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Free Open Source Electronic Document Management System

Project description

pypi python license docker_pulls docker_stars commit_activity support store donation

https://gitlab.com/mayan-edms/mayan-edms/raw/master/docs/_static/mayan_logo.png

Mayan EDMS is a document management system. Its main purpose is to store, introspect, and categorize files, with a strong emphasis on preserving the contextual and business information of documents. It can also OCR, preview, label, sign, send, and receive thoses files. Other features of interest are its workflow system, role based access control, and REST API.

https://gitlab.com/mayan-edms/mayan-edms/raw/master/docs/_static/overview.gif

The easiest way to use Mayan EDMS is by using the official Docker image. Make sure Docker is properly installed and working before attempting to install Mayan EDMS.

For the complete set of installation instructions visit the Mayan EDMS documentation at: https://docs.mayan-edms.com/parts/installation.html

The final version of the book “Exploring Mayan EDMS” available now!

https://camo.githubusercontent.com/89d2fe787507c9247aa7bb406e2682b53eb7a5f9/68747470733a2f2f64313273776274773731397934732e636c6f756466726f6e742e6e65742f696d616765732f76365270785734302f615030714b4c6a6b50694175585a6859754234352f774441554c417a4679782e6a7065673f773d353438

Click the image or visit: https://sellfy.com/p/um2fkx/

Hardware requirements

  • 2 Gigabytes of RAM (1 Gigabyte if OCR is turned off).
  • Multiple core CPU (64 bit, faster than 1 GHz recommended).

Important links

4.2.6 (2022-06-25)

  • Backport document content parsing template method. This fix allows accessing the parsed content of a document directly in a template.
  • Backport permission form widget choice grouping and sorting improvements.

4.2.5 (2022-05-21)

  • Remove unused authentication view.
  • Task manager app updates:
    • Add backend Celery queue deduplication to the CeleryQueue.
    • Enable app tests.
    • Add and improve tests.
    • Add support for runtime removal of queues.
  • Remove unused event link.
  • Make document version OCR submit view messages translatable.
  • Make file caching purge view messages translatable.
  • Make document file metadata submit view messages translatable.
  • Fix asset transformations hash calculation.
  • Fix asset image API view docstring.
  • Fix repeated model manager definition in DocumentFilePage models.
  • Transformation improvements:
    • Fix wrong parameter in the ImageDraw.Draw usage of the TransformationDrawRectangle transformation.
    • Add sanity check to reject negative zoom values for the TransformationZoom transformation.
  • Add warning message when users attempting to delete their own accounts.
  • Convert the signal handler that triggers search indexing on many to many fields changes into a background task. Solves user interface blocking when changing the document type to index template association on large installations.
  • Update Django from version 3.2.12 to 3.2.13.
  • Retry search indexing task when the object is not found. There are situations where the broker will route the message to the workers faster than the database can commit the data.
  • Fix favorite document links reacting to favorite documents beyond the active user. Closes GitLab issue #1104. Thanks to Biel Frontera (@bielfrontera) for the report and initial implementation.

4.2.4 (2022-04-29)

  • Fix the documentation paths to the OTP backends. Closes GitLab issue #1099. Thanks to Matthias Löblich (@startmat) for the report.
  • Fix Docker pull counter.
  • Remove repeated Whoosh backend line of code from merge.
  • Add portainer installation files and documentation.
  • Remove hardcoded search model variable name from search_box.html template.
  • Fix the search model API URL reference. Closes GitLab issue #1098. Thanks to Bastian (@Basti-Fantasti) for the report.
  • Use the SEARCH_MODEL_NAME_KWARG instead of hard coding the search model API URL reference.
  • Filter trashed documents from the tag document count column.
  • Filter trashed documents from the cabinet document retrieval method. This brings code parity with tags which work in a very similar way.
  • Improve Python 3.10 compatibility. Add a compatibility module to encapsulate import of the Iterable class. Improves GitLab issue #1083. Thanks to Bw (@bwakkie) for the report and code samples.
  • Type cast LUT values when masking an asset for pasting via Pillow’s point().
  • Document metadata edit form validation updates:
    • Remove disabled attribute from the metadata type label field to avoid having its value removed when there is a validation error.
    • Remove the required flag from the value field when there is a required metadata for a document. The previous behavior cause the tabular form to display “(required)” in column title confusing users and causing them to think that all metadata type fields were required.
    • Raise validation error for specific required metadata entries and no for the entire form. This help users better understand which metadata field needs to be corrected.
    • Improve the required metadata validation logic to take into account existing values and empty forms when data was entered into the field but the update checkbox was left unchecked.
  • Bulk object search indexing updates:
    • Retry failed bulk indexing tasks.
    • Add max retry value to task_index_search_models.
    • Improve tasks error logging.
  • Update the Debian Docker image from version 11.2-slim to 11.3-slim.
  • Downgrade the Python Docker image from version 3.11-slim to 3.10-slim.
  • Pin Jinja2 version to workaround Sphinx bug. Sphinx Jinja2 dependency is not pinned or immutable, and causes the installation of an incompatible version breaking builds.

4.2.3 (2022-04-01)

  • Add restart policy to the Traefik container definition.
  • Remove duplicated Document.get_label method.
  • Fix an issue where a staging folder would not tag uploaded documents.

4.2.2 (2022-03-21)

  • Ensure the object copy permission is required for the object copy link.
  • Migrate old workflow EmailAction instances instead of sub-classing for backwards compatibility. Improves commit b522dac80f7f6cfb8c5db8a74d6d2d22bc8b281a and avoids a double entry in the workflow state action selection downdown list.
  • Ensure new document and file links access works like their respective views. The links will be active when the access is granted for the source as well as the document/document type.
  • Filter unread message count badge by message read permission.
  • Update document metadata model field label from “Metadata type value” to “Metadata value”.
  • Fix document file signature serializer label.

4.2.1 (2022-02-16)

  • Merge improvements from version 4.1.6.
    • Append the text “signed” to the label of a signed document file instead of using the temporary filename used during signing.
    • Ensure the signed document file is used when the file downloaded is requested and when calculating the signed document file checksum. Solves issue in forum post 6149. Thanks to forum user @qra for the report and debug information.
    • Update IMAP source store commands to be optional.
    • Update email sources SSL checkbox to be optional.
    • Undo POP3 source context manager changes from commit c19040491e20c9a783ae6191613bc8c5f7acb038. It seems Python’s email libraries do not have feature parity. imaplib was updated to support context managers but poplib was not.
  • Update requirements to specify Python version 3.6 to 3.9.
  • Update Django version 3.2.11 to 3.2.12.

4.2 (2022-02-12)

  • Update Django to version 3.2.11.

  • Update django-widget-tweaks from version 1.4.8 to 1.4.9.

  • File staging sources updates:

    • Use StreamingHttpResponse to serve previews.
    • Support office document files for preview.
    • Fix extra brackets in the encoded and cached filenames.
    • Simplify image generation.
    • Use context manager to ensure preview images are always closed.
  • Hide all links that depend on users being authenticated.

  • Add support for return binary content in batch API requests as a base64 string.

  • Add support for dynamic field API serialization. This feature adds the URL query keys _fields_only and _fields_exclude. Nested serializers are supported using the double underscore (__) separator.

  • Refactor ResolverRelatedManager.

  • Move Docker templates to their own folder.

  • Move the docker-dockerfile-update target to the Docker makefile.

  • Update Docker image tags:

    • Postgresq from 10.18-alpine to 12.9-alpine.
    • Python from 3.8-slim to 3.11-slim.
  • Update psycopg2 from version 2.8.6 to 2.9.2.

  • Update redis client from version 3.5.3 to 4.0.2.

  • Reduce the Sentry client default traces_sample_rate from 0.25 to 0.05.

  • Add the run_initialsetup_or_performupgrade command to the Docker entrypoint.

  • Docker Compose updates:

    • Add a Redis profile.
    • Default to RabbitMQ a broker.
    • Change default RabbitMQ image from 3.9-alpine to 3.9-management-alpine.
    • Improve Traefik configuration.
    • Add a dedicated network for Traefik.
  • Completed the Whoosh backend and made it the default search backend.

    • Ensure all test models are deleted, including intermediate many to many models created automatically.
    • Update DetailForm usage for the new interface.
    • Move flatten_list to the common app.
    • ResolverPipeline updates:
      • Support resolver_extra_kwargs.
      • Add queryset exclusion support to ResolverRelatedManager.
    • Update related field resolution using pure Django
    • Solve all search indexing edge cases.
    • Models are indexed using smaller tasks to improve scalability.
    • Refactor ResolverRelatedManager. Use Django’s internal get_fields_from_path for related field introspection. Support more related field cases.
    • Trigger indexing on related model changes
    • Fix lock manager management command test.
    • Don’t index None values in lists.
    • Unify the search test mixins.
    • Use TemporaryDirectory for test search backend. Do automatic clean up of the temporary index directory.
    • Remove the separate related model index signal handlers.
    • Make Whoosh the default search backend.
    • Support reverse many to many indexing.
    • Add indexing optimizations.
    • Rename methods for clarity.
    • Move the any_to_bool function to the common app.
  • Update base image from Debian 10.10-slim to 11.1-slim.

  • Move the parse_range utility from the documents app to the common app.

  • Retry Whoosh LockErrors by encapsulating then in the general app exception DynamicSearchRetry.

