ci.yml

name: ci

on:
  push:
    tags:
      # https://semver.org/#spec-item-2
      - 'v[0-9]+.[0-9]+.[0-9]+'
      # https://semver.org/#spec-item-9
      - 'v[0-9]+.[0-9]+.[0-9]+-beta.rc[0-9]+'
    branches-ignore:
      - 'translations**'
  pull_request:
    branches-ignore:
      - 'translations**'

env:
  # This is the version of pipenv all the steps will use
  # If changing this, change Dockerfile
  DEFAULT_PIP_ENV_VERSION: "2024.0.1"
  # This is the default version of Python to use in most steps which aren't specific
  DEFAULT_PYTHON_VERSION: "3.10"

jobs:
  pre-commit:
    # We want to run on external PRs, but not on our own internal PRs as they'll be run
    # by the push to the branch. Without this if check, checks are duplicated since
    # internal PRs match both the push and pull_request events.
    if:
      github.event_name == 'push' || github.event.pull_request.head.repo.full_name !=
      github.repository

    name: Linting Checks
    runs-on: ubuntu-22.04
    steps:
      -
        name: Checkout repository
        uses: actions/checkout@v4
      -
        name: Install python
        uses: actions/setup-python@v5
        with:
          python-version: ${{ env.DEFAULT_PYTHON_VERSION }}
      -
        name: Check files
        uses: pre-commit/action@v3.0.1

  documentation:
    name: "Build & Deploy Documentation"
    runs-on: ubuntu-22.04
    needs:
      - pre-commit
    steps:
      -
        name: Checkout
        uses: actions/checkout@v4
      -
        name: Set up Python
        id: setup-python
        uses: actions/setup-python@v5
        with:
          python-version: ${{ env.DEFAULT_PYTHON_VERSION }}
          cache: "pipenv"
          cache-dependency-path: 'Pipfile.lock'
      -
        name: Install pipenv
        run: |
          pip install --user pipenv==${{ env.DEFAULT_PIP_ENV_VERSION }}
      -
        name: Install dependencies
        run: |
          pipenv --python ${{ steps.setup-python.outputs.python-version }} sync --dev
      -
        name: List installed Python dependencies
        run: |
          pipenv --python ${{ steps.setup-python.outputs.python-version }} run pip list
      -
        name: Make documentation
        run: |
          pipenv --python ${{ steps.setup-python.outputs.python-version }} run mkdocs build --config-file ./mkdocs.yml
      -
        name: Deploy documentation
        if: github.event_name == 'push' && github.ref == 'refs/heads/main'
        run: |
          echo "docs.paperless-ngx.com" > "${{ github.workspace }}/docs/CNAME"
          git config --global user.name "${{ github.actor }}"
          git config --global user.email "${{ github.actor }}@users.noreply.github.com"
          pipenv --python ${{ steps.setup-python.outputs.python-version }} run mkdocs gh-deploy --force --no-history
      -
        name: Upload artifact
        uses: actions/upload-artifact@v4
        with:
          name: documentation
          path: site/
          retention-days: 7

