From: Trenton H <797416+stumpylog@users.noreply.github.com>
Date: Wed, 29 Apr 2026 17:09:50 +0000 (-0700)
Subject: Chore: Upgrades tantivy-py to the latest release (#12605)
X-Git-Url: http://git.ipfire.org/gitweb/?a=commitdiff_plain;h=HEAD;p=thirdparty%2Fpaperless-ngx.git

Chore: Upgrades tantivy-py to the latest release (#12605)
---

diff --git a/paperless-ngx.code-workspace b/paperless-ngx.code-workspace
index 91020c66c..5326dbfce 100644
--- a/paperless-ngx.code-workspace
+++ b/paperless-ngx.code-workspace
@@ -30,11 +30,25 @@
 			"**/.idea": true,
 			"**/.venv": true,
 			"**/.coverage": true,
-			"**/coverage.json": true
+			"**/coverage.json": true,
+			"htmlcov/": true,
+			"coverage.xml": true,
+			"junit.xml": true
 		},
-		"python.defaultInterpreterPath": ".venv/bin/python3",
+		"python.languageServer": "Pylance",
+		"python.defaultInterpreterPath": "${workspaceFolder:paperless-ngx}/.venv/bin/python3",
+		"python.analysis.extraPaths": ["${workspaceFolder:paperless-ngx}/src"],
 		"python.analysis.inlayHints.pytestParameters": true,
 		"python.testing.pytestEnabled": true,
+		"python.testing.unittestEnabled": false,
+		"[python]": {
+			"editor.defaultFormatter": "charliermarsh.ruff",
+			"editor.formatOnSave": true,
+			"editor.codeActionsOnSave": {
+				"source.fixAll.ruff": "explicit",
+				"source.organizeImports.ruff": "explicit"
+			}
+		}
 	},
 	"extensions": {
 		"recommendations": ["ms-python.python", "charliermarsh.ruff", "editorconfig.editorconfig"],
diff --git a/pyproject.toml b/pyproject.toml
index 2cc20f180..233aaa1c0 100644
--- a/pyproject.toml
+++ b/pyproject.toml
@@ -73,7 +73,7 @@ dependencies = [
   "scikit-learn~=1.8.0",
   "sentence-transformers>=4.1",
   "setproctitle~=1.3.4",
-  "tantivy>=0.25.1",
+  "tantivy~=0.26.0",
   "tika-client~=0.11.0",
   "torch~=2.11.0",
   "watchfiles>=1.1.1",
@@ -143,7 +143,8 @@ typing = [
   "types-python-dateutil",
   "types-pytz",
   "types-redis",
-  "types-setuptools",
+  "types-regex",
+  "types-setuptools"
 ]
 
 [tool.uv]
diff --git a/src/documents/search/_backend.py b/src/documents/search/_backend.py
index 46f56f339..8c745dfd7 100644
--- a/src/documents/search/_backend.py
+++ b/src/documents/search/_backend.py
@@ -3,7 +3,6 @@ from __future__ import annotations
 import logging
 import re
 import threading
-from collections import Counter
 from datetime import UTC
 from datetime import datetime
 from enum import StrEnum
@@ -11,6 +10,7 @@ from typing import TYPE_CHECKING
 from typing import Self
 from typing import TypedDict
 from typing import TypeVar
+from typing import cast
 
 import filelock
 import regex
@@ -36,7 +36,7 @@ from documents.utils import identity
 if TYPE_CHECKING:
     from pathlib import Path
 
-    from django.contrib.auth.base_user import AbstractBaseUser
+    from django.contrib.auth.models import AbstractUser
     from django.db.models import QuerySet
 
     from documents.models import Document
@@ -169,9 +169,16 @@ class WriteBatch:
     def __init__(self, backend: TantivyBackend, lock_timeout: float):
         self._backend = backend
         self._lock_timeout = lock_timeout
-        self._writer = None
+        self._raw_writer: tantivy.IndexWriter | None = None
         self._lock = None
 
