></i-bs>
                         <span>&nbsp;<ng-container i18n>Filter documents</ng-container></span>
@@ -72,8 +72,8 @@
                             <i-bs width="1em" height="1em" name="download"></i-bs>
                             <span>&nbsp;<ng-container i18n>Download</ng-container></span>
                         } @else {
-                            <i-bs width="1em" height="1em" name="pencil"></i-bs>
-                            <span>&nbsp;<ng-container i18n>Edit</ng-container></span>
+                            <i-bs width="1em" height="1em" name="box-arrow-in-right"></i-bs>
+                            <span>&nbsp;<ng-container i18n>Open</ng-container></span>
                         }
                     </button>
                 }

src-ui/src/app/components/app-frame/global-search/global-search.component.scss

@@ -65,10 +65,6 @@ form {
   --pngx-focus-alpha: 0;
 }
 
-.cursor-pointer {
-  cursor: pointer;
-}
-
 .mh-75 {
   max-height: 75vh;
 }

src-ui/src/app/components/app-frame/global-search/global-search.component.spec.ts

@@ -17,7 +17,7 @@ import {
 import { CorrespondentEditDialogComponent } from '../../common/edit-dialog/correspondent-edit-dialog/correspondent-edit-dialog.component'
 import { UserEditDialogComponent } from '../../common/edit-dialog/user-edit-dialog/user-edit-dialog.component'
 import { DocumentListViewService } from 'src/app/services/document-list-view.service'
-import { HttpClientTestingModule } from '@angular/common/http/testing'
+import { provideHttpClientTesting } from '@angular/common/http/testing'
 import { FormsModule, ReactiveFormsModule } from '@angular/forms'
 import {
   FILTER_FULLTEXT_QUERY,
@@ -40,6 +40,7 @@ import { DataType } from 'src/app/data/datatype'
 import { queryParamsFromFilterRules } from 'src/app/utils/query-params'
 import { SettingsService } from 'src/app/services/settings.service'
 import { GlobalSearchType, SETTINGS_KEYS } from 'src/app/data/ui-settings'
+import { provideHttpClient, withInterceptorsFromDi } from '@angular/common/http'
 
 const searchResults = {
   total: 11,
@@ -139,13 +140,16 @@ describe('GlobalSearchComponent', () => {
     await TestBed.configureTestingModule({
       declarations: [GlobalSearchComponent],
       imports: [
-        HttpClientTestingModule,
         NgbModalModule,
         NgbDropdownModule,
         FormsModule,
         ReactiveFormsModule,
         NgxBootstrapIconsModule.pick(allIcons),
       ],
+      providers: [
+        provideHttpClient(withInterceptorsFromDi()),
+        provideHttpClientTesting(),
+      ],
     }).compileComponents()
 
     searchService = TestBed.inject(SearchService)

src-ui/src/app/components/common/confirm-dialog/delete-pages-confirm-dialog/delete-pages-confirm-dialog.component.spec.ts

@@ -1,11 +1,12 @@
 import { ComponentFixture, TestBed } from '@angular/core/testing'
 import { DeletePagesConfirmDialogComponent } from './delete-pages-confirm-dialog.component'
-import { HttpClientTestingModule } from '@angular/common/http/testing'
+import { provideHttpClientTesting } from '@angular/common/http/testing'
 import { NgbActiveModal } from '@ng-bootstrap/ng-bootstrap'
 import { NgxBootstrapIconsModule, allIcons } from 'ngx-bootstrap-icons'
 import { SafeHtmlPipe } from 'src/app/pipes/safehtml.pipe'
 import { FormsModule, ReactiveFormsModule } from '@angular/forms'
 import { PdfViewerComponent } from 'ng2-pdf-viewer'
+import { provideHttpClient, withInterceptorsFromDi } from '@angular/common/http'
 
 describe('DeletePagesConfirmDialogComponent', () => {
   let component: DeletePagesConfirmDialogComponent
@@ -14,13 +15,17 @@ describe('DeletePagesConfirmDialogComponent', () => {
   beforeEach(async () => {
     await TestBed.configureTestingModule({
       declarations: [DeletePagesConfirmDialogComponent, PdfViewerComponent],
-      providers: [NgbActiveModal, SafeHtmlPipe],
       imports: [
-        HttpClientTestingModule,
         NgxBootstrapIconsModule.pick(allIcons),
         FormsModule,
         ReactiveFormsModule,
       ],
+      providers: [
+        NgbActiveModal,
+        SafeHtmlPipe,
+        provideHttpClient(withInterceptorsFromDi()),
+        provideHttpClientTesting(),
+      ],
     }).compileComponents()
     fixture = TestBed.createComponent(DeletePagesConfirmDialogComponent)
     component = fixture.componentInstance

src-ui/src/app/components/common/confirm-dialog/merge-confirm-dialog/merge-confirm-dialog.component.spec.ts

@@ -1,11 +1,12 @@
 import { ComponentFixture, TestBed } from '@angular/core/testing'
 import { NgbActiveModal } from '@ng-bootstrap/ng-bootstrap'
 import { MergeConfirmDialogComponent } from './merge-confirm-dialog.component'
-import { HttpClientTestingModule } from '@angular/common/http/testing'
+import { provideHttpClientTesting } from '@angular/common/http/testing'
 import { NgxBootstrapIconsModule, allIcons } from 'ngx-bootstrap-icons'
 import { of } from 'rxjs'
 import { DocumentService } from 'src/app/services/rest/document.service'
 import { FormsModule, ReactiveFormsModule } from '@angular/forms'
+import { provideHttpClient, withInterceptorsFromDi } from '@angular/common/http'
 
 describe('MergeConfirmDialogComponent', () => {
   let component: MergeConfirmDialogComponent
@@ -15,13 +16,16 @@ describe('MergeConfirmDialogComponent', () => {
   beforeEach(async () => {
     await TestBed.configureTestingModule({
       declarations: [MergeConfirmDialogComponent],
-      providers: [NgbActiveModal],
       imports: [
-        HttpClientTestingModule,
         NgxBootstrapIconsModule.pick(allIcons),
         ReactiveFormsModule,
         FormsModule,
       ],
+      providers: [
+        NgbActiveModal,
+        provideHttpClient(withInterceptorsFromDi()),
+        provideHttpClientTesting(),
+      ],
     }).compileComponents()
 
     fixture = TestBed.createComponent(MergeConfirmDialogComponent)

src-ui/src/app/components/common/confirm-dialog/rotate-confirm-dialog/rotate-confirm-dialog.component.spec.ts

@@ -2,8 +2,9 @@ import { ComponentFixture, TestBed } from '@angular/core/testing'
 import { RotateConfirmDialogComponent } from './rotate-confirm-dialog.component'
 import { NgbActiveModal } from '@ng-bootstrap/ng-bootstrap'
 import { SafeHtmlPipe } from 'src/app/pipes/safehtml.pipe'
-import { HttpClientTestingModule } from '@angular/common/http/testing'
+import { provideHttpClientTesting } from '@angular/common/http/testing'
 import { NgxBootstrapIconsModule, allIcons } from 'ngx-bootstrap-icons'
+import { provideHttpClient, withInterceptorsFromDi } from '@angular/common/http'
 
 describe('RotateConfirmDialogComponent', () => {
   let component: RotateConfirmDialogComponent
@@ -12,10 +13,12 @@ describe('RotateConfirmDialogComponent', () => {
   beforeEach(async () => {
     await TestBed.configureTestingModule({
       declarations: [RotateConfirmDialogComponent, SafeHtmlPipe],
-      providers: [NgbActiveModal, SafeHtmlPipe],
-      imports: [
-        HttpClientTestingModule,
-        NgxBootstrapIconsModule.pick(allIcons),
+      imports: [NgxBootstrapIconsModule.pick(allIcons)],
+      providers: [
+        NgbActiveModal,
+        SafeHtmlPipe,
+        provideHttpClient(withInterceptorsFromDi()),
+        provideHttpClientTesting(),
       ],
     }).compileComponents()
 

src-ui/src/app/components/common/confirm-dialog/split-confirm-dialog/split-confirm-dialog.component.html

@@ -23,7 +23,7 @@
         </div>
         <div class="col-4">
             <div class="d-grid">
-                <button class="btn btn-sm btn-primary" (click)="addSplit()" [disabled]="page === totalPages">
+                <button class="btn btn-sm btn-primary" (click)="addSplit()" [disabled]="!canSplit">
                     <i-bs name="plus-circle"></i-bs>&nbsp;
                     <span i18n>Add Split</span>
                 </button>

src-ui/src/app/components/common/confirm-dialog/split-confirm-dialog/split-confirm-dialog.component.spec.ts

