Files
paperless-ngx/docs/migration.md
2026-02-23 14:25:56 -08:00

106 lines
6.3 KiB
Markdown

# v3 Migration Guide
## Consumer Settings Changes
The v3 consumer command uses a [different library](https://watchfiles.helpmanual.io/) to unify
the watching for new files in the consume directory. For the user, this removes several configuration options related to delays and retries
and replaces with a single unified setting. It also adjusts how the consumer ignore filtering happens, replaced `fnmatch` with `regex` and
separating the directory ignore from the file ignore.
### Summary
| Old Setting | New Setting | Notes |
| ------------------------------ | ----------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------ |
| `CONSUMER_POLLING` | [`CONSUMER_POLLING_INTERVAL`](configuration.md#PAPERLESS_CONSUMER_POLLING_INTERVAL) | Renamed for clarity |
| `CONSUMER_INOTIFY_DELAY` | [`CONSUMER_STABILITY_DELAY`](configuration.md#PAPERLESS_CONSUMER_STABILITY_DELAY) | Unified for all modes |
| `CONSUMER_POLLING_DELAY` | _Removed_ | Use `CONSUMER_STABILITY_DELAY` |
| `CONSUMER_POLLING_RETRY_COUNT` | _Removed_ | Automatic with stability tracking |
| `CONSUMER_IGNORE_PATTERNS` | [`CONSUMER_IGNORE_PATTERNS`](configuration.md#PAPERLESS_CONSUMER_IGNORE_PATTERNS) | **Now regex, not fnmatch**; user patterns are added to (not replacing) default ones |
| _New_ | [`CONSUMER_IGNORE_DIRS`](configuration.md#PAPERLESS_CONSUMER_IGNORE_DIRS) | Additional directories to ignore; user entries are added to (not replacing) defaults |
## Encryption Support
Document and thumbnail encryption is no longer supported. This was previously deprecated in [paperless-ng 0.9.3](https://github.com/paperless-ngx/paperless-ngx/blob/dev/docs/changelog.md#paperless-ng-093)
Users must decrypt their document using the `decrypt_documents` command before upgrading.
## Barcode Scanner Changes
Support for [pyzbar](https://github.com/NaturalHistoryMuseum/pyzbar) has been removed. The underlying libzbar library has
seen no updates in 16 years and is largely unmaintained, and the pyzbar Python wrapper last saw a release in March 2022. In
practice, pyzbar struggled with barcode detection reliability, particularly on skewed, low-contrast, or partially
obscured barcodes. [zxing-cpp](https://github.com/zxing-cpp/zxing-cpp) is actively maintained, significantly more
reliable at finding barcodes, and now ships pre-built wheels for both x86_64 and arm64, removing the need to build the library.
The `CONSUMER_BARCODE_SCANNER` setting has been removed. zxing-cpp is now the only backend.
### Summary
| Old Setting | New Setting | Notes |
| -------------------------- | ----------- | --------------------------------- |
| `CONSUMER_BARCODE_SCANNER` | _Removed_ | zxing-cpp is now the only backend |
### Action Required
- If you were already using `CONSUMER_BARCODE_SCANNER=ZXING`, simply remove the setting.
- If you had `CONSUMER_BARCODE_SCANNER=PYZBAR` or were using the default, no functional changes are needed beyond
removing the setting. zxing-cpp supports all the same barcode formats and you should see improved detection
reliability.
- The `libzbar0` / `libzbar-dev` system packages are no longer required and can be removed from any custom Docker
images or host installations.
## Database Engine
`PAPERLESS_DBENGINE` is now required to use PostgreSQL or MariaDB. Previously, the
engine was inferred from the presence of `PAPERLESS_DBHOST`, with `PAPERLESS_DBENGINE`
only needed to select MariaDB over PostgreSQL.
SQLite users require no changes, though they may explicitly set their engine if desired.
#### Action Required
PostgreSQL and MariaDB users must add `PAPERLESS_DBENGINE` to their environment:
```yaml
# v2 (PostgreSQL inferred from PAPERLESS_DBHOST)
PAPERLESS_DBHOST: postgres
# v3 (engine must be explicit)
PAPERLESS_DBENGINE: postgresql
PAPERLESS_DBHOST: postgres
```
See [`PAPERLESS_DBENGINE`](configuration.md#PAPERLESS_DBENGINE) for accepted values.
## Database Advanced Options
The individual SSL, timeout, and pooling variables have been removed in favour of a
single [`PAPERLESS_DB_OPTIONS`](configuration.md#PAPERLESS_DB_OPTIONS) string. This
consolidates a growing set of engine-specific variables into one place, and allows
any option supported by the underlying database driver to be set without requiring a
dedicated environment variable for each.
The removed variables and their replacements are:
| Removed Variable | Replacement in `PAPERLESS_DB_OPTIONS` |
| ------------------------- | ---------------------------------------------------------------------------- |
| `PAPERLESS_DBSSLMODE` | `sslmode=<value>` (PostgreSQL) or `ssl_mode=<value>` (MariaDB) |
| `PAPERLESS_DBSSLROOTCERT` | `sslrootcert=<path>` (PostgreSQL) or `ssl.ca=<path>` (MariaDB) |
| `PAPERLESS_DBSSLCERT` | `sslcert=<path>` (PostgreSQL) or `ssl.cert=<path>` (MariaDB) |
| `PAPERLESS_DBSSLKEY` | `sslkey=<path>` (PostgreSQL) or `ssl.key=<path>` (MariaDB) |
| `PAPERLESS_DB_POOLSIZE` | `pool.max_size=<value>` (PostgreSQL only) |
| `PAPERLESS_DB_TIMEOUT` | `timeout=<value>` (SQLite) or `connect_timeout=<value>` (PostgreSQL/MariaDB) |
The deprecated variables will continue to function for now but will be removed in a
future release. A deprecation warning is logged at startup for each deprecated variable
that is still set.
#### Action Required
Users with any of the deprecated variables set should migrate to `PAPERLESS_DB_OPTIONS`.
Multiple options are combined in a single value:
```bash
PAPERLESS_DB_OPTIONS="sslmode=require;sslrootcert=/certs/ca.pem;pool.max_size=10"
```