  • Added the search_index_objects management command to trigger the queuing of search models from the CLI.

  • Added the search_status management command to show indexing status of the search backend.

  • Move SQLite check to the databases app.

  • Add support for inclusion and exclusion regular expressions for watch folders. Closes GitLab issue #965. Thanks to Sven Gaechter (@sgaechter) for the request.

  • MIME type app updates:

    • Add support for MIME type detection backends.
    • Add PERL mimetype backend.
    • Add Linux file command backend.
    • Rename mimetype app to mime_types.
  • Add a search backend for Elastic Search.

  • Search app updates:

    • Support initializing the search backends.
    • Add method to reset backends.
    • Moved get_resolved_field_map and get_search_model_fields to the SearchBackend class.
    • Normalize true values for scope 0 match_all.
    • Added a new task task_reindex_backend to abstract backend reindexing.
    • Add constant maximum retries value to the task_deindex_instance and task_index_instance tasks.
    • Add ranged search model indexing.
    • Add the search_slow queue for long running search tasks.
    • Support backend initialization, reset, and tear down.
    • Automatically add the id field as a search field for all search models.
    • Separate backend initialization from app initialization.
  • Add Elasticsearch test container makefile targets.

  • Unify the files .env and env_file.

  • Switch all standalone containers to use a prefetch-multiplier of 1.

  • Change the Docker Compose network name from bridge to mayan.

  • Add the search_initialize and search_upgrade management commands. These are called automatically after the initial setup and after upgrades.

  • Add new search settings called SEARCH_INDEXING_CHUNK_SIZE to set the number of objects to prepare when performing bulk indexing.

  • Metadata validation and parsing updates:

    • Expand the parser and validator path fields to 224 characters.
    • Add automatic registration of parsers and validators.
    • Add support for passing arguments to parsers and validators.
    • Add a regular expression parser to replace values and a regular expression validator.
  • Authentication refactor:

    • Subclass Django’s authentication views to add multi form and multi factor authentication.
    • Add support for authentication backends. Authentication backends are able to control and customize the entire login process, including the forms presented to the user. Authentication backends can use mixins and can be subclassed to mix and expand their capabilities. Included authentication mixins: AuthenticationBackendRememberMeMixin Included authentication backends: AuthenticationBackendModelDjangoDefault, AuthenticationBackendModelEmailPassword, AuthenticationBackendModelUsernamePassword. Apps define authentication backends in the module authentication_backends.py.
    • Removed the now unused EmailAuthBackend class.
    • New settings:
      • AUTHENTICATION_BACKEND which must be the dotted path to the backend used to process user authentication.
      • AUTHENTICATION_BACKEND_ARGUMENTS which is an optional YAML structure to pass to the authentication backend.
  • Add Time based One Time Password (TOTP) support. To enable set the setting AUTHENTICATION_BACKEND to mayan.apps.authentication_otp.authentication_backends.AuthenticationBackendModelUsernamePasswordTOTP for username and TOTP login. For email and TOTP logins use mayan.apps.authentication_otp.authentication_backends.AuthenticationBackendModelEmailPasswordTOTP. New management commands to support OTP:

    • authentication_otp_disable: disables OTP for a user
    • authentication_otp_initialize: initializes the OTP state data for all users. This command is for debuging and maintenance in case the database migration does not correctly initialize the OTP state data for existing users.
    • authentication_otp_status: display the OTP status for a user
  • Add URL links to the document file and document version first pages to the document serializer in the API.

  • Convert the download file deletion interval into a setting named DOWNLOAD_FILE_EXPIRATION_INTERVAL which defaults to 2 days.

  • Convert the shared uploaded file deletion interval into a setting named SHARED_UPLOADED_FILE_EXPIRATION_INTERVAL which defaults to 7 days.

  • Don’t display API URL links to indexing instance and template parents that are also root nodes as these are not accessible.

  • Register more models using DynamicSerializerField to display the canonical serializer of the model when referenced by other objects.

  • For object that have children objects or that support nesting, the parent object ID is now added to the serializer. The layout is {parent object name}_id. A few objects already provided the parent ID but with a different schema. These objects also now have the parent ID field with the new schema even if it displays a duplicate value. The old ID field is now deprecated and will be removed in version 5.0.

  • Added a workflow state column displaying all created actions labels separated by a comma.

  • Added the mailing profile created and edited events.

  • User menu and views updates:

    • Reorganize all user links under a single “User details” link.
    • Allow editing the locale profile of users.
    • Allow editing the theme settings of users.
    • Unify user data related views.
    • Add “User theme edited” and “User locale profile edited” events.
  • Update the Django debug view CSS and layout to match Django’s original appearance.

  • Support Django debug JavaScript code.

  • Minor CSS optimization to the Django debug view.

  • Add Docker Compose password randomizer.

  • Include LDAP libraries and Python modules.

  • Events app updates:

    • Use the correct attribute for fetching event types. Use id instead of name.
    • Cache the event type instance in the StoredEvent model.
    • An incorrect event type ID will now return a KeyError instead of masking the exception and returning an error message. It is now up to the calling code which action to take when the event type ID is not correct.
    • The previous unknown event error message is now available as a literal named literals.TEXT_UNKNOWN_EVENT_ID.
  • Add workflow template transition trigger API. Closes GitLab issue #1044. Thanks to Ludovic Anterieur (@lanterieur) for the request and research.

  • Fine tune workflow template permissions to require the view permission instead of the edit permission when applicable.

  • Error log updates:

    • Added a global error log list to the tools menu.
    • Error log partitions now link to their underline object via content type too.
    • Error log partitions are now retrieve or created on demand.
    • Added cascade permission support to error log partitions and entries.
  • Update the ObjectActionAPIView view to allow passing extra context to serializers.

  • Add support for launching workflows from the API.

  • Refactor language activation to work with Django 3.2.

  • Added the mailing profile created and edited events.

  • Remove workflow instance exception usage. Current state property is now inspected.

  • Remove menu proxy inclusions. Model proxies are now included by default.

  • Add menu proxy exclusions.

  • Update the subject and body fields of the document email workflow action to be optional.

  • Redirect to current user to user detail view after password change.

  • Support two different psycopg2 versions for upgrade testing.

4.1.9 (2022-04-24)

  • Remove hardcoded search model variable name from search_box.html template.

4.1.8 (2022-04-23)

  • Fix the search model API URL reference. Closes GitLab issue #1098. Thanks to Bastian (@Basti-Fantasti) for the report.
  • Use the SEARCH_MODEL_NAME_KWARG instead of hard coding the search model API URL reference.
  • Merged changes from version 4.0.22:
    • Remove usage of flat values list in document checkout manager.
    • Remove usage of flat values_list queryset in metadata managers module.
    • Cleanup markup of the confirmation form.
    • Remove redundant modal close button.
    • Fix search proxies method decorator.
    • Reorganize converter office MIME type list.
    • Improve metadata validation error message.
    • Don’t display API URL links to indexing instance and template parents that are also root nodes as these are not accessible.
    • Remove repeated partition file close call.
    • Update Django version 2.2.24 to 2.2.28.
  • Reduce the Sentry client default traces_sample_rate from 0.25 to 0.05.
  • Add keyword argument to self.stderr and self.stdout usage.
  • In FilteredRelatedFieldMixin, split retrieval of the queryset to avoid the exception handler from capturing an AttributeError that it shouldn’t.
  • Updated the subject and body fields of the document email workflow action to be optional.
  • Migrate old workflow EmailAction instances instead of sub-classing for backwards compatibility. Improves commit b522dac80f7f6cfb8c5db8a74d6d2d22bc8b281a and avoids a double entry in the workflow state action selection dropbox.
  • Partials navigation updates:
    • Streamline JavaScript partials navigation code.
    • Make the AJAX response redirect code configurable. New setting APPEARANCE_AJAX_REDIRECTION_CODE added.
    • Remove repeated AJAX redirection middleware.
  • Add keyword arguments to zip file calls.
  • PartialNavigation.js improvements.
    • Clean URL query on form submit and use form data as the URL query.
    • Remove dead code.
    • Use constants where appropriate.
  • Backport new document link condition logic. Ensure new document and file links access works like their respective views. The links will be active when the access is granted for the source as well as the document/document type. Closes GitLab issue #1102. Thanks to Julian Marié (@Angelfs) for the report and debug information.
  • Improve logic of the new document file link
    • Access the view user in a more reliable way.
    • Test the new file permission of the document and not of the document type.
    • If no document is present in the view exit fast.
    • Update tests.

4.1.7 (2022-04-01)

  • Backport fixes from version 4.2.3
    • Add restart policy to the Traefik container definition.
    • Remove duplicated Document.get_label method.
    • Fix an issue where a staging folder would not tag uploaded documents.
    • Fix document file signature serializer label.
    • Update document metadata model field label from “Metadata type value” to “Metadata value”.
    • Filter unread message count badge by message read permission.
    • Update signature view permission label from “View details of document signatures” to “View document signature”.
    • Ensure the object copy permission is required for the object copy link.
    • Fix GUNICORN_REQUESTS_JITTER documentation setting name reference.