+    @property
+    def _writer(self) -> tantivy.IndexWriter:
+        assert self._raw_writer is not None, (
+            "WriteBatch not entered; use as context manager"
+        )
+        return self._raw_writer
+
     def __enter__(self) -> Self:
         if self._backend._path is not None:
             lock_path = self._backend._path / ".tantivy.lock"
@@ -183,7 +190,7 @@ class WriteBatch:
                     f"Could not acquire index lock within {self._lock_timeout}s",
                 ) from e
 
-        self._writer = self._backend._index.writer()
+        self._raw_writer = self._backend._index.writer()
         return self
 
     def __exit__(self, exc_type, exc_val, exc_tb):
@@ -193,9 +200,9 @@ class WriteBatch:
                 self._backend._index.reload()
             # Explicitly delete writer to release tantivy's internal lock.
             # On exception the uncommitted writer is simply discarded.
-            if self._writer is not None:
-                del self._writer
-                self._writer = None
+            if self._raw_writer is not None:
+                del self._raw_writer
+                self._raw_writer = None
         finally:
             if self._lock is not None:
                 self._lock.release()
@@ -222,24 +229,9 @@ class WriteBatch:
         self._writer.add_document(doc)
 
     def remove(self, doc_id: int) -> None:
-        """
-        Remove a document from the batch by its primary key.
-
-        Uses range_query instead of term_query to work around a tantivy-py bug
-        where Python integers are inferred as i64, producing Terms that never
-        match u64 fields.
-
-        TODO: Replace with term_query("id", doc_id) once
-        https://github.com/quickwit-oss/tantivy-py/pull/642 lands.
-        """
+        """Remove a document from the batch by its primary key."""
         self._writer.delete_documents_by_query(
-            tantivy.Query.range_query(
-                self._backend._schema,
-                "id",
-                tantivy.FieldType.Unsigned,
-                doc_id,
-                doc_id,
-            ),
+            tantivy.Query.term_query(self._backend._schema, "id", doc_id),
         )
 
 
@@ -288,8 +280,18 @@ class TantivyBackend:
         # path=None → in-memory index (for tests)
         # path=some_dir → on-disk index (for production)
         self._path = path
-        self._index = None
-        self._schema = None
+        self._raw_index: tantivy.Index | None = None
+        self._raw_schema: tantivy.Schema | None = None
+
+    @property
+    def _index(self) -> tantivy.Index:
+        assert self._raw_index is not None, "Index not open; call open() first"
+        return self._raw_index
+
+    @property
+    def _schema(self) -> tantivy.Schema:
+        assert self._raw_schema is not None, "Schema not open; call open() first"
+        return self._raw_schema
 
     def open(self) -> None:
         """
@@ -299,14 +301,14 @@ class TantivyBackend:
         version or language changes. Registers custom tokenizers after opening.
         Safe to call multiple times - subsequent calls are no-ops.
         """
-        if self._index is not None:
+        if self._raw_index is not None:
             return  # pragma: no cover
         if self._path is not None:
-            self._index = open_or_rebuild_index(self._path)
+            self._raw_index = open_or_rebuild_index(self._path)
         else:
-            self._index = tantivy.Index(build_schema())
-        register_tokenizers(self._index, settings.SEARCH_LANGUAGE)
-        self._schema = self._index.schema
+            self._raw_index = tantivy.Index(build_schema())
+        register_tokenizers(self._raw_index, settings.SEARCH_LANGUAGE)
+        self._raw_schema = self._raw_index.schema
 
     def close(self) -> None:
         """
@@ -314,12 +316,12 @@ class TantivyBackend:
 
         Safe to call multiple times - subsequent calls are no-ops.
         """
-        self._index = None
-        self._schema = None
+        self._raw_index = None
+        self._raw_schema = None
 
     def _ensure_open(self) -> None:
         """Ensure the index is open before operations."""
-        if self._index is None:
+        if self._raw_index is None:
             self.open()  # pragma: no cover
 
     def _parse_query(
@@ -339,7 +341,7 @@ class TantivyBackend:
     def _apply_permission_filter(
         self,
         query: tantivy.Query,
-        user: AbstractBaseUser | None,
+        user: AbstractUser | None,
     ) -> tantivy.Query:
         """Wrap a query with a permission filter if the user is not a superuser."""
         if user is not None:
@@ -526,15 +528,6 @@ class TantivyBackend:
         Use this when you already know which documents to display (from
         search_ids + ORM filtering) and just need highlight data.
 