  tests-backend:
    name: "Backend Tests (Python ${{ matrix.python-version }})"
    runs-on: ubuntu-22.04
    needs:
      - pre-commit
    strategy:
      matrix:
        python-version: ['3.9', '3.10', '3.11']
      fail-fast: false
    steps:
      -
        name: Checkout
        uses: actions/checkout@v4
      -
        name: Start containers
        run: |
          docker compose --file ${{ github.workspace }}/docker/compose/docker-compose.ci-test.yml pull --quiet
          docker compose --file ${{ github.workspace }}/docker/compose/docker-compose.ci-test.yml up --detach
      -
        name: Set up Python
        id: setup-python
        uses: actions/setup-python@v5
        with:
          python-version: "${{ matrix.python-version }}"
          cache: "pipenv"
          cache-dependency-path: 'Pipfile.lock'
      -
        name: Install pipenv
        run: |
          pip install --user pipenv==${{ env.DEFAULT_PIP_ENV_VERSION }}
      -
        name: Install system dependencies
        run: |
          sudo apt-get update -qq
          sudo apt-get install -qq --no-install-recommends unpaper tesseract-ocr imagemagick ghostscript libzbar0 poppler-utils
      -
        name: Configure ImageMagick
        run: |
          sudo cp docker/imagemagick-policy.xml /etc/ImageMagick-6/policy.xml
      -
        name: Install Python dependencies
        run: |
          pipenv --python ${{ steps.setup-python.outputs.python-version }} run python --version
          pipenv --python ${{ steps.setup-python.outputs.python-version }} sync --dev
      -
        name: List installed Python dependencies
        run: |
          pipenv --python ${{ steps.setup-python.outputs.python-version }} run pip list
      -
        name: Tests
        env:
          PAPERLESS_CI_TEST: 1
          # Enable paperless_mail testing against real server
          PAPERLESS_MAIL_TEST_HOST: ${{ secrets.TEST_MAIL_HOST }}
          PAPERLESS_MAIL_TEST_USER: ${{ secrets.TEST_MAIL_USER }}
          PAPERLESS_MAIL_TEST_PASSWD: ${{ secrets.TEST_MAIL_PASSWD }}
        run: |
          cd src/
          pipenv --python ${{ steps.setup-python.outputs.python-version }} run pytest -ra
      -
        name: Upload coverage
        if: ${{ matrix.python-version == env.DEFAULT_PYTHON_VERSION }}
        uses: actions/upload-artifact@v4
        with:
          name: backend-coverage-report
          path: src/coverage.xml
          retention-days: 7
          if-no-files-found: warn
      -
        name: Stop containers
        if: always()
        run: |
          docker compose --file ${{ github.workspace }}/docker/compose/docker-compose.ci-test.yml logs
          docker compose --file ${{ github.workspace }}/docker/compose/docker-compose.ci-test.yml down

  install-frontend-depedendencies:
    name: "Install Frontend Dependencies"
    runs-on: ubuntu-22.04
    needs:
      - pre-commit
    steps:
      - uses: actions/checkout@v4
      -
        name: Use Node.js 20
        uses: actions/setup-node@v4
        with:
          node-version: 20.x
          cache: 'npm'
          cache-dependency-path: 'src-ui/package-lock.json'
      - name: Cache frontend dependencies
        id: cache-frontend-deps
        uses: actions/cache@v4
        with:
          path: |
            ~/.npm
            ~/.cache
          key: ${{ runner.os }}-frontenddeps-${{ hashFiles('src-ui/package-lock.json') }}
      -
        name: Install dependencies
        if: steps.cache-frontend-deps.outputs.cache-hit != 'true'
        run: cd src-ui && npm ci
      -
        name: Install Playwright
        if: steps.cache-frontend-deps.outputs.cache-hit != 'true'
        run: cd src-ui && npx playwright install --with-deps