4.1.6 (2022-02-15)

  • Append the text “signed” to the label of a signed document file instead of using the temporary filename used during signing.
  • Ensure the signed document file is used when the file downloaded is requested and when calculating the signed document file checksum. Solves issue in forum post 6149. Thanks to forum user @qra for the report and debug information.
  • Update IMAP source store commands to be optional.
  • Update email sources SSL checkbox to be optional.
  • Undo POP3 source context manager changes from commit c19040491e20c9a783ae6191613bc8c5f7acb038. It seems Python’s email libraries do not have feature parity. imaplib was updated to support context managers but poplib was not.
  • Update requirements to specify Python version 3.5 to 3.9.
  • Update Django version 2.2.24 to 2.2.27.

4.1.5 (2022-02-03)

  • Fix CAA document links. Closes GitLab issue #1068. Thanks to Matthias Löblich (@startmat) for the report.
  • Remove superfluous apostrophe character in sort heading markup.
  • Fix email sources processing a single message but performing cleanup on multiple messages. The intended behavior is restore which processed one message and cleans up the processed message only.
  • Fix reference to shared_uploaded_files before the variable being available.
  • Use context managers for the IMAP and POP3 sources to remove the possibility of orphaned descriptors.
  • Create error log entries for objects that existed before the last error log changes. Fix GitLab issue #1069. Thanks to Will Wright (@fireatwill) for the report.
  • Expose the workflow template auto_launch field via the REST API. Thanks to forum user @qra for the request.
  • Add EmailAction subclass for backwards compatibility with existing workflow state actions.
  • Expose the checkout datetime, expiration datetime and user fields via the REST API. Thanks to forum user @qra for the request.
  • Print configuration path value when failing to access error is raised.
  • Fix references to the SourceBackendSANEScanner source backend class.
  • Reorganize the testing setting modules.
  • Remove unused MySQL testing setting module.

4.1.4 (2021-12-01)

  • Changes merged from versions 4.0.20 and 4.0.21.
    • Perform more strict cleanup of test models.
    • Clean up the test model app config cache after the test end not before the test model is created.
    • Improve lock manager test cases.
    • Add standalone Celery beat container.
  • Fix document version first page thumbnail image resolution. Closes GitLab issue #1063. Thanks to Will Wright (@fireatwill) for the report and the patch.
  • Add libjpeg and libpng to the dev setup target.
  • Fix editing OCR content via the API.
  • Fix the AdvancedSearchViewTestCaseMixin class. It had GenericViewTestCase as a base class when it is supposed to be a mixin and not have any.
  • Add AutoHelpTextLabelFieldMixin. This mixin tries to extract the label and help text from the model field when the serializer field does not specify any.
  • Add filtering to the parent field of the index template node serializers. Restrict options to the current index template and allows removing the now redundant validation.
  • Add index_template_root_node_id field to the index template serializer. Closes GitLab issue #1061. Thanks to Ludovic Anterieur(@lanterieur) for the report and initial implementation.
  • Fix responsive menu close button triggering home navigation. Closes GitLab issue #1057. Thanks to Raimar Sandner (@PiQuer) for the report and debug information.
  • JavaScript optimizations:
    • Cache argument length when in .fn.hasAnyClass.
    • Configure fancybox just once.
    • Set converter image functions as async.
    • Remove jQuery’s one usage.
  • Remove the error logger model locking and cache the model value instead at the time of registration. Closes GitLab issue #1065. Thanks to Will Wright (@fireatwill) for the report and debug information.
  • Rename ErrorLog model to StoredErrorLog. This change follow the normal paradigm when a service is provided by a model and a runtime class.
  • Make the StoredErrorLog name field unique to ensure get_or_create works in an atomic way.
  • Create the error log partition when the model instance is created.
  • Normalize the error log partition name format using a static method.
  • Delete the error log partition on model instance deletion and not just the error log partition entries.
  • Ensure a memory database is used when running the tests.

4.1.3 (2021-11-02)

  • Vagrant updates
    • Load installation value from config.env file.
    • Update supervisord during installation.
    • Setup the APT proxy during installation.
    • Change how APT and PIP proxies are defined to match the Docker build target.
    • Add makefile for vagrant.
    • Move devpi targets to the main makefile.
  • Sentry client backend updates:
    • Add more SDK options.
    • Add typecasting to options.
    • Add debug logging.
    • Add Celery integration.
    • Add Redis Integration.
    • Lower the default value of traces_sample_rate from 1 to 0.25. This value is better suited for production deployments. Increase to 1 for full debug information capture during development or testing.
  • File staging sources updates:
    • Use StreamingHttpResponse to serve previews.
    • Support previews for office document files.
    • Fix extra brackets in the encoded and cached filenames.
    • Simplify image generation.
    • Use context manager to ensure preview images are always closed.
  • Sources app updates:
    • Don’t assume all source backends provide an upload form.
    • Improve SANE scanner error handling.
    • Fix logging of non interactive source errors.
    • Show interactive source processing as a message.
  • Fix the copying of the bootstrap alert style.
  • Optimize the copying of the boostrap alert style by executing it only in the root template. This runs the code just once instead of running it on each page refresh. The element #div-javascript-dynamic-content was also remove and it is now created and destroyed dynamically once just.
  • Ensure that the resolved_object is injected into the context before passing the context to the link’s check_condition method. Suspected cause of the GitLab issue #1052 and #1049. Thanks to Ludovic Anterieur (@lanterieur) and Johannes Bornhold (@joh5) for the reports and debug information.
  • Converter updates:
    • Fix duplicate asset display. Closes GitLab issue #1053. Thanks to Ryan Showalter (@ryanshow) for the report.
    • Split the transformation cache_hash method to allow subclasses to modify how the cache hash is calculated.
    • Include the asset image hash into the asset transformation hash calculation. This change invalidates all cached page images that use an asset if the asset image is modified.
    • Improve the way the absolute coordinates of the percentage asset paste transformation are calculated.
  • Use redirection instead of the output_file argument to allow the SANE scanner source to work with more SANE scanner versions.

4.1.2 (2021-10-27)

  • Don’t insert the value ORGANIZATIONS_URL_BASE_PATH in the path then it is None.
  • Fix ModelTemplateField not displaying the initial_help_text for the specific usage instance. The initial_help_text was being removed from the kwargs in the ModelTemplateField as well as the super class.
  • Workflows improvements.
    • Use the templating widget for the workflow document properties modification and the HTTP request actions.
    • Consolidate the workflow action help text.
  • Fix issue when attempting to create a Document version page OCR update workflow action. Instead of the model class, the template form field now passes the app_label and the model_name of the model via the widget attributes to avoid Django’s attribute template to attempt getting a string representation of the model.

4.1.1 (2021-10-26)

  • Move Docker Compose variables to the correct file. Move COMPOSE_PROJECT_NAME and COMPOSE_PROFILES to the .env file.
  • Fix asset image generation. Closes GitLab issue #1047 for series 4.1. Thanks to Ryan Showalter (@ryanshow) for the report and debug information.
  • Improve sidebar menu heading display logic.
  • Fix leftover HTML markup in the server error dialog window.
  • Remove redundant close button for the server error dialog window.
  • Merged fixes and improvements from versions 4.0.17 and 4.0.18.
  • Update PIP from version 21.2.4 to 21.3.1.
  • Remove MySQL upgrade CD/CI testing pipeline stage until support is properly re-implemented for version 8.0.
  • Add CD/CI triggers for local testing.
  • Exclude all migration tests by tagging automatically at the MayanMigratorTestCase subclass definition.
  • Support multiple environments per dependency.
  • Update the wheel library to be a dependency of the build and the documentation environments to workaround a bug in PIP that causes "error: invalid command 'bdist_wheel'".

4.1 (2021-10-10)

