🔖(patch) release 4.8.1

Added

- 🔧(backend) add DB_PSYCOPG_POOL_ENABLED settings

Changed

- ⬇️(backend) downgrade django-treebeard to version < 5.0.0

.github/.trivyignore

@@ -0,0 +1,3 @@
+CVE-2026-26996
+CVE-2026-27903
+CVE-2026-27904

.github/workflows/crowdin_download.yml

@@ -20,7 +20,7 @@ jobs:
       pull-requests: write
     steps:
       - name: Checkout
-        uses: actions/checkout@v4
+        uses: actions/checkout@v6
       - name: Create empty source files
         run: |
           touch src/backend/locale/django.pot
@@ -48,7 +48,7 @@ jobs:
           CROWDIN_BASE_PATH: "../src/"
       # frontend i18n
       - name: Restore the frontend cache
-        uses: actions/cache@v4
+        uses: actions/cache@v5
         with:
           path: "src/frontend/**/node_modules"
           key: front-node_modules-${{ hashFiles('src/frontend/**/yarn.lock') }}

.github/workflows/crowdin_upload.yml

@@ -20,10 +20,10 @@ jobs:
 
     steps:
       - name: Checkout
-        uses: actions/checkout@v4
+        uses: actions/checkout@v6
       # Backend i18n
       - name: Install Python
-        uses: actions/setup-python@v5
+        uses: actions/setup-python@v6
         with:
           python-version: "3.13.3"
           cache: "pip"
@@ -33,7 +33,7 @@ jobs:
         run: pip install --user .
         working-directory: src/backend
       - name: Restore the mail templates
-        uses: actions/cache@v4
+        uses: actions/cache@v5
         id: mail-templates
         with:
           path: "src/backend/core/templates/mail"
@@ -49,7 +49,7 @@ jobs:
           DJANGO_CONFIGURATION=Build python manage.py makemessages -a --keep-pot
       # frontend i18n
       - name: Restore the frontend cache
-        uses: actions/cache@v4
+        uses: actions/cache@v5
         with:
           path: "src/frontend/**/node_modules"
           key: front-node_modules-${{ hashFiles('src/frontend/**/yarn.lock') }}

.github/workflows/dependencies.yml

@@ -20,16 +20,16 @@ jobs:
     runs-on: ubuntu-latest
     steps:
       - name: Checkout
-        uses: actions/checkout@v4
+        uses: actions/checkout@v6
       - name: Restore the frontend cache
-        uses: actions/cache@v4
+        uses: actions/cache@v5
         id: front-node_modules
         with:
           path: "src/frontend/**/node_modules"
           key: front-node_modules-${{ hashFiles('src/frontend/**/yarn.lock') }}
       - name: Setup Node.js
         if: steps.front-node_modules.outputs.cache-hit != 'true'
-        uses: actions/setup-node@v4
+        uses: actions/setup-node@v6
         with:
           node-version: ${{ inputs.node_version }}
       - name: Install dependencies
@@ -37,7 +37,7 @@ jobs:
         run: cd src/frontend/ && yarn install --frozen-lockfile
       - name: Cache install frontend
         if: steps.front-node_modules.outputs.cache-hit != 'true'
-        uses: actions/cache@v4
+        uses: actions/cache@v5
         with:
           path: "src/frontend/**/node_modules"
           key: front-node_modules-${{ hashFiles('src/frontend/**/yarn.lock') }}
@@ -50,10 +50,10 @@ jobs:
         working-directory: src/mail
     steps:
       - name: Checkout repository
-        uses: actions/checkout@v4
+        uses: actions/checkout@v6
 
       - name: Restore the mail templates
-        uses: actions/cache@v4
+        uses: actions/cache@v5
         id: mail-templates
         with:
           path: "src/backend/core/templates/mail"
@@ -61,7 +61,7 @@ jobs:
 
       - name: Setup Node.js
         if: steps.mail-templates.outputs.cache-hit != 'true'
-        uses: actions/setup-node@v4
+        uses: actions/setup-node@v6
         with:
           node-version: ${{ inputs.node_version }}
 
@@ -79,7 +79,7 @@ jobs:
 
       - name: Cache mail templates
         if: steps.mail-templates.outputs.cache-hit != 'true'
-        uses: actions/cache@v4
+        uses: actions/cache@v5
         with:
           path: "src/backend/core/templates/mail"
           key: mail-templates-${{ hashFiles('src/mail/mjml') }}

.github/workflows/docker-hub.yml

@@ -5,149 +5,66 @@ on:
   workflow_dispatch:
   push:
     branches:
-      - 'main'
+      - "main"
     tags:
-      - 'v*'
+      - "v*"
   pull_request:
     branches:
-      - 'main'
-      - 'ci/trivy-fails'
+      - "main"
 
 env:
   DOCKER_USER: 1001:127
+  SHOULD_PUSH: ${{ github.event_name != 'pull_request' || contains(github.event.pull_request.labels.*.name, 'preview') }}
+
+permissions:
+  contents: read
 
 jobs:
   build-and-push-backend:
-    runs-on: ubuntu-latest
-    steps:
-      -
-        name: Checkout repository
-        uses: actions/checkout@v4
-      -
-        name: Docker meta
-        id: meta
-        uses: docker/metadata-action@v5
-        with:
-          images: lasuite/impress-backend
-      -
-        name: Login to DockerHub
-        if: github.event_name != 'pull_request' || contains(github.event.pull_request.labels.*.name, 'preview')
-        uses: docker/login-action@v3
-        with:
-          username: ${{ secrets.DOCKER_HUB_USER }}
-          password: ${{ secrets.DOCKER_HUB_PASSWORD }}
-      -
-        name: Run trivy scan
-        uses: numerique-gouv/action-trivy-cache@main
-        with:
-          docker-build-args: '--target backend-production -f Dockerfile'
-          docker-image-name: 'docker.io/lasuite/impress-backend:${{ github.sha }}'
-      -
-        name: Build and push
-        uses: docker/build-push-action@v6
-        with:
-          context: .
-          target: backend-production
-          build-args: DOCKER_USER=${{ env.DOCKER_USER }}:-1000
-          push: ${{ github.event_name != 'pull_request' || contains(github.event.pull_request.labels.*.name, 'preview') }}
-          tags: ${{ steps.meta.outputs.tags }}
-          labels: ${{ steps.meta.outputs.labels }}
-      - 
-        name: Cleanup Docker after build
-        if: always()
-        run: |
-          docker system prune -af
-          docker volume prune -f
+    uses: ./.github/workflows/docker-publish.yml
+    permissions:
+      contents: read
+    secrets: inherit
+    with:
+      image_name: lasuite/impress-backend
+      context: .
+      file: Dockerfile
+      target: backend-production
+      should_push: ${{ github.event_name != 'pull_request' || contains(github.event.pull_request.labels.*.name, 'preview') }}
+      docker_user: 1001:127
 
   build-and-push-frontend:
-    runs-on: ubuntu-latest
-    steps:
-      -
-        name: Checkout repository
-        uses: actions/checkout@v4
-      -
-        name: Docker meta
-        id: meta
-        uses: docker/metadata-action@v5
-        with:
-          images: lasuite/impress-frontend
-      -
-        name: Login to DockerHub
-        if: github.event_name != 'pull_request' || contains(github.event.pull_request.labels.*.name, 'preview')
-        uses: docker/login-action@v3
-        with:
-          username: ${{ secrets.DOCKER_HUB_USER }}
-          password: ${{ secrets.DOCKER_HUB_PASSWORD }}
-      -
-        name: Run trivy scan
-        uses: numerique-gouv/action-trivy-cache@main
-        with:
-          docker-build-args: '-f src/frontend/Dockerfile --target frontend-production'
-          docker-image-name: 'docker.io/lasuite/impress-frontend:${{ github.sha }}'
-      -
-        name: Build and push
-        uses: docker/build-push-action@v6
-        with:
-          context: .
-          file: ./src/frontend/Dockerfile
-          target: frontend-production
-          build-args: |
-            DOCKER_USER=${{ env.DOCKER_USER }}:-1000
-            PUBLISH_AS_MIT=false
-          push: ${{ github.event_name != 'pull_request' || contains(github.event.pull_request.labels.*.name, 'preview') }}
-          tags: ${{ steps.meta.outputs.tags }}
-          labels: ${{ steps.meta.outputs.labels }}
-      - 
-        name: Cleanup Docker after build
-        if: always()
-        run: |
-          docker system prune -af
-          docker volume prune -f
+    uses: ./.github/workflows/docker-publish.yml
+    permissions:
+      contents: read
+    secrets: inherit
+    with:
+      image_name: lasuite/impress-frontend
+      context: .
+      file: src/frontend/Dockerfile
+      target: frontend-production
+      arm64_reuse_amd64_build_arg: "FRONTEND_IMAGE"
+      should_push: ${{ github.event_name != 'pull_request' || contains(github.event.pull_request.labels.*.name, 'preview') }}
+      docker_user: 1001:127
 
   build-and-push-y-provider:
-    runs-on: ubuntu-latest
-    steps:
-      -
-        name: Checkout repository
-        uses: actions/checkout@v4
-      -
-        name: Docker meta
-        id: meta
-        uses: docker/metadata-action@v5
-        with:
-          images: lasuite/impress-y-provider
-      -
-        name: Login to DockerHub
-        if: github.event_name != 'pull_request' || contains(github.event.pull_request.labels.*.name, 'preview')
-        run: echo "${{ secrets.DOCKER_HUB_PASSWORD }}" | docker login -u "${{ secrets.DOCKER_HUB_USER }}" --password-stdin
-      -
-        name: Run trivy scan
-        uses: numerique-gouv/action-trivy-cache@main
-        with:
-          docker-build-args: '-f src/frontend/servers/y-provider/Dockerfile --target y-provider'
-          docker-image-name: 'docker.io/lasuite/impress-y-provider:${{ github.sha }}'
-      -
-        name: Build and push
-        uses: docker/build-push-action@v6
-        with:
-          context: .
-          file: ./src/frontend/servers/y-provider/Dockerfile
-          target: y-provider
-          build-args: DOCKER_USER=${{ env.DOCKER_USER }}:-1000
-          push: ${{ github.event_name != 'pull_request' || contains(github.event.pull_request.labels.*.name, 'preview') }}
-          tags: ${{ steps.meta.outputs.tags }}
-          labels: ${{ steps.meta.outputs.labels }}
-      - 
-        name: Cleanup Docker after build
-        if: always()
-        run: |
-          docker system prune -af
-          docker volume prune -f
+    uses: ./.github/workflows/docker-publish.yml
+    permissions:
+      contents: read
+    secrets: inherit
+    with:
+      image_name: lasuite/impress-y-provider
+      context: .
+      file: src/frontend/servers/y-provider/Dockerfile
+      target: y-provider
+      should_push: ${{ github.event_name != 'pull_request' || contains(github.event.pull_request.labels.*.name, 'preview') }}
+      docker_user: 1001:127
 
   notify-argocd:
     needs:
-      - build-and-push-frontend
       - build-and-push-backend
+      - build-and-push-frontend
+      - build-and-push-y-provider
     runs-on: ubuntu-latest
     if: github.event_name != 'pull_request' || contains(github.event.pull_request.labels.*.name, 'preview')
     steps:

.github/workflows/docker-publish.yml

@@ -0,0 +1,142 @@
+name: Build and Push Container Image
+description: Build and push a container image based on the input arguments provided
+
+"on":
+  workflow_call:
+    inputs:
+      image_name:
+        type: string
+        required: true
+        description: The suffix for the image name, without the registry and without the repository path.
+      context:
+        type: string
+        required: true
+        description: The path to the context to start `docker build` into.
+      file:
+        type: string
+        required: true
+        description: The path to the Dockerfile
+      target:
+        type: string
+        required: false
+        default: ""
+        description: The Dockerfile target stage to build the image for.
+      should_push:
+        type: boolean
+        required: false
+        default: false
+        description: if the image should be pushed on the docker registry
+      docker_user:
+        type: string
+        required: false
+        default: ""
+        description: The docker_user ARGUMENT to pass to the build step
+      arm64_reuse_amd64_build_arg:
+        type: string
+        required: false
+        default: ""
+        description: "Build arg name to pass first amd64 tag to arm64 build (skips arch-independent build steps)"
+
+jobs:
+  build-and-push:
+    runs-on: ubuntu-latest
+    permissions:
+      contents: read
+    steps:
+      - name: Checkout repository
+        uses: actions/checkout@v6
+      - name: Set up QEMU
+        uses: docker/setup-qemu-action@v3
+      - name: Set up Docker Buildx
+        uses: docker/setup-buildx-action@v3
+      - name: Login to DockerHub
+        if: ${{ inputs.should_push }}
+        uses: docker/login-action@v3
+        with:
+          username: ${{ secrets.DOCKER_HUB_USER }}
+          password: ${{ secrets.DOCKER_HUB_PASSWORD }}
+      - name: Extract metadata (tags, labels) for Docker
+        id: meta
+        uses: docker/metadata-action@v5
+        with:
+          images: ${{ inputs.image_name }}
+      - name: Generate platform-specific tags
+        id: platform-tags
+        run: |
+          AMD64_TAGS=$(echo "${{ steps.meta.outputs.tags }}" | sed 's/$/-amd64/')
+          ARM64_TAGS=$(echo "${{ steps.meta.outputs.tags }}" | sed 's/$/-arm64/')
+          FIRST_AMD64_TAG=$(echo "${{ steps.meta.outputs.tags }}" | head -1)-amd64
+          {
+            echo "amd64<<EOF"
+            echo "$AMD64_TAGS"
+            echo "EOF"
+            echo "arm64<<EOF"
+            echo "$ARM64_TAGS"
+            echo "EOF"
+            echo "amd64_first=$FIRST_AMD64_TAG"
+          } >> "$GITHUB_OUTPUT"
+      # - name: Run trivy scan
+      #   if: ${{ vars.TRIVY_SCAN_ENABLED }} == 'true'
+      #   uses: numerique-gouv/action-trivy-cache@main
+      #   with:
+      #     docker-build-args: "--target ${{ inputs.target }} -f ${{ inputs.file }}"
+      #     docker-image-name: "docker.io/${{ inputs.image_name }}:${{ github.sha }}"
+      #     trivyignores: ./.github/.trivyignore
+      - name: Build and push (amd64)
+        if: ${{ inputs.should_push }}||${{ vars.TRIVY_SCAN_ENABLED }} != 'true'
+        uses: docker/build-push-action@v6
+        with:
+          context: ${{ inputs.context }}
+          file: ${{ inputs.file }}
+          target: ${{ inputs.target }}
+          platforms: linux/amd64
+          build-args: |
+            DOCKER_USER=${{ inputs.docker_user }}
+            PUBLISH_AS_MIT=false
+          push: ${{ inputs.should_push }}
+          provenance: false
+          tags: ${{ steps.platform-tags.outputs.amd64 }}
+          labels: ${{ steps.meta.outputs.labels }}
+      - name: Build and push (arm64)
+        if: ${{ inputs.should_push }}
+        uses: docker/build-push-action@v6
+        with:
+          context: ${{ inputs.context }}
+          file: ${{ inputs.file }}
+          target: ${{ inputs.target }}
+          platforms: linux/arm64
+          build-args: |
+            DOCKER_USER=${{ inputs.docker_user }}
+            PUBLISH_AS_MIT=false
+            ${{ inputs.arm64_reuse_amd64_build_arg && format('{0}={1}', inputs.arm64_reuse_amd64_build_arg, steps.platform-tags.outputs.amd64_first) || '' }}
+          push: ${{ inputs.should_push }}
+          provenance: false
+          tags: ${{ steps.platform-tags.outputs.arm64 }}
+          labels: ${{ steps.meta.outputs.labels }}
+      - name: Create multi-arch manifests
+        if: ${{ inputs.should_push }}
+        id: create-manifest
+        run: |
+          IMAGE="${{ inputs.image_name }}"
+          readarray -t TAGS <<< "${{ steps.meta.outputs.tags }}"
+          FIRST_TAG=""
+          for tag in "${TAGS[@]}"; do
+            [ -z "$tag" ] && continue
+            docker buildx imagetools create -t "$tag" \
+              "${tag}-amd64" "${tag}-arm64"
+            if [ -z "$FIRST_TAG" ]; then
+              FIRST_TAG="$tag"
+            fi
+          done
+          # Get the digest of the multi-arch manifest for attestation
+          # Note: --format '{{.Manifest.Digest}}' is broken (docker/buildx#1175),
+          # so we compute it from the raw manifest JSON instead.
+          if [ -n "$FIRST_TAG" ]; then
+            DIGEST="sha256:$(docker buildx imagetools inspect "$FIRST_TAG" --raw | sha256sum | awk '{print $1}')"
+            echo "digest=$DIGEST" >> "$GITHUB_OUTPUT"
+          fi
+      - name: Cleanup Docker after build
+        if: always()
+        run: |
+          docker system prune -af
+          docker volume prune -f

.github/workflows/ghcr.yml

@@ -0,0 +1,157 @@
+name: Build and Push to GHCR
+run-name: Build and Push to GHCR
+
+on:
+  workflow_dispatch:
+  push:
+    branches:
+      - "main"
+    tags:
+      - "v*"
+
+env:
+  DOCKER_USER: 1001:127
+  REGISTRY: ghcr.io
+
+jobs:
+  build-and-push-backend:
+    runs-on: ubuntu-latest
+    if: github.event.repository.fork == true
+    permissions:
+      contents: read
+      packages: write
+    steps:
+      - name: Checkout repository
+        uses: actions/checkout@v6
+      - name: Set up QEMU
+        uses: docker/setup-qemu-action@v3
+      - name: Set up Docker Buildx
+        uses: docker/setup-buildx-action@v3
+      - name: Docker meta
+        id: meta
+        uses: docker/metadata-action@v5
+        with:
+          images: ${{ env.REGISTRY }}/${{ github.repository }}/backend
+          tags: |
+            type=ref,event=branch
+            type=ref,event=pr
+            type=semver,pattern={{version}}
+            type=semver,pattern={{major}}.{{minor}}
+            type=sha
+      - name: Login to GHCR
+        uses: docker/login-action@v3
+        with:
+          registry: ${{ env.REGISTRY }}
+          username: ${{ github.actor }}
+          password: ${{ secrets.GITHUB_TOKEN }}
+      - name: Build and push
+        uses: docker/build-push-action@v6
+        with:
+          context: .
+          target: backend-production
+          platforms: linux/amd64,linux/arm64
+          build-args: DOCKER_USER=${{ env.DOCKER_USER }}
+          push: true
+          tags: ${{ steps.meta.outputs.tags }}
+          labels: ${{ steps.meta.outputs.labels }}
+      - name: Cleanup Docker after build
+        if: always()
+        run: |
+          docker system prune -af
+          docker volume prune -f
+
+  build-and-push-frontend:
+    runs-on: ubuntu-latest
+    if: github.event.repository.fork == true
+    permissions:
+      contents: read
+      packages: write
+    steps:
+      - name: Checkout repository
+        uses: actions/checkout@v6
+      - name: Set up QEMU
+        uses: docker/setup-qemu-action@v3
+      - name: Set up Docker Buildx
+        uses: docker/setup-buildx-action@v3
+      - name: Docker meta
+        id: meta
+        uses: docker/metadata-action@v5
+        with:
+          images: ${{ env.REGISTRY }}/${{ github.repository }}/frontend
+          tags: |
+            type=ref,event=branch
+            type=ref,event=pr
+            type=semver,pattern={{version}}
+            type=semver,pattern={{major}}.{{minor}}
+            type=sha
+      - name: Login to GHCR
+        uses: docker/login-action@v3
+        with:
+          registry: ${{ env.REGISTRY }}
+          username: ${{ github.actor }}
+          password: ${{ secrets.GITHUB_TOKEN }}
+      - name: Build and push
+        uses: docker/build-push-action@v6
+        with:
+          context: .
+          file: ./src/frontend/Dockerfile
+          target: frontend-production
+          platforms: linux/amd64,linux/arm64
+          build-args: |
+            DOCKER_USER=${{ env.DOCKER_USER }}
+            PUBLISH_AS_MIT=false
+          push: true
+          tags: ${{ steps.meta.outputs.tags }}
+          labels: ${{ steps.meta.outputs.labels }}
+      - name: Cleanup Docker after build
+        if: always()
+        run: |
+          docker system prune -af
+          docker volume prune -f
+
+  build-and-push-y-provider:
+    runs-on: ubuntu-latest
+    if: github.event.repository.fork == true
+    permissions:
+      contents: read
+      packages: write
+    steps:
+      - name: Checkout repository
+        uses: actions/checkout@v6
+      - name: Set up QEMU
+        uses: docker/setup-qemu-action@v3
+      - name: Set up Docker Buildx
+        uses: docker/setup-buildx-action@v3
+      - name: Docker meta
+        id: meta
+        uses: docker/metadata-action@v5
+        with:
+          images: ${{ env.REGISTRY }}/${{ github.repository }}/y-provider
+          tags: |
+            type=ref,event=branch
+            type=ref,event=pr
+            type=semver,pattern={{version}}
+            type=semver,pattern={{major}}.{{minor}}
+            type=sha
+      - name: Login to GHCR
+        uses: docker/login-action@v3
+        with:
+          registry: ${{ env.REGISTRY }}
+          username: ${{ github.actor }}
+          password: ${{ secrets.GITHUB_TOKEN }}
+      - name: Build and push
+        uses: docker/build-push-action@v6
+        with:
+          context: .
+          file: ./src/frontend/servers/y-provider/Dockerfile
+          target: y-provider
+          platforms: linux/amd64,linux/arm64
+          build-args: DOCKER_USER=${{ env.DOCKER_USER }}:-1000
+          push: true
+          tags: ${{ steps.meta.outputs.tags }}
+          labels: ${{ steps.meta.outputs.labels }}
+      - name: Cleanup Docker after build
+        if: always()
+        run: |
+          docker system prune -af
+          docker volume prune -f