-        Note: Each doc_id requires an individual index lookup because tantivy-py
-        does not yet expose a batch fast-field read API. This is acceptable for
-        page-sized batches (typically 25 docs) but should not be called with
-        thousands of IDs.
-
-        TODO: When https://github.com/quickwit-oss/tantivy-py/pull/641 lands,
-        the per-doc range_query lookups here can be replaced with a single
-        collect_u64_fast_field("id", doc_addresses) call.
-
         Args:
             query: The search query (used for snippet generation)
             doc_ids: Ordered list of document IDs to generate hits for
@@ -571,32 +564,42 @@ class TantivyBackend:
             notes_text_query = user_query
 
         searcher = self._index.searcher()
+
+        # Fetch all requested docs in a single search: user_query MUST match
+        # and exactly the requested IDs MUST match (OR of term_queries).
+        id_filter = tantivy.Query.boolean_query(
+            [
+                (
+                    tantivy.Occur.Should,
+                    tantivy.Query.term_query(self._schema, "id", did),
+                )
+                for did in doc_ids
+            ],
+        )
+        batch_query = tantivy.Query.boolean_query(
+            [
+                (tantivy.Occur.Must, user_query),
+                (tantivy.Occur.Must, id_filter),
+            ],
+        )
+        batch_results = searcher.search(batch_query, limit=len(doc_ids))
+
+        result_addrs = [addr for _score, addr in batch_results.hits]
+        result_ids = cast("list[int]", searcher.fast_field_values("id", result_addrs))
+        addr_by_id: dict[int, tuple[float, tantivy.DocAddress]] = {
+            doc_id: (score, addr)
+            for (score, addr), doc_id in zip(batch_results.hits, result_ids)
+        }
+
         snippet_generator = None
         notes_snippet_generator = None
         hits: list[SearchHit] = []
 
         for rank, doc_id in enumerate(doc_ids, start=rank_start):
-            # Look up document by ID, scoring against the user query so that
-            # the returned SearchHit carries a real BM25 relevance score.
-            id_query = tantivy.Query.range_query(
-                self._schema,
-                "id",
-                tantivy.FieldType.Unsigned,
-                doc_id,
-                doc_id,
-            )
-            scored_query = tantivy.Query.boolean_query(
-                [
-                    (tantivy.Occur.Must, user_query),
-                    (tantivy.Occur.Must, id_query),
-                ],
-            )
-            results = searcher.search(scored_query, limit=1)
-
-            if not results.hits:
+            if doc_id not in addr_by_id:
                 continue
 
-            score, doc_address = results.hits[0]
+            score, doc_address = addr_by_id[doc_id]
             actual_doc = searcher.doc(doc_address)
             doc_dict = actual_doc.to_dict()
 
@@ -647,7 +650,7 @@ class TantivyBackend:
     def search_ids(
         self,
         query: str,
-        user: AbstractBaseUser | None,
+        user: AbstractUser | None,
         *,
         sort_field: str | None = None,
         sort_reverse: bool = False,
@@ -701,16 +704,16 @@ class TantivyBackend:
             if threshold is not None:
                 all_hits = [hit for hit in all_hits if hit[1] >= threshold]
 