  • Add support for editing the document version page OCR content. Closes GitLab issue #592. Thanks for Martin (@efelon) for the request.
  • Refactor sources app.
    • Add object permission support to source views.
    • Remove locking support from staging folder uploads.
    • Update staging preview to use new preview generation code.
    • Use streaming response to serve staging folder images.
    • Convert the sources from models into backend classes. The sources are now decoupled from the app. Each source backend can defined its own callbacks and use an unified background task.
    • Perform code reduction. Remove PseudoFile and SourceUploaded classes. Each source backend is now responsible for providing a list of shared uploaded files.
  • Multiform improvements:
    • Support multi form extra kwargs.
    • Move the dynamic part of the multi form method to the end of the name.
    • Add a white horizontal ruler to separate the form instances.
  • Consolidate the image generation task:
    • Remove document file, version, converter asset, and workflow template preview image generation.
    • Remove converter literal TASK_ASSET_IMAGE_GENERATE_RETRY_DELAY.
    • Remove workflow literals TASK_GENERATE_WORKFLOW_IMAGE_RETRY_DELAY.
    • Remove document_states_fast queue.
    • Remove documents literals DEFAULT_TASK_GENERATE_DOCUMENT_FILE_PAGE_IMAGE_RETRY_DELAY and DEFAULT_TASK_GENERATE_DOCUMENT_VERSION_PAGE_IMAGE_RETRY_DELAY.
    • Remove settings DOCUMENT_TASK_GENERATE_DOCUMENT_FILE_PAGE_IMAGE_RETRY_DELAY and DOCUMENT_TASK_GENERATE_DOCUMENT_VERSION_PAGE_IMAGE_RETRY_DELAY.
  • Search updates
    • Remove TASK_RETRY_DELAY and use retry_backoff.
    • Add the tag color as a search field
    • Improve and simplify query cleaning up by doing so after the scopes are decoded.
    • Fix Whoosh reindexing after m2m fields perform a remove.
    • Fix Whoosh search for related m2m fields with multiple values.
    • Improve tests for edge cases.
    • Fix document version API tests module.
    • Variables renamed for clarity and to specify their purpose.
    • Process the ‘q’ parameter at the class and not in the backend.
    • Ignore invalid query fields.
    • Index for search on m2m signal.
    • Return empty results on an empty query.
    • Produce an empty scope 0 on an empty query.
    • Improve tests.
    • Add UUID field for all document child objects.
  • Add detail view for groups.
  • Show total permission when running the purgepermissions command.
  • Add detail for file partitions.
  • Add placeholder absolute links for announcements, workflow templates, quotas.
  • Add detail view for stored permissions.
  • Rename role setup views.
  • Load user management first to allow patching
  • Register ACL events when enabling ACLs. Objects that are registered to support ACLs will also be registered for ACL events to allow subscribing to ACL changes of the object.
  • Allow bind either the events links, the subscription link, both or none.
  • Improve workflow app navigation.
  • Improve sidebar navigation.
  • Improve clarity of the action dropdown sections.
  • Make the index instance node value field an unique field among its own tree level. This prevents tree corruption under heavy load.
  • Update dependencies:
    • Docker Compose from 1.29.1 to 1.29.2
    • PostgreSQL Docker image from 10.15-alpine to 10.18-alpine
    • RabbitMQ Docker image from 3.8-alpine to 3.9-alpine
    • Redis Docker images from 6.0-alpine to 6.2-alpine
    • psycopg2 from 2.8.6 to 2.9.1
    • psutil from 5.7.2 to 5.8.0
    • jQuery from 3.5.1 to 3.6.0
    • jquery-form from 4.2.2 to 4.3.0
    • jquery-lazyload from 1.9.3 to 1.9.7
    • urijs from 1.19.1 to 1.19.7
    • bleach from 3.1.5 to 4.0.0
    • jstree from 3.3.3 to 3.3.11
    • PyYAML from 5.3.1 to 5.4.1
    • django-model-utils from 4.0.0 to 4.1.1
    • requests from 2.25.1 to 2.26.0
    • sh from 1.14.1 to 1.14.2
    • devpi-server from 5.5.1 to 6.2.0
    • django-debug-toolbar from 3.1.2 to 3.1.4
    • django-extensions from 3.1.2 to 3.1.4
    • django-rosetta from 0.9.4 to 0.9.7
    • flake8 from 3.9.0 to 3.9.2
    • ipython from 7.22.0 to 7.26.0
    • safety from 1.9.0 to 1.10.3
    • transifex-client from 0.14.2 to 0.14.3
    • twine from 3.4.1 to 3.4.2
    • wheel from 0.36.2 to 0.37.0
    • Pillow from 7.1.2 to 8.3.1
    • packaging from 20.3 to 21.0
    • python_gnupg from 0.4.6 to 0.4.7
    • graphviz from 0.14 to 0.17
    • django-activity-stream from 0.8.0 to 0.10.0
    • pytz from 2020.1 to 2021.1
    • python-dateutil from 2.8.1 to 2.8.2
    • python-magic from 0.4.22 to 0.4.24
    • gevent from 20.4.0 to 21.8.0
    • gunicorn from 20.0.4 to 20.1.0
    • whitenoise from 5.0.1 to 5.3.0
    • cropperjs from 1.4.1 to 1.5.2
    • jquery-cropper from 1.0.0 to 1.0.1
    • django-cors-headers from 3.2.1 to 3.8.0
    • djangorestframework from 3.11.2 to 3.12.4
    • drf-yasg from 1.17.1 to 1.20.0
    • swagger-spec-validator from 2.5.0 to 2.7.3
    • dropzone from 5.7.2 to 5.9.2
    • extract-msg from 0.23.3 to 0.28.7
    • pycryptodome from 3.9.7 to 3.10.1
    • celery from 4.4.7 to 5.1.2
    • django-celery-beat from 2.0.0 to 2.2.1
    • coveralls from 2.0.0 to 3.2.0
    • django-test-migrations from 0.2.0 to 0.3.0
    • mock from 4.0.2 to 4.0.3
    • tox from 3.23.1 to 3.24.3
    • psutil from 5.7.0 to 5.80
    • furl from 2.1.0 to 2.1.2
    • django-test-migrations from 0.3.0 to 1.1.0
  • Launch workflows when the type of the document is changed. Closes GitLab issue #863 “Start workflows when changing document type”, thanks to Dennis Ploeger (@dploeger) for the request.
  • Add support for deleting multiple metadata types in a single action.
  • Tags app updates:
    • Use MultipleObjectDeleteView class.
    • Replace edit icon.
    • Code style updates.
  • Move theme stylesheet sanitization to the save method.
  • Remove final uses of .six library.
  • Add support for clearing the event list.
  • Events app updates:
    • Load all events at startup. Does not rely anymore of importing an event for it to become recognized.
    • Allow loading events by their name. Avoid doing direct imports when there circular dependencies.
    • Move the events app to the top of the installed apps to allow it to preload all events.
    • Only show the event clear and export links for object whose events that can be cleared and exported.
  • ACLs apps updates:
    • The ACL edited event is now triggered only once when all permissions are changed.
    • The action object of the ACL edited event is now the content object and not the permission.
  • Enable event subscriptions for workflow states, workflow state actions, and workflow transitions.
  • Support deleting multiple roles in a single action.
  • OCR app updates:
    • Use MultipleObjectDeleteView for the delete view.
    • Rename single and multiple delete view names.
    • Improve tests.
  • Document comments app API updates:
    • Modernize code to use latest internal interfaces.
    • Exclude trashed documents.
    • Reduce serializers.
    • Return error 404 on insufficient access.
  • Document indexing API updates:
    • Exclude trashed documents.
    • Split tests.
    • Add event checking to remaining tests.
  • Events app API updates:
    • Return error 404 on insufficient permissions.
    • Modernize APIObjectEventListView to use latest interfaces and mixins.
  • Document parsing app updates:
    • Update API to latest internal interfaces.
    • Add testing for multiple document file content delete views.
    • Speed up tests.
    • Add event checking to tests.
    • Use MultipleObjectDeleteView for the file content delete view.
    • Improve text string of the DocumentFileContentDeleteView view.
  • Document signatures app updates:
    • Exclude trashed documents from the API.
    • Add event checking to tests.
    • Track user when uploading signature files.
  • Workflows app updates:
    • Split API views.
    • Add trashed document test.
    • Code style updates.
  • Smart link app refactor:
    • Exclude trashed documents from API.
    • Improve existing tests.
    • Add additional tests.
    • Rebuild the resolved smart link API and serializer.
    • Add a new permission to view resolved smart links. This permission needs to be granted for the smart link and for the document/document type.
    • Update API to return error 404 on insufficient access.
    • Remove unused test mixins.
    • Split view and API test modules.
  • Documents app updates:
    • Exclude trashed documents from all API views.
    • New valid model managers for recently accessed, recently created, and favorite documents. These managers exclude trashed documents at the model level. The ‘objects’ manager for these model returns the unfiltered queryset.
    • Trashed document delete API now returns a 202 code instead of 204. The delete method now runs in the background in the same way as the trashed document delete view works in the UI. The return code was updated to reflect this internal change.
    • Track the user for the trashed document delete, restore and for the trash can empty methods.
    • Add event checking for some remaining tests.
    • Add additional tests.
  • Add BackendDynamicForm, a dynamic form for interacting with backends.
  • Add a reusable backend class named mayan.apps.databases.classes.BaseBackend.
  • Refactor mailer app:
    • Allow sending document files and document versions as attachments.
    • Update the UserMailer model to work with the BackendModelMixin mixin. This allows removing all backend managing code from the model.
    • Generate the dynamic form schema in the base backend class. Removes dynamic form schema from the views.
    • Use BackendDynamicForm and remove dynamic form code from the forms module.
    • Generalize document file and document version to support any type of object.
    • Update workflow action to send links to documents or attach the active versions.
    • Use the reusable BaseBackend class and remove explicit backend scaffolding.
  • Improve test open file and descriptor leak detection.
  • Close storage model file after inspection as Django creates a new file descriptor on inspection.
  • Ensure the name and not the path is used. Compressed files can include path references, these are now scrubbed and only the filename of the file in the compressed archive is used.
  • File handling was improved. Context managers are now used for temporary files and directories. This ensure file descriptors are closed and freed up in all scenarios.
  • Add detached signature deleted event.
  • Document signature app general improvements. Renamed links, icons and view for clarity. Split tests modules.
  • Metadata API updates:
    • Unify document type metadata type serializers.
    • Update the permission layout to match the one of the views. The edit or view permission is now required for the document type as well as the metadata type.
  • Add CONVERTER_IMAGE_GENERATION_MAX_RETRIES to control how many times the image regeration task will retry lock errors.
  • Add support for appending all document file pages as a single document version.
  • Moved signals, hooks and events outside of the document file creation transaction.
  • Capture the user for the document version page reset and remap action events.
  • Add conditions to the favorite document links.
  • Update mailing icons.
  • Remove submit button label and submit button icons.
  • The performupgrade command won’t try to hide critical errors and instead raise any exception to obtain the maximum amount of debug information.
  • Add support to filter the add/remove choice form.
  • Dependencies app updates:
    • Move the link to check for the latest version to the tools menu.
    • Checking for updates now required the view dependencies permission.
  • Unify request resolution for navigation classes.
  • Support retrieving a list of SourceColumn by name.
  • Dashboard app updates:
    • Extend dashboard widget interfaces.
    • Add list dashboard widget.
    • Move dashboard CSS from the appearance app to the dashboards app.
    • Add dashboard list and detail views.
    • Add setting to select the default dashboard.
    • Add template tag to display the default dashboard in the home view.
  • Refactor SourceColumn.get_for_source.
  • Add RecentlyAccessedDocumentProxy to allow adding a column with the creation date time.
  • Navigation refactor:
    • Rewritten link to source matching code.
    • Rewritten menu resolution.
    • Pass the resolved_object to link conditions.
  • Don’t trigger the settings change flag on user language changes.
  • Add settings to allow changing the default and the maximums REST API page size.
  • Add support for service client backends to the platform app.
  • Add Sentry.io service client backend.
  • Support overriding form buttons.
  • Improve metadata type form tab order. Disables metadata type name field to skip them during tabbing.
  • Support step rewinding for the sources wizard.
  • Add support for recoding email Message ID. The email source can now record an email Message ID from the header as it is processed into a documents. All documents created from the same email will have the same Message ID. Thanks to forum user qra (@qra) for the request.
  • Improve BaseBackend class
    • Add deterministic parent base backend class detection.
    • Register backend class only to their respective parent base backend classes.
  • Render main menu icons properly. The change in bbbb92edb85f192987fdfb4efc574bd79221b6ed removed literal CSS icon support. A single reference to the old CSS icon render was left behind which cause the icon object Python memory location to be rendered inline with the menu HTML. This cause the same menu to have different hashes when rendered by the different Gunicorn workers. Solved GitLab issue #1038. Thanks to Ludovic Anterieur (@lanterieur) for the report.
  • Add setting to change the menu polling interval. Values specified in milliseconds. Use None to disable.
  • Enforce CONVERTER_IMAGE_GENERATION_MAX_RETRIES setting and add logging message when the maximum retires are exhausted.
  • Messaging app updates:
    • Add API views.
    • Exclude superusers and staff users from being message recipients.
    • Add dedicated create message form.
    • Use Select2 for the user selection field.
    • Add message edit permission. This permission is required in order to change the message read status.
  • Add get_absolute_api_url method to download files, document versions and users. These URL are used to determine the message sender’s API URL.
  • Test view mixin updates:
    • Add a default ordering to the TestModel to silence warning.
    • Fix TestModel.save() method.
    • Support multiple test views per test case.
    • Allow subclasses to supply their own urlpatterns.
    • Support passing arguments to add_test_view.
  • Add batch API request support.
  • Adjust event registrations:
    • Register cabinet document add and remove events to the Document model too.
    • Register document file parsing events to the Document model too.
    • Rename label of the document parsed content deleted event.
    • Replace the DownloadFile content object registration from the Document model to the DocumentVersion model.
    • Register the document file created, edited events to the Document model too.
    • Register the document version created, edited events to the Document model too.
    • Register the document trashed event to the Document model too.
    • Remove the document file created event from the DocumentFile model.
    • Remove the document version created event from the DocumentVersion model.
    • Register the document version page deleted event to the DocumentVersion model.
    • Remove the document version page deleted event from the DocumentVersionPage model.
    • Register the tag attached, removed events to the Document model too.
    • Register the web link navigated event to the Document model too.
    • Remove the document version page OCR edited event from the Document model.
    • Register the document version OCR submitted, finished, content deleted events to the DocumentVersion model.
  • Sort object and list facet links when using the list item view.
  • Rename environment variable MAYAN_GUNICORN_JITTER to MAYAN_GUNICORN_REQUESTS_JITTER.
  • Support changing the operating system user when creating the supervisord file using the environment variable MAYAN_OS_USERNAME.
  • Reorder the Gunicorn arguments.
  • Make the DJANGO_SETTINGS_MODULE environment variable an alias of MAYAN_SETTINGS_MODULE in the supervisord file.
  • Add MAYAN_GUNICORN_TEMPORARY_DIRECTORY to the gunicorn invocation in the run_frontend.sh batch file.
  • Frontend updates:
    • Ensure list groups use <ul> and <li> instead of plain <div>.
    • Move mayan_image.js to the converter app.
    • Update afterBaseLoad to work by defining a list of callbacks. This allows defining callbacks from different apps.
    • Set JavaScript callbacks and setup method to run in async mode.
    • Move static inline app CSS to individual CSS files.
  • Fix workflow template API description text. Closes GitLab issue #1042. Thanks to Ludovic Anterieur (@lanterieur) for the report.
  • Add document template state action API endpoints. Closes GitLab issue #1043 Thanks to Ludovic Anterieur (@lanterieur) for the request.
  • Pin jsonschema to version 3.2.0 to avoid errors with