@@ -1,13 +1,14 @@
 import { ComponentFixture, TestBed } from '@angular/core/testing'
 
 import { SplitConfirmDialogComponent } from './split-confirm-dialog.component'
-import { HttpClientTestingModule } from '@angular/common/http/testing'
+import { provideHttpClientTesting } from '@angular/common/http/testing'
 import { ReactiveFormsModule, FormsModule } from '@angular/forms'
 import { NgbActiveModal } from '@ng-bootstrap/ng-bootstrap'
 import { NgxBootstrapIconsModule, allIcons } from 'ngx-bootstrap-icons'
 import { DocumentService } from 'src/app/services/rest/document.service'
 import { PdfViewerModule } from 'ng2-pdf-viewer'
 import { of } from 'rxjs'
+import { provideHttpClient, withInterceptorsFromDi } from '@angular/common/http'
 
 describe('SplitConfirmDialogComponent', () => {
   let component: SplitConfirmDialogComponent
@@ -17,14 +18,17 @@ describe('SplitConfirmDialogComponent', () => {
   beforeEach(async () => {
     await TestBed.configureTestingModule({
       declarations: [SplitConfirmDialogComponent],
-      providers: [NgbActiveModal],
       imports: [
-        HttpClientTestingModule,
         NgxBootstrapIconsModule.pick(allIcons),
         ReactiveFormsModule,
         FormsModule,
         PdfViewerModule,
       ],
+      providers: [
+        NgbActiveModal,
+        provideHttpClient(withInterceptorsFromDi()),
+        provideHttpClientTesting(),
+      ],
     }).compileComponents()
 
     fixture = TestBed.createComponent(SplitConfirmDialogComponent)
@@ -88,4 +92,16 @@ describe('SplitConfirmDialogComponent', () => {
     component.pdfPreviewLoaded({ numPages: 5 } as any)
     expect(component.totalPages).toEqual(5)
   })
+
+  it('should correctly disable split button', () => {
+    component.totalPages = 5
+    component.page = 1
+    expect(component.canSplit).toBeTruthy()
+    component.page = 5
+    expect(component.canSplit).toBeFalsy()
+    component.page = 4
+    expect(component.canSplit).toBeTruthy()
+    component['pages'] = new Set([1, 2, 3, 4])
+    expect(component.canSplit).toBeFalsy()
+  })
 })

src-ui/src/app/components/common/confirm-dialog/split-confirm-dialog/split-confirm-dialog.component.ts

@@ -42,6 +42,14 @@ export class SplitConfirmDialogComponent
   public totalPages: number
   public deleteOriginal: boolean = false
 
+  public get canSplit(): boolean {
+    return (
+      this.page < this.totalPages &&
+      this.pages.size < this.totalPages - 1 &&
+      !this.pages.has(this.page)
+    )
+  }
+
   public get pdfSrc(): string {
     return this.documentService.getPreviewUrl(this.documentID)
   }

src-ui/src/app/components/common/custom-field-display/custom-field-display.component.html

@@ -18,10 +18,12 @@
             @case (CustomFieldDataType.DocumentLink) {
                 <div [ngbTooltip]="nameTooltip" class="d-flex gap-1 flex-wrap">
                     @for (docId of value; track docId) {
+                      @if (getDocumentTitle(docId)) {
                           <a routerLink="/documents/{{docId}}" class="badge bg-body text-primary" title="View" i18n-title>
                               <i-bs width="0.9em" height="0.9em" name="file-text"></i-bs>&nbsp;<span>{{ getDocumentTitle(docId) }}</span>
                           </a>
                       }
+                    }
                 </div>
             }
             @case (CustomFieldDataType.Boolean) {
@@ -30,6 +32,9 @@
                     <input type="checkbox" id="{{field.name}}" name="{{field.name}}" [checked]="value" value="" class="form-check-input ms-2 mt-0 pe-none">
                 </div>
             }
+            @case (CustomFieldDataType.Select) {
+                <span [ngbTooltip]="nameTooltip">{{getSelectValue(field, value)}}</span>
+            }
             @default {
               <span [ngbTooltip]="nameTooltip">{{value}}</span>
             }

src-ui/src/app/components/common/custom-field-display/custom-field-display.component.spec.ts

@@ -4,13 +4,28 @@ import { CustomField, CustomFieldDataType } from 'src/app/data/custom-field'
 import { DocumentService } from 'src/app/services/rest/document.service'
 import { CustomFieldDisplayComponent } from './custom-field-display.component'
 import { DisplayField, Document } from 'src/app/data/document'
-import { HttpClientTestingModule } from '@angular/common/http/testing'
+import { provideHttpClientTesting } from '@angular/common/http/testing'
 import { CustomFieldsService } from 'src/app/services/rest/custom-fields.service'
+import { provideHttpClient, withInterceptorsFromDi } from '@angular/common/http'
 
 const customFields: CustomField[] = [
   { id: 1, name: 'Field 1', data_type: CustomFieldDataType.String },
   { id: 2, name: 'Field 2', data_type: CustomFieldDataType.Monetary },
   { id: 3, name: 'Field 3', data_type: CustomFieldDataType.DocumentLink },
+  {
+    id: 4,
+    name: 'Field 4',
+    data_type: CustomFieldDataType.Select,
+    extra_data: {
+      select_options: ['Option 1', 'Option 2', 'Option 3'],
+    },
+  },
+  {
+    id: 5,
+    name: 'Field 5',
+    data_type: CustomFieldDataType.Monetary,
+    extra_data: { default_currency: 'JPY' },
+  },
 ]
 const document: Document = {
   id: 1,
@@ -31,8 +46,12 @@ describe('CustomFieldDisplayComponent', () => {
   beforeEach(async () => {
     await TestBed.configureTestingModule({
       declarations: [CustomFieldDisplayComponent],
-      providers: [DocumentService],
-      imports: [HttpClientTestingModule],
+      imports: [],
+      providers: [
+        DocumentService,
+        provideHttpClient(withInterceptorsFromDi()),
+        provideHttpClientTesting(),
+      ],
     }).compileComponents()
   })
 
@@ -98,4 +117,20 @@ describe('CustomFieldDisplayComponent', () => {
     expect(component.currency).toEqual('EUR')
     expect(component.value).toEqual(100)
   })
+
+  it('should respect explicit default currency', () => {
+    component['defaultCurrencyCode'] = 'EUR' // mock default locale injection
+    component.fieldId = 5
+    component.document = {
+      id: 1,
+      title: 'Doc 1',
+      custom_fields: [{ field: 5, document: 1, created: null, value: '100' }],
+    }
+    expect(component.currency).toEqual('JPY')
+    expect(component.value).toEqual(100)
+  })
+
+  it('should show select value', () => {
+    expect(component.getSelectValue(customFields[3], 2)).toEqual('Option 3')
+  })
 })

src-ui/src/app/components/common/custom-field-display/custom-field-display.component.ts

@@ -90,7 +90,9 @@ export class CustomFieldDisplayComponent implements OnInit, OnDestroy {
     )?.value
     if (this.value && this.field.data_type === CustomFieldDataType.Monetary) {
       this.currency =
-        this.value.match(/([A-Z]{3})/)?.[0] ?? this.defaultCurrencyCode
+        this.value.match(/([A-Z]{3})/)?.[0] ??
+        this.field.extra_data?.default_currency ??
+        this.defaultCurrencyCode
       this.value = parseFloat(this.value.replace(this.currency, ''))
     } else if (
       this.value?.length &&
@@ -105,9 +107,9 @@ export class CustomFieldDisplayComponent implements OnInit, OnDestroy {
       .getFew(this.value, { fields: 'id,title' })
       .pipe(takeUntil(this.unsubscribeNotifier))
       .subscribe((result: Results<Document>) => {
-        this.docLinkDocuments = this.value.map((id) =>
-          result.results.find((d) => d.id === id)
-        )
+        this.docLinkDocuments = this.value
+          .map((id) => result.results.find((d) => d.id === id))
+          .filter((d) => d)
       })
   }
 
@@ -115,6 +117,10 @@ export class CustomFieldDisplayComponent implements OnInit, OnDestroy {
     return this.docLinkDocuments?.find((d) => d.id === docId)?.title
   }
 
+  public getSelectValue(field: CustomField, index: number): string {
+    return field.extra_data.select_options[index]
+  }
+
   ngOnDestroy(): void {
     this.unsubscribeNotifier.next(true)
     this.unsubscribeNotifier.complete()

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

@@ -5,7 +5,7 @@ import {
   tick,
 } from '@angular/core/testing'
 import { CustomFieldsDropdownComponent } from './custom-fields-dropdown.component'
-import { HttpClientTestingModule } from '@angular/common/http/testing'
+import { provideHttpClientTesting } from '@angular/common/http/testing'
 import { ToastService } from 'src/app/services/toast.service'
 import { CustomFieldsService } from 'src/app/services/rest/custom-fields.service'
 import { of } from 'rxjs'
@@ -22,6 +22,7 @@ import {
 import { CustomFieldEditDialogComponent } from '../edit-dialog/custom-field-edit-dialog/custom-field-edit-dialog.component'
 import { By } from '@angular/platform-browser'
 import { NgxBootstrapIconsModule, allIcons } from 'ngx-bootstrap-icons'
+import { provideHttpClient, withInterceptorsFromDi } from '@angular/common/http'
 
 const fields: CustomField[] = [
   {
@@ -47,7 +48,6 @@ describe('CustomFieldsDropdownComponent', () => {
     TestBed.configureTestingModule({
       declarations: [CustomFieldsDropdownComponent, SelectComponent],
       imports: [
-        HttpClientTestingModule,
         NgSelectModule,
         FormsModule,
         ReactiveFormsModule,
@@ -55,6 +55,10 @@ describe('CustomFieldsDropdownComponent', () => {
         NgbDropdownModule,
         NgxBootstrapIconsModule.pick(allIcons),
       ],
+      providers: [
+        provideHttpClient(withInterceptorsFromDi()),
+        provideHttpClientTesting(),
+      ],
     })
     customFieldService = TestBed.inject(CustomFieldsService)
     toastService = TestBed.inject(ToastService)

