Enhancement: Add 'any of' workflow trigger filters

.github/workflows/ci.yml

@@ -275,8 +275,12 @@ jobs:
   tests-frontend-e2e:
     name: "Frontend E2E Tests (Node ${{ matrix.node-version }} - ${{ matrix.shard-index }}/${{ matrix.shard-count }})"
     runs-on: ubuntu-24.04
+    container: mcr.microsoft.com/playwright:v1.57.0-noble
     needs:
       - install-frontend-dependencies
+    env:
+      PLAYWRIGHT_BROWSERS_PATH: /ms-playwright
+      PLAYWRIGHT_SKIP_BROWSER_DOWNLOAD: 1
     strategy:
       fail-fast: false
       matrix:
@@ -305,19 +309,8 @@ jobs:
           key: ${{ runner.os }}-frontenddeps-${{ hashFiles('src-ui/pnpm-lock.yaml') }}
       - name: Re-link Angular cli
         run: cd src-ui && pnpm link @angular/cli
-      - name: Cache Playwright browsers
-        uses: actions/cache@v4
-        with:
-          path: ~/.cache/ms-playwright
-          key: ${{ runner.os }}-playwright-${{ hashFiles('src-ui/pnpm-lock.yaml') }}
-          restore-keys: |
-            ${{ runner.os }}-playwright-
-      - name: Install Playwright system dependencies
-        run: npx playwright install-deps
       - name: Install dependencies
         run: cd src-ui && pnpm install --no-frozen-lockfile
-      - name: Install Playwright
-        run: cd src-ui && pnpm exec playwright install
       - name: Run Playwright e2e tests
         run: cd src-ui && pnpm exec playwright test --shard ${{ matrix.shard-index }}/${{ matrix.shard-count }}
   frontend-bundle-analysis:

scripts/tag_perf_probe.py

@@ -1,139 +0,0 @@
-# noqa: INP001
-
-"""
-Ad-hoc script to gauge Tag + treenode performance locally.
-
-It bootstraps a fresh SQLite DB in a temp folder (or PAPERLESS_DATA_DIR),
-uses locmem cache/redis to avoid external services, creates synthetic tags,
-and measures:
- - creation time
- - query count and wall time for the Tag list view
-
-Usage:
-    PAPERLESS_DEBUG=1 PAPERLESS_REDIS=locmem:// PYTHONPATH=src \
-    PAPERLESS_DATA_DIR=/tmp/paperless-tags-probe \
-    .venv/bin/python scripts/tag_perf_probe.py
-"""
-
-import os
-import sys
-import time
-from collections.abc import Iterable
-from contextlib import contextmanager
-
-os.environ.setdefault("DJANGO_SETTINGS_MODULE", "paperless.settings")
-os.environ.setdefault("PAPERLESS_DEBUG", "1")
-os.environ.setdefault("PAPERLESS_REDIS", "locmem://")
-os.environ.setdefault("PYTHONPATH", "src")
-
-import django
-
-django.setup()
-
-from django.contrib.auth import get_user_model  # noqa: E402
-from django.core.management import call_command  # noqa: E402
-from django.db import connection  # noqa: E402
-from django.test.client import RequestFactory  # noqa: E402
-from rest_framework.test import force_authenticate  # noqa: E402
-from treenode.signals import no_signals  # noqa: E402
-
-from documents.models import Tag  # noqa: E402
-from documents.views import TagViewSet  # noqa: E402
-
-User = get_user_model()
-
-
-@contextmanager
-def count_queries():
-    total = 0
-
-    def wrapper(execute, sql, params, many, context):
-        nonlocal total
-        total += 1
-        return execute(sql, params, many, context)
-
-    with connection.execute_wrapper(wrapper):
-        yield lambda: total
-
-
-def measure_list(tag_count: int, user) -> tuple[int, float]:
-    """Render Tag list with page_size=tag_count and return (queries, seconds)."""
-    rf = RequestFactory()
-    view = TagViewSet.as_view({"get": "list"})
-    request = rf.get("/api/tags/", {"page_size": tag_count})
-    force_authenticate(request, user=user)
-
-    with count_queries() as get_count:
-        start = time.perf_counter()
-        response = view(request)
-        response.render()
-        elapsed = time.perf_counter() - start
-        total_queries = get_count()
-
-    return total_queries, elapsed
-
-
-def bulk_create_tags(count: int, parents: Iterable[Tag] | None = None) -> None:
-    """Create tags; when parents provided, create one child per parent."""
-    if parents is None:
-        Tag.objects.bulk_create([Tag(name=f"Flat {i}") for i in range(count)])
-        return
-
-    children = []
-    for p in parents:
-        children.append(Tag(name=f"Child {p.id}", tn_parent=p))
-    Tag.objects.bulk_create(children)
-
-
-def run():
-    # Ensure tables exist when pointing at a fresh DATA_DIR.
-    call_command("migrate", interactive=False, verbosity=0)
-
-    user, _ = User.objects.get_or_create(
-        username="admin",
-        defaults={"is_superuser": True, "is_staff": True},
-    )
-
-    # Flat scenario
-    Tag.objects.all().delete()
-    start = time.perf_counter()
-    bulk_create_tags(200)
-    flat_create = time.perf_counter() - start
-    q, t = measure_list(tag_count=200, user=user)
-    print(f"Flat create 200 -> {flat_create:.2f}s; list -> {q} queries, {t:.2f}s")  # noqa: T201
-
-    # Nested scenario (parents + 2 children each => 600 total)
-    Tag.objects.all().delete()
-    start = time.perf_counter()
-    with no_signals():  # avoid per-save tree rebuild; rebuild once
-        parents = Tag.objects.bulk_create([Tag(name=f"Parent {i}") for i in range(200)])
-        children = []
-        for p in parents:
-            children.extend(
-                Tag(name=f"Child {p.id}-{j}", tn_parent=p) for j in range(2)
-            )
-        Tag.objects.bulk_create(children)
-    Tag.update_tree()
-    nested_create = time.perf_counter() - start
-    q, t = measure_list(tag_count=600, user=user)
-    print(f"Nested create 600 -> {nested_create:.2f}s; list -> {q} queries, {t:.2f}s")  # noqa: T201
-
-    # Larger nested scenario (1 child per parent, 3000 total)
-    Tag.objects.all().delete()
-    start = time.perf_counter()
-    with no_signals():
-        parents = Tag.objects.bulk_create(
-            [Tag(name=f"Parent {i}") for i in range(1500)],
-        )
-        bulk_create_tags(0, parents=parents)
-    Tag.update_tree()
-    big_create = time.perf_counter() - start
-    q, t = measure_list(tag_count=3000, user=user)
-    print(f"Nested create 3000 -> {big_create:.2f}s; list -> {q} queries, {t:.2f}s")  # noqa: T201
-
-
-if __name__ == "__main__":
-    if "runserver" in sys.argv:
-        print("Run directly: .venv/bin/python scripts/tag_perf_probe.py")  # noqa: T201
-        sys.exit(1)
-    run()