4.0.22 (2022-04-22)

  • Filter unread message count badge by message read permission.
  • Remove usage of flat values list in document checkout manager.
  • Remove usage of flat values_list queryset in metadata managers module.
  • Ensure the object copy permission is required for the object copy link.
  • Update signature view permission label from “View details of document signature” to “View document signatures”.
  • Update document metadata model field label from “Metadata type value” to “Metadata value”.
  • Fix document file signature serializer label.
  • Add restart policy to the Traefik container definition.
  • Remove duplicated Document.get_label method.
  • Add Docker Compose file port comment to remove when using Traefik.
  • Print the path when failing to access the configuration file.
  • Expose the workflow template auto_launch field via the REST API. Thanks to forum user @qra for the request.
  • Cleanup markup of the confirmation form.
  • Remove redundant modal close button.
  • Fix search proxies method decorator.
  • Reorganize converter office MIME type list.
  • Improve metadata validation error message.
  • Don’t display API URL links to indexing instance and template parents that are also root nodes as these are not accessible.
  • Remove repeated partition file close call.
  • Update Django version 2.2.24 to 2.2.28.

4.0.21 (2021-11-29)

  • Perform more strict cleanup of test models.
  • Clean up the test model app config cache after the test end not before the test model is created.
  • Improve lock manager test cases.
  • Add standalone Celery beat container.
  • Backport transformation cache_hash method split. Moved to two functions to allow subclasses to modify how the cache hash is calculated.
  • Backport asset image cache invalidation.
  • Backport asset duplication fix.
  • Backport asset percentage position calculation fix.
  • Add an explicit default value for MEDIA_URL. Ensures forward compatibility with future login dependency versions.
  • Move meta tags to their own partial template.
  • Add libjpeg and libpng to the dev setup target.

4.0.20 (2021-11-08)

  • Use overlay2 driver when using Docker in Docker in the GitLab CD/CI stages.
  • Update gevent from version 20.4.0 to 21.8.0.
  • Update gunicorn from version 20.0.4 to 20.1.0.
  • Add more explicit serializer read only fields.

4.0.19 (2021-10-27)

  • Backported fixes from version 4.1.2:
    • ORGANIZATIONS_URL_BASE_PATH null value fix.
    • Fix ModelTemplateField not displaying the initial_help_text.

4.0.18 (2021-10-21)

  • Add settings to allow changing the default and the maximum REST API page size.
  • Ensure ORGANIZATIONS_URL_BASE_PATH is applied to properly trigger the root SPA template. Closes merge request !91. Thanks to Foo Bar(@stuxxn) for the original patch.
  • Add support for setting validation.
  • Validate the format of the ORGANIZATIONS_URL_BASE_PATH setting.
  • Smart setting test updates:
    • Add smart setting validation tests.
    • Add setting view tests.
    • Separate namespace and setting tests and mixins.
  • Add MySQL workaround for unique document version activation added to migration documents 0067 in version 4.0.17.

4.0.17 (2021-10-18)

  • Backport workaround for swagger-spec-validator dependency bug. Pin jsonschema to version 3.2.0 to avoid errors with swagger-spec-validator 2.7.3. swagger-spec-validator does not specify a version for jsonschema (https://github.com/Yelp/swagger_spec_validator/blob/master/setup.py#L17), which installs the latest version 4.0.1. This version removes jsonschema.compat still used by swagger-spec-validator.
  • Add project_url to the Python setup file.
  • Add support for COMMON_EXTRA_APPS_PRE. This setting works like COMMON_EXTRA_APPS but installs the new apps before the default apps. This allows the extra apps to override templates and other system data.
  • Fix usage of .user.has_usable_password. Use as a method not a flag. Fixes the Change Password link appearing even when using external authentication.
  • Support blank app URL namespaces. These are used to register the urlpatterns of encapsulated libraries as top level named URLs.
  • Add a stacked Font Awesome icon class.
  • Ensure MAYAN_GUNICORN_TEMPORARY_DIRECTORY is exported and available to supervisord.
  • Always change the owner of /var/lib/mayan/. Ensure that the mayan operating system user can always read and write from and to the mounted volume.
  • Fix asset image caching. Closes GitLab issue #1047 for series 4.0. Thanks to Ryan Showalter (@ryanshow) for the report and debug information.
  • Expand help text of ORGANIZATIONS_INSTALLATION_URL and ORGANIZATIONS_URL_BASE_PATH settings. GitLab issue #1045. Thanks to bw (@bwakkie) for the report.
  • Create the user_settings folder on upgrades too.
  • Improve initial setup folder creation error logic. Add keyword arguments. Use storages app touch function.
  • Ensure only one document version is active when migrating from version 3.5. Forum topic 9430. Thanks to forum user @woec for the report.