-        # TODO: Replace with searcher.collect_u64_fast_field("id", addrs) once
-        # https://github.com/quickwit-oss/tantivy-py/pull/641 lands — eliminates
-        # one stored-doc fetch per result (~80% reduction in search_ids latency).
-        return [searcher.doc(doc_addr).to_dict()["id"][0] for doc_addr, *_ in all_hits]
+        return cast(
+            "list[int]",
+            searcher.fast_field_values("id", [doc_addr for doc_addr, *_ in all_hits]),
+        )
 
     def autocomplete(
         self,
         term: str,
         limit: int,
-        user: AbstractBaseUser | None = None,
+        user: AbstractUser | None = None,
     ) -> list[str]:
         """
         Get autocomplete suggestions for search queries.
@@ -738,69 +741,25 @@ class TantivyBackend:
 
         searcher = self._index.searcher()
 
-        # Build a prefix query on autocomplete_word so we only scan docs
-        # containing words that start with the prefix, not the entire index.
-        # tantivy regex is implicitly anchored; .+ avoids the empty-match
-        # error that .* triggers.  We OR with term_query to also match the
-        # exact prefix as a complete word.
-        escaped = re.escape(normalized_term)
-        prefix_query = tantivy.Query.boolean_query(
-            [
-                (
-                    tantivy.Occur.Should,
-                    tantivy.Query.term_query(
-                        self._schema,
-                        "autocomplete_word",
-                        normalized_term,
-                    ),
-                ),
-                (
-                    tantivy.Occur.Should,
-                    tantivy.Query.regex_query(
-                        self._schema,
-                        "autocomplete_word",
-                        f"{escaped}.+",
-                    ),
-                ),
-            ],
-        )
-
+        permission_query = None
         # Intersect with permission filter so autocomplete words from
         # invisible documents don't leak to other users.
         if user is not None and not user.is_superuser:
-            final_query = tantivy.Query.boolean_query(
-                [
-                    (tantivy.Occur.Must, prefix_query),
-                    (tantivy.Occur.Must, build_permission_filter(self._schema, user)),
-                ],
-            )
-        else:
-            final_query = prefix_query
-
-        results = searcher.search(final_query, limit=searcher.num_docs)
-
-        # Count how many visible documents each matching word appears in.
-        word_counts: Counter[str] = Counter()
-        for _score, doc_address in results.hits:
-            stored_doc = searcher.doc(doc_address)
-            doc_dict = stored_doc.to_dict()
-            if "autocomplete_word" in doc_dict:
-                for word in doc_dict["autocomplete_word"]:
-                    if word.startswith(normalized_term):
-                        word_counts[word] += 1
-
-        # Sort by document frequency descending; break ties alphabetically.
-        matches = sorted(
-            word_counts,
-            key=lambda w: (-word_counts[w], w),
+            permission_query = build_permission_filter(self._schema, user)
+
+        matches = searcher.terms_with_prefix(
+            "autocomplete_word",
+            normalized_term,
+            permission_query,
+            limit,
         )
 
-        return matches[:limit]
+        return [x[0] for x in matches]
 
     def more_like_this_ids(
         self,
         doc_id: int,
-        user: AbstractBaseUser | None,
+        user: AbstractUser | None,
         *,
         limit: int | None = None,
     ) -> list[int]:
@@ -821,13 +780,7 @@ class TantivyBackend:
         self._ensure_open()
         searcher = self._index.searcher()
 
-        id_query = tantivy.Query.range_query(
-            self._schema,
-            "id",
-            tantivy.FieldType.Unsigned,
-            doc_id,
-            doc_id,
-        )
+        id_query = tantivy.Query.term_query(self._schema, "id", doc_id)
         results = searcher.search(id_query, limit=1)
 
         if not results.hits:
@@ -851,14 +804,9 @@ class TantivyBackend:
         # Fetch one extra to account for excluding the original document
         results = searcher.search(final_query, limit=effective_limit + 1)
 