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

@@ -416,6 +416,9 @@ describe('WorkflowEditDialogComponent', () => {
       return newFilter
     }
 
+    const correspondentAny = addFilterOfType(TriggerFilterType.CorrespondentAny)
+    correspondentAny.get('values').setValue([11])
+
     const correspondentIs = addFilterOfType(TriggerFilterType.CorrespondentIs)
     correspondentIs.get('values').setValue(1)
 
@@ -425,12 +428,18 @@ describe('WorkflowEditDialogComponent', () => {
     const documentTypeIs = addFilterOfType(TriggerFilterType.DocumentTypeIs)
     documentTypeIs.get('values').setValue(1)
 
+    const documentTypeAny = addFilterOfType(TriggerFilterType.DocumentTypeAny)
+    documentTypeAny.get('values').setValue([12])
+
     const documentTypeNot = addFilterOfType(TriggerFilterType.DocumentTypeNot)
     documentTypeNot.get('values').setValue([1])
 
     const storagePathIs = addFilterOfType(TriggerFilterType.StoragePathIs)
     storagePathIs.get('values').setValue(1)
 
+    const storagePathAny = addFilterOfType(TriggerFilterType.StoragePathAny)
+    storagePathAny.get('values').setValue([13])
+
     const storagePathNot = addFilterOfType(TriggerFilterType.StoragePathNot)
     storagePathNot.get('values').setValue([1])
 
@@ -445,10 +454,13 @@ describe('WorkflowEditDialogComponent', () => {
     expect(formValues.triggers[0].filter_has_tags).toEqual([1])
     expect(formValues.triggers[0].filter_has_all_tags).toEqual([2, 3])
     expect(formValues.triggers[0].filter_has_not_tags).toEqual([4])
+    expect(formValues.triggers[0].filter_has_any_correspondents).toEqual([11])
     expect(formValues.triggers[0].filter_has_correspondent).toEqual(1)
     expect(formValues.triggers[0].filter_has_not_correspondents).toEqual([1])
+    expect(formValues.triggers[0].filter_has_any_document_types).toEqual([12])
     expect(formValues.triggers[0].filter_has_document_type).toEqual(1)
     expect(formValues.triggers[0].filter_has_not_document_types).toEqual([1])
+    expect(formValues.triggers[0].filter_has_any_storage_paths).toEqual([13])
     expect(formValues.triggers[0].filter_has_storage_path).toEqual(1)
     expect(formValues.triggers[0].filter_has_not_storage_paths).toEqual([1])
     expect(formValues.triggers[0].filter_custom_field_query).toEqual(
@@ -511,16 +523,22 @@ describe('WorkflowEditDialogComponent', () => {
 
     setFilter(TriggerFilterType.TagsAll, 11)
     setFilter(TriggerFilterType.TagsNone, 12)
+    setFilter(TriggerFilterType.CorrespondentAny, 16)
     setFilter(TriggerFilterType.CorrespondentNot, 13)
+    setFilter(TriggerFilterType.DocumentTypeAny, 17)
     setFilter(TriggerFilterType.DocumentTypeNot, 14)
+    setFilter(TriggerFilterType.StoragePathAny, 18)
     setFilter(TriggerFilterType.StoragePathNot, 15)
 
     const formValues = component['getFormValues']()
 
     expect(formValues.triggers[0].filter_has_all_tags).toEqual([11])
     expect(formValues.triggers[0].filter_has_not_tags).toEqual([12])
+    expect(formValues.triggers[0].filter_has_any_correspondents).toEqual([16])
     expect(formValues.triggers[0].filter_has_not_correspondents).toEqual([13])
+    expect(formValues.triggers[0].filter_has_any_document_types).toEqual([17])
     expect(formValues.triggers[0].filter_has_not_document_types).toEqual([14])
+    expect(formValues.triggers[0].filter_has_any_storage_paths).toEqual([18])
     expect(formValues.triggers[0].filter_has_not_storage_paths).toEqual([15])
   })
 
@@ -644,8 +662,11 @@ describe('WorkflowEditDialogComponent', () => {
       filter_has_tags: [],
       filter_has_all_tags: [],
       filter_has_not_tags: [],
+      filter_has_any_correspondents: [],
       filter_has_not_correspondents: [],
+      filter_has_any_document_types: [],
       filter_has_not_document_types: [],
+      filter_has_any_storage_paths: [],
       filter_has_not_storage_paths: [],
       filter_has_correspondent: null,
       filter_has_document_type: null,
@@ -703,11 +724,14 @@ describe('WorkflowEditDialogComponent', () => {
     trigger.filter_has_tags = [1]
     trigger.filter_has_all_tags = [2, 3]
     trigger.filter_has_not_tags = [4]
+    trigger.filter_has_any_correspondents = [10] as any
     trigger.filter_has_correspondent = 5 as any
     trigger.filter_has_not_correspondents = [6] as any
     trigger.filter_has_document_type = 7 as any
+    trigger.filter_has_any_document_types = [11] as any
     trigger.filter_has_not_document_types = [8] as any
     trigger.filter_has_storage_path = 9 as any
+    trigger.filter_has_any_storage_paths = [12] as any
     trigger.filter_has_not_storage_paths = [10] as any
     trigger.filter_custom_field_query = JSON.stringify([
       'AND',
@@ -718,8 +742,8 @@ describe('WorkflowEditDialogComponent', () => {
     component.ngOnInit()
     const triggerGroup = component.triggerFields.at(0) as FormGroup
     const filters = component.getFiltersFormArray(triggerGroup)
-    expect(filters.length).toBe(10)
+    expect(filters.length).toBe(13)
-    const customFieldFilter = filters.at(9) as FormGroup
+    const customFieldFilter = filters.at(12) as FormGroup
     expect(customFieldFilter.get('type').value).toBe(
       TriggerFilterType.CustomFieldQuery
     )
@@ -728,12 +752,27 @@ describe('WorkflowEditDialogComponent', () => {
   })
 