4.0.16 (2021-09-29)

  • Minor fixes merged from version 3.5.11.
  • Remove duplicated makefile targets.
  • Add keyword arguments to PIL methods.
  • Quote parameters of remaining migration query.
  • Track user when setting a version active.
  • Fix menus randomly closing on refresh.
  • Don’t trigger the settings change flag on user language changes.
  • Backport setting CONVERTER_IMAGE_GENERATION_MAX_RETRIES. This setting allows changing the image generation task maximum retry count. Celery’s built in default value is 3, this setting increases that default to 7.

4.0.15 (2021-08-07)

  • Improve the document version export API endpoint.
    • Enable tracking the user and persisting the value for the events.
    • Change the view class form a custom mixin to be a subclass of generics.ObjectActionAPIView one.
    • Improve test to check for message creation after export.
    • Avoid returning an error when using the GET method for the view.
  • Improve the generics.ObjectActionAPIView class.
    • Merge with ActionAPIViewMixin.
    • Add action_response_status for predetermined status codes.
    • Add message when the .object_action method is missing.
  • Fix the view to mark all messages as read.
  • Track the user when marking messages as read or unread.
  • Fix action messages.

4.0.14 (2021-08-05)

  • Fix a regression in the document version page image cache maximum size setting callback.
  • Fix converter layer priority exclusion for layers with a priority of 0. This fixes the preview layer priority when editing the redactions of pages that also contain transformations in other layers.

4.0.13 (2021-08-02)

  • Checkout test updates.
    • Silence debug output of tests.
    • Speed up tests using document stubs.
  • Improve organization URL and host settings. Closes GitLab issues #966 and #1002. Thanks to None Given (@nastodon) and Bw (@bwakkie) for the reports.
    • Patch Django’s HttpRequest object to override scheme and host.
    • Fix organization setting used to set the REST API URL base path.
  • Track user for event when submitting a document version for OCR.
  • Fix OCR version event texts.
  • Update the document index list and document cabinet list links to require the same permission scheme as the views they reference.
  • Add the document creation date time as a search field.

4.0.12 (2021-07-19)

  • Fix main menu active entry handling.
  • Fix ID number in document_url attribute of the DocumentFile and DocumentVersion serializers. Thanks to forum user @qra for the report. Topic 5794.
  • Add API endpoint to display the list of valid transition options for a workflow instance. Thanks to forum user @qra for the report. Topic 5795.
  • Add the workflow template content to the workflow instance API schema. Thanks to forum user @qra for the request. Topic 5795.
  • Clarify purpose of project settings.
  • Minor API serializer cleanups.
  • Add explicit cabinet serializer read only fields.
  • Fix multi scope search result initialization. Closes GitLab issue #1018. Thanks to Ryan Showalter (@ryanshow) for the report.
  • Detect and report when a search scope does not specify a query.

4.0.11 (2021-07-06)

  • Update date time copy code from migration document:0063 to work with database that store time zone information and those that don’t.
  • Switch deployment instructions to use venv instead of virtualenv.
  • Add support for using local PIP cache to build Docker images.
  • Add a Vagrant setup for testing. Integrates project https://gitlab.com/mayan-edms/mayan-edms-vagrant. Closes GitLab issue #937. Thanks to Max Kornyev (@mkornyev) for the report.
  • Improve user_settings_folder variable creation. Works with MEDIA_ROOT paths with and without a trailing slash.
  • The GitLab CI upgrade tests now update a test document to populate the older version install and trigger more migration code paths.
  • Update all shell usage from bash to sh. sh symlinks to dash in the Docker image. This also expands the usability of the supervisor file for direct deployments in more operating systems. Closes GitLab issue #1013. Thanks to joh-ku (@joh-ku) for the report.
  • Replace the wait.sh file with a Python alternative that can wait on network ports or PostgreSQL directly as a client.
  • Upgrade supervisord from Debian buster version 3.3.5-1 to Debian bullseye version 4.2.2-2. This version uses Python3 and was the last dependency that required installing Python2 in the Docker image.
  • Add the id field as sortable field in all the API that have ordering enabled.

4.0.10 (2021-07-02)

  • Simplify code block to delete OCR content of a document version.
  • Make document version timestamp time zone aware before copying them over during migration.
  • Split duplicates migration query into two separate queries to increase compatibility with database managers.
  • Add support to the GitLab CI for local apt proxies.

4.0.9 (2021-06-29)

  • Improve scope search.
    • Support more than two source scopes per operator.
    • Support match_all logic per scope.
    • Support returning a single scope without using the operator output.
    • Disable search limits when multiple scopes are specified.
    • Add separate query decoding method.
  • Increase the padding of the main menu panel anchors. Closes GitLab issue #1004. Thanks to Bw (@bwakkie) for the report.
  • Rotate the main menu accordion indicator when opened or closed.
  • Optimize jQuery usage of the $(this) object. Remove some unused jQuery code from the document card update methods.
  • Add more uses of update_fields to .save() methods.
  • Simplify logic using the document parser content update using update_or_create.
  • Raise document list errors on debug or testing.

4.0.8 (2021-06-23)

  • Update PIP to version 21.1.2.
  • Use longer version of the Celery worker option.
  • Make optional the user_id argument of task_document_file_page_image_generate.
  • Another round of worker queue assignments tuning.
  • Simplify the GPG temporary home preparation. A temporary directory context manager is now used that also guarantees that the temporary folder will be removed even on failures.
  • Don’t assume all signatures provide a date_time field.
  • Optimize file and version page image API. Load the page object only once per request.
  • Unify the supervisord templates. The direct deployment and the Docker image now use the same supervisord template.
  • Email the active document version. Instead of emailing the latest updated document file, the document emailing with attachment will now export the active version and email that as an attachments. This mimics more closely the existing behavior of this feature before the document version were separated into versions and files.
  • Update Django version 2.2.23 to 2.2.24.
  • Improve Docker Compose installation and upgrade instructions.
  • Fix the document type button not appearing. Update the cascade condition of the document type setup link to display when there are not document types created.
  • Don’t cache the missing items template to allow it to be removed when the missing items are fixed.
  • Event testing improvements for several apps.
  • The date and time of document version timestamps are now carried over during the upgrade from version 3.5.x to 4.0.x.
  • Update the file metadata submit actions to keep track of the user and apply it to the events.
  • Update the document parsing submit actions to keep track of the user and apply it to the events.
  • Apply small optimization to MultipleObjectViewMixin .get_object_list() method. The method now reuses the existing pk_list variable.
  • Fixed an issue with the document metadata add and edit actions which prevented the user value to be ignored at the event commit.
  • Convert the GitLab CI and Dockerfile into platform templates.
  • Update Docker base image from Debian:10.8-slim to Debian:10.10-slim.
  • Add config entry DEFAULT_USER_SETTINGS_MODULE.
  • Add serializer explicit read only fields.
  • Optimize documents app saves with update_fields.

4.0.7 (2021-06-11)

  • Fix typo in the CELERY_MAX_TASKS_PER_CHILD_ARGUMENT environment variable.

4.0.6 (2021-06-10)

  • Fix celery argument names in supervisord template. Set correct attribute names max-tasks-per-child and max-memory-per-child when starting celery workers. Closes #998. Thanks to joh-ku (@joh-ku) for the report and patch.
  • Use different environment when composing the child limits arguments. Update CELERY_MAX_MEMORY_PER_CHILD and CELERY_TASKS_MEMORY_PER_CHILD to use a separate argument variable, like CELERY_CONCURRENCY.

4.0.5 (2021-06-08)

  • Turn the release notes upgrade instructions into a partial template.
  • Add support for Celery’s max memory and tasks. Support --max-memory-per-child and --max-tasks-per-child using the environment variables MAYAN_WORKER_X_MAX_MEMORY_PER_CHILD and MAYAN_WORKER_X_MAX_TASKS_PER_CHILD.
  • Add commented Docker compose database port entry.
  • Support Gunicorn’s --limit-request-line via the MAYAN_GUNICORN_LIMIT_REQUEST_LINE environment variable.
  • Improve the Docker image environment variables chapter. Include missing variables and automate displaying the default values of several. Organize variables by topic.
  • Exclude trashed documents from the workflow runtime proxy document count.
  • Fix metadata form KeyError exception when required metadata is missing. Closes GitLab issue #997. Thanks to Raimar Sandner (@PiQuer) for the report and debug information.
  • Document file and version page image updates:
    • Improve document version page base image cache invalidation on source image transformation updates.
    • Optimize transformation list generation by replacing several loops with list extensions.
    • Avoid using the source content transformations when calculating the document version transformation list hash. This cause duplicated document version page transformation in some cases. Closes GitLab issue #996. Thanks to Reinhard Ernst (@reinhardernst) for the report and debug information.
    • Improve document version page image API URL hash uniqueness generation. Ensure browsers do not use a cached document version page image when the transformations of the source object of the version are updated.