  tests-frontend:
    name: "Frontend Tests (Node ${{ matrix.node-version }} - ${{ matrix.shard-index }}/${{ matrix.shard-count }})"
    runs-on: ubuntu-22.04
    needs:
      - install-frontend-depedendencies
    strategy:
      fail-fast: false
      matrix:
        node-version: [20.x]
        shard-index: [1, 2, 3, 4]
        shard-count: [4]
    steps:
      - uses: actions/checkout@v4
      -
        name: Use Node.js 20
        uses: actions/setup-node@v4
        with:
          node-version: 20.x
          cache: 'npm'
          cache-dependency-path: 'src-ui/package-lock.json'
      - name: Cache frontend dependencies
        id: cache-frontend-deps
        uses: actions/cache@v4
        with:
          path: |
            ~/.npm
            ~/.cache
          key: ${{ runner.os }}-frontenddeps-${{ hashFiles('src-ui/package-lock.json') }}
      - name: Re-link Angular cli
        run: cd src-ui && npm link @angular/cli
      -
        name: Linting checks
        run: cd src-ui && npm run lint
      -
        name: Run Jest unit tests
        run: cd src-ui && npm run test -- --max-workers=2 --shard=${{ matrix.shard-index }}/${{ matrix.shard-count }}
      -
        name: Upload Jest coverage
        if: always()
        uses: actions/upload-artifact@v4
        with:
          name: jest-coverage-report-${{ matrix.shard-index }}
          path: |
            src-ui/coverage/coverage-final.json
            src-ui/coverage/lcov.info
            src-ui/coverage/clover.xml
          retention-days: 7
          if-no-files-found: warn
      -
        name: Run Playwright e2e tests
        run: cd src-ui && npx playwright test --shard ${{ matrix.shard-index }}/${{ matrix.shard-count }}
      -
        name: Upload Playwright test results
        if: always()
        uses: actions/upload-artifact@v4
        with:
          name: playwright-report-${{ matrix.shard-index }}
          path: src-ui/playwright-report
          retention-days: 7

  tests-coverage-upload:
    name: "Upload Coverage"
    runs-on: ubuntu-22.04
    needs:
      - tests-backend
      - tests-frontend
    steps:
      -
        uses: actions/checkout@v4
      -
        name: Download frontend jest coverage
        uses: actions/download-artifact@v4
        with:
          path: src-ui/coverage/
          pattern: jest-coverage-report-*
      -
        name: Download frontend playwright coverage
        uses: actions/download-artifact@v4
        with:
          path: src-ui/coverage/
          pattern: playwright-report-*
          merge-multiple: true
      -
        name: Upload frontend coverage to Codecov
        uses: codecov/codecov-action@v4
        with:
          # not required for public repos, but intermittently fails otherwise
          token: ${{ secrets.CODECOV_TOKEN }}
          flags: frontend
          directory: src-ui/coverage/
          # dont include backend coverage files here
          files: '!coverage.xml'
      -
        name: Download backend coverage
        uses: actions/download-artifact@v4
        with:
          name: backend-coverage-report
          path: src/
      -
        name: Upload coverage to Codecov
        uses: codecov/codecov-action@v4
        with:
          # not required for public repos, but intermittently fails otherwise
          token: ${{ secrets.CODECOV_TOKEN }}
          # future expansion
          flags: backend
          directory: src/