   it('should expose select metadata helpers', () => {
+    expect(component.isSelectMultiple(TriggerFilterType.CorrespondentAny)).toBe(
+      true
+    )
     expect(component.isSelectMultiple(TriggerFilterType.CorrespondentNot)).toBe(
       true
     )
     expect(component.isSelectMultiple(TriggerFilterType.CorrespondentIs)).toBe(
       false
     )
+    expect(component.isSelectMultiple(TriggerFilterType.DocumentTypeAny)).toBe(
+      true
+    )
+    expect(component.isSelectMultiple(TriggerFilterType.DocumentTypeIs)).toBe(
+      false
+    )
+    expect(component.isSelectMultiple(TriggerFilterType.StoragePathAny)).toBe(
+      true
+    )
+    expect(component.isSelectMultiple(TriggerFilterType.StoragePathIs)).toBe(
+      false
+    )
 
     component.correspondents = [{ id: 1, name: 'C1' } as any]
     component.documentTypes = [{ id: 2, name: 'DT' } as any]
@@ -745,9 +784,15 @@ describe('WorkflowEditDialogComponent', () => {
     expect(
       component.getFilterSelectItems(TriggerFilterType.DocumentTypeIs)
     ).toEqual(component.documentTypes)
+    expect(
+      component.getFilterSelectItems(TriggerFilterType.DocumentTypeAny)
+    ).toEqual(component.documentTypes)
     expect(
       component.getFilterSelectItems(TriggerFilterType.StoragePathIs)
     ).toEqual(component.storagePaths)
+    expect(
+      component.getFilterSelectItems(TriggerFilterType.StoragePathAny)
+    ).toEqual(component.storagePaths)
     expect(component.getFilterSelectItems(TriggerFilterType.TagsAll)).toEqual(
       []
     )