.github/workflows/helmfile-linter.yaml

@@ -15,7 +15,7 @@ jobs:
     steps:
     -
       name: Checkout repository
-      uses: actions/checkout@v4
+      uses: actions/checkout@v6
     -
       name: Helmfile lint
       shell: bash

.github/workflows/impress-frontend.yml

@@ -19,17 +19,19 @@ jobs:
   test-front:
     needs: install-dependencies
     runs-on: ubuntu-latest
+    permissions:
+      contents: read
     steps:
       - name: Checkout repository
-        uses: actions/checkout@v4
+        uses: actions/checkout@v6
 
       - name: Setup Node.js
-        uses: actions/setup-node@v4
+        uses: actions/setup-node@v6
         with:
           node-version: "22.x"
 
       - name: Restore the frontend cache
-        uses: actions/cache@v4
+        uses: actions/cache@v5
         with:
           path: "src/frontend/**/node_modules"
           key: front-node_modules-${{ hashFiles('src/frontend/**/yarn.lock') }}
@@ -41,16 +43,18 @@ jobs:
   lint-front:
     runs-on: ubuntu-latest
     needs: install-dependencies
+    permissions:
+      contents: read
     steps:
       - name: Checkout repository
-        uses: actions/checkout@v4
+        uses: actions/checkout@v6
 
       - name: Setup Node.js
-        uses: actions/setup-node@v4
+        uses: actions/setup-node@v6
         with:
           node-version: "22.x"
       - name: Restore the frontend cache
-        uses: actions/cache@v4
+        uses: actions/cache@v5
         with:
           path: "src/frontend/**/node_modules"
           key: front-node_modules-${{ hashFiles('src/frontend/**/yarn.lock') }}
@@ -65,15 +69,15 @@ jobs:
     timeout-minutes: 20
     steps:
       - name: Checkout repository
-        uses: actions/checkout@v4
+        uses: actions/checkout@v6
 
       - name: Setup Node.js
-        uses: actions/setup-node@v4
+        uses: actions/setup-node@v6
         with:
           node-version: "22.x"
 
       - name: Restore the frontend cache
-        uses: actions/cache@v4
+        uses: actions/cache@v5
         with:
           path: "src/frontend/**/node_modules"
           key: front-node_modules-${{ hashFiles('src/frontend/**/yarn.lock') }}
@@ -107,15 +111,15 @@ jobs:
     timeout-minutes: 30
     steps:
       - name: Checkout repository
-        uses: actions/checkout@v4
+        uses: actions/checkout@v6
 
       - name: Setup Node.js
-        uses: actions/setup-node@v4
+        uses: actions/setup-node@v6
         with:
           node-version: "22.x"
 
       - name: Restore the frontend cache
-        uses: actions/cache@v4
+        uses: actions/cache@v5
         with:
           path: "src/frontend/**/node_modules"
           key: front-node_modules-${{ hashFiles('src/frontend/**/yarn.lock') }}
@@ -153,11 +157,11 @@ jobs:
       issues: write
     steps:
       - name: Checkout repository
-        uses: actions/checkout@v4
+        uses: actions/checkout@v6
 
       - name: Detect relevant changes
         id: changes
-        uses: dorny/paths-filter@v2
+        uses: dorny/paths-filter@v3
         with:
           filters: |
             lock:
@@ -166,7 +170,7 @@ jobs:
               - 'src/frontend/apps/impress/**'
 
       - name: Restore the frontend cache
-        uses: actions/cache@v4
+        uses: actions/cache@v5
         with:
           path: "src/frontend/**/node_modules"
           key: front-node_modules-${{ hashFiles('src/frontend/**/yarn.lock') }}
@@ -174,7 +178,7 @@ jobs:
 
       - name: Setup Node.js
         if: steps.changes.outputs.lock == 'true' || steps.changes.outputs.app == 'true'
-        uses: actions/setup-node@v4
+        uses: actions/setup-node@v6
         with:
           node-version: "22.x"
 
@@ -193,3 +197,38 @@ jobs:
           strip-hash: "[-_.][a-f0-9]{8,}(?=\\.(?:js|css|html)$)"
           omit-unchanged: true
           install-script: "yarn install --frozen-lockfile"
+
+  uikit-theme-checker:
+    runs-on: ubuntu-latest
+    needs: install-dependencies
+    permissions:
+      contents: read
+    steps:
+      - name: Checkout repository
+        uses: actions/checkout@v6
+
+      - name: Setup Node.js
+        uses: actions/setup-node@v6
+        with:
+          node-version: "22.x"
+      - name: Restore the frontend cache
+        uses: actions/cache@v5
+        with:
+          path: "src/frontend/**/node_modules"
+          key: front-node_modules-${{ hashFiles('src/frontend/**/yarn.lock') }}
+          fail-on-cache-miss: true
+
+      - name: Build theme
+        run: cd src/frontend/apps/impress && yarn build-theme
+
+      - name: Ensure theme is up to date
+        shell: bash
+        run: |
+          if [[ -n "$(git status --porcelain)" ]]; then
+            echo "Error: build-theme produced git changes (tracked or untracked)."
+            echo "--- git status --porcelain ---"
+            git status --porcelain
+            echo "--- git diff ---"
+            git --no-pager diff
+            exit 1
+          fi

.github/workflows/impress.yml

@@ -19,7 +19,7 @@ jobs:
     if: github.event_name == 'pull_request' # Makes sense only for pull requests
     steps:
       - name: Checkout repository
-        uses: actions/checkout@v4
+        uses: actions/checkout@v6
         with:
           fetch-depth: 0
       - name: show
@@ -27,7 +27,7 @@ jobs:
       - name: Enforce absence of print statements in code
         if: always()
         run: |
-          ! git diff origin/${{ github.event.pull_request.base.ref }}..HEAD -- . ':(exclude)**/impress.yml' | grep "print("
+          ! git diff origin/${{ github.event.pull_request.base.ref }}..HEAD -- src/backend ':(exclude)**/impress.yml' | grep "print("
       - name: Check absence of fixup commits
         if: always()
         run: |
@@ -46,7 +46,7 @@ jobs:
       github.event_name == 'pull_request'
     steps:
       - name: Checkout repository
-        uses: actions/checkout@v4
+        uses: actions/checkout@v6
         with:
           fetch-depth: 50
       - name: Check that the CHANGELOG has been modified in the current branch
@@ -56,7 +56,7 @@ jobs:
     runs-on: ubuntu-latest
     steps:
       - name: Checkout repository
-        uses: actions/checkout@v4
+        uses: actions/checkout@v6
       - name: Check CHANGELOG max line length
         run: |
           max_line_length=$(cat CHANGELOG.md | grep -Ev "^\[.*\]: https://github.com" | wc -L)
@@ -70,7 +70,7 @@ jobs:
     if: github.event_name == 'pull_request'
     steps:
       - name: Checkout repository
-        uses: actions/checkout@v4
+        uses: actions/checkout@v6
       - name: Install codespell
         run: pip install --user codespell
       - name: Check for typos
@@ -92,9 +92,9 @@ jobs:
         working-directory: src/backend
     steps:
       - name: Checkout repository
-        uses: actions/checkout@v4
+        uses: actions/checkout@v6
       - name: Install Python
-        uses: actions/setup-python@v5
+        uses: actions/setup-python@v6
         with:
           python-version: "3.13.3"
           cache: "pip"
@@ -146,7 +146,7 @@ jobs:
 
     steps:
       - name: Checkout repository
-        uses: actions/checkout@v4
+        uses: actions/checkout@v6
 
       - name: Create writable /data
         run: |
@@ -154,7 +154,7 @@ jobs:
           sudo mkdir -p /data/static
 
       - name: Restore the mail templates
-        uses: actions/cache@v4
+        uses: actions/cache@v5
         id: mail-templates
         with:
           path: "src/backend/core/templates/mail"
@@ -190,7 +190,7 @@ jobs:
             mc version enable impress/impress-media-storage"
 
       - name: Install Python
-        uses: actions/setup-python@v5
+        uses: actions/setup-python@v6
         with:
           python-version: "3.13.3"
           cache: "pip"
@@ -202,7 +202,7 @@ jobs:
         run: |
           sudo apt-get update
           sudo apt-get install -y gettext pandoc shared-mime-info
-          sudo wget https://svn.apache.org/repos/asf/httpd/httpd/trunk/docs/conf/mime.types -O /etc/mime.types
+          sudo wget https://raw.githubusercontent.com/suitenumerique/django-lasuite/refs/heads/main/assets/conf/mime.types -O /etc/mime.types
 
       - name: Generate a MO file from strings extracted from the project
         run: python manage.py compilemessages

.github/workflows/release-helm-chart.yaml

@@ -15,7 +15,7 @@ jobs:
     runs-on: ubuntu-latest
     steps:
       - name: Checkout
-        uses: actions/checkout@v4
+        uses: actions/checkout@v6
         with:
           fetch-depth: 0
 

CHANGELOG.md

@@ -6,6 +6,161 @@ and this project adheres to
 
 ## [Unreleased]
 
+## [v4.8.1] - 2026-03-17
+
+### Added
+
+- 🔧(backend) add DB_PSYCOPG_POOL_ENABLED settings #2035
+
+### Changed
+
+- ⬇️(backend) downgrade django-treebeard to version < 5.0.0 #2036
+
+## [v4.8.0] - 2026-03-13
+
+### Added
+
+- ✨(backend) add a is_first_connection flag to the User model #1938
+- ✨(frontend) add onboarding modal with help menu button #1868
+
+### Changed
+
+- ♿(frontend) localize LaGaufre label fallback in Docs #1979
+- ✨(backend) add a migration cleaning on-boarding document accesses #1971
+- ⬆️(frontend) upgrade Next.js to v16 #1980
+- ♿️(frontend) fix aria-label and landmark on document banner state #1986
+- 🌐(i18n) add "new window" translation key for waffle aria-label #1984
+
+### Fixed
+
+- 🐛(backend) create a link_trace record for on-boarding documents #1971
+- 🐛(backend) manage race condition when creating sandbox document #1971
+- 🐛(frontend) fix flickering left panel #1989
+- ♿️(frontend) improve doc tree keyboard navigation #1981
+- 🔧(helm) allow specific env var for the backend and celery deploy
+
+## [v4.7.0] - 2026-03-09
+
+### Added
+
+- ✨(helm) allow all keys in configMap as env var #1872
+
+### Changed
+
+- 📝(docs) improve README and add documentation hub #1870
+- ♿️(frontend) restore focus to triggers after closing menus and modals #1863
+- 🚸(frontend) change position elements toolbar #1957
+- ♿️(frontend) add focus on open to modals #1948
+
+### Fixed
+
+- 🐛(frontend) analytic feature flags problem #1953
+- 🐛(frontend) fix home collapsing panel #1954
+- 🐛(frontend) fix disabled color on icon Dropdown #1950
+- 🐛(frontend) fix zIndex table of content #1949
+- 🐛(frontend) fix bug when language not supported by BN #1957
+- 🐛 (backend) prevent privileged users from requesting access #1898
+
+## [v4.6.0] - 2026-03-03
+
+### Added
+
+- ✨(frontend) integrate new Blocknote AI feature #1847
+- 👷(docker) add arm64 platform support for image builds #1901
+- ✨(tracking) add UTM parameters to shared document links #1896
+- ✨(frontend) add floating bar with leftpanel collapse button #1876
+- ✨(frontend) Can print a doc #1832
+- ✨(backend) manage reconciliation requests for user accounts #1878
+- 👷(CI) add GHCR workflow for forked repo testing #1851
+- ✨(frontend) Move doc modal #1886
+- ⚡️(backend) remove content from Document serializer when asked #1910
+- ✨(backend) allow the duplication of subpages #1893
+- ✨(backend) Onboarding docs for new users #1891
+- 🩺(trivy) add trivyignore file and add minimatch CVE #1915
+- 🚩 Add feature flags for the AI feature #1922
+- 🍱(frontend) add icons ui-kit #1943
+
+### Changed
+
+- ♿️(frontend) prevent dates from being focusable #1855
+- ♿️(frontend) Focus main container after navigation #1864
+- 💄(frontend) align colors and logo with ui-kit v2 #1869
+- 🚸(backend) sort user search results by proximity with the active user #1802
+- 🚸(oidc) ignore case when fallback on email #1880
+- ⚡️(CI) optimize Docker Hub workflow #1919
+
+### Fixed
+
+- 🐛(frontend) fix broadcast store sync #1846
+- 🐛(helm) use celery resources instead of backend resources #1887
+- 🐛(helm) reverse liveness and readiness for backend deployment #1887
+- 🐛(y-provider) use CONVERSION_FILE_MAX_SIZE settings #1913
+- 🐛(frontend) fix callout block spacing for old browsers #1914
+
+## [v4.5.0] - 2026-01-28
+
+### Added
+
+- ✨(frontend) integrate configurable Waffle #1795
+- ✨ Import of documents #1609
+- 🚨(CI) gives warning if theme not updated #1811
+- ✨(frontend) Add stat for Crisp #1824
+- ✨(auth) add silent login #1690
+- 🔧(project) add DJANGO_EMAIL_URL_APP environment variable #1825
+
+### Changed
+
+- ♿(frontend) improve accessibility:
+  - ♿️(frontend) fix subdoc opening and emoji pick focus #1745
+- ✨(backend) add field for button label in email template #1817
+
+### Fixed
+
+- ✅(e2e) fix e2e test for other browsers #1799
+- 🐛(export) fix export column NaN #1819
+- 🐛(frontend) add fallback for unsupported Blocknote languages #1810
+- 🐛(frontend) fix emojipicker closing in tree #1808
+- 🐛(frontend) display children in favorite #1782
+- 🐛(frontend) preserve typed text after @ on escape #1833
+
+### Removed
+
+- 🔥(project) remove all code related to template #1780
+
+### Security
+
+- 🔒️(trivy) fix vulnerability about jaraco.context #1806
+
+## [v4.4.0] - 2026-01-13
+
+### Added
+
+- ✨(backend) add documents/all endpoint with descendants #1553
+- ✅(export) add PDF regression tests #1762
+- 📝(docs) Add language configuration documentation #1757
+- 🔒(helm) Set default security context #1750
+- ✨(backend) use langfuse to monitor AI actions #1776
+
+### Changed
+
+- ♿(frontend) improve accessibility:
+  - ♿(frontend) make html export accessible to screen reader users #1743
+  - ♿(frontend) add missing label and fix Axes errors to improve a11y #1693
+
+### Fixed
+
+- ✅(backend) reduce flakiness on backend test #1769
+- 🐛(frontend) fix clickable main content regression #1773
+- 🐛(backend) fix TRASHBIN_CUTOFF_DAYS type error #1778
+- 💄(frontend) fix icon position in callout block #1779
+
+### Security
+
+- 🔒️(backend) validate more strictly url used by cors-proxy endpoint #1768
+- 🔒️(frontend) fix props vulnerability in Interlinking #1792
+
+## [v4.3.0] - 2026-01-05
+
 ### Added
 
 - ✨(helm) redirecting system #1697
@@ -20,11 +175,10 @@ and this project adheres to
 
 ### Fixed
 
-- 🐛(frontend) fix tables deletion #1752
+- 🐛(frontend) fix tables deletion #1739
 - 🐛(frontend) fix children not display when first resize #1753
-- 📝(doc) fix publiccode.yml syntax #1770
 
-## [4.2.0] - 2025-12-17
+## [v4.2.0] - 2025-12-17
 
 ### Added
 
@@ -48,8 +202,7 @@ and this project adheres to
 - 🐛(frontend) Select text + Go back one page crash the app #1733
 - 🐛(frontend) fix versioning conflict #1742
 
-
-## [4.1.0] - 2025-12-09
+## [v4.1.0] - 2025-12-09
 
 ### Added
 
@@ -68,7 +221,7 @@ and this project adheres to
 - 🐛(nginx) fix / location to handle new static pages #1682
 - 🐛(frontend) rerendering during resize window #1715
 
-## [4.0.0] - 2025-12-01
+## [v4.0.0] - 2025-12-01
 
 ### Added
 
@@ -91,7 +244,7 @@ and this project adheres to
 - 🐛(frontend) preserve left panel width on window resize #1588
 - 🐛(frontend) prevent duplicate as first character in title #1595
 
-## [3.10.0] - 2025-11-18
+## [v3.10.0] - 2025-11-18
 
 ### Added
 
@@ -125,7 +278,7 @@ and this project adheres to
 
 - 🔥(backend) remove api managing templates
 
-## [3.9.0] - 2025-11-10
+## [v3.9.0] - 2025-11-10
 
 ### Added
 
@@ -151,13 +304,13 @@ and this project adheres to
 - 🐛(frontend) button new doc UI fix #1557
 - 🐛(frontend) interlinking UI fix #1557
 
-## [3.8.2] - 2025-10-17
+## [v3.8.2] - 2025-10-17
 
 ### Fixed
 
 - 🐛(service-worker) fix sw registration and page reload logic #1500
 
-## [3.8.1] - 2025-10-17
+## [v3.8.1] - 2025-10-17
 
 ### Fixed
 
@@ -171,7 +324,7 @@ and this project adheres to
 
 - 🔥(backend) remove treebeard form for the document admin #1470
 
-## [3.8.0] - 2025-10-14
+## [v3.8.0] - 2025-10-14
 
 ### Added
 
@@ -183,7 +336,7 @@ and this project adheres to
 - ♻️(frontend) Refactor Auth component for improved redirection logic #1461
 - ♻️(frontend) replace Arial font-family with token font #1411
 - ♿(frontend) improve accessibility:
-  - ♿(frontend) enable enter key to open documentss #1354
+  - ♿(frontend) enable enter key to open documents #1354
   - ♿(frontend) improve modal a11y: structure, labels, title #1349
   - ♿improve NVDA navigation in DocShareModal #1396
   - ♿ improve accessibility by adding landmark roles to layout #1394
@@ -224,7 +377,7 @@ and this project adheres to
 
 - 🔥(frontend) remove custom DividerBlock ##1375
 
-## [3.7.0] - 2025-09-12
+## [v3.7.0] - 2025-09-12
 
 ### Added
 
@@ -256,7 +409,7 @@ and this project adheres to
 
 - 🐛(frontend) fix callout emoji list #1366
 
-## [3.6.0] - 2025-09-04
+## [v3.6.0] - 2025-09-04
 
 ### Added
 
@@ -292,7 +445,7 @@ and this project adheres to
 - 🐛(frontend) fix display bug on homepage #1332
 - 🐛link role update #1287
 
-## [3.5.0] - 2025-07-31
+## [v3.5.0] - 2025-07-31
 
 ### Added
 
@@ -320,7 +473,7 @@ and this project adheres to
 - 🐛(frontend) 401 redirection overridden #1214
 - 🐛(frontend) include root parent in search #1243
 
-## [3.4.2] - 2025-07-18
+## [v3.4.2] - 2025-07-18
 
 ### Changed
 
@@ -330,7 +483,7 @@ and this project adheres to
 
 - 🐛(backend) improve prompt to not use code blocks delimiter #1188
 
-## [3.4.1] - 2025-07-15
+## [v3.4.1] - 2025-07-15
 
 ### Fixed
 
@@ -341,7 +494,7 @@ and this project adheres to
 - 🐛(frontend) fix crash share modal on grid options #1174
 - 🐛(frontend) fix unfold subdocs not clickable at the bottom #1179
 
-## [3.4.0] - 2025-07-09
+## [v3.4.0] - 2025-07-09
 
 ### Added
 
@@ -385,16 +538,16 @@ and this project adheres to
 
 - 🔥(frontend) remove Beta from logo #1095
 
-## [3.3.0] - 2025-05-06
+## [v3.3.0] - 2025-05-06
 
 ### Added
 
 - ✨(backend) add endpoint checking media status #984
 - ✨(backend) allow setting session cookie age via env var #977
-- ✨(backend) allow theme customnization using a configuration file #948
+- ✨(backend) allow theme customization using a configuration file #948
 - ✨(frontend) Add a custom callout block to the editor #892
 - 🚩(frontend) version MIT only #911
-- ✨(backend) integrate maleware_detection from django-lasuite #936
+- ✨(backend) integrate malware_detection from django-lasuite #936
 - 🏗️(frontend) Footer configurable #959
 - 🩺(CI) add lint spell mistakes #954
 - ✨(frontend) create generic theme #792
@@ -417,14 +570,14 @@ and this project adheres to
 