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

@@ -0,0 +1,163 @@
+<div class="btn-group w-100" role="group" ngbDropdown #dropdown="ngbDropdown" (openChange)="onOpenChange($event)" [popperOptions]="popperOptions">
+  <button class="btn btn-sm btn-outline-primary" id="dropdown_toggle" ngbDropdownToggle [disabled]="disabled">
+    <i-bs name="{{icon}}"></i-bs>
+    <div class="d-none d-sm-inline">&nbsp;{{title}}</div>
+    @if (isActive) {
+      <pngx-clearable-badge [selected]="isActive" (cleared)="reset()"></pngx-clearable-badge>
+    }
+  </button>
+  <div class="px-3 shadow" ngbDropdownMenu attr.aria-labelledby="dropdown_{{name}}">
+    <div class="list-group list-group-flush">
+      @for (element of selectionModel.queries; track element.id; let i = $index) {
+        <div class="list-group-item px-0 d-flex flex-nowrap">
+          @switch (element.type) {
+            @case (CustomFieldQueryComponentType.Atom) {
+              <ng-container *ngTemplateOutlet="queryAtom; context: { atom: element }"></ng-container>
+            }
+            @case (CustomFieldQueryComponentType.Expression) {
+              <ng-container *ngTemplateOutlet="queryExpression; context: { expression: element }"></ng-container>
+            }
+          }
+        </div>
+      }
+    </div>
+  </div>
+</div>
+
+<ng-template #comparisonValueTemplate let-atom="atom">
+  @if (getCustomFieldByID(atom.field)?.data_type === CustomFieldDataType.Date) {
+    <input class="form-control" placeholder="yyyy-mm-dd"
+      [(ngModel)]="atom.value"
+      ngbDatepicker
+      #d="ngbDatepicker" />
+    <button class="btn btn-sm btn-outline-secondary rounded-end" (click)="d.toggle()" type="button">
+      <i-bs name="calendar-event"></i-bs>
+    </button>
+  } @else if (getCustomFieldByID(atom.field)?.data_type === CustomFieldDataType.Float || getCustomFieldByID(atom.field)?.data_type === CustomFieldDataType.Integer) {
+    <input class="w-25 form-control rounded-end" type="number" [(ngModel)]="atom.value" [disabled]="disabled">
+  } @else if (getCustomFieldByID(atom.field)?.data_type === CustomFieldDataType.Boolean) {
+    <select class="w-25 form-select rounded-end" [(ngModel)]="atom.value" [disabled]="disabled">
+      <option value="true" i18n>True</option>
+      <option value="false" i18n>False</option>
+    </select>
+  } @else if (getCustomFieldByID(atom.field)?.data_type === CustomFieldDataType.Select) {
+    <ng-select #fieldSelects
+      class="paperless-input-select rounded-end"
+      [items]="getSelectOptionsForField(atom.field)"
+      [(ngModel)]="atom.value"
+      [disabled]="disabled"
+      (mousedown)="$event.stopImmediatePropagation()"
+    ></ng-select>
+  } @else {
+    <input class="w-25 form-control rounded-end" type="text" [(ngModel)]="atom.value" [disabled]="disabled">
+  }
+</ng-template>
+
+<ng-template #queryAtom let-atom="atom">
+  <div class="input-group input-group-sm">
+    <ng-select
+      class="paperless-input-select"
+      [items]="customFields"
+      [(ngModel)]="atom.field"
+      [disabled]="disabled"
+      bindLabel="name"
+      bindValue="id"
+      (mousedown)="$event.stopImmediatePropagation()"
+    ></ng-select>
+    <select class="w-25 form-select" [(ngModel)]="atom.operator" [disabled]="disabled">
+      <option *ngFor="let operator of getOperatorsForField(atom.field)" [ngValue]="operator.value">{{operator.label}}</option>
+    </select>
+    @switch (atom.operator) {
+      @case (CustomFieldQueryOperator.Exists) {
+        <select class="w-25 form-select rounded-end" [(ngModel)]="atom.value" [disabled]="disabled">
+          <option value="true" i18n>True</option>
+          <option value="false" i18n>False</option>
+        </select>
+      }
+      @case (CustomFieldQueryOperator.IsNull) {
+        <select class="w-25 form-select rounded-end" [(ngModel)]="atom.value" [disabled]="disabled">
+          <option value="true" i18n>True</option>
+          <option value="false" i18n>False</option>
+        </select>
+      }
+      @case (CustomFieldQueryOperator.GreaterThanOrEqual) {
+        <ng-container *ngTemplateOutlet="comparisonValueTemplate; context: { atom: atom }"></ng-container>
+      }
+      @case (CustomFieldQueryOperator.LessThanOrEqual) {
+        <ng-container *ngTemplateOutlet="comparisonValueTemplate; context: { atom: atom }"></ng-container>
+      }
+      @case (CustomFieldQueryOperator.GreaterThan) {
+        <ng-container *ngTemplateOutlet="comparisonValueTemplate; context: { atom: atom }"></ng-container>
+      }
+      @case (CustomFieldQueryOperator.LessThan) {
+        <ng-container *ngTemplateOutlet="comparisonValueTemplate; context: { atom: atom }"></ng-container>
+      }
+      @case (CustomFieldQueryOperator.Contains) {
+        <pngx-input-document-link [(ngModel)]="atom.value" class="w-25 form-select doc-link-select p-0" placeholder="Search docs..." i18n-placeholder [minimal]="true"></pngx-input-document-link>
+      }
+      @case (CustomFieldQueryOperator.In) {
+        <ng-select
+          class="paperless-input-select rounded-end"
+          [items]="getSelectOptionsForField(atom.field)"
+          [(ngModel)]="atom.value"
+          [disabled]="disabled"
+          [multiple]="true"
+          (mousedown)="$event.stopImmediatePropagation()"
+        ></ng-select>
+      }
+      @case (CustomFieldQueryOperator.Exact) {
+        <ng-container *ngTemplateOutlet="comparisonValueTemplate; context: { atom: atom }"></ng-container>
+      }
+      @default {
+        <input class="w-25 form-control rounded-end" type="text" [(ngModel)]="atom.value" [disabled]="disabled">
+      }
+    }
+    <button class="btn btn-link btn-sm text-danger pe-0" type="button" (click)="removeElement(atom)" [disabled]="disabled">
+      <i-bs name="x-circle"></i-bs>
+    </button>
+  </div>
+</ng-template>
+
+<ng-template #queryExpression let-expression="expression">
+  <div class="d-flex w-100">
+    <div class="d-flex flex-grow-1 flex-column">
+      <div class="btn-group btn-group-xs" role="group">
+        <input [(ngModel)]="expression.operator" type="radio" class="btn-check" id="logicalOperatorOr_{{expression.id}}" name="logicalOperatorOr_{{expression.id}}" value="OR" [disabled]="expression.depth > 0 && expression.value.length < 2">
+        <label class="btn btn-outline-primary" for="logicalOperatorOr_{{expression.id}}" i18n>Any</label>
+        <input [(ngModel)]="expression.operator" type="radio" class="btn-check" id="logicalOperatorAnd_{{expression.id}}" name="logicalOperatorAnd_{{expression.id}}" value="AND" [disabled]="expression.depth > 0 && expression.value.length < 2">
+        <label class="btn btn-outline-primary" for="logicalOperatorAnd_{{expression.id}}" i18n>All</label>
+        @if (expression.negatable)  {
+          <input [(ngModel)]="expression.operator" type="radio" class="btn-check" id="logicalOperatorNot_{{expression.id}}" name="logicalOperatorNot_{{expression.id}}" value="NOT">
+          <label class="btn btn-outline-secondary" for="logicalOperatorNot_{{expression.id}}" i18n>Not</label>
+        }
+      </div>
+      <div class="list-group list-group-flush mb-n2">
+        @for (element of expression.value; track element.id; let i = $index) {
+          <div class="list-group-item px-0 d-flex flex-nowrap">
+            @switch (element.type) {
+              @case (CustomFieldQueryComponentType.Atom) {
+                <ng-container *ngTemplateOutlet="queryAtom; context: { atom: element }"></ng-container>
+              }
+              @case (CustomFieldQueryComponentType.Expression) {
+                <ng-container *ngTemplateOutlet="queryExpression; context: { expression: element }"></ng-container>
+              }
+            }
+          </div>
+        }
+      </div>
+    </div>
+    <div class="btn-group-vertical ms-2 ps-2 border-start" role="group" aria-label="Vertical button group">
+      <button type="button" class="btn btn-sm btn-outline-secondary text-primary" title="Add query" i18n-title (click)="addAtom(expression)" [disabled]="disabled || expression.value.length === CUSTOM_FIELD_QUERY_MAX_ATOMS">
+        <i-bs name="node-plus"></i-bs>
+      </button>
+      <button type="button" class="btn btn-sm btn-outline-secondary text-primary" title="Add expression" i18n-title (click)="addExpression(expression)" [disabled]="disabled || expression.depth === CUSTOM_FIELD_QUERY_MAX_DEPTH">
+        <i-bs name="braces"></i-bs>
+      </button>
+      @if (expression.depth > 0) {
+        <button type="button" class="btn btn-sm btn-outline-secondary text-danger" (click)="removeElement(expression)" [disabled]="disabled">
+          <i-bs name="x-circle"></i-bs>
+        </button>
+      }
+    </div>
+  </div>
+</ng-template>