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

@@ -145,10 +145,13 @@ export enum TriggerFilterType {
   TagsAny = 'tags_any',
   TagsAll = 'tags_all',
   TagsNone = 'tags_none',
+  CorrespondentAny = 'correspondent_any',
   CorrespondentIs = 'correspondent_is',
   CorrespondentNot = 'correspondent_not',
+  DocumentTypeAny = 'document_type_any',
   DocumentTypeIs = 'document_type_is',
   DocumentTypeNot = 'document_type_not',
+  StoragePathAny = 'storage_path_any',
   StoragePathIs = 'storage_path_is',
   StoragePathNot = 'storage_path_not',
   CustomFieldQuery = 'custom_field_query',
@@ -172,8 +175,11 @@ type TriggerFilterAggregate = {
   filter_has_tags: number[]
   filter_has_all_tags: number[]
   filter_has_not_tags: number[]
+  filter_has_any_correspondents: number[]
   filter_has_not_correspondents: number[]
+  filter_has_any_document_types: number[]
   filter_has_not_document_types: number[]
+  filter_has_any_storage_paths: number[]
   filter_has_not_storage_paths: number[]
   filter_has_correspondent: number | null
   filter_has_document_type: number | null
@@ -219,6 +225,14 @@ const TRIGGER_FILTER_DEFINITIONS: TriggerFilterDefinition[] = [
     allowMultipleEntries: false,
     allowMultipleValues: true,
   },
+  {
+    id: TriggerFilterType.CorrespondentAny,
+    name: $localize`Has any of these correspondents`,
+    inputType: 'select',
+    allowMultipleEntries: false,
+    allowMultipleValues: true,
+    selectItems: 'correspondents',
+  },
   {
     id: TriggerFilterType.CorrespondentIs,
     name: $localize`Has correspondent`,
@@ -243,6 +257,14 @@ const TRIGGER_FILTER_DEFINITIONS: TriggerFilterDefinition[] = [
     allowMultipleValues: false,
     selectItems: 'documentTypes',
   },
+  {
+    id: TriggerFilterType.DocumentTypeAny,
+    name: $localize`Has any of these document types`,
+    inputType: 'select',
+    allowMultipleEntries: false,
+    allowMultipleValues: true,
+    selectItems: 'documentTypes',
+  },
   {
     id: TriggerFilterType.DocumentTypeNot,
     name: $localize`Does not have document types`,
@@ -259,6 +281,14 @@ const TRIGGER_FILTER_DEFINITIONS: TriggerFilterDefinition[] = [
     allowMultipleValues: false,
     selectItems: 'storagePaths',
   },
+  {
+    id: TriggerFilterType.StoragePathAny,
+    name: $localize`Has any of these storage paths`,
+    inputType: 'select',
+    allowMultipleEntries: false,
+    allowMultipleValues: true,
+    selectItems: 'storagePaths',
+  },
   {
     id: TriggerFilterType.StoragePathNot,
     name: $localize`Does not have storage paths`,
@@ -306,6 +336,15 @@ const FILTER_HANDLERS: Record<TriggerFilterType, FilterHandler> = {
     extract: (trigger) => trigger.filter_has_not_tags,
     hasValue: (value) => Array.isArray(value) && value.length > 0,
   },
+  [TriggerFilterType.CorrespondentAny]: {
+    apply: (aggregate, values) => {
+      aggregate.filter_has_any_correspondents = Array.isArray(values)
+        ? [...values]
+        : [values]
+    },
+    extract: (trigger) => trigger.filter_has_any_correspondents,
+    hasValue: (value) => Array.isArray(value) && value.length > 0,
+  },
   [TriggerFilterType.CorrespondentIs]: {
     apply: (aggregate, values) => {
       aggregate.filter_has_correspondent = Array.isArray(values)
@@ -333,6 +372,15 @@ const FILTER_HANDLERS: Record<TriggerFilterType, FilterHandler> = {
     extract: (trigger) => trigger.filter_has_document_type,
     hasValue: (value) => value !== null && value !== undefined,
   },
+  [TriggerFilterType.DocumentTypeAny]: {
+    apply: (aggregate, values) => {
+      aggregate.filter_has_any_document_types = Array.isArray(values)
+        ? [...values]
+        : [values]
+    },
+    extract: (trigger) => trigger.filter_has_any_document_types,
+    hasValue: (value) => Array.isArray(value) && value.length > 0,
+  },
   [TriggerFilterType.DocumentTypeNot]: {
     apply: (aggregate, values) => {
       aggregate.filter_has_not_document_types = Array.isArray(values)
@@ -351,6 +399,15 @@ const FILTER_HANDLERS: Record<TriggerFilterType, FilterHandler> = {
     extract: (trigger) => trigger.filter_has_storage_path,
     hasValue: (value) => value !== null && value !== undefined,
   },
+  [TriggerFilterType.StoragePathAny]: {
+    apply: (aggregate, values) => {
+      aggregate.filter_has_any_storage_paths = Array.isArray(values)
+        ? [...values]
+        : [values]
+    },
+    extract: (trigger) => trigger.filter_has_any_storage_paths,
+    hasValue: (value) => Array.isArray(value) && value.length > 0,
+  },
   [TriggerFilterType.StoragePathNot]: {
     apply: (aggregate, values) => {
       aggregate.filter_has_not_storage_paths = Array.isArray(values)
@@ -642,8 +699,11 @@ export class WorkflowEditDialogComponent
             filter_has_tags: [],
             filter_has_all_tags: [],
             filter_has_not_tags: [],
+            filter_has_any_correspondents: [],
             filter_has_not_correspondents: [],
+            filter_has_any_document_types: [],
             filter_has_not_document_types: [],
+            filter_has_any_storage_paths: [],
             filter_has_not_storage_paths: [],
             filter_has_correspondent: null,
             filter_has_document_type: null,
@@ -670,10 +730,16 @@ export class WorkflowEditDialogComponent
           trigger.filter_has_tags = aggregate.filter_has_tags
           trigger.filter_has_all_tags = aggregate.filter_has_all_tags
           trigger.filter_has_not_tags = aggregate.filter_has_not_tags
+          trigger.filter_has_any_correspondents =
+            aggregate.filter_has_any_correspondents
           trigger.filter_has_not_correspondents =
             aggregate.filter_has_not_correspondents
+          trigger.filter_has_any_document_types =
+            aggregate.filter_has_any_document_types
           trigger.filter_has_not_document_types =
             aggregate.filter_has_not_document_types
+          trigger.filter_has_any_storage_paths =
+            aggregate.filter_has_any_storage_paths
           trigger.filter_has_not_storage_paths =
             aggregate.filter_has_not_storage_paths
           trigger.filter_has_correspondent =
@@ -856,8 +922,11 @@ export class WorkflowEditDialogComponent
       case TriggerFilterType.TagsAny:
       case TriggerFilterType.TagsAll:
       case TriggerFilterType.TagsNone:
+      case TriggerFilterType.CorrespondentAny:
       case TriggerFilterType.CorrespondentNot:
+      case TriggerFilterType.DocumentTypeAny:
       case TriggerFilterType.DocumentTypeNot:
+      case TriggerFilterType.StoragePathAny:
       case TriggerFilterType.StoragePathNot:
         return true
       default:
@@ -1179,8 +1248,11 @@ export class WorkflowEditDialogComponent
       filter_has_tags: [],
       filter_has_all_tags: [],
       filter_has_not_tags: [],
+      filter_has_any_correspondents: [],
       filter_has_not_correspondents: [],
+      filter_has_any_document_types: [],
       filter_has_not_document_types: [],
+      filter_has_any_storage_paths: [],
       filter_has_not_storage_paths: [],
       filter_custom_field_query: null,
       filter_has_correspondent: null,

src-ui/src/app/data/workflow-trigger.ts

@@ -44,10 +44,16 @@ export interface WorkflowTrigger extends ObjectWithId {
 
   filter_has_not_tags?: number[] // Tag.id[]
 
+  filter_has_any_correspondents?: number[] // Correspondent.id[]
+
   filter_has_not_correspondents?: number[] // Correspondent.id[]
 
+  filter_has_any_document_types?: number[] // DocumentType.id[]
+
   filter_has_not_document_types?: number[] // DocumentType.id[]
 
+  filter_has_any_storage_paths?: number[] // StoragePath.id[]
+
   filter_has_not_storage_paths?: number[] // StoragePath.id[]
 
   filter_custom_field_query?: string

src/documents/apps.py

@@ -1,9 +1,5 @@
 from django.apps import AppConfig
-from django.db.models.signals import post_delete
-from django.db.models.signals import post_save
 from django.utils.translation import gettext_lazy as _
-from treenode.signals import post_delete_treenode
-from treenode.signals import post_save_treenode
 
 
 class DocumentsConfig(AppConfig):
@@ -12,14 +8,12 @@ class DocumentsConfig(AppConfig):
     verbose_name = _("Documents")
 
     def ready(self):
-        from documents.models import Tag
         from documents.signals import document_consumption_finished
         from documents.signals import document_updated
         from documents.signals.handlers import add_inbox_tags
         from documents.signals.handlers import add_to_index
         from documents.signals.handlers import run_workflows_added
         from documents.signals.handlers import run_workflows_updated
-        from documents.signals.handlers import schedule_tag_tree_update
         from documents.signals.handlers import set_correspondent
         from documents.signals.handlers import set_document_type
         from documents.signals.handlers import set_storage_path
@@ -34,29 +28,6 @@ class DocumentsConfig(AppConfig):
         document_consumption_finished.connect(run_workflows_added)
         document_updated.connect(run_workflows_updated)
 