-        # TODO: Replace with collect_u64_fast_field("id", addrs) once
-        # https://github.com/quickwit-oss/tantivy-py/pull/641 lands.
-        ids = []
-        for _score, doc_address in results.hits:
-            result_doc_id = searcher.doc(doc_address).to_dict()["id"][0]
-            if result_doc_id != doc_id:
-                ids.append(result_doc_id)
-
+        addrs = [addr for _score, addr in results.hits]
+        all_ids = cast("list[int]", searcher.fast_field_values("id", addrs))
+        ids = [rid for rid in all_ids if rid != doc_id]
         return ids[:limit] if limit is not None else ids
 
     def batch_update(self, lock_timeout: float = 30.0) -> WriteBatch:
@@ -906,9 +854,9 @@ class TantivyBackend:
         register_tokenizers(new_index, settings.SEARCH_LANGUAGE)
 
         # Point instance at the new index so _build_tantivy_doc uses it
-        old_index, old_schema = self._index, self._schema
-        self._index = new_index
-        self._schema = new_index.schema
+        old_index, old_schema = self._raw_index, self._raw_schema
+        self._raw_index = new_index
+        self._raw_schema = new_index.schema
 
         try:
             writer = new_index.writer()
@@ -922,8 +870,8 @@ class TantivyBackend:
             new_index.reload()
         except BaseException:  # pragma: no cover
             # Restore old index on failure so the backend remains usable
-            self._index = old_index
-            self._schema = old_schema
+            self._raw_index = old_index
+            self._raw_schema = old_schema
             raise
 
 
diff --git a/src/documents/search/_query.py b/src/documents/search/_query.py
index 59421c763..0fbe4603b 100644
--- a/src/documents/search/_query.py
+++ b/src/documents/search/_query.py
@@ -410,9 +410,6 @@ def normalize_query(query: str) -> str:
         raise ValueError("Query too complex to process (normalization timed out)")
 
 
-_MAX_U64 = 2**64 - 1  # u64 max — used as inclusive upper bound for "any owner" range
-
-
 def build_permission_filter(
     schema: tantivy.Schema,
     user: AbstractBaseUser,
@@ -432,48 +429,16 @@ def build_permission_filter(
 
     Returns:
         Tantivy query that filters results to visible documents
-
-    Implementation Notes:
-        - Uses range_query instead of term_query for owner_id/viewer_id to work
-          around a tantivy-py bug where Python ints are inferred as i64, causing
-          term_query to return no hits on u64 fields.
-          TODO: Replace with term_query once
-          https://github.com/quickwit-oss/tantivy-py/pull/642 lands.
-
-        - Uses range_query(owner_id, 1, MAX_U64) as an "owner exists" check
-          because exists_query is not yet available in tantivy-py 0.25.
-          TODO: Replace with exists_query("owner_id") once that is exposed in
-          a tantivy-py release.
-
-        - Uses disjunction_max_query to combine permission clauses with OR logic
     """
-    owner_any = tantivy.Query.range_query(
-        schema,
-        "owner_id",
-        tantivy.FieldType.Unsigned,
-        1,
-        _MAX_U64,
-    )
+    owner_any = tantivy.Query.exists_query("owner_id")
     no_owner = tantivy.Query.boolean_query(
         [
             (tantivy.Occur.Must, tantivy.Query.all_query()),
             (tantivy.Occur.MustNot, owner_any),
         ],
     )
-    owned = tantivy.Query.range_query(
-        schema,
-        "owner_id",
-        tantivy.FieldType.Unsigned,
-        user.pk,
-        user.pk,
-    )
-    shared = tantivy.Query.range_query(
-        schema,
-        "viewer_id",
-        tantivy.FieldType.Unsigned,
-        user.pk,
-        user.pk,
-    )
+    owned = tantivy.Query.term_query(schema, "owner_id", user.pk)
+    shared = tantivy.Query.term_query(schema, "viewer_id", user.pk)
     return tantivy.Query.disjunction_max_query([no_owner, owned, shared])
 
 
diff --git a/src/documents/search/_schema.py b/src/documents/search/_schema.py
index bc0832d37..1cab8f4c4 100644
--- a/src/documents/search/_schema.py
+++ b/src/documents/search/_schema.py
@@ -4,6 +4,8 @@ import json
 import logging
 import shutil
 from typing import TYPE_CHECKING
+from typing import Final
+from typing import cast
 
 import tantivy
 from django.conf import settings
@@ -13,7 +15,8 @@ if TYPE_CHECKING:
 
 logger = logging.getLogger("paperless.search")
 