 - 🔥(back) remove footer endpoint #948
 
-## [3.2.1] - 2025-05-06
+## [v3.2.1] - 2025-05-06
 
 ## Fixed
 
 - 🐛(frontend) fix list copy paste #943
 - 📝(doc) update contributing policy (commit signatures are now mandatory) #895
 
-## [3.2.0] - 2025-05-05
+## [v3.2.0] - 2025-05-05
 
 ## Added
 
@@ -451,7 +604,7 @@ and this project adheres to
 - 🐛(backend) race condition create doc #633
 - 🐛(frontend) fix breaklines in custom blocks #908
 
-## [3.1.0] - 2025-04-07
+## [v3.1.0] - 2025-04-07
 
 ## Added
 
@@ -469,7 +622,7 @@ and this project adheres to
 - 🐛(back) validate document content in serializer #822
 - 🐛(frontend) fix selection click past end of content #840
 
-## [3.0.0] - 2025-03-28
+## [v3.0.0] - 2025-03-28
 
 ## Added
 
@@ -485,7 +638,7 @@ and this project adheres to
 - 🐛(backend) compute ancestor_links in get_abilities if needed #725
 - 🔒️(back) restrict access to document accesses #801
 
-## [2.6.0] - 2025-03-21
+## [v2.6.0] - 2025-03-21
 
 ## Added
 
@@ -503,7 +656,7 @@ and this project adheres to
 - 🔒️(back) throttle user list endpoint #636
 - 🔒️(back) remove pagination and limit to 5 for user list endpoint #636
 
-## [2.5.0] - 2025-03-18
+## [v2.5.0] - 2025-03-18
 
 ## Added
 
@@ -533,7 +686,7 @@ and this project adheres to
 - 🚨(helm) fix helmfile lint #736
 - 🚚(frontend) redirect to 401 page when 401 error #759
 
-## [2.4.0] - 2025-03-06
+## [v2.4.0] - 2025-03-06
 
 ## Added
 
@@ -547,7 +700,7 @@ and this project adheres to
 
 - 🐛(frontend) fix collaboration error #684
 
-## [2.3.0] - 2025-03-03
+## [v2.3.0] - 2025-03-03
 
 ## Added
 
@@ -574,7 +727,7 @@ and this project adheres to
 - ♻️(frontend) improve table pdf rendering
 - 🐛(email) invitation emails in receivers language
 
-## [2.2.0] - 2025-02-10
+## [v2.2.0] - 2025-02-10
 
 ## Added
 
@@ -593,7 +746,7 @@ and this project adheres to
 - 🐛(frontend) fix cursor breakline #609
 - 🐛(frontend) fix style pdf export #609
 
-## [2.1.0] - 2025-01-29
+## [v2.1.0] - 2025-01-29
 
 ## Added
 
@@ -622,14 +775,14 @@ and this project adheres to
 
 - 🔥(backend) remove "content" field from list serializer # 516
 
-## [2.0.1] - 2025-01-17
+## [v2.0.1] - 2025-01-17
 
 ## Fixed
 
 -🐛(frontend) share modal is shown when you don't have the abilities #557
 -🐛(frontend) title copy break app #564
 
-## [2.0.0] - 2025-01-13
+## [v2.0.0] - 2025-01-13
 
 ## Added
 
@@ -660,7 +813,7 @@ and this project adheres to
 - 🐛(frontend) hide search and create doc button if not authenticated #555
 - 🐛(backend) race condition creation issue #556
 
-## [1.10.0] - 2024-12-17
+## [v1.10.0] - 2024-12-17
 
 ## Added
 
@@ -681,7 +834,7 @@ and this project adheres to
 - 🐛(frontend) update doc editor height #481
 - 💄(frontend) add doc search #485
 
-## [1.9.0] - 2024-12-11
+## [v1.9.0] - 2024-12-11
 
 ## Added
 
@@ -702,19 +855,19 @@ and this project adheres to
 - 🐛(frontend) Fix hidden menu on Firefox #468
 - 🐛(backend) fix sanitize problem IA #490
 
-## [1.8.2] - 2024-11-28
+## [v1.8.2] - 2024-11-28
 
 ## Changed
 
 - ♻️(SW) change strategy html caching #460
 
-## [1.8.1] - 2024-11-27
+## [v1.8.1] - 2024-11-27
 
 ## Fixed
 
 - 🐛(frontend) link not clickable and flickering firefox #457
 
-## [1.8.0] - 2024-11-25
+## [v1.8.0] - 2024-11-25
 
 ## Added
 
@@ -742,7 +895,7 @@ and this project adheres to
 - 🐛(frontend) users have view access when revoked #387
 - 🐛(frontend) fix placeholder editable when double clicks #454
 
-## [1.7.0] - 2024-10-24
+## [v1.7.0] - 2024-10-24
 
 ## Added
 
@@ -769,7 +922,7 @@ and this project adheres to
 
 - 🔥(helm) remove infra related codes #366
 
-## [1.6.0] - 2024-10-17
+## [v1.6.0] - 2024-10-17
 
 ## Added
 
@@ -791,13 +944,13 @@ and this project adheres to
 - 🐛(backend) fix nginx docker container #340
 - 🐛(frontend) fix copy paste firefox #353
 
-## [1.5.1] - 2024-10-10
+## [v1.5.1] - 2024-10-10
 
 ## Fixed
 
 - 🐛(db) fix users duplicate #316
 
-## [1.5.0] - 2024-10-09
+## [v1.5.0] - 2024-10-09
 
 ## Added
 
@@ -825,7 +978,7 @@ and this project adheres to
 - 🔧(backend) fix configuration to avoid different ssl warning #297
 - 🐛(frontend) fix editor break line not working #302
 
-## [1.4.0] - 2024-09-17
+## [v1.4.0] - 2024-09-17
 
 ## Added
 
@@ -845,7 +998,7 @@ and this project adheres to
 - 🐛(backend) Fix forcing ID when creating a document via API endpoint #234
 - 🐛 Rebuild frontend dev container from makefile #248
 
-## [1.3.0] - 2024-09-05
+## [v1.3.0] - 2024-09-05
 
 ## Added
 
@@ -869,14 +1022,14 @@ and this project adheres to
 
 - 🔥(frontend) remove saving modal #213
 
-## [1.2.1] - 2024-08-23
+## [v1.2.1] - 2024-08-23
 
 ## Changed
 
 - ♻️ Change ordering docs datagrid #195
 - 🔥(helm) use scaleway email #194
 
-## [1.2.0] - 2024-08-22
+## [v1.2.0] - 2024-08-22
 
 ## Added
 
@@ -902,7 +1055,7 @@ and this project adheres to
 
 - 🔥(helm) remove htaccess #181
 
-## [1.1.0] - 2024-07-15
+## [v1.1.0] - 2024-07-15
 
 ## Added
 
@@ -917,7 +1070,7 @@ and this project adheres to
 - ♻️(frontend) create a doc from a modal #132
 - ♻️(frontend) manage members from the share modal #140
 
-## [1.0.0] - 2024-07-02
+## [v1.0.0] - 2024-07-02
 
 ## Added
 
@@ -955,14 +1108,21 @@ and this project adheres to
 - 💚(CI) Remove trigger workflow on push tags on CI (#68)
 - 🔥(frontend) Remove coming soon page (#121)
 
-## [0.1.0] - 2024-05-24
+## [v0.1.0] - 2024-05-24
 
 ## Added
 
 - ✨(frontend) Coming Soon page (#67)
 - 🚀 Impress, project to manage your documents easily and collaboratively.
 
-[unreleased]: https://github.com/suitenumerique/docs/compare/v4.2.0...main
+[unreleased]: https://github.com/suitenumerique/docs/compare/v4.8.1...main
+[v4.8.1]: https://github.com/suitenumerique/docs/releases/v4.8.1
+[v4.8.0]: https://github.com/suitenumerique/docs/releases/v4.8.0
+[v4.7.0]: https://github.com/suitenumerique/docs/releases/v4.7.0
+[v4.6.0]: https://github.com/suitenumerique/docs/releases/v4.6.0
+[v4.5.0]: https://github.com/suitenumerique/docs/releases/v4.5.0
+[v4.4.0]: https://github.com/suitenumerique/docs/releases/v4.4.0
+[v4.3.0]: https://github.com/suitenumerique/docs/releases/v4.3.0
 [v4.2.0]: https://github.com/suitenumerique/docs/releases/v4.2.0
 [v4.1.0]: https://github.com/suitenumerique/docs/releases/v4.1.0
 [v4.0.0]: https://github.com/suitenumerique/docs/releases/v4.0.0
@@ -997,12 +1157,12 @@ and this project adheres to
 [v1.8.0]: https://github.com/suitenumerique/docs/releases/v1.8.0
 [v1.7.0]: https://github.com/suitenumerique/docs/releases/v1.7.0
 [v1.6.0]: https://github.com/suitenumerique/docs/releases/v1.6.0
-[1.5.1]: https://github.com/suitenumerique/docs/releases/v1.5.1
-[1.5.0]: https://github.com/suitenumerique/docs/releases/v1.5.0
-[1.4.0]: https://github.com/suitenumerique/docs/releases/v1.4.0
-[1.3.0]: https://github.com/suitenumerique/docs/releases/v1.3.0
-[1.2.1]: https://github.com/suitenumerique/docs/releases/v1.2.1
-[1.2.0]: https://github.com/suitenumerique/docs/releases/v1.2.0
-[1.1.0]: https://github.com/suitenumerique/docs/releases/v1.1.0
-[1.0.0]: https://github.com/suitenumerique/docs/releases/v1.0.0
-[0.1.0]: https://github.com/suitenumerique/docs/releases/v0.1.0
+[v1.5.1]: https://github.com/suitenumerique/docs/releases/v1.5.1
+[v1.5.0]: https://github.com/suitenumerique/docs/releases/v1.5.0
+[v1.4.0]: https://github.com/suitenumerique/docs/releases/v1.4.0
+[v1.3.0]: https://github.com/suitenumerique/docs/releases/v1.3.0
+[v1.2.1]: https://github.com/suitenumerique/docs/releases/v1.2.1
+[v1.2.0]: https://github.com/suitenumerique/docs/releases/v1.2.0
+[v1.1.0]: https://github.com/suitenumerique/docs/releases/v1.1.0
+[v1.0.0]: https://github.com/suitenumerique/docs/releases/v1.0.0
+[v0.1.0]: https://github.com/suitenumerique/docs/releases/v0.1.0

CONTRIBUTING.md

@@ -95,8 +95,8 @@ Thank you for your contributions! 👍
 
 ## Contribute to BlockNote
 We use [BlockNote](https://www.blocknotejs.org/) for the text editing features of Docs. 
-If you find and issue with the editor you can [report it](https://github.com/TypeCellOS/BlockNote/issues) directly on their repository.
+If you find an issue with the editor you can [report it](https://github.com/TypeCellOS/BlockNote/issues) directly on their repository.
 
 Please consider contributing to BlockNotejs, as a library, it's useful to many projects not just Docs.
 
-The project is licended with Mozilla Public License Version 2.0 but be aware that [XL packages](https://github.com/TypeCellOS/BlockNote/blob/main/packages/xl-docx-exporter/LICENSE) are dual licenced with GNU AFFERO GENERAL PUBLIC LICENCE Version 3 and proprietary licence if you are [sponsor](https://www.blocknotejs.org/pricing).
+The project is licensed with Mozilla Public License Version 2.0 but be aware that [XL packages](https://github.com/TypeCellOS/BlockNote/blob/main/packages/xl-docx-exporter/LICENSE) are dual licensed with GNU AFFERO GENERAL PUBLIC LICENSE Version 3 and proprietary license if you are a [sponsor](https://www.blocknotejs.org/pricing).

Dockerfile

@@ -4,7 +4,7 @@
 FROM python:3.13.3-alpine AS base
 
 # Upgrade pip to its latest release to speed up dependencies installation
-RUN python -m pip install --upgrade pip setuptools
+RUN python -m pip install --upgrade pip
 
 # Upgrade system packages to install security updates
 RUN apk update && apk upgrade --no-cache
@@ -14,13 +14,6 @@ FROM base AS back-builder
 
 WORKDIR /builder
 
-# Install Rust and Cargo using Alpine's package manager
-RUN apk add --no-cache \
-  build-base \
-  libffi-dev \
-  rust \
-  cargo
-
 # Copy required python dependencies
 COPY ./src/backend /builder
 
@@ -36,7 +29,7 @@ COPY ./src/mail /mail/app
 WORKDIR /mail/app
 
 RUN yarn install --frozen-lockfile && \
-    yarn build
+  yarn build
 
 
 # ---- static link collector ----
@@ -58,7 +51,7 @@ WORKDIR /app
 
 # collectstatic
 RUN DJANGO_CONFIGURATION=Build \
-    python manage.py collectstatic --noinput
+  python manage.py collectstatic --noinput
 
 # Replace duplicated file by a symlink to decrease the overall size of the
 # final image
@@ -81,7 +74,7 @@ RUN apk add --no-cache \
   pango \
   shared-mime-info
 
-RUN wget https://svn.apache.org/repos/asf/httpd/httpd/trunk/docs/conf/mime.types -O /etc/mime.types
+RUN wget https://raw.githubusercontent.com/suitenumerique/django-lasuite/refs/heads/main/assets/conf/mime.types -O /etc/mime.types
 
 # Copy entrypoint
 COPY ./docker/files/usr/local/bin/entrypoint /usr/local/bin/entrypoint
@@ -98,9 +91,9 @@ COPY --from=back-builder /install /usr/local
 # when python is upgraded and the path to the certificate changes.
 # The space between print and the ( is intended otherwise the git lint is failing
 RUN mkdir /cert && \
-    path=`python -c 'import certifi;print (certifi.where())'` && \
-    mv $path /cert/ && \
-    ln -s /cert/cacert.pem $path
+  path=`python -c 'import certifi;print (certifi.where())'` && \
+  mv $path /cert/ && \
+  ln -s /cert/cacert.pem $path
 
 # Copy impress application (see .dockerignore)
 COPY ./src/backend /app/
@@ -109,7 +102,7 @@ WORKDIR /app
 
 # Generate compiled translation messages
 RUN DJANGO_CONFIGURATION=Build \
-    python manage.py compilemessages
+  python manage.py compilemessages
 
 
 # We wrap commands run in this container by the following entrypoint that
@@ -138,7 +131,7 @@ USER ${DOCKER_USER}
 # Target database host (e.g. database engine following docker compose services
 # name) & port
 ENV DB_HOST=postgresql \
-    DB_PORT=5432
+  DB_PORT=5432
 
 # Run django development server
 CMD ["python", "manage.py", "runserver", "0.0.0.0:8000"]
@@ -151,7 +144,7 @@ RUN rm -rf /var/cache/apk/*
 
 ARG IMPRESS_STATIC_ROOT=/data/static
 
-# Gunicorn
+# Gunicorn - not used by default but configuration file is provided
 RUN mkdir -p /usr/local/etc/gunicorn
 COPY docker/files/usr/local/etc/gunicorn/impress.py /usr/local/etc/gunicorn/impress.py
 
@@ -165,5 +158,18 @@ COPY --from=link-collector ${IMPRESS_STATIC_ROOT} ${IMPRESS_STATIC_ROOT}
 # Copy impress mails
 COPY --from=mail-builder /mail/backend/core/templates/mail /app/core/templates/mail
 
-# The default command runs gunicorn WSGI server in impress's main module
-CMD ["gunicorn", "-c", "/usr/local/etc/gunicorn/impress.py", "impress.wsgi:application"]
+# The default command runs uvicorn ASGI server in dics's main module
+# WEB_CONCURRENCY: number of workers to run <=> --workers=4
+ENV WEB_CONCURRENCY=4
+CMD [\
+  "uvicorn",\
+  "--app-dir=/app",\
+  "--host=0.0.0.0",\
+  "--timeout-graceful-shutdown=300",\
+  "--limit-max-requests=20000",\
+  "--lifespan=off",\
+  "impress.asgi:application"\
+  ]
+
+# To run using gunicorn WSGI server use this instead:
+#CMD ["gunicorn", "-c", "/usr/local/etc/gunicorn/conversations.py", "impress.wsgi:application"]

Makefile

@@ -213,6 +213,7 @@ logs: ## display app-dev logs (follow mode)
 .PHONY: logs
 
 run-backend: ## Start only the backend application and all needed services
+	@$(COMPOSE) up --force-recreate -d docspec
 	@$(COMPOSE) up --force-recreate -d celery-dev
 	@$(COMPOSE) up --force-recreate -d y-provider-development
 	@$(COMPOSE) up --force-recreate -d nginx

README.md

@@ -3,226 +3,238 @@
     <img alt="Docs" src="/docs/assets/banner-docs.png" width="100%" />
   </a>
 </p>
+
 <p align="center">
   <a href="https://github.com/suitenumerique/docs/stargazers/">
     <img src="https://img.shields.io/github/stars/suitenumerique/docs" alt="">
   </a>
-  <a href='https://github.com/suitenumerique/docs/blob/main/CONTRIBUTING.md'><img alt='PRs Welcome' src='https://img.shields.io/badge/PRs-welcome-brightgreen.svg?style=shields'/></a>
-  <img alt="GitHub commit activity" src="https://img.shields.io/github/commit-activity/m/suitenumerique/docs"/>
-  <img alt="GitHub closed issues" src="https://img.shields.io/github/issues-closed/suitenumerique/docs"/>
+  <a href="https://github.com/suitenumerique/docs/blob/main/CONTRIBUTING.md">
+    <img alt="PRs Welcome" src="https://img.shields.io/badge/PRs-welcome-brightgreen.svg"/>
+  </a>
   <a href="https://github.com/suitenumerique/docs/blob/main/LICENSE">
     <img alt="MIT License" src="https://img.shields.io/github/license/suitenumerique/docs"/>
-  </a>    
-</p>
-<p align="center">
-  <a href="https://matrix.to/#/#docs-official:matrix.org">
-    Chat on Matrix
-  </a> - <a href="/docs/">
-    Documentation
-  </a> - <a href="#getting-started-">
-    Getting started
-  </a> - <a href="mailto:docs@numerique.gouv.fr">
-    Reach out
   </a>
 </p>
 
-# La Suite Docs : Collaborative Text Editing
-Docs, where your notes can become knowledge through live collaboration.
+<p align="center">
+  <a href="https://matrix.to/#/#docs-official:matrix.org">Chat on Matrix</a> •
+  <a href="/docs/">Documentation</a> •
+  <a href="#try-docs">Try Docs</a> •
+  <a href="mailto:docs@numerique.gouv.fr">Contact us</a>
+</p>
 
-<img src="/docs/assets/docs_live_collaboration_light.gif" width="100%" align="center"/>
+# La Suite Docs: Collaborative Text Editing
 
-## Why use Docs ❓
-Docs is a collaborative text editor designed to address common challenges in knowledge building and sharing.
+**Docs, where your notes can become knowledge through live collaboration.**
 
-### Write
-* 😌 Get simple, accessible online editing for your team.
-* 💅 Create clean documents with beautiful formatting options.
-* 🖌️ Focus on your content using either the in-line editor, or [the Markdown syntax](https://www.markdownguide.org/basic-syntax/).
-* 🧱 Quickly design your page thanks to the many block types, accessible from the `/` slash commands, as well as keyboard shortcuts.
-* 🔌 Write offline! Your edits will be synced once you're back online.
-* ✨ Save time thanks to our AI actions, such as rephrasing, summarizing, fixing typos, translating, etc. You can even turn your selected text into a prompt!
+Docs is an open-source collaborative editor that helps teams write, organize, and share knowledge together - in real time.
 
-### Work together
-* 🤝 Enjoy live editing! See your team collaborate in real time.
-* 🔒 Keep your information secure thanks to granular access control. Only share with the right people.
-* 📑 Export your content in multiple formats (`.odt`, `.docx`, `.pdf`) with customizable templates.
-* 📚 Turn your team's collaborative work into organized knowledge with Subpages.
+![Live collaboration demo](/docs/assets/docs_live_collaboration_light.gif)
 
-### Self-host
 
-#### 🚀 Docs is easy to install on your own servers
-We use Kubernetes for our [production instance](https://docs.numerique.gouv.fr/) but also support Docker Compose. The community contributed a couple other methods (Nix, YunoHost etc.) check out the [docs](/docs/installation/README.md) to get detailed instructions and examples.
+## What is Docs?
 