-        # treenode updates the entire tree on every save/delete via hooks
-        # so disconnect for Tags and run once-per-transaction.
-        post_save.disconnect(
-            post_save_treenode,
-            sender=Tag,
-            dispatch_uid="post_save_treenode",
-        )
-        post_delete.disconnect(
-            post_delete_treenode,
-            sender=Tag,
-            dispatch_uid="post_delete_treenode",
-        )
-        post_save.connect(
-            schedule_tag_tree_update,
-            sender=Tag,
-            dispatch_uid="paperless_tag_mark_dirty_save",
-        )
-        post_delete.connect(
-            schedule_tag_tree_update,
-            sender=Tag,
-            dispatch_uid="paperless_tag_mark_dirty_delete",
-        )
-
         import documents.schema  # noqa: F401
 
         AppConfig.ready(self)

src/documents/matching.py

@@ -403,6 +403,18 @@ def existing_document_matches_workflow(
                 f"Document tags {list(document.tags.all())} include excluded tags {list(trigger_has_not_tags_qs)}",
             )
 
+    allowed_correspondent_ids = set(
+        trigger.filter_has_any_correspondents.values_list("id", flat=True),
+    )
+    if (
+        allowed_correspondent_ids
+        and document.correspondent_id not in allowed_correspondent_ids
+    ):
+        return (
+            False,
+            f"Document correspondent {document.correspondent} is not one of {list(trigger.filter_has_any_correspondents.all())}",
+        )
+
     # Document correspondent vs trigger has_correspondent
     if (
         trigger.filter_has_correspondent_id is not None
@@ -424,6 +436,17 @@ def existing_document_matches_workflow(
             f"Document correspondent {document.correspondent} is excluded by {list(trigger.filter_has_not_correspondents.all())}",
         )
 
+    allowed_document_type_ids = set(
+        trigger.filter_has_any_document_types.values_list("id", flat=True),
+    )
+    if allowed_document_type_ids and (
+        document.document_type_id not in allowed_document_type_ids
+    ):
+        return (
+            False,
+            f"Document doc type {document.document_type} is not one of {list(trigger.filter_has_any_document_types.all())}",
+        )
+
     # Document document_type vs trigger has_document_type
     if (
         trigger.filter_has_document_type_id is not None
@@ -445,6 +468,17 @@ def existing_document_matches_workflow(
             f"Document doc type {document.document_type} is excluded by {list(trigger.filter_has_not_document_types.all())}",
         )
 
+    allowed_storage_path_ids = set(
+        trigger.filter_has_any_storage_paths.values_list("id", flat=True),
+    )
+    if allowed_storage_path_ids and (
+        document.storage_path_id not in allowed_storage_path_ids
+    ):
+        return (
+            False,
+            f"Document storage path {document.storage_path} is not one of {list(trigger.filter_has_any_storage_paths.all())}",
+        )
+
     # Document storage_path vs trigger has_storage_path
     if (
         trigger.filter_has_storage_path_id is not None
@@ -532,6 +566,10 @@ def prefilter_documents_by_workflowtrigger(
 
     # Correspondent, DocumentType, etc. filtering
 
+    if trigger.filter_has_any_correspondents.exists():
+        documents = documents.filter(
+            correspondent__in=trigger.filter_has_any_correspondents.all(),
+        )
     if trigger.filter_has_correspondent is not None:
         documents = documents.filter(
             correspondent=trigger.filter_has_correspondent,
@@ -541,6 +579,10 @@ def prefilter_documents_by_workflowtrigger(
             correspondent__in=trigger.filter_has_not_correspondents.all(),
         )
 
+    if trigger.filter_has_any_document_types.exists():
+        documents = documents.filter(
+            document_type__in=trigger.filter_has_any_document_types.all(),
+        )
     if trigger.filter_has_document_type is not None:
         documents = documents.filter(
             document_type=trigger.filter_has_document_type,
@@ -550,6 +592,10 @@ def prefilter_documents_by_workflowtrigger(
             document_type__in=trigger.filter_has_not_document_types.all(),
         )
 
+    if trigger.filter_has_any_storage_paths.exists():
+        documents = documents.filter(
+            storage_path__in=trigger.filter_has_any_storage_paths.all(),
+        )
     if trigger.filter_has_storage_path is not None:
         documents = documents.filter(
             storage_path=trigger.filter_has_storage_path,
@@ -604,8 +650,11 @@ def document_matches_workflow(
             "filter_has_tags",
             "filter_has_all_tags",
             "filter_has_not_tags",
+            "filter_has_any_document_types",
             "filter_has_not_document_types",
+            "filter_has_any_correspondents",
             "filter_has_not_correspondents",
+            "filter_has_any_storage_paths",
             "filter_has_not_storage_paths",
         )
     )

src/documents/migrations/1075_workflowtrigger_filter_has_any_correspondents_and_more.py

@@ -0,0 +1,43 @@
+# Generated by Django 5.2.7 on 2025-12-17 22:25
+
+from django.db import migrations
+from django.db import models
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("documents", "1074_workflowrun_deleted_at_workflowrun_restored_at_and_more"),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name="workflowtrigger",
+            name="filter_has_any_correspondents",
+            field=models.ManyToManyField(
+                blank=True,
+                related_name="workflowtriggers_has_any_correspondent",
+                to="documents.correspondent",
+                verbose_name="has one of these correspondents",
+            ),
+        ),
+        migrations.AddField(
+            model_name="workflowtrigger",
+            name="filter_has_any_document_types",
+            field=models.ManyToManyField(
+                blank=True,
+                related_name="workflowtriggers_has_any_document_type",
+                to="documents.documenttype",
+                verbose_name="has one of these document types",
+            ),
+        ),
+        migrations.AddField(
+            model_name="workflowtrigger",
+            name="filter_has_any_storage_paths",
+            field=models.ManyToManyField(
+                blank=True,
+                related_name="workflowtriggers_has_any_storage_path",
+                to="documents.storagepath",
+                verbose_name="has one of these storage paths",
+            ),
+        ),
+    ]

src/documents/models.py

@@ -1087,6 +1087,13 @@ class WorkflowTrigger(models.Model):
         verbose_name=_("has this document type"),
     )
 