-SCHEMA_VERSION = 1
+# v1 - Initial tantivy schema format
+SCHEMA_VERSION: Final[int] = 1
 
 
 def build_schema() -> tantivy.Schema:
@@ -172,7 +175,7 @@ def open_or_rebuild_index(index_dir: Path | None = None) -> tantivy.Index:
         Opened Tantivy index (caller must register custom tokenizers)
     """
     if index_dir is None:
-        index_dir = settings.INDEX_DIR
+        index_dir = cast("Path", settings.INDEX_DIR)
     if not index_dir.exists():
         return tantivy.Index(build_schema())
     if needs_rebuild(index_dir):
diff --git a/src/documents/tests/test_admin.py b/src/documents/tests/test_admin.py
index feaa280dc..b5d205d14 100644
--- a/src/documents/tests/test_admin.py
+++ b/src/documents/tests/test_admin.py
@@ -24,13 +24,7 @@ class TestDocumentAdmin(DirectoriesMixin, TestCase):
         backend = get_backend()
         searcher = backend._index.searcher()
         results = searcher.search(
-            tantivy.Query.range_query(
-                backend._schema,
-                "id",
-                tantivy.FieldType.Unsigned,
-                doc.pk,
-                doc.pk,
-            ),
+            tantivy.Query.term_query(backend._schema, "id", doc.pk),
             limit=1,
         )
         if results.hits:
diff --git a/uv.lock b/uv.lock
index 85d3141f5..0a185ca12 100644
--- a/uv.lock
+++ b/uv.lock
@@ -3012,6 +3012,7 @@ typing = [
     { name = "types-python-dateutil", marker = "sys_platform == 'darwin' or sys_platform == 'linux'" },
     { name = "types-pytz", marker = "sys_platform == 'darwin' or sys_platform == 'linux'" },
     { name = "types-redis", marker = "sys_platform == 'darwin' or sys_platform == 'linux'" },
+    { name = "types-regex", marker = "sys_platform == 'darwin' or sys_platform == 'linux'" },
     { name = "types-setuptools", marker = "sys_platform == 'darwin' or sys_platform == 'linux'" },
 ]
 
@@ -3081,7 +3082,7 @@ requires-dist = [
     { name = "scikit-learn", specifier = "~=1.8.0" },
     { name = "sentence-transformers", specifier = ">=4.1" },
     { name = "setproctitle", specifier = "~=1.3.4" },
-    { name = "tantivy", specifier = ">=0.25.1" },
+    { name = "tantivy", specifier = "~=0.26.0" },
     { name = "tika-client", specifier = "~=0.11.0" },
     { name = "torch", specifier = "~=2.11.0", index = "https://download.pytorch.org/whl/cpu" },
     { name = "watchfiles", specifier = ">=1.1.1" },
@@ -3150,6 +3151,7 @@ typing = [
     { name = "types-python-dateutil" },
     { name = "types-pytz" },
     { name = "types-redis" },
+    { name = "types-regex" },
     { name = "types-setuptools" },
 ]
 
@@ -4685,30 +4687,30 @@ wheels = [
 
 [[package]]
 name = "tantivy"
-version = "0.25.1"
-source = { registry = "https://pypi.org/simple" }
-sdist = { url = "https://files.pythonhosted.org/packages/1b/f9/0cd3955d155d3e3ef74b864769514dd191e5dacba9f0beb7af2d914942ce/tantivy-0.25.1.tar.gz", hash = "sha256:68a3314699a7d18fcf338b52bae8ce46a97dde1128a3e47e33fa4db7f71f265e", size = 75120, upload-time = "2025-12-02T11:57:12.997Z" }
-wheels = [
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