-#### 🌍 Known instances
-We hope to see many more, here is an incomplete list of public Docs instances. Feel free to make a PR to add ones that are not listed below🙏
+Docs is an open-source alternative to tools like Notion or Google Docs, focused on:
 
-| Url | Org | Public |
-| --- | --- | ------- |
-| [docs.numerique.gouv.fr](https://docs.numerique.gouv.fr/)    | DINUM    | French public agents working for the central administration and the extended public sphere. ProConnect is required to login in or sign up|
-| [docs.suite.anct.gouv.fr](https://docs.suite.anct.gouv.fr/)    | ANCT    | French public agents working for the territorial administration and the extended public sphere. ProConnect is required to login in or sign up|
-| [notes.demo.opendesk.eu](https://notes.demo.opendesk.eu)    | ZenDiS    | Demo instance of OpenDesk. Request access to get credentials |
-| [notes.liiib.re](https://notes.liiib.re/)    | lasuite.coop    | Free and open demo to all. Content and accounts are reset after one month |
-| [docs.federated.nexus](https://docs.federated.nexus/)    | federated.nexus    | Public instance, but you have to [sign up for a Federated Nexus account](https://federated.nexus/register/). |
-| [docs.demo.mosacloud.eu](https://docs.demo.mosacloud.eu/)    | mosa.cloud    | Demo instance of mosa.cloud, a dutch company providing services around La Suite apps. |
+- Real-time collaboration
+- Clean, structured documents
+- Knowledge organization
+- Data ownership & self-hosting
 
-#### ⚠️ Advanced features
-For some advanced features (ex: Export as PDF) Docs relies on XL packages from BlockNote. These are licenced under GPL and are not MIT compatible. You can perfectly use Docs without these packages by setting the environment variable `PUBLISH_AS_MIT` to true. That way you'll build an image of the application without the features that are not MIT compatible. Read the [environment variables documentation](/docs/env.md) for more information.
+***Built for public organizations, companies, and open communities.***
 
-## Getting started 🔧
+## Why use Docs?
 
-### Test it
+### Writing
 
-You can test Docs on your browser by visiting this [demo document](https://impress-preprod.beta.numerique.gouv.fr/docs/6ee5aac4-4fb9-457d-95bf-bb56c2467713/)
+- Rich-text & Markdown editing
+- Slash commands & block system
+- Beautiful formatting
+- Offline editing
+- Optional AI writing helpers (rewrite, summarize, translate, fix typos)
 
-### Run Docs locally
+### Collaboration
 
-> ⚠️ The methods described below for running Docs locally is **for testing purposes only**. It is based on building Docs using [Minio](https://min.io/) as an S3-compatible storage solution. Of course you can choose any S3-compatible storage solution.
+- Live cursors & presence
+- Comments & sharing
+- Granular access control
 
-**Prerequisite**
+### Knowledge management
 
-Make sure you have a recent version of Docker and [Docker Compose](https://docs.docker.com/compose/install) installed on your laptop, then type:
+- Subpages & hierarchy
+- Searchable content
 
-```shellscript
-$ docker -v
+### Export/Import & interoperability
 
-Docker version 20.10.2, build 2291f61
+- Import to `.docx` and `.md`
+- Export to `.docx`, `.odt`, `.pdf`
 
-$ docker compose version
+## Try Docs
 
-Docker Compose version v2.32.4
+Experience Docs instantly - no installation required.
+
+- 🔗 [Open a live demo document][demo]
+- 🌍 [Browse public instances][instances]
+
+[demo]: https://docs.la-suite.eu/docs/9137bbb5-3e8a-4ff7-8a36-fcc4e8bd57f4/
+[instances]: /docs/instances.md
+
+## Self-hosting
+
+Docs supports Kubernetes, Docker Compose, and community-provided methods such as Nix and YunoHost.
+
+Get started with self-hosting: [Installation guide](/docs/installation/README.md)
+
+> [!WARNING]
+> Some advanced features (for example: `Export as PDF`) rely on XL packages from Blocknote.
+> These packages are licensed under GPL and are **not MIT-compatible**
+>
+> You can run Docs **without these packages** by building with:
+>
+> ```bash
+> PUBLISH_AS_MIT=true
+> ```
+>
+> This builds an image of Docs without non-MIT features.
+>
+> More details can be found in [environment variables](/docs/env.md)
+
+## Local Development (for contributors)
+
+Run Docs locally for development and testing.
+
+> [!WARNING]
+> This setup is intended **for development and testing only**.
+> It uses Minio as an S3-compatible storage backend, but any S3-compatible service can be used.
+
+### Prerequisites
+
+- Docker
+- Docker Compose
+- GNU Make
+
+Verify installation:
+
+```bash
+docker -v
+docker compose version
 ```
 
-> ⚠️ You may need to run the following commands with `sudo`, but this can be avoided by adding your user to the local `docker` group.
+> If you encounter permission errors, you may need to use `sudo`, or add your user to the `docker` group.
 
-**Project bootstrap**
+### Bootstrap the project
 
-The easiest way to start working on the project is to use [GNU Make](https://www.gnu.org/software/make/):
+The easiest way to start is using GNU Make:
 
-```shellscript
-$ make bootstrap FLUSH_ARGS='--no-input'
+```bash
+make bootstrap FLUSH_ARGS='--no-input'
 ```
 
-This command builds the `app-dev` and `frontend-dev` containers, installs dependencies, performs database migrations and compiles translations. It's a good idea to use this command each time you are pulling code from the project repository to avoid dependency-related or migration-related issues.
+This builds the `app-dev` and `frontend-dev` containers, installs dependencies, runs database migrations, and compiles translations.
 
-Your Docker services should now be up and running 🎉
+It is recommended to run this command after pulling new code.
 
-You can access the project by going to <http://localhost:3000>.
-
-You will be prompted to log in. The default credentials are:
+Start services:
 
+```bash
+make run
 ```
+
+Open <https://localhost:3000>
+
+Default credentials (development only):
+
+```md
 username: impress
 password: impress
 ```
 
-📝 Note that if you need to run them afterwards, you can use the eponymous Make rule:
+### Frontend development mode
 
-```shellscript
-$ make run
+For frontend work, running outside Docker is often more convenient:
+
+```bash
+make frontend-development-install
+make run-frontend-development
 ```
 
-⚠️ For the frontend developer, it is often better to run the frontend in development mode locally.
+### Backend only
 
-To do so, install the frontend dependencies with the following command:
+Starting all services except the frontend container:
 
-```shellscript
-$ make frontend-development-install
+```bash
+make run-backend
 ```
 
-And run the frontend locally in development mode with the following command:
+### Tests & Linting
 
-```shellscript
-$ make run-frontend-development
+```bash
+make frontend-test
+make frontend-lint
 ```
 
-To start all the services, except the frontend container, you can use the following command:
+### Demo content
 
-```shellscript
-$ make run-backend
+Create a basic demo site:
+
+```bash
+make demo
 ```
 
-To execute frontend tests & linting only
-```shellscript
-$ make frontend-test
-$ make frontend-lint
+### More Make targets
+
+To check all available Make rules:
+
+```bash
+make help
 ```
 
-**Adding content**
+### Django admin
 
-You can create a basic demo site by running this command:
+Create a superuser:
 
-```shellscript
-$ make demo
+```bash
+make superuser
 ```
 
-Finally, you can check all available Make rules using this command:
+Admin UI: <http://localhost:8071/admin>
 
-```shellscript
-$ make help
-```
+## Contributing
 
-**Django admin**
+This project is community-driven and PRs are welcome.
 
-You can access the Django admin site at:
+- [Contribution guide](CONTRIBUTING.md)
+- [Translations](https://crowdin.com/project/lasuite-docs)
+- [Chat with us!](https://matrix.to/#/#docs-official:matrix.org)
 
-<http://localhost:8071/admin>.
+## Roadmap
 
-You first need to create a superuser account:
+Curious where Docs is headed?
 
-```shellscript
-$ make superuser
-```
-
-## Feedback 🙋‍♂️🙋‍♀️
-
-We'd love to hear your thoughts, and hear about your experiments, so come and say hi on [Matrix](https://matrix.to/#/#docs-official:matrix.org).
-
-## Roadmap 💡
-
-Want to know where the project is headed? [🗺️ Checkout our roadmap](https://github.com/orgs/numerique-gouv/projects/13/views/11)
+Explore upcoming features, priorities and long-term direction on our [public roadmap](https://docs.numerique.gouv.fr/docs/d1d3788e-c619-41ff-abe8-2d079da2f084/).
 
 ## License 📝
 
 This work is released under the MIT License (see [LICENSE](https://github.com/suitenumerique/docs/blob/main/LICENSE)).
 
-While Docs is a public-driven initiative, our license choice is an invitation for private sector actors to use, sell and contribute to the project. 
-
-## Contributing 🙌
-
-This project is intended to be community-driven, so please, do not hesitate to [get in touch](https://matrix.to/#/#docs-official:matrix.org) if you have any question related to our implementation or design decisions.
-
-You can help us with translations on [Crowdin](https://crowdin.com/project/lasuite-docs).
-
-If you intend to make pull requests, see [CONTRIBUTING](https://github.com/suitenumerique/docs/blob/main/CONTRIBUTING.md) for guidelines.
-
-## Directory structure:
-
-```markdown
-docs
-├── bin - executable scripts or binaries that are used for various tasks, such as setup scripts, utility scripts, or custom commands.
-├── crowdin - for crowdin translations, a tool or service that helps manage translations for the project.
-├── docker - Dockerfiles and related configuration files used to build Docker images for the project. These images can be used for development, testing, or production environments.
-├── docs - documentation for the project, including user guides, API documentation, and other helpful resources.
-├── env.d/development - environment-specific configuration files for the development environment. These files might include environment variables, configuration settings, or other setup files needed for development.
-├── gitlint - configuration files for `gitlint`, a tool that enforces commit message guidelines to ensure consistency and quality in commit messages.
-├── playground - experimental or temporary code, where developers can test new features or ideas without affecting the main codebase.
-└── src - main source code directory, containing the core application code, libraries, and modules of the project.
-```
+While Docs is a public-driven initiative, our license choice is an invitation for private sector actors to use, sell and contribute to the project.
 
 ## Credits ❤️
 
 ### Stack
 
-Docs is built on top of [Django Rest Framework](https://www.django-rest-framework.org/), [Next.js](https://nextjs.org/), [BlockNote.js](https://www.blocknotejs.org/), [HocusPocus](https://tiptap.dev/docs/hocuspocus/introduction) and [Yjs](https://yjs.dev/). We thank the contributors of all these projects for their awesome work!
+Docs is built on top of [Django Rest Framework](https://www.django-rest-framework.org/), [Next.js](https://nextjs.org/), [ProseMirror](https://prosemirror.net/), [BlockNote.js](https://www.blocknotejs.org/), [HocusPocus](https://tiptap.dev/docs/hocuspocus/introduction), and [Yjs](https://yjs.dev/). We thank the contributors of all these projects for their awesome work!
 
-We are proud sponsors of [BlockNotejs](https://www.blocknotejs.org/) and [Yjs](https://yjs.dev/). 
+We are proud sponsors of [BlockNotejs](https://www.blocknotejs.org/) and [Yjs](https://yjs.dev/).
 
+---
 
 ### Gov ❤️ open source
-Docs is the result of a joint effort led by the French 🇫🇷🥖 ([DINUM](https://www.numerique.gouv.fr/dinum/)) and German 🇩🇪🥨 governments ([ZenDiS](https://zendis.de/)). 
 
-We are always looking for new public partners (we are currently onboarding the Netherlands 🇳🇱🧀), feel free to [reach out](mailto:docs@numerique.gouv.fr) if you are interested in using or contributing to Docs.
+Docs is the result of a joint initiative led by the French 🇫🇷 ([DINUM](https://www.numerique.gouv.fr/dinum/)) Government and German 🇩🇪 government ([ZenDiS](https://zendis.de/)).
+
+We are always looking for new public partners (we are currently onboarding the Netherlands 🇳🇱), feel free to [contact us](mailto:docs@numerique.gouv.fr) if you are interested in using or contributing to Docs.
 
 <p align="center">
-  <img src="/docs/assets/europe_opensource.png" width="50%"/>
+  <img src="/docs/assets/europe_opensource.png" width="50%"/ alt="Europe Opensource">
 </p>

UPGRADE.md

@@ -16,6 +16,12 @@ the following command inside your docker container:
 
 ## [Unreleased]
 
+## [4.6.0] - 2026-02-27
+
+- ⚠️ Some setup have changed to offer a bigger flexibility and consistency, overriding the favicon and logo are now from the theme configuration.
+https://github.com/suitenumerique/docs/blob/f24b047a7cc146411412bf759b5b5248a45c3d99/src/backend/impress/configuration/theme/default.json#L129-L161
+
+
 ## [4.0.0] - 2025-11-26
 
 - ⚠️ We updated `@gouvfr-lasuite/ui-kit` to `0.18.0`, so if you are customizing Docs with a css layer or with a custom template, you need to update your customization to follow the new design system structure.  
@@ -62,5 +68,5 @@ service.
 
 - AI features are now limited to users who are authenticated. Before this release, even anonymous
   users who gained editor access on a document with link reach used to get AI feature.
-  IF you want anonymous users to keep access on AI features, you must now define the
+  If you want anonymous users to keep access on AI features, you must now define the
   `AI_ALLOW_REACH_FROM` setting to "public".

bin/Tiltfile

@@ -8,6 +8,7 @@ docker_build(
     dockerfile='../Dockerfile',
     only=['./src/backend', './src/mail', './docker'],
     target = 'backend-production',
+    build_args={'DOCKER_USER': '1000:1000'},
     live_update=[
         sync('../src/backend', '/app'),
         run(
@@ -23,6 +24,7 @@ docker_build(
     dockerfile='../src/frontend/servers/y-provider/Dockerfile',
     only=['./src/frontend/', './docker/', './.dockerignore'],
     target = 'y-provider',
+    build_args={'DOCKER_USER': '1000:1000'},
     live_update=[
         sync('../src/frontend/servers/y-provider/src', '/home/frontend/servers/y-provider/src'),
     ]
@@ -34,6 +36,7 @@ docker_build(
     dockerfile='../src/frontend/Dockerfile',
     only=['./src/frontend', './docker', './.dockerignore'],
     target = 'impress',
+    build_args={'DOCKER_USER': '1000:1000'},
     live_update=[
         sync('../src/frontend', '/home/frontend'),
     ]

compose.yml

@@ -231,6 +231,11 @@ services:
         condition: service_healthy
         restart: true
 
+  docspec:
+    image: ghcr.io/docspecio/api:2.6.3
+    ports:
+      - "4000:4000"
+
 networks:
   lasuite:
     name: lasuite-network

docs/README.md

@@ -0,0 +1,39 @@
+# Docs Documentation
+
+Welcome to the official documentation for Docs.
+
+This documentation is organized by topic and audience.
+Use the section below to quickly find what you are looking for.
+
+---
+
+## Table of Contents
+
+- Getting started
+  - [System requirements](system-requirements.md)
+  - [Installation overview](installation/README.md)
+  - [Docker Compose deployment](installation/compose.md)
+    - [Docker Compose examples](examples/compose/)
+  - [Kubernetes deployment](installation/kubernetes.md)
+    - [Helm values examples](examples/helm/)
+
+- Configuration
+  - [Environment variables](env.md)
+  - [Customization](customization.md)
+  - [Language configuration](languages-configuration.md)
+  - [Search configuration](search.md)
+
+- Architecture & design
+  - [Architecture overview](architecture.md)
+  - [Architectural Decision Records (ADR)](adr/)
+
+- Usage & operations
+  - [Public instances](instances.md)
+  - [Releases & upgrades](release.md)
+  - [Troubleshooting](troubleshoot.md)
+
+- Project & product
+  - [Roadmap](roadmap.md)
+
+- Assets
+  - [Branding & visuals](assets/)

docs/customization.md

@@ -1,4 +1,6 @@
-# Runtime Theming 🎨
+# Customization Guide 🛠  ️
+
+## Runtime Theming 🎨
 
 ### How to Use
 
@@ -32,7 +34,7 @@ Then, set the `FRONTEND_CSS_URL` environment variable to the URL of your custom
 
 ----
 
-# Runtime JavaScript Injection 🚀
+## Runtime JavaScript Injection 🚀
 
 ### How to Use
 
@@ -87,7 +89,7 @@ Then, set the `FRONTEND_JS_URL` environment variable to the URL of your custom J
 
 ----
 
-# **Your Docs icon** 📝
+## **Your Docs icon** 📝
 
 You can add your own Docs icon in the header from the theme customization file.
 
@@ -105,7 +107,7 @@ This configuration is optional. If not set, the default icon will be used.
 
 ----
 
-# **Footer Configuration** 📝
+## **Footer Configuration** 📝
 
 The footer is configurable from the theme customization file.
 
@@ -128,7 +130,7 @@ Below is a visual example of a configured footer ⬇️:
 
 ----
 
-# **Custom Translations** 📝
+## **Custom Translations** 📝
 
 The translations can be partially overridden from the theme customization file.
 
@@ -140,4 +142,36 @@ THEME_CUSTOMIZATION_FILE_PATH=<path>
 
 ### Example of JSON
 
-The json must follow some rules: https://github.com/suitenumerique/docs/blob/main/src/helm/env.d/dev/configuration/theme/demo.json
+The json must follow some rules: https://github.com/suitenumerique/docs/blob/main/src/helm/env.d/dev/configuration/theme/demo.json
+
+----
+
+## **Waffle Configuration** 🧇
+
+The Waffle (La Gaufre) is a widget that displays a grid of services.
+
+![Waffle Configuration Example](./assets/waffle.png)
+
+### Settings 🔧
+
+```shellscript
+THEME_CUSTOMIZATION_FILE_PATH=<path>
+```
+
+### Configuration
+
+The Waffle can be configured in the theme customization file with the `waffle` key.
+
+### Available Properties
+
+See: [LaGaufreV2Props](https://github.com/suitenumerique/ui-kit/blob/main/src/components/la-gaufre/LaGaufreV2.tsx#L49)
+
+### Complete Example
+
+From the theme customization file: https://github.com/suitenumerique/docs/blob/main/src/helm/env.d/dev/configuration/theme/demo.json
+
+### Behavior
+
+- If `data.services` is provided, the Waffle will display those services statically
+- If no data is provided, services can be fetched dynamically from an API endpoint thanks to the `apiUrl` property
+

docs/env.md

@@ -7,23 +7,29 @@ Here we describe all environment variables that can be set for the docs applicat
 These are the environment variables you can set for the `impress-backend` container.
 