+    filter_has_any_document_types = models.ManyToManyField(
+        DocumentType,
+        blank=True,
+        related_name="workflowtriggers_has_any_document_type",
+        verbose_name=_("has one of these document types"),
+    )
+
     filter_has_not_document_types = models.ManyToManyField(
         DocumentType,
         blank=True,
@@ -1109,6 +1116,13 @@ class WorkflowTrigger(models.Model):
         verbose_name=_("does not have these correspondent(s)"),
     )
 
+    filter_has_any_correspondents = models.ManyToManyField(
+        Correspondent,
+        blank=True,
+        related_name="workflowtriggers_has_any_correspondent",
+        verbose_name=_("has one of these correspondents"),
+    )
+
     filter_has_storage_path = models.ForeignKey(
         StoragePath,
         null=True,
@@ -1117,6 +1131,13 @@ class WorkflowTrigger(models.Model):
         verbose_name=_("has this storage path"),
     )
 
+    filter_has_any_storage_paths = models.ManyToManyField(
+        StoragePath,
+        blank=True,
+        related_name="workflowtriggers_has_any_storage_path",
+        verbose_name=_("has one of these storage paths"),
+    )
+
     filter_has_not_storage_paths = models.ManyToManyField(
         StoragePath,
         blank=True,

src/documents/serialisers.py

@@ -578,34 +578,30 @@ class TagSerializer(MatchingModelSerializer, OwnedObjectSerializer):
         ),
     )
     def get_children(self, obj):
-        children_map = self.context.get("children_map")
+        filter_q = self.context.get("document_count_filter")
-        if children_map is not None:
+        request = self.context.get("request")
-            children = children_map.get(obj.pk, [])
+        if filter_q is None:
-        else:
+            user = getattr(request, "user", None) if request else None
-            filter_q = self.context.get("document_count_filter")
+            filter_q = get_document_count_filter_for_user(user)
-            request = self.context.get("request")
+            self.context["document_count_filter"] = filter_q
-            if filter_q is None:
-                user = getattr(request, "user", None) if request else None
-                filter_q = get_document_count_filter_for_user(user)
-                self.context["document_count_filter"] = filter_q
 
-            children = (
+        children_queryset = (
-                obj.get_children_queryset()
+            obj.get_children_queryset()
-                .select_related("owner")
+            .select_related("owner")
-                .annotate(document_count=Count("documents", filter=filter_q))
+            .annotate(document_count=Count("documents", filter=filter_q))
-            )
+        )
 
-            view = self.context.get("view")
+        view = self.context.get("view")
-            ordering = (
+        ordering = (
-                OrderingFilter().get_ordering(request, children, view)
+            OrderingFilter().get_ordering(request, children_queryset, view)
-                if request and view
+            if request and view
-                else None
+            else None
-            )
+        )
-            ordering = ordering or (Lower("name"),)
+        ordering = ordering or (Lower("name"),)
-            children = children.order_by(*ordering)
+        children_queryset = children_queryset.order_by(*ordering)
 
         serializer = TagSerializer(
-            children,
+            children_queryset,
             many=True,
             user=self.user,
             full_perms=self.full_perms,
@@ -2279,8 +2275,11 @@ class WorkflowTriggerSerializer(serializers.ModelSerializer):
             "filter_has_all_tags",
             "filter_has_not_tags",
             "filter_custom_field_query",
+            "filter_has_any_correspondents",
             "filter_has_not_correspondents",
+            "filter_has_any_document_types",
             "filter_has_not_document_types",
+            "filter_has_any_storage_paths",
             "filter_has_not_storage_paths",
             "filter_has_correspondent",
             "filter_has_document_type",
@@ -2518,14 +2517,26 @@ class WorkflowSerializer(serializers.ModelSerializer):
                 filter_has_tags = trigger.pop("filter_has_tags", None)
                 filter_has_all_tags = trigger.pop("filter_has_all_tags", None)
                 filter_has_not_tags = trigger.pop("filter_has_not_tags", None)
+                filter_has_any_correspondents = trigger.pop(
+                    "filter_has_any_correspondents",
+                    None,
+                )
                 filter_has_not_correspondents = trigger.pop(
                     "filter_has_not_correspondents",
                     None,
                 )
+                filter_has_any_document_types = trigger.pop(
+                    "filter_has_any_document_types",
+                    None,
+                )
                 filter_has_not_document_types = trigger.pop(
                     "filter_has_not_document_types",
                     None,
                 )
+                filter_has_any_storage_paths = trigger.pop(
+                    "filter_has_any_storage_paths",
+                    None,
+                )
                 filter_has_not_storage_paths = trigger.pop(
                     "filter_has_not_storage_paths",
                     None,
@@ -2542,14 +2553,26 @@ class WorkflowSerializer(serializers.ModelSerializer):
                     trigger_instance.filter_has_all_tags.set(filter_has_all_tags)
                 if filter_has_not_tags is not None:
                     trigger_instance.filter_has_not_tags.set(filter_has_not_tags)
+                if filter_has_any_correspondents is not None:
+                    trigger_instance.filter_has_any_correspondents.set(
+                        filter_has_any_correspondents,
+                    )
                 if filter_has_not_correspondents is not None:
                     trigger_instance.filter_has_not_correspondents.set(
                         filter_has_not_correspondents,
                     )
+                if filter_has_any_document_types is not None:
+                    trigger_instance.filter_has_any_document_types.set(
+                        filter_has_any_document_types,
+                    )
                 if filter_has_not_document_types is not None:
                     trigger_instance.filter_has_not_document_types.set(
                         filter_has_not_document_types,
                     )
+                if filter_has_any_storage_paths is not None:
+                    trigger_instance.filter_has_any_storage_paths.set(
+                        filter_has_any_storage_paths,
+                    )
                 if filter_has_not_storage_paths is not None:
                     trigger_instance.filter_has_not_storage_paths.set(
                         filter_has_not_storage_paths,