  build-docker-image:
    name: Build Docker image for ${{ github.ref_name }}
    runs-on: ubuntu-22.04
    if: github.event_name == 'push' && (startsWith(github.ref, 'refs/heads/feature-') || startsWith(github.ref, 'refs/heads/fix-') || github.ref == 'refs/heads/dev' || github.ref == 'refs/heads/beta' || contains(github.ref, 'beta.rc') || startsWith(github.ref, 'refs/tags/v'))
    concurrency:
      group: ${{ github.workflow }}-build-docker-image-${{ github.ref_name }}
      cancel-in-progress: true
    needs:
      - tests-backend
      - tests-frontend
    steps:
      -
        name: Check pushing to Docker Hub
        id: push-other-places
        # Only push to Dockerhub from the main repo AND the ref is either:
        #  main
        #  dev
        #  beta
        #  a tag
        # Otherwise forks would require a Docker Hub account and secrets setup
        run: |
          if [[ ${{ github.repository_owner }} == "paperless-ngx" && ( ${{ github.ref_name }} == "dev" || ${{ github.ref_name }} == "beta" || ${{ startsWith(github.ref, 'refs/tags/v') }} == "true" ) ]] ; then
            echo "Enabling DockerHub image push"
            echo "enable=true" >> $GITHUB_OUTPUT
          else
            echo "Not pushing to DockerHub"
            echo "enable=false" >> $GITHUB_OUTPUT
          fi
      -
        name: Set ghcr repository name
        id: set-ghcr-repository
        run: |
          ghcr_name=$(echo "${{ github.repository }}" | awk '{ print tolower($0) }')
          echo "Name is ${ghcr_name}"
          echo "ghcr-repository=${ghcr_name}" >> $GITHUB_OUTPUT
      -
        name: Gather Docker metadata
        id: docker-meta
        uses: docker/metadata-action@v5
        with:
          images: |
            ghcr.io/${{ steps.set-ghcr-repository.outputs.ghcr-repository }}
            name=paperlessngx/paperless-ngx,enable=${{ steps.push-other-places.outputs.enable }}
            name=quay.io/paperlessngx/paperless-ngx,enable=${{ steps.push-other-places.outputs.enable }}
          tags: |
            # Tag branches with branch name
            type=ref,event=branch
            # Process semver tags
            # For a tag x.y.z or vX.Y.Z, output an x.y.z and x.y image tag
            type=semver,pattern={{version}}
            type=semver,pattern={{major}}.{{minor}}
      -
        name: Checkout
        uses: actions/checkout@v4
      # If https://github.com/docker/buildx/issues/1044 is resolved,
      # the append input with a native arm64 arch could be used to
      # significantly speed up building
      -
        name: Set up Docker Buildx
        uses: docker/setup-buildx-action@v3
      -
        name: Set up QEMU
        uses: docker/setup-qemu-action@v3
        with:
          platforms: arm64
      -
        name: Login to GitHub Container Registry
        uses: docker/login-action@v3
        with:
          registry: ghcr.io
          username: ${{ github.actor }}
          password: ${{ secrets.GITHUB_TOKEN }}
      -
        name: Login to Docker Hub
        uses: docker/login-action@v3
        # Don't attempt to login is not pushing to Docker Hub
        if: steps.push-other-places.outputs.enable == 'true'
        with:
          username: ${{ secrets.DOCKERHUB_USERNAME }}
          password: ${{ secrets.DOCKERHUB_TOKEN }}
      -
        name: Login to Quay.io
        uses: docker/login-action@v3
        # Don't attempt to login is not pushing to Quay.io
        if: steps.push-other-places.outputs.enable == 'true'
        with:
          registry: quay.io
          username: ${{ secrets.QUAY_USERNAME }}
          password: ${{ secrets.QUAY_ROBOT_TOKEN }}
      -
        name: Build and push
        uses: docker/build-push-action@v6
        with:
          context: .
          file: ./Dockerfile
          platforms: linux/amd64,linux/arm64
          push: ${{ github.event_name != 'pull_request' }}
          tags: ${{ steps.docker-meta.outputs.tags }}
          labels: ${{ steps.docker-meta.outputs.labels }}
          build-args: |
            PNGX_TAG_VERSION=${{ steps.docker-meta.outputs.version }}
          # Get cache layers from this branch, then dev
          # This allows new branches to get at least some cache benefits, generally from dev
          cache-from: |
            type=registry,ref=ghcr.io/${{ steps.set-ghcr-repository.outputs.ghcr-repository }}/builder/cache/app:${{ github.ref_name }}
            type=registry,ref=ghcr.io/${{ steps.set-ghcr-repository.outputs.ghcr-repository }}/builder/cache/app:dev
          cache-to: |
            type=registry,mode=max,ref=ghcr.io/${{ steps.set-ghcr-repository.outputs.ghcr-repository }}/builder/cache/app:${{ github.ref_name }}
      -
        name: Inspect image
        run: |
          docker buildx imagetools inspect ${{ fromJSON(steps.docker-meta.outputs.json).tags[0] }}
      -
        name: Export frontend artifact from docker
        run: |
          docker create --name frontend-extract ${{ fromJSON(steps.docker-meta.outputs.json).tags[0] }}
          docker cp frontend-extract:/usr/src/paperless/src/documents/static/frontend src/documents/static/frontend/
      -
        name: Upload frontend artifact
        uses: actions/upload-artifact@v4
        with:
          name: frontend-compiled
          path: src/documents/static/frontend/
          retention-days: 7

