docspell/Changelog.md
2020-08-14 23:42:01 +02:00

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# Changelog
## v0.10.0
*Aug 15, 2020*
- Lots of web ui improvements:
- Rework the search menu for [tags and
folders](https://docspell.org/docs/webapp/finding/#tags-tag-categories):
The dropdown field is removed for tags and folders. They are
represented as a list and items can be cycled through to be
included/excluded or deselected. It is possible to use
drag-and-drop to associate tags to items and put items into
folders.
- Rework page that displays sources; allow to copy the urls and add
a qr code
- Add item notes to the cards in the list view, can be configured if
it is shown or not (#186, #201)
- Improve how the item notes are displayed in the item detail view
(#186, #192)
- Fix the *Load more…* button
- Allow to search by tag categories (#203)
- Allow to edit metadata in item detail view. Until now it was only
possible to add new metadata (#205)
- Do not cover the whole screen with the metadata modal dialog, only
the menu is now covered so that it is possible to select text from
the document (#205)
- Allow to hide some fields from the menus. What fields to display
can be configured in the ui settings (#195)
- Implemented some routes that were specified in the openapi, but have
not been implemented so far
- Fix source upload routes where it didn't check whether a source is
enabled or not. Further checks are now done as first step to not
upload the file into memory for nothing if something fails (e.g. the
source doesn't exist)
- Re-process files. A
[route](https://docspell.org/openapi/docspell-openapi.html#api-Item-secItemItemIdReprocessPost)
has been added that submits files for re-processing. It is possible
to re-process some files of an item or all. There is no UI for this
for now. You'd need to run `curl` or something manually to trigger
it. It will replace all extracted metadata of the *files*,but
doesn't touch the metadata of the item. (#206)
- Add a task to convert all pdfs using the
[OCRMyPdf](https://github.com/jbarlow83/OCRmyPDF) tool that can be
used in docspell since the last release. This task converts all your
existing PDFs into a PDF/A type pdf including the OCR-ed text layer.
There is no UI to trigger this task, but a
[script](https://docspell.org/docs/tools/convert-all-pdf/) is
provided to help with it. (#206)
- There is now an [Android Client
App](https://github.com/docspell/android-client) to conveniently
upload files from your android devices
### Configuration Changes
- New setting `docspell.server.max-note-length` to specify how much of
the item notes should be transeferred with each search result.
### REST Api Changes
- Added `/sec/collective/tagcloud` to return all used tags of a
collective. This is the same as returned from the `insights` route,
but without all the other data.
- Added `/sec/item/convertallpdfs` to trigger a task for converting
all currently unconverted pdfs
- Added `/sec/item/{id}/taglink` for associating tags given by name or
id
- Added `/sec/item/{id}/tagtoggle` for toggling tags given by name or
id
- Added `/sec/item/{id}/reprocess` for submitting an item for being
re-processed
## v0.9.0
*Aug 1st, 2020*
- New feature: folders. Users can create folders and put items into
them. Folders can have members (users of the collective) and search
results are restricted to items that are in no folder or in a folder
where current user is a member. (see #21)
- Folders can be given to the upload request.
- Add ocrmypdf utility to convert pdf->pdf with ocr-ed text layer.
- Extract PDF metadata and use the *keywords* to search for tags and
apply them to the item during processing. (See #175)
- Fix duplicate results when doing fulltext only searches
- Several small bug fixes and improvements in the UI
- Fix position of datepicker (see #186)
- Fix race condition when updating calendar-event field
- Sort tags by count in collective-insights view
- Simplify search bar
- New website
### Configuration Changes
- Joex: add a section `docspell.joex.convert.ocrmypdf` for configuring
the ocrmypdf tool.
- Joex: change default value of `….extraction.pdf.min-text-len` from
10 to 500.
### REST Api Changes
- Add `/sec/folder/*` routes for managing folders.
- Add `/sec/item/{id}/folder` for updating an item folder.
- Change `ItemSearch` structure to be able to search for items in a
specific folder.
- Change `ItemDetail` and `ItemLight` structure, adding the item folder
- Change `ItemUploadMeta` structure, adding a folder id field.
- Change `Source` structure, adding a folder id field.
- Change `User` structure, adding the user id
## v0.8.0
*June 29, 2020*
- Adds the [full-text
search](https://docspell.org/doc/finding#full-text-search) feature
(see #69). It requires a separate
[Solr](https://lucene.apache.org/solr) instance. Items can be
searched by documents contents and item/file names. It is possible
to use full-text search to further confine the results via the
search menu.
- Fixes column types for item date and due-date for MariaDB (see #158)
and adds an upper limit for due-dates (which is configurable).
- Fixes a bug when cancelling jobs. Stuck jobs were only removed from
the queue, but their cancel routine was not called.
- Changes in cancelling process-item jobs: the item will still be
created and not removed.
- Fixes a bug where items could not be deleted if there were sent
mails attached.
- Fixes the openapi spec for the joex component. This made the
generated live documentation unusable.