src/documents/signals/handlers.py

@@ -19,7 +19,6 @@ from django.db import DatabaseError
 from django.db import close_old_connections
 from django.db import connections
 from django.db import models
-from django.db import transaction
 from django.db.models import Q
 from django.dispatch import receiver
 from django.utils import timezone
@@ -61,8 +60,6 @@ if TYPE_CHECKING:
 
 logger = logging.getLogger("paperless.handlers")
 
-_tag_tree_update_scheduled = False
-
 
 def add_inbox_tags(sender, document: Document, logging_group=None, **kwargs):
     if document.owner is not None:
@@ -947,26 +944,3 @@ def close_connection_pool_on_worker_init(**kwargs):
     for conn in connections.all(initialized_only=True):
         if conn.alias == "default" and hasattr(conn, "pool") and conn.pool:
             conn.close_pool()
-
-
-def schedule_tag_tree_update(**_kwargs):
-    """
-    Schedule a single Tag.update_tree() at transaction commit.
-
-    Treenode's default post_save hooks rebuild the entire tree on every save,
-    which is very slow for large tag sets so collapse to one update per
-    transaction.
-    """
-    global _tag_tree_update_scheduled
-    if _tag_tree_update_scheduled:
-        return
-    _tag_tree_update_scheduled = True
-
-    def _run():
-        global _tag_tree_update_scheduled
-        try:
-            Tag.update_tree()
-        finally:
-            _tag_tree_update_scheduled = False
-
-    transaction.on_commit(_run)

src/documents/tests/test_api_workflows.py

@@ -186,8 +186,11 @@ class TestApiWorkflows(DirectoriesMixin, APITestCase):
                             "filter_has_tags": [self.t1.id],
                             "filter_has_all_tags": [self.t2.id],
                             "filter_has_not_tags": [self.t3.id],
+                            "filter_has_any_correspondents": [self.c.id],
                             "filter_has_not_correspondents": [self.c2.id],
+                            "filter_has_any_document_types": [self.dt.id],
                             "filter_has_not_document_types": [self.dt2.id],
+                            "filter_has_any_storage_paths": [self.sp.id],
                             "filter_has_not_storage_paths": [self.sp2.id],
                             "filter_custom_field_query": json.dumps(
                                 [
@@ -248,14 +251,26 @@ class TestApiWorkflows(DirectoriesMixin, APITestCase):
             set(trigger.filter_has_not_tags.values_list("id", flat=True)),
             {self.t3.id},
         )
+        self.assertSetEqual(
+            set(trigger.filter_has_any_correspondents.values_list("id", flat=True)),
+            {self.c.id},
+        )
         self.assertSetEqual(
             set(trigger.filter_has_not_correspondents.values_list("id", flat=True)),
             {self.c2.id},
         )
+        self.assertSetEqual(
+            set(trigger.filter_has_any_document_types.values_list("id", flat=True)),
+            {self.dt.id},
+        )
         self.assertSetEqual(
             set(trigger.filter_has_not_document_types.values_list("id", flat=True)),
             {self.dt2.id},
         )
+        self.assertSetEqual(
+            set(trigger.filter_has_any_storage_paths.values_list("id", flat=True)),
+            {self.sp.id},
+        )
         self.assertSetEqual(
             set(trigger.filter_has_not_storage_paths.values_list("id", flat=True)),
             {self.sp2.id},
@@ -419,8 +434,11 @@ class TestApiWorkflows(DirectoriesMixin, APITestCase):
                             "filter_has_tags": [self.t1.id],
                             "filter_has_all_tags": [self.t2.id],
                             "filter_has_not_tags": [self.t3.id],
+                            "filter_has_any_correspondents": [self.c.id],
                             "filter_has_not_correspondents": [self.c2.id],
+                            "filter_has_any_document_types": [self.dt.id],
                             "filter_has_not_document_types": [self.dt2.id],
+                            "filter_has_any_storage_paths": [self.sp.id],
                             "filter_has_not_storage_paths": [self.sp2.id],
                             "filter_custom_field_query": json.dumps(
                                 ["AND", [[self.cf1.id, "exact", "value"]]],
@@ -450,14 +468,26 @@ class TestApiWorkflows(DirectoriesMixin, APITestCase):
             workflow.triggers.first().filter_has_not_tags.first(),
             self.t3,
         )
+        self.assertEqual(
+            workflow.triggers.first().filter_has_any_correspondents.first(),
+            self.c,
+        )
         self.assertEqual(
             workflow.triggers.first().filter_has_not_correspondents.first(),
             self.c2,
         )
+        self.assertEqual(
+            workflow.triggers.first().filter_has_any_document_types.first(),
+            self.dt,
+        )
         self.assertEqual(
             workflow.triggers.first().filter_has_not_document_types.first(),
             self.dt2,
         )
+        self.assertEqual(
+            workflow.triggers.first().filter_has_any_storage_paths.first(),
+            self.sp,
+        )
         self.assertEqual(
             workflow.triggers.first().filter_has_not_storage_paths.first(),
             self.sp2,

src/documents/tests/test_tag_hierarchy.py

@@ -250,16 +250,3 @@ class TestTagHierarchy(APITestCase):
             row for row in response.data["results"] if row["id"] == self.parent.pk
         )
         assert any(child["id"] == self.child.pk for child in parent_entry["children"])
-
-    def test_tag_tree_deferred_update_runs_on_commit(self):
-        from django.db import transaction
-
-        # Create tags inside an explicit transaction and commit.
-        with transaction.atomic():
-            parent = Tag.objects.create(name="Parent 2")
-            child = Tag.objects.create(name="Child 2", tn_parent=parent)
-        # After commit, tn_* fields should be populated.
-        parent.refresh_from_db()
-        child.refresh_from_db()
-        assert parent.tn_children_count == 1
-        assert child.tn_ancestors_count == 1

src/documents/tests/test_workflows.py

@@ -1276,6 +1276,76 @@ class TestWorkflows(
             )
             self.assertIn(expected_str, cm.output[1])
 