 | Option                                          | Description                                                                                                                                                                | default                                                                 |
-|-------------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------|
+| ----------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------- |
 | AI_ALLOW_REACH_FROM                             | Users that can use AI must be this level. options are "public", "authenticated", "restricted"                                                                              | authenticated                                                           |
 | AI_API_KEY                                      | AI key to be used for AI Base url                                                                                                                                          |                                                                         |
 | AI_BASE_URL                                     | OpenAI compatible AI base url                                                                                                                                              |                                                                         |
+| AI_BOT                                          | Information to give to the frontend about the AI bot                                          | { "name": "Docs AI", "color": "#8bc6ff" } 
 | AI_FEATURE_ENABLED                              | Enable AI options                                                                                                                                                          | false                                                                   |
+| AI_FEATURE_BLOCKNOTE_ENABLED                    | Enable Blocknote AI options                                                                                                                                                          | false                                                                   |
+| AI_FEATURE_LEGACY_ENABLED                       | Enable legacyAI options                                                                                                                                                          | true                                                                    |
 | AI_MODEL                                        | AI Model to use                                                                                                                                                            |                                                                         |
+| AI_VERCEL_SDK_VERSION                            | The vercel AI SDK version used                                                                                                                                                             | 6                                                                        |
 | ALLOW_LOGOUT_GET_METHOD                         | Allow get logout method                                                                                                                                                    | true                                                                    |
 | API_USERS_LIST_LIMIT                            | Limit on API users                                                                                                                                                         | 5                                                                       |
 | API_USERS_LIST_THROTTLE_RATE_BURST              | Throttle rate for api on burst                                                                                                                                             | 30/minute                                                               |
 | API_USERS_LIST_THROTTLE_RATE_SUSTAINED          | Throttle rate for api                                                                                                                                                      | 180/hour                                                                |
+| API_USERS_SEARCH_QUERY_MIN_LENGTH               | Minimum characters to insert to search a user                                                                                                                              | 3                                                                       |
 | AWS_S3_ACCESS_KEY_ID                            | Access id for s3 endpoint                                                                                                                                                  |                                                                         |
 | AWS_S3_ENDPOINT_URL                             | S3 endpoint                                                                                                                                                                |                                                                         |
 | AWS_S3_REGION_NAME                              | Region name for s3 endpoint                                                                                                                                                |                                                                         |
 | AWS_S3_SECRET_ACCESS_KEY                        | Access key for s3 endpoint                                                                                                                                                 |                                                                         |
+| AWS_S3_SIGNATURE_VERSION                        | S3 signature version (`s3v4` or `s3`)                                                                                                                                      | s3v4                                                                    |
 | AWS_STORAGE_BUCKET_NAME                         | Bucket name for s3 endpoint                                                                                                                                                | impress-media-storage                                                   |
 | CACHES_DEFAULT_TIMEOUT                          | Cache default timeout                                                                                                                                                      | 30                                                                      |
-| CACHES_KEY_PREFIX                               | The prefix used to every cache keys.                                                                                                                                       | docs                                                                    |
+| CACHES_DEFAULT_KEY_PREFIX                       | The prefix used to every cache keys.                                                                                                                                       | docs                                                                    |
 | COLLABORATION_API_URL                           | Collaboration api host                                                                                                                                                     |                                                                         |
 | COLLABORATION_SERVER_SECRET                     | Collaboration api secret                                                                                                                                                   |                                                                         |
 | COLLABORATION_WS_NOT_CONNECTED_READY_ONLY       | Users not connected to the collaboration server cannot edit                                                                                                                | false                                                                   |
@@ -32,12 +38,18 @@ These are the environment variables you can set for the `impress-backend` contai
 | CONVERSION_API_ENDPOINT                         | Conversion API endpoint                                                                                                                                                    | convert                                                                 |
 | CONVERSION_API_SECURE                           | Require secure conversion api                                                                                                                                              | false                                                                   |
 | CONVERSION_API_TIMEOUT                          | Conversion api timeout                                                                                                                                                     | 30                                                                      |
+| CONVERSION_FILE_MAX_SIZE                        | The file max size allowed when uploaded to convert it                                                                                                                      | 20971520 (20MB)                                                         |
+| CONVERSION_FILE_EXTENSIONS_ALLOWED              | Extension list managed by the conversion service                                                                                                                           | [".docx", ".md"]                                                        |
 | CRISP_WEBSITE_ID                                | Crisp website id for support                                                                                                                                               |                                                                         |
 | DB_ENGINE                                       | Engine to use for database connections                                                                                                                                     | django.db.backends.postgresql_psycopg2                                  |
 | DB_HOST                                         | Host of the database                                                                                                                                                       | localhost                                                               |
 | DB_NAME                                         | Name of the database                                                                                                                                                       | impress                                                                 |
 | DB_PASSWORD                                     | Password to authenticate with                                                                                                                                              | pass                                                                    |
 | DB_PORT                                         | Port of the database                                                                                                                                                       | 5432                                                                    |
+| DB_PSYCOPG_POOL_ENABLED                         | Enable or not the psycopg pool configuration in the default database options                                                                                               | False                                                                   |
+| DB_PSYCOPG_POOL_MIN_SIZE                        | The psycopg min pool size                                                                                                                                                  | 4                                                                       |
+| DB_PSYCOPG_POOL_MAX_SIZE                        | The psycopg max pool size                                                                                                                                                  | None                                                                    |
+| DB_PSYCOPG_POOL_TIMEOUT                         | The default maximum time in seconds that a client can wait to receive a connection from the pool                                                                           | 3                                                                    |
 | DB_USER                                         | User to authenticate with                                                                                                                                                  | dinum                                                                   |
 | DJANGO_ALLOWED_HOSTS                            | Allowed hosts                                                                                                                                                              | []                                                                      |
 | DJANGO_CELERY_BROKER_TRANSPORT_OPTIONS          | Celery broker transport options                                                                                                                                            | {}                                                                      |
@@ -54,17 +66,22 @@ These are the environment variables you can set for the `impress-backend` contai
 | DJANGO_EMAIL_HOST_USER                          | User to authenticate with on the email host                                                                                                                                |                                                                         |
 | DJANGO_EMAIL_LOGO_IMG                           | Logo for the email                                                                                                                                                         |                                                                         |
 | DJANGO_EMAIL_PORT                               | Port used to connect to email host                                                                                                                                         |                                                                         |
+| DJANGO_EMAIL_URL_APP                            | Url used in the email to go to the app                                                                                                                                     |                                                                         |
 | DJANGO_EMAIL_USE_SSL                            | Use ssl for email host connection                                                                                                                                          | false                                                                   |
 | DJANGO_EMAIL_USE_TLS                            | Use tls for email host connection                                                                                                                                          | false                                                                   |
 | DJANGO_SECRET_KEY                               | Secret key                                                                                                                                                                 |                                                                         |
 | DJANGO_SERVER_TO_SERVER_API_TOKENS              |                                                                                                                                                                            | []                                                                      |
+| DOCSPEC_API_URL                                 | URL to endpoint of DocSpec conversion API                                                                                                                                  |                                                                         |
 | DOCUMENT_IMAGE_MAX_SIZE                         | Maximum size of document in bytes                                                                                                                                          | 10485760                                                                |
 | FRONTEND_CSS_URL                                | To add a external css file to the app                                                                                                                                      |                                                                         |
-| FRONTEND_JS_URL                                | To add a external js file to the app                                                                                                                                      |                                                                         |
+| FRONTEND_JS_URL                                 | To add a external js file to the app                                                                                                                                       |                                                                         |
 | FRONTEND_HOMEPAGE_FEATURE_ENABLED               | Frontend feature flag to display the homepage                                                                                                                              | false                                                                   |
 | FRONTEND_THEME                                  | Frontend theme to use                                                                                                                                                      |                                                                         |
 | LANGUAGE_CODE                                   | Default language                                                                                                                                                           | en-us                                                                   |
-| LASUITE_MARKETING_BACKEND                       | Backend used when SIGNUP_NEW_USER_TO_MARKETING_EMAIL is True. See https://github.com/suitenumerique/django-lasuite/blob/main/documentation/how-to-use-marketing-backend.md | lasuite.marketing.backends.dummy.DummyBackend                           |   
+| LANGFUSE_SECRET_KEY                             | The Langfuse secret key used by the sdk                                                                                                                                    | None                                                                    |
+| LANGFUSE_PUBLIC_KEY                             | The Langfuse public key used by the sdk                                                                                                                                    | None                                                                    |
+| LANGFUSE_BASE_URL                               | The Langfuse base url used by the sdk                                                                                                                                      | None                                                                    |
+| LASUITE_MARKETING_BACKEND                       | Backend used when SIGNUP_NEW_USER_TO_MARKETING_EMAIL is True. See https://github.com/suitenumerique/django-lasuite/blob/main/documentation/how-to-use-marketing-backend.md | lasuite.marketing.backends.dummy.DummyBackend                           |
 | LASUITE_MARKETING_PARAMETERS                    | The parameters to configure LASUITE_MARKETING_BACKEND. See https://github.com/suitenumerique/django-lasuite/blob/main/documentation/how-to-use-marketing-backend.md        | {}                                                                      |
 | LOGGING_LEVEL_LOGGERS_APP                       | Application logging level. options are "DEBUG", "INFO", "WARN", "ERROR", "CRITICAL"                                                                                        | INFO                                                                    |
 | LOGGING_LEVEL_LOGGERS_ROOT                      | Default logging level. options are "DEBUG", "INFO", "WARN", "ERROR", "CRITICAL"                                                                                            | INFO                                                                    |
@@ -111,10 +128,12 @@ These are the environment variables you can set for the `impress-backend` contai
 | THEME_CUSTOMIZATION_FILE_PATH                   | Full path to the file customizing the theme. An example is provided in src/backend/impress/configuration/theme/default.json                                                | BASE_DIR/impress/configuration/theme/default.json                       |
 | TRASHBIN_CUTOFF_DAYS                            | Trashbin cutoff                                                                                                                                                            | 30                                                                      |
 | USER_OIDC_ESSENTIAL_CLAIMS                      | Essential claims in OIDC token                                                                                                                                             | []                                                                      |
+| USER_ONBOARDING_DOCUMENTS                       | A list of documents IDs for which a read-only access will be created for new s                                                                                             | []                                                                      |
+| USER_ONBOARDING_SANDBOX_DOCUMENT                | ID of a template sandbox document that will be duplicated for new users                                                                                                    |                                                                         |
+| USER_RECONCILIATION_FORM_URL                    | URL of a third-party form for user reconciliation requests                                                                                                                 |                                                                         |
 | Y_PROVIDER_API_BASE_URL                         | Y Provider url                                                                                                                                                             |                                                                         |
 | Y_PROVIDER_API_KEY                              | Y provider API key                                                                                                                                                         |                                                                         |
 
-
 ## impress-frontend image
 
 These are the environment variables you can set to build the `impress-frontend` image.
@@ -125,31 +144,31 @@ If you want to build the Docker image, this variable is used as an argument in t
 
 Example:
 
-```
+```bash
 docker build -f src/frontend/Dockerfile --target frontend-production --build-arg PUBLISH_AS_MIT=false docs-frontend:latest
-``` 
+```
 
 If you want to build the front-end application using the yarn build command, you can edit the file `src/frontend/apps/impress/.env` with the `NODE_ENV=production` environment variable and modify it. Alternatively, you can use the listed environment variables with the prefix `NEXT_PUBLIC_` (for example, `NEXT_PUBLIC_PUBLISH_AS_MIT=false`).
 
 Example:
 
-```
+```bash
 cd src/frontend/apps/impress
 NODE_ENV=production NEXT_PUBLIC_PUBLISH_AS_MIT=false yarn build
 ```
 
-| Option                                          | Description                                                                                   | default                                                 |
-| ----------------------------------------------- | --------------------------------------------------------------------------------------------- | ------------------------------------------------------- |
-| API_ORIGIN                                      | backend domain - it uses the current domain if not initialized                                |                                                         |
-| SW_DEACTIVATED                                  | To not install the service worker                                                             |                                                         |
-| PUBLISH_AS_MIT                                  | Removes packages whose licences are incompatible with the MIT licence (see  below)                                               | true                                                    |
+| Option         | Description                                                                        | default |
+| -------------- | ---------------------------------------------------------------------------------- | ------- |
+| API_ORIGIN     | backend domain - it uses the current domain if not initialized                     |         |
+| SW_DEACTIVATED | To not install the service worker                                                  |         |
+| PUBLISH_AS_MIT | Removes packages whose licences are incompatible with the MIT licence (see  below) | true    |
 
 Packages with licences incompatible with the MIT licence:
-* `xl-docx-exporter`: [GPL](https://github.com/TypeCellOS/BlockNote/blob/main/packages/xl-docx-exporter/LICENSE), 
-* `xl-pdf-exporter`: [GPL](https://github.com/TypeCellOS/BlockNote/blob/main/packages/xl-pdf-exporter/LICENSE), 
-* `xl-multi-column`: [GPL](https://github.com/TypeCellOS/BlockNote/blob/main/packages/xl-multi-column/LICENSE). 
+
+* `xl-docx-exporter`: [GPL](https://github.com/TypeCellOS/BlockNote/blob/main/packages/xl-docx-exporter/LICENSE),
+* `xl-pdf-exporter`: [GPL](https://github.com/TypeCellOS/BlockNote/blob/main/packages/xl-pdf-exporter/LICENSE),
+* `xl-multi-column`: [GPL](https://github.com/TypeCellOS/BlockNote/blob/main/packages/xl-multi-column/LICENSE).
 
 In `.env.development`, `PUBLISH_AS_MIT` is set to `false`, allowing developers to test Docs with all its features.
 
 ⚠️ If you run Docs in production with `PUBLISH_AS_MIT` set to `false` make sure you fulfill your BlockNote licensing or [subscription](https://www.blocknotejs.org/about#partner-with-us) obligations.
-

docs/examples/helm/impress.values.yaml

@@ -27,6 +27,7 @@ backend:
     DJANGO_EMAIL_HOST: "mailcatcher"
     DJANGO_EMAIL_LOGO_IMG: https://docs.127.0.0.1.nip.io/assets/logo-suite-numerique.png
     DJANGO_EMAIL_PORT: 1025
+    DJANGO_EMAIL_URL_APP: https://docs.127.0.0.1.nip.io
     DJANGO_EMAIL_USE_SSL: False
     LOGGING_LEVEL_HANDLERS_CONSOLE: ERROR
     LOGGING_LEVEL_LOGGERS_ROOT: INFO
@@ -66,6 +67,7 @@ backend:
     AWS_S3_SECRET_ACCESS_KEY: password
     AWS_STORAGE_BUCKET_NAME: docs-media-storage
     STORAGES_STATICFILES_BACKEND: django.contrib.staticfiles.storage.StaticFilesStorage
+    USER_RECONCILIATION_FORM_URL: https://docs.127.0.0.1.nip.io
     Y_PROVIDER_API_BASE_URL: http://impress-y-provider:443/api/
     Y_PROVIDER_API_KEY: my-secret
     CACHES_KEY_PREFIX: "{{ now | unixEpoch }}"

docs/installation/README.md

@@ -13,7 +13,7 @@ Please follow the instructions [here](/docs/installation/compose.md).
 ⚠️ Please keep in mind that we do not use it ourselves in production. Let us know in the issues if you run into troubles, we'll try to help.
 
 ## Other ways to install Docs
-Community members have contributed several other ways to install Docs. While we owe them a big thanks 🙏, please keep in mind we (Docs maintainers) can't provide support on these installation methods as we don't use them ourselves and there are two many options out there for us to keep track of. Of course you can contact the contributors and the broader community for assistance.
+Community members have contributed several other ways to install Docs. While we owe them a big thanks 🙏, please keep in mind we (Docs maintainers) can't provide support on these installation methods as we don't use them ourselves and there are too many options out there for us to keep track of. Of course you can contact the contributors and the broader community for assistance.
 
 Here is the list of other methods in alphabetical order:
 - Coop-Cloud: [code](https://git.coopcloud.tech/coop-cloud/lasuite-docs)

docs/installation/compose.md

@@ -127,16 +127,19 @@ DJANGO_EMAIL_FROM=<your email address>
 
 DJANGO_EMAIL_BRAND_NAME=<brand name used in email templates> # e.g. "La Suite Numérique"
 DJANGO_EMAIL_LOGO_IMG=<logo image to use in email templates.> # e.g. "https://docs.yourdomain.tld/assets/logo-suite-numerique.png" 
+DJANGO_EMAIL_URL_APP=<url used in email templates to go to the app> # e.g. "https://docs.yourdomain.tld"
 ```
 
 ### AI
 
 Built-in AI actions let users generate, summarize, translate, and correct content.
 
-AI is disabled by default. To enable it, the following environment variables must be set in in `env.d/backend`:
+AI is disabled by default. To enable it, the following environment variables must be set in `env.d/backend`:
 
 ```env
 AI_FEATURE_ENABLED=true # is false by default
+AI_FEATURE_BLOCKNOTE_ENABLED=true # is false by default
+AI_FEATURE_LEGACY_ENABLED=true # is true by default, AI_FEATURE_ENABLED must be set to true to enable it 
 AI_BASE_URL=https://openaiendpoint.com
 AI_API_KEY=<API key>
 AI_MODEL=<model used> e.g. llama
@@ -149,7 +152,7 @@ You can [customize your Docs instance](../theming.md) with your own theme and cu
 The following environment variables must be set in `env.d/backend`:
 
 ```env
-FRONTEND_THEME=default # name of your theme built with cuningham
+FRONTEND_THEME=default # name of your theme built with Cunningham
 FRONTEND_CSS_URL=https://storage.yourdomain.tld/themes/custom.css # custom css
 ```
 
@@ -203,7 +206,7 @@ Replace `<admin email>` with the email of your admin user and generate a secure
 
 Your docs instance is now available on the domain you defined, https://docs.yourdomain.tld.
 
-THe admin interface is available on https://docs.yourdomain.tld/admin with the admin user you just created.
+The admin interface is available on https://docs.yourdomain.tld/admin with the admin user you just created.
 
 ## How to upgrade your Docs application
 

docs/installation/kubernetes.md

@@ -250,4 +250,4 @@ minio-dev-backend-minio-api       <none>   docs-minio.127.0.0.1.nip.io
 minio-dev-backend-minio-console   <none>   docs-minio-console.127.0.0.1.nip.io   localhost   80, 443   8m48s
 ```
 
-You can use Docs at https://docs.127.0.0.1.nip.io. The provisionning user in keycloak is docs/docs.
+You can use Docs at https://docs.127.0.0.1.nip.io. The provisioning user in keycloak is docs/docs.

docs/instances.md

@@ -0,0 +1,77 @@
+# 🌍 Public Docs Instances
+
+This page lists known public instances of **Docs**.
+
+These instances are operated by different organizations and may have different access policies.  
+If you run a public instance and would like it listed here, feel free to open a pull request.
+
+---
+
+## 🏛️ Public Organizations
+
+### docs.numerique.gouv.fr
+
+**Organization:** DINUM  
+**Audience:** French public agents working for central administration and extended public sphere  
+**Access:** ProConnect account required  
+<https://docs.numerique.gouv.fr/>
+
+### docs.suite.anct.gouv.fr
+
+**Organization:** ANCT  
+**Audience:** French public agents working for territorial administration and extended public sphere  
+**Access:** ProConnect account required  
+<https://docs.suite.anct.gouv.fr/>
+
+### notes.demo.opendesk.eu
+
+**Organization:** ZenDiS  
+**Type:** OpenDesk demo instance  
+**Access:** Request credentials  
+<https://notes.demo.opendesk.eu/>
+
+---
+
+## 🏢 Private Sector
+
+### docs.demo.mosacloud.eu
+
+**Organization:** mosa.cloud  
+**Type:** Demo instance  
+<https://docs.demo.mosacloud.eu/>
+
+### notes.liiib.re
+
+**Organization:** lasuite.coop  
+**Access:** Public demo  
+**Notes:** Content and accounts reset monthly  
+<https://notes.liiib.re/>
+
+### notes.lasuite.coop
+
+**Organization:** lasuite.coop  
+**Access:** Public  
+<https://notes.lasuite.coop/>
+
+---
+
+## 🤝 NGOs
+
+### docs.federated.nexus
+
+**Organization:** federated.nexus  
+**Access:** Public with account registration  
+<https://docs.federated.nexus/>
+
+---
+
+## ➕ Add your instance
+
+To add your instance:
+
+1. Fork the repository  
+2. Edit `docs/instances.md`  
+3. Add your instance following the existing format  
+4. Open a pull request
+
+Thank you for helping grow the Docs ecosystem ❤️

docs/languages-configuration.md

@@ -0,0 +1,180 @@
+# Language Configuration (2025-12)
+
+This document explains how to configure and override the available languages in the Docs application.
+
+## Default Languages
+
+By default, the application supports the following languages (in priority order):
+
+- English (en-us)
+- French (fr-fr)
+- German (de-de)
+- Dutch (nl-nl)
+- Spanish (es-es)
+
+The default configuration is defined in `src/backend/impress/settings.py`:
+
+```python
+LANGUAGES = values.SingleNestedTupleValue(
+    (
+        ("en-us", "English"),
+        ("fr-fr", "Français"),
+        ("de-de", "Deutsch"),
+        ("nl-nl", "Nederlands"),
+        ("es-es", "Español"),
+    )
+)
+```
+
+## Overriding Languages
+
+### Using Environment Variables
+
+You can override the available languages by setting the `DJANGO_LANGUAGES` environment variable. This is the recommended approach for customizing language support without modifying the source code.
+
+#### Format
+
+The `DJANGO_LANGUAGES` variable expects a semicolon-separated list of language configurations, where each language is defined as `code,Display Name`:
+
+```
+DJANGO_LANGUAGES=code1,Name1;code2,Name2;code3,Name3
+```
+
+#### Example Configurations
+
+**Example 1: English and French only**
+
+```bash
+DJANGO_LANGUAGES=en-us,English;fr-fr,Français
+```
+
+**Example 2: Add Italian and Chinese**
+
+```bash
+DJANGO_LANGUAGES=en-us,English;fr-fr,Français;de-de,Deutsch;it-it,Italiano;zh-cn,中文
+```
+
+**Example 3: Custom subset of languages**
+
+```bash
+DJANGO_LANGUAGES=fr-fr,Français;de-de,Deutsch;es-es,Español
+```
+
+### Configuration Files
+
+#### Development Environment
+
+For local development, you can set the `DJANGO_LANGUAGES` variable in your environment configuration file:
+
+**File:** `env.d/development/common.local`
+
+```bash
+DJANGO_LANGUAGES=en-us,English;fr-fr,Français;de-de,Deutsch;it-it,Italiano;zh-cn,中文;
+```
+
+#### Production Environment
+
+For production deployments, add the variable to your production environment configuration:
+
+**File:** `env.d/production.dist/common`
+
+```bash
+DJANGO_LANGUAGES=en-us,English;fr-fr,Français
+```
+
+#### Docker Compose
+
+When using Docker Compose, you can set the environment variable in your `compose.yml` or `compose.override.yml` file:
+
+```yaml
+services:
+  app:
+    environment:
+      - DJANGO_LANGUAGES=en-us,English;fr-fr,Français;de-de,Deutsch
+```
+
+## Important Considerations
+
+### Language Codes
+
+- Use standard language codes (ISO 639-1 with optional region codes)
+- Format: `language-region` (e.g., `en-us`, `fr-fr`, `de-de`)
+- Use lowercase for language codes and region identifiers
+
+### Priority Order
+
+Languages are listed in priority order. The first language in the list is used as the fallback language throughout the application when a specific translation is not available.
+
+### Translation Availability
+
+Before adding a new language, ensure that:
+
+1. Translation files exist for that language in the `src/backend/locale/` directory
+2. The frontend application has corresponding translation files
+3. All required messages have been translated
+
+#### Available Languages
+
+The following languages have translation files available in `src/backend/locale/`:
+
+- `br_FR` - Breton (France)
+- `cn_CN` - Chinese (China) - *Note: Use `zh-cn` in DJANGO_LANGUAGES*
+- `de_DE` - German (Germany) - Use `de-de`
+- `en_US` - English (United States) - Use `en-us`
+- `es_ES` - Spanish (Spain) - Use `es-es`
+- `fr_FR` - French (France) - Use `fr-fr`
+- `it_IT` - Italian (Italy) - Use `it-it`
+- `nl_NL` - Dutch (Netherlands) - Use `nl-nl`
+- `pt_PT` - Portuguese (Portugal) - Use `pt-pt`
+- `ru_RU` - Russian (Russia) - Use `ru-ru`
+- `sl_SI` - Slovenian (Slovenia) - Use `sl-si`
+- `sv_SE` - Swedish (Sweden) - Use `sv-se`
+- `tr_TR` - Turkish (Turkey) - Use `tr-tr`
+- `uk_UA` - Ukrainian (Ukraine) - Use `uk-ua`
+- `zh_CN` - Chinese (China) - Use `zh-cn`
+
+**Note:** When configuring `DJANGO_LANGUAGES`, use lowercase with hyphens (e.g., `pt-pt`, `ru-ru`) rather than the directory name format.
+
+### Translation Management
+
+We use [Crowdin](https://crowdin.com/) to manage translations for the Docs application. Crowdin allows our community to contribute translations and helps maintain consistency across all supported languages.
+
+**Want to add a new language or improve existing translations?**
+
+If you would like us to support a new language or want to contribute to translations, please get in touch with the project maintainers. We can add new languages to our Crowdin project and coordinate translation efforts with the community.
+
+### Cookie and Session
+
+The application stores the user's language preference in a cookie named `docs_language`. The cookie path is set to `/` by default.
+
+## Testing Language Configuration
+
+After changing the language configuration:
+
+1. Restart the application services
+2. Verify the language selector displays the correct languages
+3. Test switching between different languages
+4. Confirm that content is displayed in the selected language
+
+## Troubleshooting
+
+### Languages not appearing
+
+- Verify the environment variable is correctly formatted (semicolon-separated, comma between code and name)
+- Check that there are no trailing spaces in language codes or names
+- Ensure the application was restarted after changing the configuration
+
+### Missing translations
+
+If you add a new language but see untranslated text:
+
+1. Check if translation files exist in `src/backend/locale/<language_code>/LC_MESSAGES/`
+2. Run Django's `makemessages` and `compilemessages` commands to generate/update translations
+3. Verify frontend translation files are available
+
+## Related Configuration
+
+- `LANGUAGE_CODE`: Default language code (default: `en-us`)
+- `LANGUAGE_COOKIE_NAME`: Cookie name for storing user language preference (default: `docs_language`)
+- `LANGUAGE_COOKIE_PATH`: Cookie path (default: `/`)
+