  build-release:
    name: "Build Release"
    needs:
      - build-docker-image
      - documentation
    runs-on: ubuntu-22.04
    steps:
      -
        name: Checkout
        uses: actions/checkout@v4
      -
        name: Set up Python
        id: setup-python
        uses: actions/setup-python@v5
        with:
          python-version: ${{ env.DEFAULT_PYTHON_VERSION }}
          cache: "pipenv"
          cache-dependency-path: 'Pipfile.lock'
      -
        name: Install pipenv + tools
        run: |
          pip install --upgrade --user pipenv==${{ env.DEFAULT_PIP_ENV_VERSION }} setuptools wheel
      -
        name: Install Python dependencies
        run: |
          pipenv --python ${{ steps.setup-python.outputs.python-version }} sync --dev
      -
        name: Patch whitenoise
        run: |
          curl --fail --silent --show-error --location --output 484.patch https://github.com/evansd/whitenoise/pull/484.patch
          patch -d $(pipenv --venv)/lib/python3.10/site-packages --verbose -p2 < 484.patch
          rm 484.patch
      -
        name: Install system dependencies
        run: |
          sudo apt-get update -qq
          sudo apt-get install -qq --no-install-recommends gettext liblept5
      -
        name: Download frontend artifact
        uses: actions/download-artifact@v4
        with:
          name: frontend-compiled
          path: src/documents/static/frontend/
      -
        name: Download documentation artifact
        uses: actions/download-artifact@v4
        with:
          name: documentation
          path: docs/_build/html/
      -
        name: Generate requirements file
        run: |
          pipenv --python ${{ steps.setup-python.outputs.python-version }} requirements > requirements.txt
      -
        name: Compile messages
        run: |
          cd src/
          pipenv --python ${{ steps.setup-python.outputs.python-version }} run python3 manage.py compilemessages
      -
        name: Collect static files
        run: |
          cd src/
          pipenv --python ${{ steps.setup-python.outputs.python-version }} run python3 manage.py collectstatic --no-input
      -
        name: Move files
        run: |
          echo "Making dist folders"
          for directory in dist \
                          dist/paperless-ngx \
                          dist/paperless-ngx/scripts;
          do
            mkdir --verbose --parents ${directory}
          done

          echo "Copying basic files"
          for file_name in .dockerignore \
                          .env \
                          Dockerfile \
                          Pipfile \
                          Pipfile.lock \
                          requirements.txt \
                          LICENSE \
                          README.md \
                          paperless.conf.example \
                          gunicorn.conf.py
          do
            cp --verbose ${file_name} dist/paperless-ngx/
          done
          mv --verbose dist/paperless-ngx/paperless.conf.example dist/paperless-ngx/paperless.conf

          echo "Copying Docker related files"
          cp --recursive docker/ dist/paperless-ngx/docker

          echo "Copying startup scripts"
          cp --verbose scripts/*.service scripts/*.sh scripts/*.socket dist/paperless-ngx/scripts/

          echo "Copying source files"
          cp --recursive src/ dist/paperless-ngx/src
          echo "Copying documentation"
          cp --recursive docs/_build/html/ dist/paperless-ngx/docs

          mv --verbose static dist/paperless-ngx
      -
        name: Make release package
        run: |
          echo "Creating release archive"
          cd dist
          sudo chown -R 1000:1000 paperless-ngx/
          tar -cJf paperless-ngx.tar.xz paperless-ngx/
      -
        name: Upload release artifact
        uses: actions/upload-artifact@v4
        with:
          name: release
          path: dist/paperless-ngx.tar.xz
          retention-days: 7