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

@@ -0,0 +1,43 @@
+.dropdown-menu {
+  width: 370px;
+  @media(min-width: 768px) {
+    width: 600px;
+  }
+}
+
+:host ::ng-deep .ng-select-container {
+  border-top-right-radius: 0 !important;
+  border-bottom-right-radius: 0 !important;
+  height: 100% !important;
+}
+
+:host ::ng-deep .rounded-end .ng-select-container {
+  border-top-right-radius: var(--bs-border-radius) !important;
+  border-bottom-right-radius: var(--bs-border-radius) !important;
+  border-top-left-radius: 0 !important;
+  border-bottom-left-radius: 0 !important;
+}
+
+:host ::ng-deep .ng-select {
+  max-width: 100px;
+  min-width: 35%;
+  font-size: 14px;
+}
+
+:host ::ng-deep .doc-link-select {
+  padding-top: 0 !important;
+  border-top-right-radius: var(--bs-border-radius) !important;
+  border-bottom-right-radius: var(--bs-border-radius) !important;
+  background-image: none !important;
+
+  .ng-select-container,
+  .ng-select.ng-select-opened > .ng-select-container {
+    border: none !important;
+    min-height: 34px !important;
+    background: none !important;
+  }
+  .ng-select {
+    max-width: 200px;
+    min-width: 140px;
+  }
+}

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

@@ -0,0 +1,342 @@
+import {
+  ComponentFixture,
+  fakeAsync,
+  TestBed,
+  tick,
+} from '@angular/core/testing'
+import {
+  CustomFieldQueriesModel,
+  CustomFieldsQueryDropdownComponent,
+} from './custom-fields-query-dropdown.component'
+import { CustomFieldsService } from 'src/app/services/rest/custom-fields.service'
+import { of } from 'rxjs'
+import { CustomField, CustomFieldDataType } from 'src/app/data/custom-field'
+import {
+  CUSTOM_FIELD_QUERY_OPERATORS_BY_GROUP,
+  CustomFieldQueryLogicalOperator,
+  CustomFieldQueryOperatorGroups,
+} from 'src/app/data/custom-field-query'
+import { provideHttpClientTesting } from '@angular/common/http/testing'
+import { provideHttpClient, withInterceptorsFromDi } from '@angular/common/http'
+import { NgbDropdownModule } from '@ng-bootstrap/ng-bootstrap'
+import { NgxBootstrapIconsModule, allIcons } from 'ngx-bootstrap-icons'
+import {
+  CustomFieldQueryExpression,
+  CustomFieldQueryAtom,
+  CustomFieldQueryElement,
+} from 'src/app/utils/custom-field-query-element'
+import { NgSelectModule } from '@ng-select/ng-select'
+import { FormsModule, ReactiveFormsModule } from '@angular/forms'
+
+const customFields = [
+  {
+    id: 1,
+    name: 'Test Field',
+    data_type: CustomFieldDataType.String,
+    extra_data: {},
+  },
+  {
+    id: 2,
+    name: 'Test Select Field',
+    data_type: CustomFieldDataType.Select,
+    extra_data: { select_options: ['Option 1', 'Option 2'] },
+  },
+]
+
+describe('CustomFieldsQueryDropdownComponent', () => {
+  let component: CustomFieldsQueryDropdownComponent
+  let fixture: ComponentFixture<CustomFieldsQueryDropdownComponent>
+  let customFieldsService: CustomFieldsService
+
+  beforeEach(async () => {
+    await TestBed.configureTestingModule({
+      declarations: [CustomFieldsQueryDropdownComponent],
+      imports: [
+        NgbDropdownModule,
+        NgxBootstrapIconsModule.pick(allIcons),
+        NgSelectModule,
+        FormsModule,
+        ReactiveFormsModule,
+      ],
+      providers: [
+        provideHttpClient(withInterceptorsFromDi()),
+        provideHttpClientTesting(),
+      ],
+    }).compileComponents()
+
+    customFieldsService = TestBed.inject(CustomFieldsService)
+    jest.spyOn(customFieldsService, 'listAll').mockReturnValue(
+      of({
+        count: customFields.length,
+        all: customFields.map((f) => f.id),
+        results: customFields,
+      })
+    )
+    fixture = TestBed.createComponent(CustomFieldsQueryDropdownComponent)
+    component = fixture.componentInstance
+    component.icon = 'ui-radios'
+    fixture.detectChanges()
+  })
+
+  it('should initialize custom fields on creation', () => {
+    expect(component.customFields).toEqual(customFields)
+  })
+
+  it('should add an expression when opened if queries are empty', () => {
+    component.selectionModel.clear()
+    component.onOpenChange(true)
+    expect(component.selectionModel.queries.length).toBe(1)
+  })
+
+  it('should support reset the selection model', () => {
+    component.selectionModel.addExpression()
+    component.reset()
+    expect(component.selectionModel.isEmpty()).toBeTruthy()
+  })
+
+  it('should get operators for a field', () => {
+    const field: CustomField = {
+      id: 1,
+      name: 'Test Field',
+      data_type: CustomFieldDataType.String,
+      extra_data: {},
+    }
+    component.customFields = [field]
+    const operators = component.getOperatorsForField(1)
+    expect(operators.length).toEqual(
+      [
+        ...CUSTOM_FIELD_QUERY_OPERATORS_BY_GROUP[
+          CustomFieldQueryOperatorGroups.Basic
+        ],
+        ...CUSTOM_FIELD_QUERY_OPERATORS_BY_GROUP[
+          CustomFieldQueryOperatorGroups.String
+        ],
+      ].length
+    )
+
+    // Fallback to basic operators if field is not found
+    const operators2 = component.getOperatorsForField(2)
+    expect(operators2.length).toEqual(
+      CUSTOM_FIELD_QUERY_OPERATORS_BY_GROUP[
+        CustomFieldQueryOperatorGroups.Basic
+      ].length
+    )
+  })
+
+  it('should get select options for a field', () => {
+    const field: CustomField = {
+      id: 1,
+      name: 'Test Field',
+      data_type: CustomFieldDataType.Select,
+      extra_data: { select_options: ['Option 1', 'Option 2'] },
+    }
+    component.customFields = [field]
+    const options = component.getSelectOptionsForField(1)
+    expect(options).toEqual(['Option 1', 'Option 2'])
+
+    // Fallback to empty array if field is not found
+    const options2 = component.getSelectOptionsForField(2)
+    expect(options2).toEqual([])
+  })
+
+  it('should remove an element from the selection model', () => {
+    const expression = new CustomFieldQueryExpression()
+    const atom = new CustomFieldQueryAtom()
+    ;(expression.value as CustomFieldQueryElement[]).push(atom)
+    component.selectionModel.addExpression(expression)
+    component.removeElement(atom)
+    expect(component.selectionModel.isEmpty()).toBeTruthy()
+    const expression2 = new CustomFieldQueryExpression([
+      CustomFieldQueryLogicalOperator.And,
+      [
+        [1, 'icontains', 'test'],
+        [2, 'icontains', 'test'],
+      ],
+    ])
+    component.selectionModel.addExpression(expression2)
+    component.removeElement(expression2)
+    expect(component.selectionModel.isEmpty()).toBeTruthy()
+  })
+
+  it('should emit selectionModelChange when model changes', () => {
+    const nextSpy = jest.spyOn(component.selectionModelChange, 'next')
+    const atom = new CustomFieldQueryAtom([1, 'icontains', 'test'])
+    component.selectionModel.addAtom(atom)
+    atom.changed.next(atom)
+    expect(nextSpy).toHaveBeenCalled()
+  })
+
+  it('should complete selection model subscription when new selection model is set', () => {
+    const completeSpy = jest.spyOn(component.selectionModel.changed, 'complete')
+    const selectionModel = new CustomFieldQueriesModel()
+    component.selectionModel = selectionModel
+    expect(completeSpy).toHaveBeenCalled()
+  })
+
+  it('should support adding an atom', () => {
+    const expression = new CustomFieldQueryExpression()
+    component.addAtom(expression)
+    expect(expression.value.length).toBe(1)
+  })
+
+  it('should support adding an expression', () => {
+    const expression = new CustomFieldQueryExpression()
+    component.addExpression(expression)
+    expect(expression.value.length).toBe(1)
+  })
+
+  it('should support getting a custom field by ID', () => {
+    expect(component.getCustomFieldByID(1)).toEqual(customFields[0])
+  })
+
+  it('should sanitize name from title', () => {
+    component.title = 'Test Title'
+    expect(component.name).toBe('test_title')
+  })
+
+  it('should add a default atom on open and focus the select field', fakeAsync(() => {
+    expect(component.selectionModel.queries.length).toBe(0)
+    component.onOpenChange(true)
+    fixture.detectChanges()
+    tick()
+    expect(component.selectionModel.queries.length).toBe(1)
+    expect(window.document.activeElement.tagName).toBe('INPUT')
+  }))
+
+  describe('CustomFieldQueriesModel', () => {
+    let model: CustomFieldQueriesModel
+
+    beforeEach(() => {
+      model = new CustomFieldQueriesModel()
+    })
+
+    it('should initialize with empty queries', () => {
+      expect(model.queries).toEqual([])
+    })
+
+    it('should clear queries and fire event', () => {
+      const nextSpy = jest.spyOn(model.changed, 'next')
+      model.addExpression()
+      model.clear()
+      expect(model.queries).toEqual([])
+      expect(nextSpy).toHaveBeenCalledWith(model)
+    })
+
+    it('should clear queries without firing event', () => {
+      const nextSpy = jest.spyOn(model.changed, 'next')
+      model.addExpression()
+      model.clear(false)
+      expect(model.queries).toEqual([])
+      expect(nextSpy).not.toHaveBeenCalled()
+    })
+
+    it('should validate an empty model as invalid', () => {
+      expect(model.isValid()).toBeFalsy()
+    })
+
+    it('should validate a model with valid expression as valid', () => {
+      const expression = new CustomFieldQueryExpression()
+      const atom = new CustomFieldQueryAtom([1, 'icontains', 'test'])
+      const atom2 = new CustomFieldQueryAtom([2, 'icontains', 'test'])
+      const expression2 = new CustomFieldQueryExpression()
+      expression2.addAtom(atom)
+      expression2.addAtom(atom2)
+      expression.addExpression(expression2)
+      model.addExpression(expression)
+      expect(model.isValid()).toBeTruthy()
+    })
+
+    it('should validate a model with invalid expression as invalid', () => {
+      const expression = new CustomFieldQueryExpression()
+      model.addExpression(expression)
+      expect(model.isValid()).toBeFalsy()
+    })
+
+    it('should validate an atom with in or contains operator', () => {
+      const atom = new CustomFieldQueryAtom([1, 'in', '[1,2,3]'])
+      expect(model['validateAtom'].apply(null, [atom])).toBeTruthy()
+      atom.operator = 'contains'
+      atom.value = [1, 2, 3]
+      expect(model['validateAtom'].apply(null, [atom])).toBeTruthy()
+      atom.value = null
+      expect(model['validateAtom'].apply(null, [atom])).toBeFalsy()
+    })
+
+    it('should check if model is empty', () => {
+      expect(model.isEmpty()).toBeTruthy()
+      model.addExpression()
+      expect(model.isEmpty()).toBeTruthy()
+      const atom = new CustomFieldQueryAtom([1, 'icontains', 'test'])
+      model.addAtom(atom)
+      expect(model.isEmpty()).toBeFalsy()
+    })
+
+    it('should add an atom to the model', () => {
+      const atom = new CustomFieldQueryAtom([1, 'icontains', 'test'])
+      model.addAtom(atom)
+      expect(model.queries.length).toBe(1)
+      expect(
+        (model.queries[0] as CustomFieldQueryExpression).value.length
+      ).toBe(1)
+    })
+
+    it('should add an expression to the model, propagate changes', () => {
+      const expression = new CustomFieldQueryExpression()
+      model.addExpression(expression)
+      expect(model.queries.length).toBe(1)
+      const expression2 = new CustomFieldQueryExpression([
+        CustomFieldQueryLogicalOperator.And,
+        [
+          [1, 'icontains', 'test'],
+          [2, 'icontains', 'test'],
+        ],
+      ])
+      model.addExpression(expression2)
+      const nextSpy = jest.spyOn(model.changed, 'next')
+      expression2.changed.next(expression2)
+      expect(nextSpy).toHaveBeenCalled()
+    })
+
+    it('should remove an element from the model', () => {
+      const expression = new CustomFieldQueryExpression([
+        CustomFieldQueryLogicalOperator.And,
+        [
+          [1, 'icontains', 'test'],
+          [2, 'icontains', 'test'],
+        ],
+      ])
+      const atom = new CustomFieldQueryAtom([1, 'icontains', 'test'])
+      const expression2 = new CustomFieldQueryExpression([
+        CustomFieldQueryLogicalOperator.And,
+        [
+          [3, 'icontains', 'test'],
+          [4, 'icontains', 'test'],
+        ],
+      ])
+      expression.addAtom(atom)
+      expression2.addExpression(expression)
+      model.addExpression(expression2)
+      model.removeElement(atom)
+      expect(model.queries.length).toBe(1)
+      model.removeElement(expression2)
+    })
+
+    it('should fire changed event when an atom changes', () => {
+      const nextSpy = jest.spyOn(model.changed, 'next')
+      const atom = new CustomFieldQueryAtom([1, 'icontains', 'test'])
+      model.addAtom(atom)
+      atom.changed.next(atom)
+      expect(nextSpy).toHaveBeenCalledWith(model)
+    })
+
+    it('should complete changed subject when element is removed', () => {
+      const expression = new CustomFieldQueryExpression()
+      const atom = new CustomFieldQueryAtom([1, 'icontains', 'test'])
+      ;(expression.value as CustomFieldQueryElement[]).push(atom)
+      model.addExpression(expression)
+      const completeSpy = jest.spyOn(atom.changed, 'complete')
+      model.removeElement(atom)
+      expect(completeSpy).toHaveBeenCalled()
+    })
+  })
+})