docs/user_account_reconciliation.md

@@ -0,0 +1,30 @@
+# User account reconciliation
+
+It is possible to merge user accounts based on their email addresses.
+
+Docs does not have an internal process to requests, but it allows the import of a CSV from an external form
+(e.g. made with Grist) in the Django admin panel (in "Core" > "User reconciliation CSV imports" > "Add user reconciliation")
+
+## CSV file format
+
+The CSV must contain the following mandatory columns:
+
+- `active_email`: the email of the user that will remain active after the process.
+- `inactive_email`: the email of the user(s) that will be merged into the active user. It is possible to indicate several emails, so the user only has to make one request even if they have more than two accounts.
+- `id`: a unique row id, so that entries already processed in a previous import are ignored.
+
+The following columns are optional: `active_email_checked` and `inactive_email_checked` (both must contain `0` (False) or `1` (True), and both default to False.)
+If present, it allows to indicate that the source form has a way to validate that the user making the request actually controls the email addresses, skipping the need to send confirmation emails (cf. below)
+
+Once the CSV file is processed, this will create entries in "Core" > "User reconciliations" and send verification emails to validate that the user making the request actually controls the email addresses (unless `active_email_checked` and `inactive_email_checked` were set to `1` in the CSV)
+
+In "Core" > "User reconciliations", an admin can then select all rows they wish to process and check the action "Process selected user reconciliations". Only rows that have the status `ready` and for which both emails have been validated will be processed.
+
+## Settings
+
+If there is a problem with the reconciliation attempt (e.g., one of the addresses given by the user does not match an existing account), the email signaling the error can give back the link to the reconciliation form. This is configured through the following environment variable:
+
+```env
+USER_RECONCILIATION_FORM_URL=<url used in the email for reconciliation with errors to allow a new requests>
+# e.g. "https://yourgristinstance.tld/xxxx/UserReconciliationForm"
+```

env.d/development/common

@@ -20,6 +20,7 @@ DJANGO_EMAIL_BRAND_NAME="La Suite Numérique"
 DJANGO_EMAIL_HOST="mailcatcher"
 DJANGO_EMAIL_LOGO_IMG="http://localhost:3000/assets/logo-suite-numerique.png"
 DJANGO_EMAIL_PORT=1025
+DJANGO_EMAIL_URL_APP="http://localhost:3000"
 
 # Backend url
 IMPRESS_BASE_URL="http://localhost:8072"
@@ -47,7 +48,7 @@ LOGIN_REDIRECT_URL=http://localhost:3000
 LOGIN_REDIRECT_URL_FAILURE=http://localhost:3000
 LOGOUT_REDIRECT_URL=http://localhost:3000
 
-OIDC_REDIRECT_ALLOWED_HOSTS=["http://localhost:8083", "http://localhost:3000"]
+OIDC_REDIRECT_ALLOWED_HOSTS="localhost:8083,localhost:3000"
 OIDC_AUTH_REQUEST_EXTRA_PARAMS={"acr_values": "eidas1"}
 
 # Store OIDC tokens in the session. Needed by search/ endpoint.
@@ -58,8 +59,13 @@ OIDC_AUTH_REQUEST_EXTRA_PARAMS={"acr_values": "eidas1"}
 # To create one, use the bin/fernetkey command.
 # OIDC_STORE_REFRESH_TOKEN_KEY="your-32-byte-encryption-key=="
 
+# User reconciliation
+USER_RECONCILIATION_FORM_URL=http://localhost:3000
+
 # AI
 AI_FEATURE_ENABLED=true
+AI_FEATURE_BLOCKNOTE_ENABLED=true
+AI_FEATURE_LEGACY_ENABLED=true
 AI_BASE_URL=https://openaiendpoint.com
 AI_API_KEY=password
 AI_MODEL=llama
@@ -76,6 +82,8 @@ DJANGO_SERVER_TO_SERVER_API_TOKENS=server-api-token
 Y_PROVIDER_API_BASE_URL=http://y-provider-development:4444/api/
 Y_PROVIDER_API_KEY=yprovider-api-key
 
+DOCSPEC_API_URL=http://docspec:4000/conversion
+
 # Theme customization
 THEME_CUSTOMIZATION_CACHE_TIMEOUT=15
 

env.d/development/common.e2e

@@ -6,4 +6,4 @@ Y_PROVIDER_API_BASE_URL=http://y-provider:4444/api/
 
 # Throttle
 API_DOCUMENT_THROTTLE_RATE=1000/min
-API_CONFIG_THROTTLE_RATE=1000/min
+API_CONFIG_THROTTLE_RATE=1000/min

env.d/development/postgresql

@@ -8,4 +8,4 @@ DB_HOST=postgresql
 DB_NAME=impress
 DB_USER=dinum
 DB_PASSWORD=pass
-DB_PORT=5432
+DB_PORT=5432

env.d/production.dist/backend

@@ -24,7 +24,8 @@ DJANGO_EMAIL_FROM=<your email address>
 #DJANGO_EMAIL_USE_SSL=true # A flag to enable or disable SSL for email sending.
 
 DJANGO_EMAIL_BRAND_NAME="La Suite Numérique" 
-DJANGO_EMAIL_LOGO_IMG="https://${DOCS_HOST}/assets/logo-suite-numerique.png"  
+DJANGO_EMAIL_LOGO_IMG="https://${DOCS_HOST}/assets/logo-suite-numerique.png"
+DJANGO_EMAIL_URL_APP="https://${DOCS_HOST}"
 
 # Media
 AWS_S3_ENDPOINT_URL=https://${S3_HOST}
@@ -52,8 +53,13 @@ LOGOUT_REDIRECT_URL=https://${DOCS_HOST}
 
 OIDC_REDIRECT_ALLOWED_HOSTS=["https://${DOCS_HOST}"]
 
+# User reconciliation
+#USER_RECONCILIATION_FORM_URL=https://${DOCS_HOST}
+
 # AI
 #AI_FEATURE_ENABLED=true # is false by default
+#AI_FEATURE_BLOCKNOTE_ENABLED=true # is false by default
+#AI_FEATURE_LEGACY_ENABLED=true # is true by default, AI_FEATURE_ENABLED must be set to true to enable it
 #AI_BASE_URL=https://openaiendpoint.com
 #AI_API_KEY=<API key>
 #AI_MODEL=<model used> e.g. llama

publiccode.yml

@@ -1,18 +1,16 @@
-publiccodeYmlVersion: "0.5.0"
+publiccodeYmlVersion: "2.4.0"
 name: Docs
 url: https://github.com/suitenumerique/docs
 landingURL: https://github.com/suitenumerique/docs
+creationDate: 2023-12-10
 logo: https://raw.githubusercontent.com/suitenumerique/docs/main/docs/assets/docs-logo.png
 usedBy:
-  - Direction interministérielle du numérique (DINUM)
+  - Direction interministériel du numérique (DINUM)
 fundedBy:
-  - name: Direction interministérielle du numérique (DINUM)
-    uri: https://www.numerique.gouv.fr
+  - name: Direction interministériel du numérique (DINUM)
+    url: https://www.numerique.gouv.fr
 roadmap: "https://github.com/orgs/suitenumerique/projects/2/views/1"
 softwareType: "standalone/other"
-platforms:
-  - "web"
-developmentStatus: "stable"
 description:
   en:
     shortDescription: "The open source document editor where your notes can become knowledge through live collaboration"
@@ -20,18 +18,10 @@ description:
     shortDescription: "L'éditeur de documents open source où vos notes peuvent devenir des connaissances grâce à la collaboration en direct."
 legal:
   license: MIT
-localisation:
-  localisationReady: true
-  availableLanguages:
-    - de
-    - en
-    - es
-    - fr
-    - nl
 maintenance:
   type: internal
   contacts:
     - name: "Virgile Deville"
       email: "virgile.deville@numerique.gouv.fr"
-    - name: "Samuel Paccoud"
+    - name: "samuel.paccoud"
       email: "samuel.paccoud@numerique.gouv.fr"

renovate.json

@@ -25,18 +25,45 @@
       "matchPackageNames": ["pylint"],
       "allowedVersions": "<4.0.0"
     },
+    {
+      "groupName": "allowed django versions",
+      "matchManagers": ["pep621"],
+      "matchPackageNames": ["django"],
+      "allowedVersions": "<6.0.0"
+    },
+    {
+      "groupName": "allowed celery versions",
+      "matchManagers": ["pep621"],
+      "matchPackageNames": ["celery"],
+      "allowedVersions": "<5.6.0"
+    },
+    {
+      "groupName": "allowed pydantic-ai-slim versions",
+      "matchManagers": ["pep621"],
+      "matchPackageNames": ["pydantic-ai-slim"],
+      "allowedVersions": "<1.59.0"
+    },
+    {
+      "groupName": "allowed langfuse versions",
+      "matchManagers": ["pep621"],
+      "matchPackageNames": ["langfuse"],
+      "allowedVersions": "<3.12.0"
+    },
+    {
+      "groupName": "allowed django-treebeard versions",
+      "matchManagers": ["pep621"],
+      "matchPackageNames": ["django-treebeard"],
+      "allowedVersions": "<5.0.0"
+    },
     {
       "enabled": false,
       "groupName": "ignored js dependencies",
       "matchManagers": ["npm"],
       "matchPackageNames": [
-        "@next/eslint-plugin-next",
-        "docx",
-        "eslint-config-next",
         "fetch-mock",
-        "next",
         "node",
         "node-fetch",
+        "react-resizable-panels",
         "workbox-webpack-plugin"
       ]
     }

src/backend/core/admin.py

@@ -1,20 +1,14 @@
 """Admin classes and registrations for core app."""
 
-from django.contrib import admin
+from django.contrib import admin, messages
 from django.contrib.auth import admin as auth_admin
+from django.shortcuts import redirect
 from django.utils.translation import gettext_lazy as _
 
 from treebeard.admin import TreeAdmin
 
-from . import models
-
-
-class TemplateAccessInline(admin.TabularInline):
-    """Inline admin class for template accesses."""
-
-    autocomplete_fields = ["user"]
-    model = models.TemplateAccess
-    extra = 0
+from core import models
+from core.tasks.user_reconciliation import user_reconciliation_csv_import_job
 
 
 @admin.register(models.User)
@@ -69,7 +63,6 @@ class UserAdmin(auth_admin.UserAdmin):
             },
         ),
     )
-    inlines = (TemplateAccessInline,)
     list_display = (
         "id",
         "sub",
@@ -104,15 +97,46 @@ class UserAdmin(auth_admin.UserAdmin):
     search_fields = ("id", "sub", "admin_email", "email", "full_name")
 
 
-@admin.register(models.Template)
-class TemplateAdmin(admin.ModelAdmin):
-    """Template admin interface declaration."""
+@admin.register(models.UserReconciliationCsvImport)
+class UserReconciliationCsvImportAdmin(admin.ModelAdmin):
+    """Admin class for UserReconciliationCsvImport model."""
 
-    inlines = (TemplateAccessInline,)
+    list_display = ("id", "__str__", "created_at", "status")
+
+    def save_model(self, request, obj, form, change):
+        """Override save_model to trigger the import task on creation."""
+        super().save_model(request, obj, form, change)
+
+        if not change:
+            user_reconciliation_csv_import_job.delay(obj.pk)
+            messages.success(request, _("Import job created and queued."))
+        return redirect("..")
+
+
+@admin.action(description=_("Process selected user reconciliations"))
+def process_reconciliation(_modeladmin, _request, queryset):
+    """
+    Admin action to process selected user reconciliations.
+    The action will process only entries that are ready and have both emails checked.
+    """
+    processable_entries = queryset.filter(
+        status="ready", active_email_checked=True, inactive_email_checked=True
+    )
+
+    for entry in processable_entries:
+        entry.process_reconciliation_request()
+
+
+@admin.register(models.UserReconciliation)
+class UserReconciliationAdmin(admin.ModelAdmin):
+    """Admin class for UserReconciliation model."""
+
+    list_display = ["id", "__str__", "created_at", "status"]
+    actions = [process_reconciliation]
 
 
 class DocumentAccessInline(admin.TabularInline):
-    """Inline admin class for template accesses."""
+    """Inline admin class for document accesses."""
 
     autocomplete_fields = ["user"]
     model = models.DocumentAccess

src/backend/core/api/filters.py

@@ -2,6 +2,7 @@
 
 import unicodedata
 
+from django.conf import settings
 from django.utils.translation import gettext_lazy as _
 
 import django_filters
@@ -135,4 +136,6 @@ class UserSearchFilter(django_filters.FilterSet):
     Custom filter for searching users.
     """
 
-    q = django_filters.CharFilter(min_length=5, max_length=254)
+    q = django_filters.CharFilter(
+        min_length=settings.API_USERS_SEARCH_QUERY_MIN_LENGTH, max_length=254
+    )

src/backend/core/api/permissions.py

@@ -98,10 +98,10 @@ class CanCreateInvitationPermission(permissions.BasePermission):
 
 
 class ResourceWithAccessPermission(permissions.BasePermission):
-    """A permission class for templates and invitations."""
+    """A permission class for invitations."""
 
     def has_permission(self, request, view):
-        """check create permission for templates."""
+        """check create permission."""
         return request.user.is_authenticated or view.action != "create"
 
     def has_object_permission(self, request, view, obj):

src/backend/core/api/serializers.py

@@ -4,6 +4,7 @@
 import binascii
 import mimetypes
 from base64 import b64decode
+from os.path import splitext
 
 from django.conf import settings
 from django.db.models import Q
@@ -15,10 +16,11 @@ import magic
 from rest_framework import serializers
 
 from core import choices, enums, models, utils, validators
+from core.services import mime_types
 from core.services.ai_services import AI_ACTIONS
 from core.services.converter_services import (
     ConversionError,
-    YdocConverter,
+    Converter,
 )
 
 
@@ -30,8 +32,21 @@ class UserSerializer(serializers.ModelSerializer):
 
     class Meta:
         model = models.User
-        fields = ["id", "email", "full_name", "short_name", "language"]
-        read_only_fields = ["id", "email", "full_name", "short_name"]
+        fields = [
+            "id",
+            "email",
+            "full_name",
+            "short_name",
+            "language",
+            "is_first_connection",
+        ]
+        read_only_fields = [
+            "id",
+            "email",
+            "full_name",
+            "short_name",
+            "is_first_connection",
+        ]
 
     def get_full_name(self, instance):
         """Return the full name of the user."""
@@ -59,30 +74,6 @@ class UserLightSerializer(UserSerializer):
         read_only_fields = ["full_name", "short_name"]
 
 
-class TemplateAccessSerializer(serializers.ModelSerializer):
-    """Serialize template accesses."""
-
-    abilities = serializers.SerializerMethodField(read_only=True)
-
-    class Meta:
-        model = models.TemplateAccess
-        resource_field_name = "template"
-        fields = ["id", "user", "team", "role", "abilities"]
-        read_only_fields = ["id", "abilities"]
-
-    def get_abilities(self, instance) -> dict:
-        """Return abilities of the logged-in user on the instance."""
-        request = self.context.get("request")
-        if request:
-            return instance.get_abilities(request.user)
-        return {}
-
-    def update(self, instance, validated_data):
-        """Make "user" field is readonly but only on update."""
-        validated_data.pop("user", None)
-        return super().update(instance, validated_data)
-
-
 class ListDocumentSerializer(serializers.ModelSerializer):
     """Serialize documents with limited fields for display in lists."""
 
@@ -188,6 +179,9 @@ class DocumentSerializer(ListDocumentSerializer):
 
     content = serializers.CharField(required=False)
     websocket = serializers.BooleanField(required=False, write_only=True)
+    file = serializers.FileField(
+        required=False, write_only=True, allow_null=True, max_length=255
+    )
 
     class Meta:
         model = models.Document
@@ -204,6 +198,7 @@ class DocumentSerializer(ListDocumentSerializer):
             "deleted_at",
             "depth",
             "excerpt",
+            "file",
             "is_favorite",
             "link_role",
             "link_reach",
@@ -243,8 +238,16 @@ class DocumentSerializer(ListDocumentSerializer):
         fields = super().get_fields()
 
         request = self.context.get("request")
-        if request and request.method == "POST":
-            fields["id"].read_only = False
+        if request:
+            if request.method == "POST":
+                fields["id"].read_only = False
+            if (
+                serializers.BooleanField().to_internal_value(
+                    request.query_params.get("without_content", False)
+                )
+                is True
+            ):
+                del fields["content"]
 
         return fields
 
@@ -273,6 +276,30 @@ class DocumentSerializer(ListDocumentSerializer):
 
         return value
 
+    def validate_file(self, file):
+        """Add file size and type constraints as defined in settings."""
+        if not file:
+            return None
+
+        # Validate file size
+        if file.size > settings.CONVERSION_FILE_MAX_SIZE:
+            max_size = settings.CONVERSION_FILE_MAX_SIZE // (1024 * 1024)
+            raise serializers.ValidationError(
+                f"File size exceeds the maximum limit of {max_size:d} MB."
+            )
+
+        _name, extension = splitext(file.name)
+
+        if extension.lower() not in settings.CONVERSION_FILE_EXTENSIONS_ALLOWED:
+            raise serializers.ValidationError(
+                (
+                    f"File extension {extension} is not allowed. Allowed extensions"
+                    f" are: {settings.CONVERSION_FILE_EXTENSIONS_ALLOWED}."
+                )
+            )
+
+        return file
+
     def save(self, **kwargs):
         """
         Process the content field to extract attachment keys and update the document's
@@ -461,7 +488,9 @@ class ServerCreateDocumentSerializer(serializers.Serializer):
             language = user.language or language
 
         try:
-            document_content = YdocConverter().convert(validated_data["content"])
+            document_content = Converter().convert(
+                validated_data["content"], mime_types.MARKDOWN, mime_types.YJS
+            )
         except ConversionError as err:
             raise serializers.ValidationError(
                 {"content": ["Could not convert content"]}
@@ -583,10 +612,13 @@ class LinkDocumentSerializer(serializers.ModelSerializer):
 class DocumentDuplicationSerializer(serializers.Serializer):
     """
     Serializer for duplicating a document.
-    Allows specifying whether to keep access permissions.
+    Allows specifying whether to keep access permissions,
+    and whether to duplicate descendant documents as well
+    (deep copy) or not (shallow copy).
     """
 
     with_accesses = serializers.BooleanField(default=False)
+    with_descendants = serializers.BooleanField(default=False)
 
     def create(self, validated_data):
         """
@@ -660,52 +692,6 @@ class FileUploadSerializer(serializers.Serializer):
         return attrs
 