4.0.4 (2021-06-05)

  • Merge updates from version 3.5.10
    • Remove event decorator database transaction Solves workflows not being launched on document creation. Closes GitLab issue #976 and issue #990, thanks to users Megamorf (@megamorf), A F (@adzzzz) for the reports and debug information.

4.0.3 (2021-06-03)

  • Merge updates from version 3.5.9
    • Fix user model theme related field error after deleting a theme already assigned to a user. Closes GitLab issue #972. Thanks to Niklas Maurer (@nmaurer) for the report.
    • Add duplicate document tool tests.
    • Speed up some OCR view tests.
    • Add explicit Docker logout repository in CD/CI jobs.
    • Fix permission required for the document content error list link to match the permission required for the document parsed content error list view. GitLab issue #954. Thanks to Ilya Pavlov (@spirkaa) for the report.
    • Fix permission required for the OCR content delete link to match the permission required for the OCR content delete view. GitLab issue #954. Thanks to Ilya Pavlov (@spirkaa) for the report.
  • Update dependency versions:
    • django-solo from version 1.1.3 to 1.1.5.
    • python-magic from version 0.4.15 to 0.4.22
  • Makefile updates
    • Unify Docker test with staging targets.
    • Replace underscore in target names with hyphen for uniformity.
    • Add Redis Docker test targets.
  • Lock manager updates
    • Rename get_instance() method to get_backend(). This method returns a class and not an instance.
    • Add management command tests.
    • Add optional _initialization method for backends.
    • Update the RedisLock backend to use a connection pool.
  • Update Docker entrypoint template to support default worker concurrency values. Now correctly passes the default concurrency value of the D class worker.
  • Updated REST API examples for version 4 of the API.

4.0.2 (2021-05-25)

  • Messaging app updates:

    • Add links to set messages as unread.
    • Automatically set messages as read upon accessing them. GitLab issue #981, thanks to Ilya Pavlov (@spirkaa) for the report.
    • Disable links to mark messages as read or unread based on the state of the message.
  • Clarify Redis and Lock manager upgrade steps.

  • Action dropdown template updates:

    • Move dropdown template partial to the navigation app.
    • Remove unused {{ link_extra_classes }}.
    • Remove obsolete dropdown HTML markup.
  • Fix action menu disabled link appearance.

  • Correct user_settings folder creation step. Closes GitLab issue #984. Thanks to Matthias Löblich (@startmat) for the report.

  • Ensure the API authentication has completed before doing initial filtering. Fixes API views returning 404 errors when using token authentication.

  • Minor source string fixes.

  • Update Django REST framework from version 3.11.0 to 3.11.2.

  • Update PIP from version 21.0.1 to 21.1.1.

  • Update django-mptt from version 0.11.0 to 0.12.0.

  • Add ordering to cabinets. Closes GitLab issue #986. Thanks to Hanno Zulla (@hzulla) for the report.

4.0.1 (2021-05-20)

  • Fix group and user setup link conditional disable not working as expected.
  • Fix Docker environment variables documentation chapter regarding worker concurrency.
  • Add troubleshooting section regarding document file access after upgrade to version 4.0.
  • Allow migration of the settings DOCUMENTS_STORAGE_BACKEND and DOCUMENTS_STORAGE_BACKEND_ARGUMENTS for more situations.

4.0 (2021-05-19)

  • Add document version page list reset.

  • Add document version page delete.

  • Add document version hash from content object.

  • Improve file and version page max page calculation.

  • Add version page navigation.

  • Support document file deletion.

  • Move document download code to document file.

  • Add document file permissions.

  • Move page count update to document file.

  • Several renames for consistency. Use the major, minor, verb order for variable names in more places.

  • Point document to latest document version. This removes the document page views and makes them aliases of the document version pages views.

  • Add document version deletion.

  • Add document file properties view.

  • Remove page disabling/enabling.

  • Add document version page model.

  • Add caches, settings and handlers for the document version cache.

  • Add document version page image API.

  • Rename DocumentPage model to DocumentFilePage.

  • Invert the document and OCR migrations dependency. Makes the OCR migration dependent on the documents app migration. This allows disabling the OCR app.

  • New event ignore and keep attribute options

  • No results template for file list view.

  • Fixed version page append

  • Convert document model save method to use event decorator.

  • Update file hooks to work when there is not previous file.

  • Remove all remaining orientation support. Remove rotation test files.

  • Add multi document version delete.

  • Add a generic multi item delete view.

  • Longer document file action texts.

  • Document stub recalculation by file save and delete

  • Better document version page remap

  • Reorganize and split document model tests

  • Add file upload mixin method.

  • Unify the action dropdown instances into a new partial called appearance/partials/actions_dropdown.html.

  • Move the related menu from the “Actions” to the facet area.

  • Add sources to their own menu.

  • Add mode argument to SharedUploadedFile.

  • Split document app model tests into separate modules.

  • Split document app test mixins into separate modules.

  • Fix the appearance of the automatically generated view titles.

  • Add a new “Return” menu for secondary object views.

  • Use the “Return” menu for the document version, document version page, document file, and document file page views.

  • Remove the “File…” reference to the document file form fields as these are now obvious.

  • Add more return links. From document version to version list, from document file to document file list, from document version page to document, from document file page to document.

  • Add document version edit view. Allows editing the document version comment.

  • Improve the return links with the chevron as the uniform secondary icon.

  • Rename the document view, document version view and document file views to document preview, document file preview and document version preview.

  • Enable more cabinets, checkouts, document comments, metadata, linking, mailer, mirroring, web links apps.

  • Allow using staging folders for new document file uploads.

  • Add conditional source link highlighting.

  • Add document version create view and permission.

  • Add validation and test for repeated document version page numbers.

  • Improve page remap code and add annotated content object list support.

  • Don’t display the file upload link on the document file delete view.

  • Update shared upload file to allow storing the original filename.

  • Upload the new document file upload code path to conserve the original filename.

  • Rename DeletedDocument to TrashedDocument, same with the corresponding trashed fields and manager methods.

  • Add document file download event.

  • Update Dropzone from version 5.4.0 to 5.7.2.

  • Rename all instances of icon_class to icon as only icon instances are used now in every app.

  • Add icons to the mark notification as seen and mark all notification as seen links.

  • Switch both view to mark notification as read to use the POST request via a confirmation view.

  • Return the event type subscription list sorted by namespace label and event type label.

  • Make the search fields more uniform and add missing ones.

  • Add full label for search parent fields.

  • Add events for the document type quick label model.

  • Add dedicated API endpoints for the document type quick label model.

  • Update the file cache partition purge view to be a generic view that can be called using the content type of an object. Adds a new file cache partition purge permission.

  • Added ContentTypeTestCaseMixin.

  • Include EventTestCaseMixin as part of the base test case mixin.

  • Rename usage of “recent document” to the more explicit “recently accessed document”. This was done at the mode, view and API level. The recently accessed document API will now require the document view permission.

  • Rename the document model date_added field to datetime_created to better reflect the purpose of the field.

  • Add a RecentlyCreatedDocument proxy and associate the recent document columns to it.

  • Move the recently created document query calculation to its own model manager.

  • Add the recently created document API.

  • Add favorite documents API.

  • Rename the misc_models.py module to duplicated_document_models.py.

  • Split the document_api_views.py modules into document_api_views.py and trashed_document_api_views.py.

  • Add date time field to the favorite documents models to ensure deterministic ordering when deleting the oldest favorites.

  • Rename the setting DOCUMENTS_RECENT_ACCESS_COUNT to DOCUMENTS_RECENTLY_ACCESSED_COUNT, and DOCUMENTS_RECENT_ADDED_COUNT to DOCUMENTS_RECENTLY_CREATED_COUNT. Config file migrations and migration tests were added. Environment and supervisor settings need to be manually updated.

  • Document stubs without a label will now display their ID as the label. This allows documents without files or versions to be accessible via the user interface.

  • Add the reusable ObjectActionAPIView API view. This is a view that can execute an action on an object from a queryset from a POST request.

  • Improve proxy model menu link resolution. Proxy model don’t need at least one bound link anymore to trigger resolution of all the parent model links. The inclusion logic is now reverse and defaults to exclusion. Menu need to be configured explicitly enable to proxy model link resolution using the new .add_proxy_inclusions(source) method.

  • Move the duplicated documents code to its own app.

  • Add duplication backend support to the duplicates app.

  • Add duplicates app API.

  • Add support for search model proxy registration.

  • Remove the views arguments from the SourceColumn class. Use models proxies instead to customize the columns of a model based on the view displayed.

  • Add document type change workflow action.

  • Rename WizardStep to DocumentCreateWizardStep. This change better reflects its purpose and interface.

  • Move DocumentCreateWizardStep to the sources.classes module.

  • Add automatic loading support for the wizard_step modules. It is no longer necessary to import these modules inside the App’s .ready() method.

  • Update API endpoints to use explicit primary key URL keyword arguments.

  • Split workflow models module into separate modules.

  • Remove usage of Document.save(_user). The event_actor attribute is used instead.

  • Convert the key creation and expiration fields to date and time fields.

  • Add creation and download events for keys.

  • Add event subscription for keys.

  • Include time of document signatures. Closes GitLab issue #941. Thanks to forum user Tomek (@tkwoka) for the report and additional information.

  • Add document signature tool to refresh the content of existing signatures when there are database or backend changes.