+    def test_document_added_any_filters(self):
+        trigger = WorkflowTrigger.objects.create(
+            type=WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,
+        )
+        trigger.filter_has_any_correspondents.set([self.c])
+        trigger.filter_has_any_document_types.set([self.dt])
+        trigger.filter_has_any_storage_paths.set([self.sp])
+
+        matching_doc = Document.objects.create(
+            title="sample test",
+            correspondent=self.c,
+            document_type=self.dt,
+            storage_path=self.sp,
+            original_filename="sample.pdf",
+            checksum="checksum-any-match",
+        )
+
+        matched, reason = existing_document_matches_workflow(matching_doc, trigger)
+        self.assertTrue(matched)
+        self.assertIsNone(reason)
+
+        wrong_correspondent = Document.objects.create(
+            title="wrong correspondent",
+            correspondent=self.c2,
+            document_type=self.dt,
+            storage_path=self.sp,
+            original_filename="sample2.pdf",
+        )
+        matched, reason = existing_document_matches_workflow(
+            wrong_correspondent,
+            trigger,
+        )
+        self.assertFalse(matched)
+        self.assertIn("correspondent", reason)
+
+        other_document_type = DocumentType.objects.create(name="Other")
+        wrong_document_type = Document.objects.create(
+            title="wrong doc type",
+            correspondent=self.c,
+            document_type=other_document_type,
+            storage_path=self.sp,
+            original_filename="sample3.pdf",
+            checksum="checksum-wrong-doc-type",
+        )
+        matched, reason = existing_document_matches_workflow(
+            wrong_document_type,
+            trigger,
+        )
+        self.assertFalse(matched)
+        self.assertIn("doc type", reason)
+
+        other_storage_path = StoragePath.objects.create(
+            name="Other path",
+            path="/other/",
+        )
+        wrong_storage_path = Document.objects.create(
+            title="wrong storage",
+            correspondent=self.c,
+            document_type=self.dt,
+            storage_path=other_storage_path,
+            original_filename="sample4.pdf",
+            checksum="checksum-wrong-storage-path",
+        )
+        matched, reason = existing_document_matches_workflow(
+            wrong_storage_path,
+            trigger,
+        )
+        self.assertFalse(matched)
+        self.assertIn("storage path", reason)
+
     def test_document_added_custom_field_query_no_match(self):
         trigger = WorkflowTrigger.objects.create(
             type=WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,
@@ -1384,6 +1454,39 @@ class TestWorkflows(
         self.assertIn(doc1, filtered)
         self.assertNotIn(doc2, filtered)
 
+    def test_prefilter_documents_any_filters(self):
+        trigger = WorkflowTrigger.objects.create(
+            type=WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,
+        )
+        trigger.filter_has_any_correspondents.set([self.c])
+        trigger.filter_has_any_document_types.set([self.dt])
+        trigger.filter_has_any_storage_paths.set([self.sp])
+
+        allowed_document = Document.objects.create(
+            title="allowed",
+            correspondent=self.c,
+            document_type=self.dt,
+            storage_path=self.sp,
+            original_filename="doc-allowed.pdf",
+            checksum="checksum-any-allowed",
+        )
+        blocked_document = Document.objects.create(
+            title="blocked",
+            correspondent=self.c2,
+            document_type=self.dt,
+            storage_path=self.sp,
+            original_filename="doc-blocked.pdf",
+            checksum="checksum-any-blocked",
+        )
+
+        filtered = prefilter_documents_by_workflowtrigger(
+            Document.objects.all(),
+            trigger,
+        )
+
+        self.assertIn(allowed_document, filtered)
+        self.assertNotIn(blocked_document, filtered)
+
     def test_consumption_trigger_requires_filter_configuration(self):
         serializer = WorkflowTriggerSerializer(
             data={

src/documents/views.py

@@ -448,43 +448,8 @@ class TagViewSet(ModelViewSet, PermissionsAwareDocumentCountMixin):
     def get_serializer_context(self):
         context = super().get_serializer_context()
         context["document_count_filter"] = self.get_document_count_filter()
-        if hasattr(self, "_children_map"):
-            context["children_map"] = self._children_map
         return context
 
-    def list(self, request, *args, **kwargs):
-        """
-        Build a children map once to avoid per-parent queries in the serializer.
-        """
-        queryset = self.filter_queryset(self.get_queryset())
-        ordering = OrderingFilter().get_ordering(request, queryset, self) or (
-            Lower("name"),
-        )
-        queryset = queryset.order_by(*ordering)
-
-        all_tags = list(queryset)
-        descendant_pks = {pk for tag in all_tags for pk in tag.get_descendants_pks()}
-
-        if descendant_pks:
-            filter_q = self.get_document_count_filter()
-            children_source = (
-                Tag.objects.filter(pk__in=descendant_pks | {t.pk for t in all_tags})
-                .select_related("owner")
-                .annotate(document_count=Count("documents", filter=filter_q))
-                .order_by(*ordering)
-            )
-        else:
-            children_source = all_tags
-
-        children_map = {}
-        for tag in children_source:
-            children_map.setdefault(tag.tn_parent_id, []).append(tag)
-        self._children_map = children_map
-
-        page = self.paginate_queryset(queryset)
-        serializer = self.get_serializer(page, many=True)
-        return self.get_paginated_response(serializer.data)
-
     def perform_update(self, serializer):
         old_parent = self.get_object().get_parent()
         tag = serializer.save()