  publish-release:
    name: "Publish Release"
    runs-on: ubuntu-22.04
    outputs:
      prerelease: ${{ steps.get_version.outputs.prerelease }}
      changelog: ${{ steps.create-release.outputs.body }}
      version: ${{ steps.get_version.outputs.version }}
    needs:
      - build-release
    if: github.ref_type == 'tag' && (startsWith(github.ref_name, 'v') || contains(github.ref_name, '-beta.rc'))
    steps:
      -
        name: Download release artifact
        uses: actions/download-artifact@v4
        with:
          name: release
          path: ./
      -
        name: Get version
        id: get_version
        run: |
          echo "version=${{ github.ref_name }}" >> $GITHUB_OUTPUT
          if [[ ${{ contains(github.ref_name, '-beta.rc') }} == 'true' ]]; then
            echo "prerelease=true" >> $GITHUB_OUTPUT
          else
            echo "prerelease=false" >> $GITHUB_OUTPUT
          fi
      -
        name: Create Release and Changelog
        id: create-release
        uses: release-drafter/release-drafter@v6
        with:
          name: Paperless-ngx ${{ steps.get_version.outputs.version }}
          tag: ${{ steps.get_version.outputs.version }}
          version: ${{ steps.get_version.outputs.version }}
          prerelease: ${{ steps.get_version.outputs.prerelease }}
          publish: true # ensures release is not marked as draft
        env:
          GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
      -
        name: Upload release archive
        id: upload-release-asset
        uses: shogo82148/actions-upload-release-asset@v1
        with:
          github_token: ${{ secrets.GITHUB_TOKEN }}
          upload_url: ${{ steps.create-release.outputs.upload_url }}
          asset_path: ./paperless-ngx.tar.xz
          asset_name: paperless-ngx-${{ steps.get_version.outputs.version }}.tar.xz
          asset_content_type: application/x-xz

  append-changelog:
    name: "Append Changelog"
    runs-on: ubuntu-22.04
    needs:
      - publish-release
    if: needs.publish-release.outputs.prerelease == 'false'
    steps:
      -
        name: Checkout
        uses: actions/checkout@v4
        with:
          ref: main
      -
        name: Set up Python
        uses: actions/setup-python@v5
        with:
          python-version: ${{ env.DEFAULT_PYTHON_VERSION }}
          cache: "pipenv"
          cache-dependency-path: 'Pipfile.lock'
      -
        name: Install pipenv + tools
        run: |
          pip install --upgrade --user pipenv==${{ env.DEFAULT_PIP_ENV_VERSION }} setuptools wheel
      -
        name: Append Changelog to docs
        id: append-Changelog
        working-directory: docs
        run: |
          git branch ${{ needs.publish-release.outputs.version }}-changelog
          git checkout ${{ needs.publish-release.outputs.version }}-changelog
          echo -e "# Changelog\n\n${{ needs.publish-release.outputs.changelog }}\n" > changelog-new.md
          echo "Manually linking usernames"
          sed -i -r 's|@(.+?) \(\[#|[@\1](https://github.com/\1) ([#|ig' changelog-new.md
          CURRENT_CHANGELOG=`tail --lines +2 changelog.md`
          echo -e "$CURRENT_CHANGELOG" >> changelog-new.md
          mv changelog-new.md changelog.md
          pipenv run pre-commit run --files changelog.md || true
          git config --global user.name "github-actions"
          git config --global user.email "41898282+github-actions[bot]@users.noreply.github.com"
          git commit -am "Changelog ${{ needs.publish-release.outputs.version }} - GHA"
          git push origin ${{ needs.publish-release.outputs.version }}-changelog
      -
        name: Create Pull Request
        uses: actions/github-script@v7
        with:
          script: |
            const { repo, owner } = context.repo;
            const result = await github.rest.pulls.create({
              title: 'Documentation: Add ${{ needs.publish-release.outputs.version }} changelog',
              owner,
              repo,
              head: '${{ needs.publish-release.outputs.version }}-changelog',
              base: 'main',
              body: 'This PR is auto-generated by CI.'
            });
            github.rest.issues.addLabels({
              owner,
              repo,
              issue_number: result.data.number,
              labels: ['documentation', 'skip-changelog']
            });