  • Moved ObjectLinkWidget to the views app.

  • Add global ACL list view.

  • appearance_app_templates now passes the request to the templates being rendered.

  • Remove the user impersonation fragment form the base.html template and moved it to its own viewport template.

  • Enable subscribing to user impersonation events.

  • Enable impersonation permission for individual users.

  • Allow impersonating users from the user list view.

  • Update jQuery from version 3.4.1 to 3.5.1.

  • Move user language and timezone code from the common app to a new app called locales.

  • Move common and smart settings app base template markup to their own apps via the viewport app template.

  • Rename document comment model’s comment field to text.

  • Support sorting document comments by user or by date.

  • Increase the size of the Lock lock manager model name field to a 255 char field. Closes GitLab issue #939. Thanks to Will Wright (@fireatwill) for the report and investigation.

  • Add example usage for the COMMON_EXTRA_APPS and COMMON_DISABLED_APPS. Closes GitLab issue #929. Thanks to Francesco Musella (@francesco.musella-biztems) for the report.

  • Reorganize mixins. Add a suffix to specify the purpose of the mixin and move them to different module when appropriate.

  • Refactored the notification generation for efficiency, scalability and simplicity. Only users subscribed to events are queued for notifications. Content types of event targets and action objects is reused from the action model instead of gathering from inspection. Nested loop removed and lowered to a single loop.

  • Optimize SourceColumn resolution. Support column exclusion for all object types. Ensure columns are not repeated when resolved even if they were defined multiple times. Improve docstring for the resolution logic in each level. Remove unused context parameter. Add SourceColumn tests.

  • Support defining the default SearchModel. This allows removing the hard coded search model name from the search template and allows third party apps to define their own default SearchModel.

  • Update MySQL Docker image from version 5.7 to 8.0. PostreSQL image from version 10.14 to 10.15. Redis image from version 5.0 to 6.0.

  • Move time delays from test and into its own test mixin. Remove MySQL test delays.

  • Standardize a class for the widgets of the class SourceColumn named SourceColumnWidget.

  • The cabinet view permission is now required for a document, to be able to view which cabinets contain that document. This change mirrors the permission layout of the metadata and tag apps.

  • File caching now uses the same lock for all file methods. This ensures that a cache file that is being deleted or purge is not open for reading and vice versa.

  • A method decorator was added to the lock manager app to ease usage of the same lock workflow in methods of the same class.

  • The error handling of the CachePartitionFile methods was improved. This ensures proper clean up of stray storage files on model file creation error. The model now avoids accessing the model file for clean up on model file creation error, which would raise a hard to understand and diagnose missing file entry error. The model now avoids updating cache size on either model or storage file creation error.

  • Support disabling form help texts via form_hide_help_text.

  • Docker image tagging layout has been updated. Images are tagged by version and series. Series have the ‘s’ prefix and versions have the ‘v’ prefix.

  • Added API endpoints for the Assets model.

  • Added cached image generation for assets.

  • Added asset detail view with image preview.

  • Added a detail view for the cache model.

  • Added the image_url field to the Workflow template serializer.

  • Added retry support for the workflow preview generation task.

  • Updated the autoadmin app to use the login template login_content template hook. This allows the autoadmin app to show login information without directly modifying the login template.

  • Update tags app to improve user event tracking on view and API.

  • Support deleting multiple document files.

  • Track document file deletion event user in views.

  • Rename setting_workflowimagecache_storage to setting_workflow_image_cache_storage_backend.

  • Support collapsing the options of the menus “list facet” and “object” when in list view mode. This behavior is controlled with the new settings: COMMON_COLLAPSE_LIST_MENU_LIST_FACET and COMMON_COLLAPSE_LIST_MENU_OBJECT. Both default to False.

  • Added a check to the task manager app to ensure all defined tasks are properly configure in their respective queues.py modules.

  • ACL apps updates: Add ACL deleted event, track action actor in API and views. Simply API views using REST API mixins. Update API views to return 404 errors instead of 403, move global ACL list to the setup menu, model that are registered for ACLs are now also automatically register events in order to receive the ACL deleted event, improve tests and add more test cases.

  • Update AddRemoveView to only call the underlying add or remove methods only if there are objects to act upon instead of calling the method with an empty queryset which would trigger unwanted events.

  • Add ExternalContentTypeObjectAPIViewMixin to the REST API app. This mixin simplifies working with models that act upon another object via their Content Type, such as the ACLs.

  • Update the ACL app to support multiple foreign object permission inheritance. Support for GenericForeignKey non default ct_field, and fk_field was also added.

  • Added support to export the global events list, object events list and user events list.

  • Registering a model to receive events will cause it to have the object event view and object event subscription links bound too. This can be disabled with the bind_links argument. The default menu to bind the links is the “List facet”. This can be changed via the menu argument.

  • Change the format of the file_metadata_value_of helper. The driver and metadata entry are now separated by a double underscore instead of a single underscore. This allows supporting drivers and entries that might contain an underscore themselves.

  • Add databases app to group data and models related code.

  • Add class support for scoped searches. GitLab issue #875.

  • Add sorting support to the API.

  • Updated how the user interface column sorting works. The code was simplified by using a single query variable. The code was expanded to support multiple fields in the future. The URL query key used for column sorting was changed to match the API sorting.a

  • Added the databases app. This app groups data and models related code.

  • Added a patch for Django’s Migration class to display time delta for each migration during development.

  • Docker Compose updates:

    • Use profiles for extra containers.
    • Converted to use extensions to remove duplicated markup.
    • A new container was added to mount an index.
    • Added support for Traefik.
    • Added sample .env file.
    • Update required Docker Compose to version 1.28.
  • Add a third document filename generator that used an UUID plus the original filename of the uploaded file. This generator has the advantage of producing unique filename while also preserving the original filename for reference.

  • Add support for the “Reply To” field for sending documents via email and for the mailing workflow actions. Closes GitLab issue #864. Thanks to Kevin Pawsey (@kevinpawsey) for the request.

  • Allow customization of the error condition when generating document images. This allows displaying more icons in addition to the generic document image error with additional contextual information and popup messages explaining the actual error condition.

  • Add key attributes to the document signature serializers. Forum topic 5085. Thanks to forum user @qra for the request.

  • Added key attributes to the document signature model as calculated properties.

  • Move detached signature upload from the created endpoint to a new /uploaded endpoint.

  • Added document signature events.

  • Refactored the workflows app.

    • Rebalance permissions needed to transition a workflow instance. The workflow instance transition permission is now needed for the document and for either the transition or the workflow.
    • Add more tests including trashed document tests.
    • Split API tests into instance and template tests.
    • Add workflow-instance-log-entry-detail end point.
    • Add parent URL fields to serializers.
    • Allow passing extra data when transitioning a workflow via the API.
    • Limit state options to workflow when using the API. This matches the UI behavior.
  • Renamed the AddRemove view main_object_method_add to main_object_method_add_name and main_object_method_remove to main_object_method_add_remove_name.

  • Add has_translations flag to MayanAppConfig to indicate if the app should have its translation files processed or ignored. Defaults to True.

  • Dependency version upgrades:

    • coverage from 5.1 to 5.5.
    • Django to 2.2.23.
    • django-debug-toolbar to 3.2.
    • django-extensions to 3.1.2.
    • django-rosetta to 0.9.4.
    • django-silk to 4.1.0.
    • flake8 to 3.9.0.
    • ipython to 7.22.0.
    • pycounty to 20.7.3.
    • requests to 2.25.1.
    • Sphinx to 3.5.4.
    • sh to 1.14.1.
    • sphinx-autobuild to 2021.3.14.
    • sphinx-sitemap to 2.2.0.
    • sphinxcontrib-spelling to 7.1.0.
    • tornado to 6.1.
    • tox from 3.14.6 to 3.23.1.
    • transifex-client to 0.14.2.
    • twine to 3.4.1.
    • wheel to 0.36.2.
  • Fix sub workflow launch state action.

  • Convert the workflow instance creation to a background task.

  • File caching app updates

    • Add cache partition purge event.
    • Use new event decorator.
    • Use related object as the cache partition purge event action object.
    • Allow cache prune to retry on LockError.
    • Add maximum cache prune failure counter.
    • Remove possible cache file lock name collision.
  • Add locking to the duplicated document scan code to workaround race condition in Django bug #19544 when adding duplicated documents via the many to many field .add() method.

  • Remove the default queue. All tasks must now be explicitly assigned to an app defined queue.

  • Update file cache to use and LRU style eviction logic.

  • Only prune caches during startup if their maximum size changed.

  • Add detection of excessive cache pruning when cache size is too small for the workload.

  • Detect and avoid duplicated queue names.

  • Add a fourth class of worker.

  • Re-balance queues.

  • Rename workers from fast, medium, and slow to A (fast), B (new workers), C (medium), D (slow).

  • Add support for passing custom nice level to the workers when using the Docker image run_worker command. The value is passed via the MAYAN_WORKER_NICE_LEVEL environment variable. This variable defaults to 0.

  • Avoid adding a transformation to a layer for which it was not registered.

  • Add LayerError exception.

  • Fix redaction ACL support.

  • Add support for typecasting the values used to filter the ACL object inherited fields.

  • Rename the mayan_settings directory, which is used to allow custom setting modules, to the more intuitive user_settings.

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