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

@@ -0,0 +1,321 @@
+import {
+  Component,
+  EventEmitter,
+  Input,
+  OnDestroy,
+  Output,
+  QueryList,
+  ViewChild,
+  ViewChildren,
+} from '@angular/core'
+import { NgbDropdown } from '@ng-bootstrap/ng-bootstrap'
+import { NgSelectComponent } from '@ng-select/ng-select'
+import { Subject, first, takeUntil } from 'rxjs'
+import { CustomField, CustomFieldDataType } from 'src/app/data/custom-field'
+import {
+  CustomFieldQueryElementType,
+  CustomFieldQueryOperator,
+  CUSTOM_FIELD_QUERY_OPERATOR_GROUPS_BY_TYPE,
+  CUSTOM_FIELD_QUERY_OPERATORS_BY_GROUP,
+  CustomFieldQueryOperatorGroups,
+  CUSTOM_FIELD_QUERY_OPERATOR_LABELS,
+  CUSTOM_FIELD_QUERY_MAX_DEPTH,
+  CUSTOM_FIELD_QUERY_MAX_ATOMS,
+} from 'src/app/data/custom-field-query'
+import { CustomFieldsService } from 'src/app/services/rest/custom-fields.service'
+import {
+  CustomFieldQueryElement,
+  CustomFieldQueryExpression,
+  CustomFieldQueryAtom,
+} from 'src/app/utils/custom-field-query-element'
+import { popperOptionsReenablePreventOverflow } from 'src/app/utils/popper-options'
+
+export class CustomFieldQueriesModel {
+  public queries: CustomFieldQueryElement[] = []
+
+  public readonly changed = new Subject<CustomFieldQueriesModel>()
+
+  public clear(fireEvent = true) {
+    this.queries = []
+    if (fireEvent) {
+      this.changed.next(this)
+    }
+  }
+
+  public isValid(): boolean {
+    return (
+      this.queries.length > 0 &&
+      this.validateExpression(this.queries[0] as CustomFieldQueryExpression)
+    )
+  }
+
+  public isEmpty(): boolean {
+    return (
+      this.queries.length === 0 ||
+      (this.queries.length === 1 && this.queries[0].value.length === 0)
+    )
+  }
+
+  private validateAtom(atom: CustomFieldQueryAtom) {
+    let valid = !!(atom.field && atom.operator && atom.value !== null)
+    if (
+      [
+        CustomFieldQueryOperator.In.valueOf(),
+        CustomFieldQueryOperator.Contains.valueOf(),
+      ].includes(atom.operator) &&
+      atom.value
+    ) {
+      valid = valid && atom.value.length > 0
+    }
+    return valid
+  }
+
+  private validateExpression(expression: CustomFieldQueryExpression) {
+    return (
+      expression.operator &&
+      expression.value.length > 0 &&
+      (expression.value as CustomFieldQueryElement[]).every((e) =>
+        e.type === CustomFieldQueryElementType.Atom
+          ? this.validateAtom(e as CustomFieldQueryAtom)
+          : this.validateExpression(e as CustomFieldQueryExpression)
+      )
+    )
+  }
+
+  public addAtom(atom: CustomFieldQueryAtom) {
+    if (this.queries.length === 0) {
+      this.addExpression()
+    }
+    ;(this.queries[0].value as CustomFieldQueryElement[]).push(atom)
+    atom.changed.subscribe(() => {
+      if (atom.field && atom.operator && atom.value) {
+        this.changed.next(this)
+      }
+    })
+  }
+
+  public addExpression(
+    expression: CustomFieldQueryExpression = new CustomFieldQueryExpression()
+  ) {
+    if (this.queries.length > 0) {
+      ;(
+        (this.queries[0] as CustomFieldQueryExpression)
+          .value as CustomFieldQueryElement[]
+      ).push(expression)
+    } else {
+      this.queries.push(expression)
+    }
+    expression.changed.subscribe(() => {
+      this.changed.next(this)
+    })
+  }
+
+  private findElement(
+    queryElement: CustomFieldQueryElement,
+    elements: any[]
+  ): CustomFieldQueryElement {
+    let foundElement
+    for (let i = 0; i < elements.length; i++) {
+      if (elements[i] === queryElement) {
+        foundElement = elements.splice(i, 1)[0]
+      } else if (elements[i].type === CustomFieldQueryElementType.Expression) {
+        foundElement = this.findElement(
+          queryElement,
+          elements[i].value as CustomFieldQueryElement[]
+        )
+      }
+      if (foundElement) {
+        break
+      }
+    }
+    return foundElement
+  }
+
+  public removeElement(queryElement: CustomFieldQueryElement) {
+    let foundComponent
+    for (let i = 0; i < this.queries.length; i++) {
+      let query = this.queries[i]
+      if (query === queryElement) {
+        foundComponent = this.queries.splice(i, 1)[0]
+        break
+      } else if (query.type === CustomFieldQueryElementType.Expression) {
+        foundComponent = this.findElement(queryElement, query.value as any[])
+      }
+    }
+    if (foundComponent) {
+      foundComponent.changed.complete()
+      if (this.isEmpty()) {
+        this.clear()
+      }
+      this.changed.next(this)
+    }
+  }
+}
+
+@Component({
+  selector: 'pngx-custom-fields-query-dropdown',
+  templateUrl: './custom-fields-query-dropdown.component.html',
+  styleUrls: ['./custom-fields-query-dropdown.component.scss'],
+})
+export class CustomFieldsQueryDropdownComponent implements OnDestroy {
+  public CustomFieldQueryComponentType = CustomFieldQueryElementType
+  public CustomFieldQueryOperator = CustomFieldQueryOperator
+  public CustomFieldDataType = CustomFieldDataType
+  public CUSTOM_FIELD_QUERY_MAX_DEPTH = CUSTOM_FIELD_QUERY_MAX_DEPTH
+  public CUSTOM_FIELD_QUERY_MAX_ATOMS = CUSTOM_FIELD_QUERY_MAX_ATOMS
+  public popperOptions = popperOptionsReenablePreventOverflow
+
+  @Input()
+  title: string
+
+  @Input()
+  filterPlaceholder: string = ''
+
+  @Input()
+  icon: string
+
+  @Input()
+  allowSelectNone: boolean = false
+
+  @Input()
+  editing = false
+
+  @Input()
+  applyOnClose = false
+
+  get name(): string {
+    return this.title ? this.title.replace(/\s/g, '_').toLowerCase() : null
+  }
+
+  @Input()
+  disabled: boolean = false
+
+  @ViewChild('dropdown') dropdown: NgbDropdown
+
+  @ViewChildren(NgSelectComponent) fieldSelects!: QueryList<NgSelectComponent>
+
+  private _selectionModel: CustomFieldQueriesModel
+
+  @Input()
+  set selectionModel(model: CustomFieldQueriesModel) {
+    if (this._selectionModel) {
+      this._selectionModel.changed.complete()
+    }
+    model.changed.subscribe(() => {
+      this.onModelChange()
+    })
+    this._selectionModel = model
+  }
+
+  get selectionModel(): CustomFieldQueriesModel {
+    return this._selectionModel
+  }
+
+  private onModelChange() {
+    if (this.selectionModel.isEmpty() || this.selectionModel.isValid()) {
+      this.selectionModelChange.next(this.selectionModel)
+      this.selectionModel.isEmpty() && this.dropdown?.close()
+    }
+  }
+
+  @Output()
+  selectionModelChange = new EventEmitter<CustomFieldQueriesModel>()
+
+  customFields: CustomField[] = []
+
+  private unsubscribeNotifier: Subject<any> = new Subject()
+
+  constructor(protected customFieldsService: CustomFieldsService) {
+    this.selectionModel = new CustomFieldQueriesModel()
+    this.getFields()
+    this.reset()
+  }
+
+  ngOnDestroy(): void {
+    this.unsubscribeNotifier.next(this)
+    this.unsubscribeNotifier.complete()
+  }
+
+  public onOpenChange(open: boolean) {
+    if (open) {
+      if (this.selectionModel.queries.length === 0) {
+        this.selectionModel.addAtom(
+          new CustomFieldQueryAtom([
+            null,
+            CustomFieldQueryOperator.Exists,
+            'true',
+          ])
+        )
+      }
+      if (
+        this.selectionModel.queries.length === 1 &&