- Changes to the `consumedir.sh` script:
- Allow to recursively watch or traverse directories
- Allow it to work with the integration endpoint. This allows using
`consumedir.sh` for all collectives.
- The docker setup now starts a solr container automatically and
configures the consumedir container to use the integration endpoint.
It is still necessary to define an environment variable.
### Configuration Changes
- Set new default for `docspell.server.max-item-page-size` to `200`.
- New `full-text-search` section for restserver and joex.
### REST Api Changes
- Add `/open/fts/reIndexAll/{key}` to re-index the full-text search
index. The `key` must be defined in the config file, so only admins
can execute this.
- Add `/sec/fts/reIndex` to allow a collective to re-index their data
only.
- Add `/open/integration/checkfile/{id}/{checksum}` to check whether a
file is in docspell via the integration endpoint.
- Add `/sec/item/searchIndex` to allow searching the full-text index
only. This route returns the results as ordered by SOLR and not
ordered by date.
- The `ItemSearch` input data is extended to support the new full-text
search field.
- The `ItemLight` result structure now can contain "highlighting"
information that is provided by the full-text search index.
## v0.7.0
*June 17, 2020*
- Document integration endpoint and add a `GET` route to check it.
- Add webui settings for the user. These settings only apply to the
web client and are stored in the browser's local storage.
- Enable paging in the item list view. The page size can be set in the
new client settings. If the number of results is equal to this size,
a button at the end of the page allows to load more.
- The item list now contains all tags of an item.
- The tag colors can be customized in the client settings. A color per
tag *category* can be defined.
- New meta data (tags, correspondents, concerned entities) can be
created directly in the item detail view (see #138). No need to
navigate away to the *Manage Data* page.
- Fixes a bug in the dropdown widgets that would present items that
have already been selected.
- Allow to have multiple notify-due-items tasks.
- New *simple search* feature: The list view now appears without the
search menu by default. A search bar is shown instead that allows to
search in item name and notes and in names of correspondents and
concerned entities. The search menu can be opened as before. The
*name* search field now only searches in item names (as before
0.3.0), i.e. it doesn't search item notes anymore, which is now
possible with the *allNames* search field.
- Fixes a bug where a search term was not lower-cased but compared to
a lower-cased value (see #147).
- Allow to change names of attachments.
- Document how to create a SMTP gateway to docspell and provide a
simple docker based setup. This is a SMTP server that delivers mails
to docspell instead of using a mbox or maildir. It utilises the
integration endpoint.
### Configuration Changes
- Add `docspell.server.max-item-page-size` for a hard limit of the
page size when fetching items.
- Changed default value of
`docspell.server.integration-endpoint.allowed-ips.enabled` to
`false`.
- Add `docspell.server.backend.mail-debug` to allow debug mail related
problems.
### REST Api Changes
- Add `GET /open/integration/item/{id}` to allow checking the
integration endpoint.
- Change all routes to update item properties (name, tags, direction,
corrOrg, corrPerson, concPerson, concEquipment, notes, date,
duedate) from `POST` to `PUT`.
- Add corresponding `POST` routes to create and update meta data in
one call. This is only applicable: corrOrg, corrPerson, tags,
concPerson, concEquipment.
- Add `POST /sec/attachment/{id}/name` to change the name of an
attachment.
- Change `/sec/usertask/notifydueitems` to return a list of
notification settings.
- Change the `POST` route to `/sec/usertask/notifydueitems` to only
create new notification tasks.
- Add a `PUT` route to `/sec/usertask/notifydueitems` to update
existing notification tasks.
- Add a `GET` and `DELETE` route to
`/sec/usertask/notifydueitems/{id}` to retrieve or delete a specific
notification task.
- The `ItemSearch` structure is extended to allow specifying `offset`
and `limit` for paging (which is required now). It also has an
optional property `allNames` to provide the search term for the new
*simple search* feature.
- The `ItemLight` structure has now a list of tags.
## v0.6.0
*May 25th, 2020*
- New feature "Scan Mailboxes". Docspell can now read mailboxes
periodically to import your mails.
- New feature "Integration Endpoint". Allows an admin to upload files
to any collective using a separate endpoint.
- New feature: add files to existing items.
- New feature: reorder attachments via drag and drop.
- The document list on the front-page has been rewritten. The table is
removed and documents are now presented in a “card view”.
- Amend the mail-to-pdf conversion to include the e-mail date.
- When processing e-mails, set the item date automatically from the
received-date in the mail.
- Fixes regarding character encodings when reading e-mails.
- Fix the `find-by-checksum` route that, given a sha256 checksum,
returns whether there is such a file in docspell. It falsely
returned `false` although documents existed.
- Fix webapp for mobile devices.
- Fix the search menu to remember dates in fields. When going back
from an item detail to the front-page, the search menu remembers the
last state, but dates were cleared.
- Fix redirecting `/` only to `/app`.
### Configuration Changes
The joex and rest-server component have new config sections:
- Add `docspell.joex.mail-debug` flag to enable debugging e-mail
related code. This is only useful if you encounter problems
connecting to mail servers.