 
-class TemplateSerializer(serializers.ModelSerializer):
-    """Serialize templates."""
-
-    abilities = serializers.SerializerMethodField(read_only=True)
-    accesses = TemplateAccessSerializer(many=True, read_only=True)
-
-    class Meta:
-        model = models.Template
-        fields = [
-            "id",
-            "title",
-            "accesses",
-            "abilities",
-            "css",
-            "code",
-            "is_public",
-        ]
-        read_only_fields = ["id", "accesses", "abilities"]
-
-    def get_abilities(self, document) -> dict:
-        """Return abilities of the logged-in user on the instance."""
-        request = self.context.get("request")
-        if request:
-            return document.get_abilities(request.user)
-        return {}
-
-
-# pylint: disable=abstract-method
-class DocumentGenerationSerializer(serializers.Serializer):
-    """Serializer to receive a request to generate a document on a template."""
-
-    body = serializers.CharField(label=_("Body"))
-    body_type = serializers.ChoiceField(
-        choices=["html", "markdown"],
-        label=_("Body type"),
-        required=False,
-        default="html",
-    )
-    format = serializers.ChoiceField(
-        choices=["pdf", "docx"],
-        label=_("Format"),
-        required=False,
-        default="pdf",
-    )
-
-
 class InvitationSerializer(serializers.ModelSerializer):
     """Serialize invitations."""
 

src/backend/core/api/viewsets.py

@@ -3,8 +3,10 @@
 # pylint: disable=too-many-lines
 
 import base64
+import ipaddress
 import json
 import logging
+import socket
 import uuid
 from collections import defaultdict
 from urllib.parse import unquote, urlencode, urlparse
@@ -25,6 +27,7 @@ from django.urls import reverse
 from django.utils import timezone
 from django.utils.decorators import method_decorator
 from django.utils.functional import cached_property
+from django.utils.http import content_disposition_header
 from django.utils.text import capfirst, slugify
 from django.utils.translation import gettext_lazy as _
 
@@ -35,29 +38,38 @@ from csp.constants import NONE
 from csp.decorators import csp_update
 from lasuite.malware_detection import malware_detection
 from lasuite.oidc_login.decorators import refresh_oidc_access_token
+from lasuite.tools.email import get_domain_from_email
+from pydantic import ValidationError as PydanticValidationError
 from rest_framework import filters, status, viewsets
 from rest_framework import response as drf_response
 from rest_framework.permissions import AllowAny
+from rest_framework.views import APIView
 
 from core import authentication, choices, enums, models
 from core.api.filters import remove_accents
+from core.services import mime_types
 from core.services.ai_services import AIService
 from core.services.collaboration_services import CollaborationService
+from core.services.converter_services import (
+    ConversionError,
+    Converter,
+)
 from core.services.converter_services import (
     ServiceUnavailableError as YProviderServiceUnavailableError,
 )
 from core.services.converter_services import (
     ValidationError as YProviderValidationError,
 )
-from core.services.converter_services import (
-    YdocConverter,
-)
 from core.services.search_indexers import (
     get_document_indexer,
     get_visited_document_ids_of,
 )
 from core.tasks.mail import send_ask_for_access_mail
-from core.utils import extract_attachments, filter_descendants
+from core.utils import (
+    extract_attachments,
+    filter_descendants,
+    users_sharing_documents_with,
+)
 
 from . import permissions, serializers, utils
 from .filters import DocumentFilter, ListDocumentFilter, UserSearchFilter
@@ -216,18 +228,80 @@ class UserViewSet(
 
         # Use trigram similarity for non-email-like queries
         # For performance reasons we filter first by similarity, which relies on an
-        # index, then only calculate precise similarity scores for sorting purposes
+        # index, then only calculate precise similarity scores for sorting purposes.
+        #
+        # Additionally results are reordered to prefer users "closer" to the current
+        # user: users they recently shared documents with, then same email domain.
+        # To achieve that without complex SQL, we build a proximity score in Python
+        # and return the top N results.
+        # For security results, users that match neither of these proximity criteria
+        # are not returned at all, to prevent email enumeration.
+        current_user = self.request.user
+        shared_map = users_sharing_documents_with(current_user)
 
-        return (
+        user_email_domain = get_domain_from_email(current_user.email) or ""
+
+        candidates = list(
             queryset.annotate(
                 sim_email=TrigramSimilarity("email", query),
                 sim_name=TrigramSimilarity("full_name", query),
             )
             .annotate(similarity=Greatest("sim_email", "sim_name"))
             .filter(similarity__gt=0.2)
-            .order_by("-similarity")[: settings.API_USERS_LIST_LIMIT]
+            .order_by("-similarity")
         )
 
+        # Keep only users that either share documents with the current user
+        # or have an email with the same domain as the current user.
+        filtered_candidates = []
+        for u in candidates:
+            candidate_domain = get_domain_from_email(u.email) or ""
+            if shared_map.get(u.id) or (
+                user_email_domain and candidate_domain == user_email_domain
+            ):
+                filtered_candidates.append(u)
+
+        candidates = filtered_candidates
+
+        # Build ordering key for each candidate
+        def _sort_key(u):
+            # shared priority: most recent first
+            # Use shared_last_at timestamp numeric for secondary ordering when shared.
+            shared_last_at = shared_map.get(u.id)
+            if shared_last_at:
+                is_shared = 1
+                shared_score = int(shared_last_at.timestamp())
+            else:
+                is_shared = 0
+                shared_score = 0
+
+            # domain proximity
+            candidate_email_domain = get_domain_from_email(u.email) or ""
+
+            same_full_domain = (
+                1
+                if candidate_email_domain
+                and candidate_email_domain == user_email_domain
+                else 0
+            )
+
+            # similarity fallback
+            sim = getattr(u, "similarity", 0) or 0
+
+            return (
+                is_shared,
+                shared_score,
+                same_full_domain,
+                sim,
+            )
+
+        # Sort candidates by the key descending and return top N as a queryset-like
+        # list. Keep return type consistent with previous behavior (QuerySet slice
+        # was returned) by returning a list of model instances.
+        candidates.sort(key=_sort_key, reverse=True)
+
+        return candidates[: settings.API_USERS_LIST_LIMIT]
+
     @drf.decorators.action(
         detail=False,
         methods=["get"],
@@ -244,6 +318,78 @@ class UserViewSet(
             self.serializer_class(request.user, context=context).data
         )
 
+    @drf.decorators.action(
+        detail=False,
+        methods=["post"],
+        url_path="onboarding-done",
+        permission_classes=[permissions.IsAuthenticated],
+    )
+    def onboarding_done(self, request):
+        """
+        Allows the frontend to mark the first connection as done for the current user,
+        e.g. after showing an onboarding message.
+        """
+        if request.user.is_first_connection:
+            request.user.is_first_connection = False
+            request.user.save(update_fields=["is_first_connection", "updated_at"])
+
+        return drf.response.Response(
+            {"detail": "Onboarding marked as done."}, status=status.HTTP_200_OK
+        )
+
+
+class ReconciliationConfirmView(APIView):
+    """API endpoint to confirm user reconciliation emails.
+
+    GET /user-reconciliations/{user_type}/{confirmation_id}/
+    Marks `active_email_checked` or `inactive_email_checked` to True.
+    """
+
+    permission_classes = [AllowAny]
+
+    def get(self, request, user_type, confirmation_id):
+        """
+        Check the confirmation ID and mark the corresponding email as checked.
+        """
+        try:
+            # validate UUID
+            uuid_obj = uuid.UUID(str(confirmation_id))
+        except ValueError:
+            return drf_response.Response(
+                {"detail": "Badly formatted confirmation id"},
+                status=status.HTTP_400_BAD_REQUEST,
+            )
+
+        if user_type not in ("active", "inactive"):
+            return drf_response.Response(
+                {"detail": "Invalid user_type"}, status=status.HTTP_400_BAD_REQUEST
+            )
+
+        lookup = (
+            {"active_email_confirmation_id": uuid_obj}
+            if user_type == "active"
+            else {"inactive_email_confirmation_id": uuid_obj}
+        )
+
+        try:
+            rec = models.UserReconciliation.objects.get(**lookup)
+        except models.UserReconciliation.DoesNotExist:
+            return drf_response.Response(
+                {"detail": "Reconciliation entry not found"},
+                status=status.HTTP_404_NOT_FOUND,
+            )
+
+        field_name = (
+            "active_email_checked"
+            if user_type == "active"
+            else "inactive_email_checked"
+        )
+        if not getattr(rec, field_name):
+            setattr(rec, field_name, True)
+            rec.save()
+
+        return drf_response.Response({"detail": "Confirmation received"})
+
 
 class ResourceAccessViewsetMixin:
     """Mixin with methods common to all access viewsets."""
@@ -350,6 +496,9 @@ class DocumentViewSet(
         Returns: JSON response with the translated text.
         Throttled by: AIDocumentRateThrottle, AIUserRateThrottle.
 
+    12. **AI Proxy**: Proxy an AI request to an external AI service.
+        Example: POST /api/v1.0/documents/<resource_id>/ai-proxy
+
     ### Ordering: created_at, updated_at, is_favorite, title
 
         Example:
@@ -388,6 +537,7 @@ class DocumentViewSet(
     queryset = models.Document.objects.select_related("creator").all()
     serializer_class = serializers.DocumentSerializer
     ai_translate_serializer_class = serializers.AITranslateSerializer
+    all_serializer_class = serializers.ListDocumentSerializer
     children_serializer_class = serializers.ListDocumentSerializer
     descendants_serializer_class = serializers.ListDocumentSerializer
     list_serializer_class = serializers.ListDocumentSerializer
@@ -524,6 +674,28 @@ class DocumentViewSet(
                 "IN SHARE ROW EXCLUSIVE MODE;"
             )
 
+        # Remove file from validated_data as it's not a model field
+        # Process it if present
+        uploaded_file = serializer.validated_data.pop("file", None)
+
+        # If a file is uploaded, convert it to Yjs format and set as content
+        if uploaded_file:
+            try:
+                file_content = uploaded_file.read()
+
+                converter = Converter()
+                converted_content = converter.convert(
+                    file_content,
+                    content_type=uploaded_file.content_type,
+                    accept=mime_types.YJS,
+                )
+                serializer.validated_data["content"] = converted_content
+                serializer.validated_data["title"] = uploaded_file.name
+            except ConversionError as err:
+                raise drf.exceptions.ValidationError(
+                    {"file": ["Could not convert file content"]}
+                ) from err
+
         obj = models.Document.add_root(
             creator=self.request.user,
             **serializer.validated_data,
@@ -625,12 +797,29 @@ class DocumentViewSet(
         """Get list of favorite documents for the current user."""
         user = request.user
 
+        queryset = self.get_queryset()
+
+        # Among the results, we may have documents that are ancestors/descendants
+        # of each other. In this case we want to keep only the highest ancestors.
+        root_paths = utils.filter_root_paths(
+            queryset.order_by("path").values_list("path", flat=True),
+            skip_sorting=True,
+        )
+
+        path_list = db.Q()
+        for path in root_paths:
+            path_list |= db.Q(path__startswith=path)
+
         favorite_documents_ids = models.DocumentFavorite.objects.filter(
             user=user
         ).values_list("document_id", flat=True)
 
-        queryset = self.filter_queryset(self.get_queryset())
+        queryset = self.queryset.filter(path_list)
         queryset = queryset.filter(id__in=favorite_documents_ids)
+        queryset = queryset.annotate_user_roles(user)
+        queryset = queryset.annotate(
+            is_favorite=db.Value(True, output_field=db.BooleanField())
+        )
         return self.get_response_for_queryset(queryset)
 
     @drf.decorators.action(
@@ -858,6 +1047,60 @@ class DocumentViewSet(
             },
         )
 
+    @drf.decorators.action(
+        detail=False,
+        methods=["get"],
+    )
+    def all(self, request, *args, **kwargs):
+        """
+        Returns all documents (including descendants) that the user has access to.
+
+        Unlike the list endpoint which only returns top-level documents, this endpoint
+        returns all documents including children, grandchildren, etc.
+        """
+        user = self.request.user
+
+        accessible_documents = self.get_queryset()
+        accessible_paths = list(accessible_documents.values_list("path", flat=True))
+
+        if not accessible_paths:
+            return self.get_response_for_queryset(self.queryset.none())
+
+        # Build query to include all descendants using path prefix matching
+        descendants_clause = db.Q()
+        for path in accessible_paths:
+            descendants_clause |= db.Q(path__startswith=path)
+
+        queryset = self.queryset.filter(
+            descendants_clause, ancestors_deleted_at__isnull=True
+        )
+
+        # Apply existing filters
+        filterset = ListDocumentFilter(
+            self.request.GET, queryset=queryset, request=self.request
+        )
+        if not filterset.is_valid():
+            raise drf.exceptions.ValidationError(filterset.errors)
+        filter_data = filterset.form.cleaned_data
+
+        # Filter as early as possible on fields that are available on the model
+        for field in ["is_creator_me", "title"]:
+            queryset = filterset.filters[field].filter(queryset, filter_data[field])
+
+        queryset = queryset.annotate_user_roles(user)
+
+        # Annotate favorite status and filter if applicable as late as possible
+        queryset = queryset.annotate_is_favorite(user)
+        for field in ["is_favorite", "is_masked"]:
+            queryset = filterset.filters[field].filter(queryset, filter_data[field])
+
+        # Apply ordering only now that everything is filtered and annotated
+        queryset = filters.OrderingFilter().filter_queryset(
+            self.request, queryset, self
+        )
+
+        return self.get_response_for_queryset(queryset)
+
     @drf.decorators.action(
         detail=True,
         methods=["get"],
@@ -989,11 +1232,7 @@ class DocumentViewSet(
     @transaction.atomic
     def duplicate(self, request, *args, **kwargs):
         """
-        Duplicate a document and store the links to attached files in the duplicated
-        document to allow cross-access.
-
-        Optionally duplicates accesses if `with_accesses` is set to true
-        in the payload.
+        Duplicate a document, alongside its descendants if requested.
         """
         # Get document while checking permissions
         document_to_duplicate = self.get_object()
@@ -1002,8 +1241,43 @@ class DocumentViewSet(
             data=request.data, partial=True
         )
         serializer.is_valid(raise_exception=True)
+        user = request.user
+
+        duplicated_document = self._duplicate_document(
+            document_to_duplicate=document_to_duplicate,
+            serializer=serializer,
+            user=user,
+        )
+
+        return drf_response.Response(
+            {"id": str(duplicated_document.id)}, status=status.HTTP_201_CREATED
+        )
+
+    def _duplicate_document(
+        self,
+        document_to_duplicate,
+        serializer,
+        user,
+        new_parent=None,
+    ):
+        """
+        Duplicate a document and store the links to attached files in the duplicated
+        document to allow cross-access.
+
+        Optionally duplicates accesses if `with_accesses` is set to true
+        in the payload.
+
+        Optionally duplicates sub-documents if `with_descendants` is set to true in
+        the payload. In this case, the whole subtree of the document will be duplicated,
+        and the links to attached files will be stored in all duplicated documents.
+
+        The `with_accesses` option will also be applied to all duplicated documents
+        if `with_descendants` is set to true.
+        """
         with_accesses = serializer.validated_data.get("with_accesses", False)
-        user_role = document_to_duplicate.get_role(request.user)
+        with_descendants = serializer.validated_data.get("with_descendants", False)
+
+        user_role = document_to_duplicate.get_role(user)
         is_owner_or_admin = user_role in models.PRIVILEGED_ROLES
 
         base64_yjs_content = document_to_duplicate.content
@@ -1022,11 +1296,41 @@ class DocumentViewSet(
             extracted_attachments & set(document_to_duplicate.attachments)
         )
         title = capfirst(_("copy of {title}").format(title=document_to_duplicate.title))
-        if not document_to_duplicate.is_root() and choices.RoleChoices.get_priority(
+        # If parent_duplicate is provided we must add the duplicated document as a child
+        if new_parent is not None:
+            duplicated_document = new_parent.add_child(
+                title=title,
+                content=base64_yjs_content,
+                attachments=attachments,
+                duplicated_from=document_to_duplicate,
+                creator=user,
+                **link_kwargs,
+            )
+
+            # Handle access duplication for this child
+            if with_accesses and is_owner_or_admin:
+                original_accesses = models.DocumentAccess.objects.filter(
+                    document=document_to_duplicate
+                ).exclude(user=user)
+
+                accesses_to_create = [
+                    models.DocumentAccess(
+                        document=duplicated_document,
+                        user_id=access.user_id,
+                        team=access.team,
+                        role=access.role,
+                    )
+                    for access in original_accesses
+                ]
+
+                if accesses_to_create:
+                    models.DocumentAccess.objects.bulk_create(accesses_to_create)
+
+        elif not document_to_duplicate.is_root() and choices.RoleChoices.get_priority(
             user_role
         ) < choices.RoleChoices.get_priority(models.RoleChoices.EDITOR):
             duplicated_document = models.Document.add_root(
-                creator=self.request.user,
+                creator=user,
                 title=title,
                 content=base64_yjs_content,
                 attachments=attachments,
@@ -1035,55 +1339,63 @@ class DocumentViewSet(
             )
             models.DocumentAccess.objects.create(
                 document=duplicated_document,
-                user=self.request.user,
+                user=user,
                 role=models.RoleChoices.OWNER,
             )
-            return drf_response.Response(
-                {"id": str(duplicated_document.id)}, status=status.HTTP_201_CREATED
+        else:
+            duplicated_document = document_to_duplicate.add_sibling(
+                "right",
+                title=title,
+                content=base64_yjs_content,
+                attachments=attachments,
+                duplicated_from=document_to_duplicate,
+                creator=user,
+                **link_kwargs,
             )
 
-        duplicated_document = document_to_duplicate.add_sibling(
-            "right",
-            title=title,
-            content=base64_yjs_content,
-            attachments=attachments,
-            duplicated_from=document_to_duplicate,
-            creator=request.user,
-            **link_kwargs,
-        )
-
-        # Always add the logged-in user as OWNER for root documents
-        if document_to_duplicate.is_root():
-            accesses_to_create = [
-                models.DocumentAccess(
-                    document=duplicated_document,
-                    user=request.user,
-                    role=models.RoleChoices.OWNER,
-                )
-            ]
-
-            # If accesses should be duplicated, add other users' accesses as per original document
-            if with_accesses and is_owner_or_admin:
-                original_accesses = models.DocumentAccess.objects.filter(
-                    document=document_to_duplicate
-                ).exclude(user=request.user)
-
-                accesses_to_create.extend(
+            # Always add the logged-in user as OWNER for root documents
+            if document_to_duplicate.is_root():
+                accesses_to_create = [
                     models.DocumentAccess(
                         document=duplicated_document,
-                        user_id=access.user_id,
-                        team=access.team,
-                        role=access.role,
+                        user=user,
+                        role=models.RoleChoices.OWNER,
                     )
-                    for access in original_accesses
+                ]
+
+                # If accesses should be duplicated,
+                # add other users' accesses as per original document
+                if with_accesses and is_owner_or_admin:
+                    original_accesses = models.DocumentAccess.objects.filter(
+                        document=document_to_duplicate
+                    ).exclude(user=user)
+
+                    accesses_to_create.extend(
+                        models.DocumentAccess(
+                            document=duplicated_document,
+                            user_id=access.user_id,
+                            team=access.team,
+                            role=access.role,
+                        )
+                        for access in original_accesses
+                    )
+
+                # Bulk create all the duplicated accesses
+                models.DocumentAccess.objects.bulk_create(accesses_to_create)
+
+        if with_descendants:
+            for child in document_to_duplicate.get_children().filter(
+                ancestors_deleted_at__isnull=True
+            ):
+                # When duplicating descendants, attach duplicates under the duplicated_document
+                self._duplicate_document(
+                    document_to_duplicate=child,
+                    serializer=serializer,
+                    user=user,
+                    new_parent=duplicated_document,
                 )
 
-            # Bulk create all the duplicated accesses
-            models.DocumentAccess.objects.bulk_create(accesses_to_create)
-
-        return drf_response.Response(
-            {"id": str(duplicated_document.id)}, status=status.HTTP_201_CREATED
-        )
+        return duplicated_document
 
     def _search_simple(self, request, text):
         """
@@ -1369,11 +1681,19 @@ class DocumentViewSet(
             or serializer.validated_data["is_unsafe"]
         ):
             extra_args.update(
-                {"ContentDisposition": f'attachment; filename="{file_name:s}"'}
+                {
+                    "ContentDisposition": content_disposition_header(
+                        as_attachment=True, filename=file_name
+                    )
+                }
             )
         else:
             extra_args.update(
-                {"ContentDisposition": f'inline; filename="{file_name:s}"'}
+                {
+                    "ContentDisposition": content_disposition_header(
+                        as_attachment=False, filename=file_name
+                    )
+                }
             )
 
         file = serializer.validated_data["file"]
@@ -1544,6 +1864,45 @@ class DocumentViewSet(
 
         return drf.response.Response(body, status=drf.status.HTTP_200_OK)
 