+        (
+          (this.selectionModel.queries[0] as CustomFieldQueryExpression)
+            ?.value[0] as CustomFieldQueryAtom
+        )?.field === null
+      ) {
+        setTimeout(() => {
+          this.fieldSelects.first?.focus()
+        }, 0)
+      }
+    }
+  }
+
+  public get isActive(): boolean {
+    return this.selectionModel.isValid()
+  }
+
+  private getFields() {
+    this.customFieldsService
+      .listAll()
+      .pipe(first(), takeUntil(this.unsubscribeNotifier))
+      .subscribe((result) => {
+        this.customFields = result.results
+      })
+  }
+
+  public getCustomFieldByID(id: number): CustomField {
+    return this.customFields.find((field) => field.id === id)
+  }
+
+  public addAtom(expression: CustomFieldQueryExpression) {
+    expression.addAtom()
+  }
+
+  public addExpression(expression: CustomFieldQueryExpression) {
+    expression.addExpression()
+  }
+
+  public removeElement(element: CustomFieldQueryElement) {
+    this.selectionModel.removeElement(element)
+  }
+
+  public reset() {
+    this.selectionModel.clear(false)
+    this.selectionModel.changed.next(this.selectionModel)
+  }
+
+  getOperatorsForField(
+    fieldID: number
+  ): Array<{ value: string; label: string }> {
+    const field = this.customFields.find((field) => field.id === fieldID)
+    const groups: CustomFieldQueryOperatorGroups[] = field
+      ? CUSTOM_FIELD_QUERY_OPERATOR_GROUPS_BY_TYPE[field.data_type]
+      : [CustomFieldQueryOperatorGroups.Basic]
+    const operators = groups.flatMap(
+      (group) => CUSTOM_FIELD_QUERY_OPERATORS_BY_GROUP[group]
+    )
+    return operators.map((operator) => ({
+      value: operator,
+      label: CUSTOM_FIELD_QUERY_OPERATOR_LABELS[operator],
+    }))
+  }
+
+  getSelectOptionsForField(fieldID: number): string[] {
+    const field = this.customFields.find((field) => field.id === fieldID)
+    if (field) {
+      return field.extra_data['select_options']
+    }
+    return []
+  }
+}

src-ui/src/app/components/common/dates-dropdown/dates-dropdown.component.html

@@ -1,4 +1,4 @@
-<div class="btn-group w-100" ngbDropdown role="group">
+<div class="btn-group w-100" ngbDropdown role="group" [popperOptions]="popperOptions">
   <button class="btn btn-sm" id="dropdown{{title}}" ngbDropdownToggle [ngClass]="createdDateBefore || createdDateAfter ? 'btn-primary' : 'btn-outline-primary'" [disabled]="disabled">
     <i-bs width="1em" height="1em" name="calendar-event-fill"></i-bs>
     <div class="d-none d-sm-inline">&nbsp;{{title}}</div>
@@ -17,7 +17,7 @@
                 }
               </div>
               <div class="d-flex justify-content-between w-100 align-items-center ps-2">
-                <div class="pe-2 pe-lg-4">
+                <div class="pe-4">
                   {{rd.name}}
                 </div>
                 <div class="text-muted small pe-2">
@@ -28,20 +28,19 @@
               </div>
             </button>
           }
-          <div class="list-group-item d-flex flex-column align-items-start" role="menuitem">
+          <div class="list-group-item d-flex p-2" role="menuitem">
 
-            <div class="mb-2 d-flex flex-row w-100 justify-content-between small">
-              <div i18n>After</div>
+            <div class="selected-icon">
               @if (createdDateAfter) {
-                <a class="btn btn-link p-0 m-0" (click)="clearCreatedAfter()">
-                  <i-bs width="1em" height="1em" name="x"></i-bs>
-                  <small i18n>Clear</small>
+                <a class="text-light focus-variants" href="javascript:void(0)" (click)="clearCreatedAfter()">
+                  <i-bs width="1em" height="1em" name="check" class="variant-unfocused"></i-bs>
+                  <i-bs width="1em" height="1em" name="x" class="variant-focused text-primary"></i-bs>
                 </a>
               }
             </div>
-
-            <div class="input-group input-group-sm">
-              <input class="form-control" [placeholder]="datePlaceHolder" (dateSelect)="onChangeDebounce()" (change)="onChangeDebounce()" (keypress)="onKeyPress($event)"
+            <div class="input-group input-group-sm small ps-1 pe-2">
+              <span class="input-group-text w-25 small text-muted" i18n>After</span>
+              <input class="form-control small" [placeholder]="datePlaceHolder" (dateSelect)="onChangeDebounce()" (change)="onChangeDebounce()" (keypress)="onKeyPress($event)"
                 maxlength="10" [(ngModel)]="createdDateAfter" ngbDatepicker #createdDateAfterPicker="ngbDatepicker">
               <button class="btn btn-outline-secondary" (click)="createdDateAfterPicker.toggle()" type="button">
                 <i-bs width="1em" height="1em" name="calendar"></i-bs>
@@ -49,20 +48,19 @@
             </div>
 
           </div>
-          <div class="list-group-item d-flex flex-column align-items-start" role="menuitem">
+          <div class="list-group-item d-flex p-2" role="menuitem">
 
-            <div class="mb-2 d-flex flex-row w-100 justify-content-between small">
-              <div i18n>Before</div>
+            <div class="selected-icon">
               @if (createdDateBefore) {
-                <a class="btn btn-link p-0 m-0" (click)="clearCreatedBefore()">
-                  <i-bs width="1em" height="1em" name="x"></i-bs>
-                  <small i18n>Clear</small>
+                <a class="text-light focus-variants" href="javascript:void(0)" (click)="clearCreatedBefore()">
+                  <i-bs width="1em" height="1em" name="check" class="variant-unfocused"></i-bs>
+                  <i-bs width="1em" height="1em" name="x" class="variant-focused text-primary"></i-bs>
                 </a>
               }
             </div>
-
-            <div class="input-group input-group-sm">
-              <input class="form-control" [placeholder]="datePlaceHolder" (dateSelect)="onChangeDebounce()" (change)="onChangeDebounce()" (keypress)="onKeyPress($event)"
+            <div class="input-group input-group-sm small ps-1 pe-2">
+              <span class="input-group-text w-25 small text-muted" i18n>Before</span>
+              <input class="form-control small" [placeholder]="datePlaceHolder" (dateSelect)="onChangeDebounce()" (change)="onChangeDebounce()" (keypress)="onKeyPress($event)"
                 maxlength="10" [(ngModel)]="createdDateBefore" ngbDatepicker #createdDateBeforePicker="ngbDatepicker">
               <button class="btn btn-outline-secondary" (click)="createdDateBeforePicker.toggle()" type="button">
                 <i-bs width="1em" height="1em" name="calendar"></i-bs>
@@ -83,7 +81,7 @@
                 }
               </div>
               <div class="d-flex justify-content-between w-100 align-items-center ps-2">
-                <div class="pe-2 pe-lg-4">
+                <div class="pe-4">
                   {{rd.name}}
                 </div>
                 <div class="text-muted small pe-2">
@@ -94,20 +92,19 @@
               </div>
             </button>
           }
-          <div class="list-group-item d-flex flex-column align-items-start" role="menuitem">
+          <div class="list-group-item d-flex p-2" role="menuitem">
 
