paperless-export

A thin scheduled wrapper around Paperless-ngx's built-in document_exporter, plus the one thing it doesn't do: a materialized _Steuer/YYYY/ tax view built from your Steuer-YYYY tags.

Paperless's exporter already produces the full no-lock-in export — every document laid out by your storage-path template, originals and PDF/A archive versions, and a complete manifest.json (tags, correspondents, types, custom fields). This tool deliberately does not rebuild any of that. It:

1. runs document_exporter <target> --use-filename-format --compare-checksums --delete (each flag toggleable), streams progress with bounded diagnostics, and falls back to a flat export with a clear warning when a path exceeds the OS limit,
2. optionally embeds metadata into each distinct exported original/archive PDF before any derived copies are created,
3. validates every manifest path inside the export root, then builds _Steuer/<YYYY>/ — one original-based symlink (or copy) per document tagged Steuer-YYYY — plus a greppable _Steuer/INDEX.csv,
4. reports incomplete requested projections explicitly rather than silently omitting them.

export/
  Bescheid/Finanzamt/2024-05-01 Steuerbescheid.pdf   # ← document_exporter
  manifest.json                                       # ← document_exporter
  _Steuer/
    2024/2024-05-01 Steuerbescheid.pdf → ../../Bescheid/Finanzamt/…
    INDEX.csv                                         # year,title,correspondent,created,original_path

Install

pipx install paperless-export          # + 'paperless-export[pdf]' for --embed-tags
# or
brew install fileworks/tap/paperless-export

Version 0.1.0 is published on PyPI, as a GitHub Release, and through fileworks/tap. Development after that tag remains unreleased until the normal release workflow runs.

Usage

# the nightly job (run from the directory containing your compose file):
paperless-export run --export-dir /volume1/paperless/export

# protected secret-file path only; the passphrase value never enters argv/env:
paperless-export run \
  --export-dir /volume1/paperless/export \
  --passphrase-file /run/secrets/paperless-export-passphrase

# rebuild only the tax view from an existing export:
paperless-export tax-view --export-dir /volume1/paperless/export

# FAT/exFAT or cloud targets that don't preserve symlinks:
paperless-export run --export-dir ./export --copy

# embed originals and archive PDFs without creating _Steuer:
paperless-export run --export-dir ./export --no-tax-view --embed-tags

Notes:

• --exporter-target (default ../export) is the path as the exporter process sees it inside the container; --export-dir is the same directory on this host. With the standard compose setup they're the same bind mount.
• PAPERLESS_URL + PAPERLESS_TOKEN (env or flags) enable a preflight check so a bad token fails fast with a clear message — they're optional because the exporter itself runs inside the container and needs no API access.
• PAPERLESS_EXPORT_PASSPHRASE_FILE is a path-only alias for --passphrase-file. - reads the passphrase once from standard input. Protected files must be regular, not symlinks, and mode 0600 on POSIX.
• Passphrase transport is supported for the default docker compose exec -T webserver document_exporter adapter. A custom exporter command is rejected when a passphrase is configured unless this project gains a separately reviewed stdin adapter for it.
• --embed-tags rewrites each distinct original PDF and Paperless PDF/A archive. Non-PDF originals are skipped. Embedding happens before _Steuer copies, so copy mode receives the updated bytes. Rewrites change checksums, so Paperless can re-export those files on the next --compare-checksums run.

Passphrase and export security

Without a passphrase, the command warns before launching Paperless because Paperless-ngx 2.20.x may store supported account secrets in plaintext. Paperless's native passphrase protects these fields:

• mail-account password and refresh_token;
• social-token token and token_secret.

The passphrase does not encrypt the entire manifest.json, exported documents, or other metadata. Paperless records the cryptographic parameters in metadata.json, and a later import needs the same passphrase. Keep the passphrase in a secret-manager-mounted file (or provide it over stdin), make the export directory accessible only to the backup account, and protect backup copies with storage-level encryption. Do not put the secret value in a shell argument or environment variable.

Every original and archive path read from manifest.json is treated as untrusted. Absolute paths, Windows drive/UNC forms, empty/malformed components, parent traversal, and symlink escapes are rejected before _Steuer is cleared or any PDF is opened. The same confinement is repeated immediately before file operations. Do not modify the export tree concurrently with post-processing.

Behavior guarantees

• Read-only against Paperless — writes only into the export directory.
• Idempotent — the _Steuer/ view is rebuilt from scratch each run; safe nightly.
• Verifiable — after a run, _Steuer/2025/ contains exactly the documents tagged Steuer-2025; INDEX.csv matches a manifest query.
• Honest failures — exporter, unavailable infrastructure, unsafe output, and incomplete projections have separate stable exit categories. Missing sources and PDF failures are aggregated while remaining safe work continues.
• Never silent — document_exporter's output is relayed live rather than buffered until the end. Final errors repeat only the last 64 KiB diagnostic tail; path-too-long detection covers the entire stream independently.

Exit codes

Scheduling on a Synology (DSM Task Scheduler)

cd /volume1/docker/paperless && \
/usr/local/bin/paperless-export run --export-dir /volume1/paperless/export

Nightly, after the Paperless backup window; the export target should live on a share covered by your backup chain.

Development

uv lock --check
uv sync --locked --all-extras --dev
uv run ruff check . && uv run ruff format --check .   # lint
uv run mypy                                           # strict types
uv run pytest                                         # tests
uv build

Conventional Commits drive releases (python-semantic-release): merge to main → version bump + changelog + GitHub Release + PyPI publish (OIDC) + Homebrew formula bump.

For per-clone paths, commands, or preferences, create an ignored CLAUDE.local.md at the repository root. Do not put credentials or other secrets in it.

License

MIT