- Add `docspell.joex.user-tasks` with a `scan-mailbox` section to
configure the new scan-mailbox user task.
- Add `docspell.joex.files` section that is the same as the
corresponding section in the rest server config.
- Add `docspell.server.integration-endpoint` with sub-sections to
configure an endpoint for uploading files for admin users.
### REST Api Changes
- Change `/sec/email/settings` to `/sec/email/settings/smtp`
- Add `/sec/email/settings/imap`
- Add `/sec/usertask/scanmailbox` routes to configure one or more
scan-mailbox tasks
- The data used in `/sec/collective/settings` was extended with a
boolean value to enable/disable the "integration endpoint" for a
collective.
- Add `/sec/item/{itemId}/attachment/movebefore` to move an attachment
before another.
## v0.5.0
*May 1st, 2020*
- Allow to delete attachments of an item.
- Allow to be notified via e-mail for items with a due date. This uses
the periodic-task framework introduced in the last release.
- Fix issues when converting HTML with unkown links. This especially
happens with e-mails that contain images to attachments.
- Fix various issues when importing e-mail files, for example:
- fixes encoding problems for mails without explicit transfer encoding
- add meta info (from, to, subject) to the converted pdf document
- clean html mails to remove unwanted content (like javascript)
- Fix classpath issue with javax.mail vs jakarta.mail
### Configuration Changes
The Joex component has config changes:
- A new section `send-mail` containing a `List-Id` e-mail header to
use. Use an empty string (the default) to avoid setting such header.
This header is only applied for notification mails.
## v0.4.0
*Mar. 29, 2020*
- Support for archive files. Archives, for example zip files, contain
the files that should go into docspell. Docspell now extracts
archives and adds the content to an item. The extraction process is
recursive, so there may be zip files in zip files. File types
supported:
- `zip` every file inside is added to one item as attachment
- `eml` (RCF822 E-Mail files) E-mails are considered archives, since
they may contain multiple files (body and attachments).
- Periodic Tasks framework: Docspell can now run tasks periodically
based on a schedule. This is not yet exposed to the user, but there
are some system cleanup jobs to start with.
- Improvement of the text analysis. For my test files there was a
increase in accuracy by about 10%.
- A due date that is found during text analysis is now set on the
item. If multiple due dates are found, the earliest one is used.
- Allow to switch between viewerjs PDF viewer or the browser's builtin
viewer.
- Bug fixes related to handling text files.
- Add a configurable length limit for text analysis
### Configuration Changes
The configuration of the joex component has been changed.
- new section `docspell.joex.periodic-scheduler` for configuring the
periodic scheduler
- new section `docspell.joex.house-keeping` for configuring
house-keeping tasks
- new section `docspell.joex.text-analysis` for configuring the new
size limit
- The command for running `wkhtmltopdf` changed in that the encoding
is now added at runtime.
### REST Api Changes
The REST Api has some additions:
- new route to retrieve the archive file
- add field in `ItemDetail` data that refers to the archive files of
the attachments
## v0.3.0
*Mar. 1, 2020*
- Support for many more document types has been added (including
images and office documents). All input files are converted into PDF
files (the original file is preserved).
- PDF Text extraction improved by omitting OCR if text can be
stripped.
- There is a new PDF viewer (utilizing viewerjs) that also works in
mobile browsers.
- Improve editing notes: Since notes may evolve, there is now a larger
edit form and a markdown preview.
- Show the extracted information (text, labels, proposals) of an
attachment in the Webui.
- The name search now also searches in item notes.
- Bug fixed where it was possible to create invalid input when
creating new sources.
- Bug fixed where the item menu was not properly initialized for
equipments.
- The `ds.sh` script has now an option to check a file for existence
in docspell.
### Configuration Changes
The configuration of the joex component has been changed.
- removed `docspell.joex.extraction.allowed-content-types`
- other settings in `docspell.joex.extraction` have been moved to
`docspell.joex.extraction.ocr`
- added `docspell.joex.extraction.ocr.max-image-size`
- added `docspell.joex.extraction.pdf.min-text-len`
- added sections in `docspell.joex.convert` for pdf conversion
settings
### REST Api Changes
The REST Api has some additions:
- new route to retrieve the original file
- new route to get the rendered pdf of an attachment (using viewerjs)
- add field in `ItemDetail` data that refers to the original files of
the attachments
## v0.2.0
*Jan. 12, 2020*
The second release of Docspell addresses some annoying issues in the
UI and adds a "send by email" feature.
- Send an item and its attachments via E-Mail (requires to setup SMTP
settings per user)
- Add a search field for meta data
- The item detail view is now a perma-link
- New endpoints to check whether a file is in Docspell by using their
SHA-256 checksum (see the api doc here and here), the scripts in
tools/ now use this endpoint to skip existing files
- Better support multiple attachments with long names in the UI
- Fixes textarea updating issues
## v0.1.0
*Sep. 21, 2019*
The initial release of Docspell containing the basic features with a
Web UI:
- Create items by uploading PDF files
- Analyze the PDF files and propose meta data
- Manage meta data and items
- View processing queue