-            <div class="mb-2 d-flex flex-row w-100 justify-content-between small">
-              <div i18n>After</div>
+            <div class="selected-icon">
               @if (addedDateAfter) {
-                <a class="btn btn-link p-0 m-0" (click)="clearAddedAfter()">
-                  <i-bs width="1em" height="1em" name="x"></i-bs>
-                  <small i18n>Clear</small>
+                <a class="text-light focus-variants" href="javascript:void(0)" (click)="clearAddedAfter()">
+                  <i-bs width="1em" height="1em" name="check" class="variant-unfocused"></i-bs>
+                  <i-bs width="1em" height="1em" name="x" class="variant-focused text-primary"></i-bs>
                 </a>
               }
             </div>
-
-            <div class="input-group input-group-sm">
-              <input class="form-control" [placeholder]="datePlaceHolder" (dateSelect)="onChangeDebounce()" (change)="onChangeDebounce()" (keypress)="onKeyPress($event)"
+            <div class="input-group input-group-sm small ps-1 pe-2">
+              <span class="input-group-text w-25 small text-muted" i18n>After</span>
+              <input class="form-control small" [placeholder]="datePlaceHolder" (dateSelect)="onChangeDebounce()" (change)="onChangeDebounce()" (keypress)="onKeyPress($event)"
                 maxlength="10" [(ngModel)]="addedDateAfter" ngbDatepicker #addedDateAfterPicker="ngbDatepicker">
               <button class="btn btn-outline-secondary" (click)="addedDateAfterPicker.toggle()" type="button">
                 <i-bs width="1em" height="1em" name="calendar"></i-bs>
@@ -115,20 +112,19 @@
             </div>
 
           </div>
-          <div class="list-group-item d-flex flex-column align-items-start" role="menuitem">
+          <div class="list-group-item d-flex p-2" role="menuitem">
 
-            <div class="mb-2 d-flex flex-row w-100 justify-content-between small">
-              <div i18n>Before</div>
+            <div class="selected-icon">
               @if (addedDateBefore) {
-                <a class="btn btn-link p-0 m-0" (click)="clearAddedBefore()">
-                  <i-bs width="1em" height="1em" name="x"></i-bs>
-                  <small i18n>Clear</small>
+                <a class="text-light focus-variants" href="javascript:void(0)" (click)="clearAddedBefore()">
+                  <i-bs width="1em" height="1em" name="check" class="variant-unfocused"></i-bs>
+                  <i-bs width="1em" height="1em" name="x" class="variant-focused text-primary"></i-bs>
                 </a>
               }
             </div>
-
-            <div class="input-group input-group-sm">
-              <input class="form-control" [placeholder]="datePlaceHolder" (dateSelect)="onChangeDebounce()" (change)="onChangeDebounce()" (keypress)="onKeyPress($event)"
+            <div class="input-group input-group-sm small ps-1 pe-2">
+              <span class="input-group-text w-25 small text-muted" i18n>Before</span>
+              <input class="form-control small" [placeholder]="datePlaceHolder" (dateSelect)="onChangeDebounce()" (change)="onChangeDebounce()" (keypress)="onKeyPress($event)"
                 maxlength="10" [(ngModel)]="addedDateBefore" ngbDatepicker #addedDateBeforePicker="ngbDatepicker">
               <button class="btn btn-outline-secondary" (click)="addedDateBeforePicker.toggle()" type="button">
                 <i-bs width="1em" height="1em" name="calendar"></i-bs>

src-ui/src/app/components/common/dates-dropdown/dates-dropdown.component.scss

@@ -5,6 +5,12 @@
     --bs-dropdown-min-width: 40rem;
   }
 
+  @media screen and (max-width: 767px) {
+    .border-end {
+      border: none !important;
+    }
+  }
+
   .btn-link {
     line-height: 1;
   }
@@ -14,3 +20,24 @@
   min-width: 1em;
   min-height: 1em;
 }
+
+.input-group-sm {
+  .form-control {
+    font-size: 0.875rem;
+  }
+}
+
+.focus-variants {
+  .variant-focused {
+    display: none;
+  }
+
+  &:hover, &:focus {
+    .variant-unfocused {
+      display: none;
+    }
+    .variant-focused {
+      display: block;
+    }
+  }
+}

src-ui/src/app/components/common/dates-dropdown/dates-dropdown.component.spec.ts

@@ -10,7 +10,7 @@ import {
   DateSelection,
   RelativeDate,
 } from './dates-dropdown.component'
-import { HttpClientTestingModule } from '@angular/common/http/testing'
+import { provideHttpClientTesting } from '@angular/common/http/testing'
 import { NgbModule } from '@ng-bootstrap/ng-bootstrap'
 import { SettingsService } from 'src/app/services/settings.service'
 import { ClearableBadgeComponent } from '../clearable-badge/clearable-badge.component'
@@ -18,6 +18,7 @@ import { FormsModule, ReactiveFormsModule } from '@angular/forms'
 import { CustomDatePipe } from 'src/app/pipes/custom-date.pipe'
 import { DatePipe } from '@angular/common'
 import { NgxBootstrapIconsModule, allIcons } from 'ngx-bootstrap-icons'
+import { provideHttpClient, withInterceptorsFromDi } from '@angular/common/http'
 
 describe('DatesDropdownComponent', () => {
   let component: DatesDropdownComponent
@@ -31,14 +32,19 @@ describe('DatesDropdownComponent', () => {
         ClearableBadgeComponent,
         CustomDatePipe,
       ],
-      providers: [SettingsService, CustomDatePipe, DatePipe],
       imports: [
-        HttpClientTestingModule,
         NgbModule,
         FormsModule,
         ReactiveFormsModule,
         NgxBootstrapIconsModule.pick(allIcons),
       ],
+      providers: [
+        SettingsService,
+        CustomDatePipe,
+        DatePipe,
+        provideHttpClient(withInterceptorsFromDi()),
+        provideHttpClientTesting(),
+      ],
     }).compileComponents()
 
     settingsService = TestBed.inject(SettingsService)

src-ui/src/app/components/common/dates-dropdown/dates-dropdown.component.ts

@@ -11,6 +11,7 @@ import { Subject, Subscription } from 'rxjs'
 import { debounceTime } from 'rxjs/operators'
 import { SettingsService } from 'src/app/services/settings.service'
 import { ISODateAdapter } from 'src/app/utils/ngb-iso-date-adapter'
+import { popperOptionsReenablePreventOverflow } from 'src/app/utils/popper-options'
 
 export interface DateSelection {
   createdBefore?: string
@@ -35,6 +36,8 @@ export enum RelativeDate {
   providers: [{ provide: NgbDateAdapter, useClass: ISODateAdapter }],
 })
 export class DatesDropdownComponent implements OnInit, OnDestroy {
+  public popperOptions = popperOptionsReenablePreventOverflow
+
   constructor(settings: SettingsService) {
     this.datePlaceHolder = settings.getLocalizedDateInputFormat()
   }

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

@@ -1,4 +1,4 @@
-import { HttpClientTestingModule } from '@angular/common/http/testing'
+import { provideHttpClientTesting } from '@angular/common/http/testing'
 import { ComponentFixture, TestBed } from '@angular/core/testing'
 import { FormsModule, ReactiveFormsModule } from '@angular/forms'
 import { NgbActiveModal, NgbModule } from '@ng-bootstrap/ng-bootstrap'
@@ -11,6 +11,7 @@ import { SelectComponent } from '../../input/select/select.component'
 import { TextComponent } from '../../input/text/text.component'
 import { EditDialogMode } from '../edit-dialog.component'
 import { CorrespondentEditDialogComponent } from './correspondent-edit-dialog.component'
+import { provideHttpClient, withInterceptorsFromDi } from '@angular/common/http'
 
 describe('CorrespondentEditDialogComponent', () => {
   let component: CorrespondentEditDialogComponent
@@ -27,13 +28,11 @@ describe('CorrespondentEditDialogComponent', () => {
         TextComponent,
         PermissionsFormComponent,
       ],
-      providers: [NgbActiveModal],
-      imports: [
-        HttpClientTestingModule,
-        FormsModule,
-        ReactiveFormsModule,
-        NgSelectModule,
-        NgbModule,
+      imports: [FormsModule, ReactiveFormsModule, NgSelectModule, NgbModule],
+      providers: [
+        NgbActiveModal,
+        provideHttpClient(withInterceptorsFromDi()),
+        provideHttpClientTesting(),
       ],
     }).compileComponents()
 

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

@@ -13,6 +13,28 @@
     @if (typeFieldDisabled) {
       <small class="d-block mt-n2" i18n>Data type cannot be changed after a field is created</small>
     }
+    <div [formGroup]="objectForm.controls.extra_data">
+      @switch (objectForm.get('data_type').value) {
+        @case (CustomFieldDataType.Select) {
+          <button type="button" class="btn btn-sm btn-primary my-2" (click)="addSelectOption()">
+            <span i18n>Add option</span>&nbsp;<i-bs name="plus-circle"></i-bs>
+          </button>
+          <div formArrayName="select_options">
+            @for (option of objectForm.controls.extra_data.controls.select_options.controls; track option; let i = $index) {
+              <div class="input-group input-group-sm my-2">
+                <input #selectOption type="text" class="form-control" [formControl]="option" autocomplete="off">
+                <button type="button" class="btn btn-outline-danger" (click)="removeSelectOption(i)" i18n>Delete</button>
+              </div>
+            }
+          </div>
+        }
+        @case (CustomFieldDataType.Monetary) {
+          <div class="my-3">
+            <pngx-input-text i18n-title title="Default Currency" hint="3-character currency code" i18n-hint formControlName="default_currency" placeholder="Use locale" i18n-placeholder autocomplete="off"></pngx-input-text>
+          </div>
+        }
+      }
+    </div>
   </div>
   <div class="modal-footer">
     <button type="button" class="btn btn-outline-secondary" (click)="cancel()" i18n [disabled]="networkActive">Cancel</button>

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

@@ -1,7 +1,7 @@
 import { ComponentFixture, TestBed } from '@angular/core/testing'
 
 import { CustomFieldEditDialogComponent } from './custom-field-edit-dialog.component'
-import { HttpClientTestingModule } from '@angular/common/http/testing'
+import { provideHttpClientTesting } from '@angular/common/http/testing'
 import { FormsModule, ReactiveFormsModule } from '@angular/forms'
 import { NgbActiveModal, NgbModule } from '@ng-bootstrap/ng-bootstrap'
 import { NgSelectModule } from '@ng-select/ng-select'
@@ -12,6 +12,10 @@ import { SettingsService } from 'src/app/services/settings.service'
 import { SelectComponent } from '../../input/select/select.component'
 import { TextComponent } from '../../input/text/text.component'
 import { EditDialogMode } from '../edit-dialog.component'
+import { provideHttpClient, withInterceptorsFromDi } from '@angular/common/http'
+import { CustomFieldDataType } from 'src/app/data/custom-field'
+import { ElementRef, QueryList } from '@angular/core'
+import { NgxBootstrapIconsModule, allIcons } from 'ngx-bootstrap-icons'
 
 describe('CustomFieldEditDialogComponent', () => {
   let component: CustomFieldEditDialogComponent
@@ -28,13 +32,17 @@ describe('CustomFieldEditDialogComponent', () => {
         TextComponent,
         SafeHtmlPipe,
       ],
-      providers: [NgbActiveModal],
       imports: [
-        HttpClientTestingModule,
         FormsModule,
         ReactiveFormsModule,
         NgSelectModule,
         NgbModule,
+        NgxBootstrapIconsModule.pick(allIcons),
+      ],
+      providers: [
+        NgbActiveModal,
+        provideHttpClient(withInterceptorsFromDi()),
+        provideHttpClientTesting(),
       ],
     }).compileComponents()
 
@@ -64,4 +72,55 @@ describe('CustomFieldEditDialogComponent', () => {
     component.ngOnInit()
     expect(component.objectForm.get('data_type').disabled).toBeTruthy()
   })
+
+  it('should initialize select options on edit', () => {
+    component.dialogMode = EditDialogMode.EDIT
+    component.object = {
+      id: 1,
+      name: 'Field 1',
+      data_type: CustomFieldDataType.Select,
+      extra_data: {
+        select_options: ['Option 1', 'Option 2', 'Option 3'],
+      },
+    }
+    fixture.detectChanges()
+    component.ngOnInit()
+    expect(
+      component.objectForm.get('extra_data').get('select_options').value.length
+    ).toBe(3)
+  })
+
+  it('should support add / remove select options', () => {
+    component.dialogMode = EditDialogMode.CREATE
+    fixture.detectChanges()
+    component.ngOnInit()
+    expect(
+      component.objectForm.get('extra_data').get('select_options').value.length
+    ).toBe(1)
+    component.addSelectOption()
+    expect(
+      component.objectForm.get('extra_data').get('select_options').value.length
+    ).toBe(2)
+    component.addSelectOption()
+    expect(
+      component.objectForm.get('extra_data').get('select_options').value.length
+    ).toBe(3)
+    component.removeSelectOption(0)
+    expect(
+      component.objectForm.get('extra_data').get('select_options').value.length
+    ).toBe(2)
+  })
+
+  it('should focus on last select option input', () => {
+    const selectOptionInputs = component[
+      'selectOptionInputs'
+    ] as QueryList<ElementRef>
+    component.dialogMode = EditDialogMode.CREATE
+    component.objectForm.get('data_type').setValue(CustomFieldDataType.Select)
+    component.ngOnInit()
+    component.ngAfterViewInit()
+    component.addSelectOption()
+    fixture.detectChanges()
+    expect(document.activeElement).toBe(selectOptionInputs.last.nativeElement)
+  })
 })

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

@@ -1,11 +1,24 @@
-import { Component, OnInit } from '@angular/core'
-import { FormGroup, FormControl } from '@angular/forms'
+import {
+  AfterViewInit,
+  Component,
+  ElementRef,
+  OnDestroy,
+  OnInit,
+  QueryList,
+  ViewChildren,
+} from '@angular/core'
+import { FormGroup, FormControl, FormArray } from '@angular/forms'
 import { NgbActiveModal } from '@ng-bootstrap/ng-bootstrap'
-import { DATA_TYPE_LABELS, CustomField } from 'src/app/data/custom-field'
+import {
+  DATA_TYPE_LABELS,
+  CustomField,
+  CustomFieldDataType,
+} from 'src/app/data/custom-field'
 import { CustomFieldsService } from 'src/app/services/rest/custom-fields.service'
 import { UserService } from 'src/app/services/rest/user.service'
 import { SettingsService } from 'src/app/services/settings.service'
 import { EditDialogComponent, EditDialogMode } from '../edit-dialog.component'
+import { Subject, takeUntil } from 'rxjs'
 
 @Component({
   selector: 'pngx-custom-field-edit-dialog',
@@ -14,8 +27,20 @@ import { EditDialogComponent, EditDialogMode } from '../edit-dialog.component'
 })
 export class CustomFieldEditDialogComponent
   extends EditDialogComponent<CustomField>
-  implements OnInit
+  implements OnInit, AfterViewInit, OnDestroy
 {
+  CustomFieldDataType = CustomFieldDataType
+
+  @ViewChildren('selectOption')
+  private selectOptionInputs: QueryList<ElementRef>
+
+  private unsubscribeNotifier: Subject<any> = new Subject()
+
+  private get selectOptions(): FormArray {
+    return (this.objectForm.controls.extra_data as FormGroup).controls
+      .select_options as FormArray
+  }
+
   constructor(
     service: CustomFieldsService,
     activeModal: NgbActiveModal,
@@ -30,6 +55,25 @@ export class CustomFieldEditDialogComponent
     if (this.typeFieldDisabled) {
       this.objectForm.get('data_type').disable()
     }
+    if (this.object?.data_type === CustomFieldDataType.Select) {
+      this.selectOptions.clear()
+      this.object.extra_data.select_options.forEach((option) =>
+        this.selectOptions.push(new FormControl(option))
+      )
+    }
+  }
+
+  ngAfterViewInit(): void {
+    this.selectOptionInputs.changes
+      .pipe(takeUntil(this.unsubscribeNotifier))
+      .subscribe(() => {
+        this.selectOptionInputs.last?.nativeElement.focus()
+      })
+  }
+
+  ngOnDestroy(): void {
+    this.unsubscribeNotifier.next(true)
+    this.unsubscribeNotifier.complete()
   }
 
   getCreateTitle() {
@@ -44,6 +88,10 @@ export class CustomFieldEditDialogComponent
     return new FormGroup({
       name: new FormControl(null),
       data_type: new FormControl(null),
+      extra_data: new FormGroup({
+        select_options: new FormArray([new FormControl(null)]),
+        default_currency: new FormControl(null),
+      }),
     })
   }
 
@@ -54,4 +102,12 @@ export class CustomFieldEditDialogComponent
   get typeFieldDisabled(): boolean {
     return this.dialogMode === EditDialogMode.EDIT
   }
+
+  public addSelectOption() {
+    this.selectOptions.push(new FormControl(''))
+  }
+
+  public removeSelectOption(index: number) {
+    this.selectOptions.removeAt(index)
+  }
 }

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

@@ -10,7 +10,7 @@
   <div class="modal-body">
 
     <div class="col">
-      <pngx-input-text i18n-title title="Name" formControlName="name" [error]="error?.name"></pngx-input-text>
+      <pngx-input-text i18n-title title="Name" formControlName="name" [error]="error?.name" autocomplete="off"></pngx-input-text>
       <pngx-input-select i18n-title title="Matching algorithm" [items]="getMatchingAlgorithms()" formControlName="matching_algorithm"></pngx-input-select>
       @if (patternRequired) {
         <pngx-input-text i18n-title title="Matching pattern" formControlName="match" [error]="error?.match"></pngx-input-text>