+    @drf.decorators.action(
+        detail=True,
+        methods=["post"],
+        name="Proxy AI requests to the AI provider",
+        url_path="ai-proxy",
+        throttle_classes=[utils.AIDocumentRateThrottle, utils.AIUserRateThrottle],
+    )
+    def ai_proxy(self, request, *args, **kwargs):
+        """
+        POST /api/v1.0/documents/<resource_id>/ai-proxy
+        Proxy AI requests to the configured AI provider.
+        This endpoint forwards requests to the AI provider and returns the complete response.
+        """
+        # Check permissions first
+        self.get_object()
+
+        if not settings.AI_FEATURE_ENABLED or not settings.AI_FEATURE_BLOCKNOTE_ENABLED:
+            raise ValidationError("AI feature is not enabled.")
+
+        ai_service = AIService()
+
+        try:
+            stream = ai_service.stream(request)
+        except PydanticValidationError as err:
+            logger.info("pydantic validation error: %s", err)
+            return drf.response.Response(
+                {"detail": "Invalid submitted payload"},
+                status=drf.status.HTTP_400_BAD_REQUEST,
+            )
+
+        return StreamingHttpResponse(
+            stream,
+            content_type="text/event-stream",
+            headers={
+                "x-vercel-ai-data-stream": "v1",  # This header is used for Vercel AI streaming,
+                "X-Accel-Buffering": "no",  # Prevent nginx buffering
+            },
+        )
+
     @drf.decorators.action(
         detail=True,
         methods=["post"],
@@ -1600,6 +1959,101 @@ class DocumentViewSet(
 
         return drf.response.Response(response, status=drf.status.HTTP_200_OK)
 
+    def _reject_invalid_ips(self, ips):
+        """
+        Check if an IP address is safe from SSRF attacks.
+
+        Raises:
+            drf.exceptions.ValidationError: If the IP is unsafe
+        """
+        for ip in ips:
+            # Block loopback addresses (check before private,
+            # as 127.0.0.1 might be considered private)
+            if ip.is_loopback:
+                raise drf.exceptions.ValidationError(
+                    "Access to loopback addresses is not allowed"
+                )
+
+            # Block link-local addresses (169.254.0.0/16) - check before private
+            if ip.is_link_local:
+                raise drf.exceptions.ValidationError(
+                    "Access to link-local addresses is not allowed"
+                )
+
+            # Block private IP ranges
+            if ip.is_private:
+                raise drf.exceptions.ValidationError(
+                    "Access to private IP addresses is not allowed"
+                )
+
+            # Block multicast addresses
+            if ip.is_multicast:
+                raise drf.exceptions.ValidationError(
+                    "Access to multicast addresses is not allowed"
+                )
+
+            # Block reserved addresses (including 0.0.0.0)
+            if ip.is_reserved:
+                raise drf.exceptions.ValidationError(
+                    "Access to reserved IP addresses is not allowed"
+                )
+
+    def _validate_url_against_ssrf(self, url):
+        """
+        Validate that a URL is safe from SSRF (Server-Side Request Forgery) attacks.
+
+        Blocks:
+        - localhost and its variations
+        - Private IP ranges (10.0.0.0/8, 172.16.0.0/12, 192.168.0.0/16)
+        - Link-local addresses (169.254.0.0/16)
+        - Loopback addresses
+
+        Raises:
+            drf.exceptions.ValidationError: If the URL is unsafe
+        """
+        parsed = urlparse(url)
+        hostname = parsed.hostname
+
+        if not hostname:
+            raise drf.exceptions.ValidationError("Invalid hostname")
+
+        # Resolve hostname to IP address(es)
+        # Check all resolved IPs to prevent DNS rebinding attacks
+        try:
+            # Try to parse as IP address first (if hostname is already an IP)
+            try:
+                ip = ipaddress.ip_address(hostname)
+                resolved_ips = [ip]
+            except ValueError:
+                # Resolve hostname to IP addresses (supports both IPv4 and IPv6)
+                resolved_ips = []
+                try:
+                    # Get all address info (IPv4 and IPv6)
+                    addr_info = socket.getaddrinfo(hostname, None, socket.AF_UNSPEC)
+                    for family, _, _, _, sockaddr in addr_info:
+                        if family == socket.AF_INET:
+                            # IPv4
+                            ip = ipaddress.ip_address(sockaddr[0])
+                            resolved_ips.append(ip)
+                        elif family == socket.AF_INET6:
+                            # IPv6
+                            ip = ipaddress.ip_address(sockaddr[0])
+                            resolved_ips.append(ip)
+                except (socket.gaierror, OSError) as e:
+                    raise drf.exceptions.ValidationError(
+                        f"Failed to resolve hostname: {str(e)}"
+                    ) from e
+
+                if not resolved_ips:
+                    raise drf.exceptions.ValidationError(
+                        "No IP addresses found for hostname"
+                    ) from None
+        except ValueError as e:
+            raise drf.exceptions.ValidationError(f"Invalid IP address: {str(e)}") from e
+
+        # Check all resolved IPs to ensure none are private/internal
+        self._reject_invalid_ips(resolved_ips)
+
     @drf.decorators.action(
         detail=True,
         methods=["get"],
@@ -1633,6 +2087,16 @@ class DocumentViewSet(
                 status=drf.status.HTTP_400_BAD_REQUEST,
             )
 
+        # Validate URL against SSRF attacks
+        try:
+            self._validate_url_against_ssrf(url)
+        except drf.exceptions.ValidationError as e:
+            logger.error("Potential SSRF attack detected: %s", e)
+            return drf.response.Response(
+                {"detail": "Invalid URL used."},
+                status=drf.status.HTTP_400_BAD_REQUEST,
+            )
+
         try:
             response = requests.get(
                 url,
@@ -1641,13 +2105,15 @@ class DocumentViewSet(
                     "User-Agent": request.headers.get("User-Agent", ""),
                     "Accept": request.headers.get("Accept", ""),
                 },
+                allow_redirects=False,
                 timeout=10,
             )
+            response.raise_for_status()
             content_type = response.headers.get("Content-Type", "")
 
             if not content_type.startswith("image/"):
                 return drf.response.Response(
-                    status=status.HTTP_415_UNSUPPORTED_MEDIA_TYPE
+                    {"detail": "Invalid URL used."}, status=status.HTTP_400_BAD_REQUEST
                 )
 
             # Use StreamingHttpResponse with the response's iter_content to properly stream the data
@@ -1665,7 +2131,7 @@ class DocumentViewSet(
         except requests.RequestException as e:
             logger.exception(e)
             return drf.response.Response(
-                {"error": f"Failed to fetch resource from {url}"},
+                {"detail": "Invalid URL used."},
                 status=status.HTTP_400_BAD_REQUEST,
             )
 
@@ -1700,14 +2166,14 @@ class DocumentViewSet(
         if base64_content is not None:
             # Convert using the y-provider service
             try:
-                yprovider = YdocConverter()
+                yprovider = Converter()
                 result = yprovider.convert(
                     base64.b64decode(base64_content),
-                    "application/vnd.yjs.doc",
+                    mime_types.YJS,
                     {
-                        "markdown": "text/markdown",
-                        "html": "text/html",
-                        "json": "application/json",
+                        "markdown": mime_types.MARKDOWN,
+                        "html": mime_types.HTML,
+                        "json": mime_types.JSON,
                     }[content_format],
                 )
                 content = result
@@ -1777,6 +2243,7 @@ class DocumentAccessViewSet(
         "user__full_name",
         "user__email",
         "user__language",
+        "user__is_first_connection",
         "document__id",
         "document__path",
         "document__depth",
@@ -1928,64 +2395,6 @@ class DocumentAccessViewSet(
         )
 
 
-class TemplateViewSet(
-    drf.mixins.RetrieveModelMixin,
-    viewsets.GenericViewSet,
-):
-    """Template ViewSet"""
-
-    filter_backends = [drf.filters.OrderingFilter]
-    permission_classes = [
-        permissions.IsAuthenticatedOrSafe,
-        permissions.ResourceWithAccessPermission,
-    ]
-    throttle_scope = "template"
-    ordering = ["-created_at"]
-    ordering_fields = ["created_at", "updated_at", "title"]
-    serializer_class = serializers.TemplateSerializer
-    queryset = models.Template.objects.all()
-
-    def get_queryset(self):
-        """Custom queryset to get user related templates."""
-        queryset = super().get_queryset()
-        user = self.request.user
-
-        if not user.is_authenticated:
-            return queryset
-
-        user_roles_query = (
-            models.TemplateAccess.objects.filter(
-                db.Q(user=user) | db.Q(team__in=user.teams),
-                template_id=db.OuterRef("pk"),
-            )
-            .values("template")
-            .annotate(roles_array=ArrayAgg("role"))
-            .values("roles_array")
-        )
-        return queryset.annotate(user_roles=db.Subquery(user_roles_query)).distinct()
-
-    def list(self, request, *args, **kwargs):
-        """Restrict templates returned by the list endpoint"""
-        queryset = self.filter_queryset(self.get_queryset())
-        user = self.request.user
-        if user.is_authenticated:
-            queryset = queryset.filter(
-                db.Q(accesses__user=user)
-                | db.Q(accesses__team__in=user.teams)
-                | db.Q(is_public=True)
-            )
-        else:
-            queryset = queryset.filter(is_public=True)
-
-        page = self.paginate_queryset(queryset)
-        if page is not None:
-            serializer = self.get_serializer(page, many=True)
-            return self.get_paginated_response(serializer.data)
-
-        serializer = self.get_serializer(queryset, many=True)
-        return drf.response.Response(serializer.data)
-
-
 class InvitationViewset(
     drf.mixins.CreateModelMixin,
     drf.mixins.ListModelMixin,
@@ -2134,6 +2543,12 @@ class DocumentAskForAccessViewSet(
         """Create a document ask for access resource."""
         document = self.get_document_or_404()
 
+        if document.get_role(request.user) in models.PRIVILEGED_ROLES:
+            return drf.response.Response(
+                {"detail": "You already have privileged access to this document."},
+                status=drf.status.HTTP_400_BAD_REQUEST,
+            )
+
         serializer = serializers.DocumentAskForAccessCreateSerializer(data=request.data)
         serializer.is_valid(raise_exception=True)
 
@@ -2190,14 +2605,21 @@ class ConfigView(drf.views.APIView):
             Return a dictionary of public settings.
         """
         array_settings = [
+            "AI_BOT",
             "AI_FEATURE_ENABLED",
+            "AI_FEATURE_BLOCKNOTE_ENABLED",
+            "AI_FEATURE_LEGACY_ENABLED",
+            "API_USERS_SEARCH_QUERY_MIN_LENGTH",
             "COLLABORATION_WS_URL",
             "COLLABORATION_WS_NOT_CONNECTED_READY_ONLY",
+            "CONVERSION_FILE_EXTENSIONS_ALLOWED",
+            "CONVERSION_FILE_MAX_SIZE",
             "CRISP_WEBSITE_ID",
             "ENVIRONMENT",
             "FRONTEND_CSS_URL",
             "FRONTEND_HOMEPAGE_FEATURE_ENABLED",
             "FRONTEND_JS_URL",
+            "FRONTEND_SILENT_LOGIN_ENABLED",
             "FRONTEND_THEME",
             "MEDIA_BASE_URL",
             "POSTHOG_KEY",

src/backend/core/factories.py

@@ -53,15 +53,6 @@ class UserFactory(factory.django.DjangoModelFactory):
         if create and (extracted is True):
             UserDocumentAccessFactory(user=self, role="owner")
 
-    @factory.post_generation
-    def with_owned_template(self, create, extracted, **kwargs):
-        """
-        Create a template for which the user is owner to check
-        that there is no interference
-        """
-        if create and (extracted is True):
-            UserTemplateAccessFactory(user=self, role="owner")
-
 
 class ParentNodeFactory(factory.declarations.ParameteredAttribute):
     """Custom factory attribute for setting the parent node."""
@@ -202,50 +193,6 @@ class DocumentAskForAccessFactory(factory.django.DjangoModelFactory):
     role = factory.fuzzy.FuzzyChoice([r[0] for r in models.RoleChoices.choices])
 
 
-class TemplateFactory(factory.django.DjangoModelFactory):
-    """A factory to create templates"""
-
-    class Meta:
-        model = models.Template
-        django_get_or_create = ("title",)
-        skip_postgeneration_save = True
-
-    title = factory.Sequence(lambda n: f"template{n}")
-    is_public = factory.Faker("boolean")
-
-    @factory.post_generation
-    def users(self, create, extracted, **kwargs):
-        """Add users to template from a given list of users with or without roles."""
-        if create and extracted:
-            for item in extracted:
-                if isinstance(item, models.User):
-                    UserTemplateAccessFactory(template=self, user=item)
-                else:
-                    UserTemplateAccessFactory(template=self, user=item[0], role=item[1])
-
-
-class UserTemplateAccessFactory(factory.django.DjangoModelFactory):
-    """Create fake template user accesses for testing."""
-
-    class Meta:
-        model = models.TemplateAccess
-
-    template = factory.SubFactory(TemplateFactory)
-    user = factory.SubFactory(UserFactory)
-    role = factory.fuzzy.FuzzyChoice([r[0] for r in models.RoleChoices.choices])
-
-
-class TeamTemplateAccessFactory(factory.django.DjangoModelFactory):
-    """Create fake template team accesses for testing."""
-
-    class Meta:
-        model = models.TemplateAccess
-
-    template = factory.SubFactory(TemplateFactory)
-    team = factory.Sequence(lambda n: f"team{n}")
-    role = factory.fuzzy.FuzzyChoice([r[0] for r in models.RoleChoices.choices])
-
-
 class InvitationFactory(factory.django.DjangoModelFactory):
     """A factory to create invitations for a user"""
 

src/backend/core/middleware.py

@@ -19,3 +19,21 @@ class ForceSessionMiddleware:
 
         response = self.get_response(request)
         return response
+
+
+class SaveRawBodyMiddleware:
+    """
+    Save the raw request body to use it later.
+    """
+
+    def __init__(self, get_response):
+        """Initialize the middleware."""
+        self.get_response = get_response
+
+    def __call__(self, request):
+        """Save the raw request body in the request to use it later."""
+        if request.path.endswith(("/ai-proxy/", "/ai-proxy")):
+            request.raw_body = request.body
+
+        response = self.get_response(request)
+        return response

src/backend/core/migrations/0028_remove_templateaccess_template_and_more.py

@@ -0,0 +1,26 @@
+# Generated by Django 5.2.9 on 2026-01-09 14:18
+
+from django.db import migrations
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("core", "0027_auto_20251120_0956"),
+    ]
+
+    operations = [
+        migrations.RemoveField(
+            model_name="templateaccess",
+            name="template",
+        ),
+        migrations.RemoveField(
+            model_name="templateaccess",
+            name="user",
+        ),
+        migrations.DeleteModel(
+            name="Template",
+        ),
+        migrations.DeleteModel(
+            name="TemplateAccess",
+        ),
+    ]

src/backend/core/migrations/0029_userreconciliationcsvimport_userreconciliation.py

@@ -0,0 +1,178 @@
+# Generated by Django 5.2.11 on 2026-02-10 15:47
+
+import uuid
+
+import django.db.models.deletion
+from django.conf import settings
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("core", "0028_remove_templateaccess_template_and_more"),
+    ]
+
+    operations = [
+        migrations.CreateModel(
+            name="UserReconciliationCsvImport",
+            fields=[
+                (
+                    "id",
+                    models.UUIDField(
+                        default=uuid.uuid4,
+                        editable=False,
+                        help_text="primary key for the record as UUID",
+                        primary_key=True,
+                        serialize=False,
+                        verbose_name="id",
+                    ),
+                ),
+                (
+                    "created_at",
+                    models.DateTimeField(
+                        auto_now_add=True,
+                        help_text="date and time at which a record was created",
+                        verbose_name="created on",
+                    ),
+                ),
+                (
+                    "updated_at",
+                    models.DateTimeField(
+                        auto_now=True,
+                        help_text="date and time at which a record was last updated",
+                        verbose_name="updated on",
+                    ),
+                ),
+                (
+                    "file",
+                    models.FileField(upload_to="imports/", verbose_name="CSV file"),
+                ),
+                (
+                    "status",
+                    models.CharField(
+                        choices=[
+                            ("pending", "Pending"),
+                            ("running", "Running"),
+                            ("done", "Done"),
+                            ("error", "Error"),
+                        ],
+                        default="pending",
+                        max_length=20,
+                    ),
+                ),
+                ("logs", models.TextField(blank=True)),
+            ],
+            options={
+                "verbose_name": "user reconciliation CSV import",
+                "verbose_name_plural": "user reconciliation CSV imports",
+                "db_table": "impress_user_reconciliation_csv_import",
+            },
+        ),
+        migrations.CreateModel(
+            name="UserReconciliation",
+            fields=[
+                (
+                    "id",
+                    models.UUIDField(
+                        default=uuid.uuid4,
+                        editable=False,
+                        help_text="primary key for the record as UUID",
+                        primary_key=True,
+                        serialize=False,
+                        verbose_name="id",
+                    ),
+                ),
+                (
+                    "created_at",
+                    models.DateTimeField(
+                        auto_now_add=True,
+                        help_text="date and time at which a record was created",
+                        verbose_name="created on",
+                    ),
+                ),
+                (
+                    "updated_at",
+                    models.DateTimeField(
+                        auto_now=True,
+                        help_text="date and time at which a record was last updated",
+                        verbose_name="updated on",
+                    ),
+                ),
+                (
+                    "active_email",
+                    models.EmailField(
+                        max_length=254, verbose_name="Active email address"
+                    ),
+                ),
+                (
+                    "inactive_email",
+                    models.EmailField(
+                        max_length=254, verbose_name="Email address to deactivate"
+                    ),
+                ),
+                ("active_email_checked", models.BooleanField(default=False)),
+                ("inactive_email_checked", models.BooleanField(default=False)),
+                (
+                    "active_email_confirmation_id",
+                    models.UUIDField(
+                        default=uuid.uuid4, editable=False, null=True, unique=True
+                    ),
+                ),
+                (
+                    "inactive_email_confirmation_id",
+                    models.UUIDField(
+                        default=uuid.uuid4, editable=False, null=True, unique=True
+                    ),
+                ),
+                (
+                    "source_unique_id",
+                    models.CharField(
+                        blank=True,
+                        max_length=100,
+                        null=True,
+                        verbose_name="Unique ID in the source file",
+                    ),
+                ),
+                (
+                    "status",
+                    models.CharField(
+                        choices=[
+                            ("pending", "Pending"),
+                            ("ready", "Ready"),
+                            ("done", "Done"),
+                            ("error", "Error"),
+                        ],
+                        default="pending",
+                        max_length=20,
+                    ),
+                ),
+                ("logs", models.TextField(blank=True)),
+                (
+                    "active_user",
+                    models.ForeignKey(
+                        blank=True,
+                        null=True,
+                        on_delete=django.db.models.deletion.CASCADE,
+                        related_name="active_user",
+                        to=settings.AUTH_USER_MODEL,
+                    ),
+                ),
+                (
+                    "inactive_user",
+                    models.ForeignKey(
+                        blank=True,
+                        null=True,
+                        on_delete=django.db.models.deletion.CASCADE,
+                        related_name="inactive_user",
+                        to=settings.AUTH_USER_MODEL,
+                    ),
+                ),
+            ],
+            options={
+                "verbose_name": "user reconciliation",
+                "verbose_name_plural": "user reconciliations",
+                "db_table": "impress_user_reconciliation",
+                "ordering": ["-created_at"],
+            },
+        ),
+    ]

src/backend/core/migrations/0030_user_is_first_connection.py

@@ -0,0 +1,32 @@
+# Generated by Django 5.2.11 on 2026-03-04 14:49
+
+from django.db import migrations, models
+
+
+def set_is_first_connection_false(apps, schema_editor):
+    """Update all existing user.is_first_connection to False."""
+    user = apps.get_model("core", "User")
+
+    user.objects.update(is_first_connection=False)
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("core", "0029_userreconciliationcsvimport_userreconciliation"),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name="user",
+            name="is_first_connection",
+            field=models.BooleanField(
+                default=True,
+                help_text="Whether the user has completed the first connection process.",
+                verbose_name="first connection status",
+            ),
+        ),
+        migrations.RunPython(
+            set_is_first_connection_false,
+            reverse_code=migrations.RunPython.noop,
+        ),
+    ]

src/backend/core/migrations/0031_clean_onboarding_accesses.py

@@ -0,0 +1,34 @@
+# Generated by Django 5.2.12 on 2026-03-11 17:16
+
+from django.conf import settings
+from django.db import migrations
+
+from core.models import PRIVILEGED_ROLES
+
+
+def clean_onboarding_accesses(apps, schema_editor):
+    """clean accesses on on-boarding documents."""
+    onboarding_document_ids = settings.USER_ONBOARDING_DOCUMENTS
+    if not onboarding_document_ids:
+        return
+
+    onboarding_document_ids = set(settings.USER_ONBOARDING_DOCUMENTS)
+
+    DocumentAccess = apps.get_model("core", "DocumentAccess")
+
+    DocumentAccess.objects.filter(document_id__in=onboarding_document_ids).exclude(
+        role__in=PRIVILEGED_ROLES
+    ).delete()
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("core", "0030_user_is_first_connection"),
+    ]
+
+    operations = [
+        migrations.RunPython(
+            clean_onboarding_accesses,
+            reverse_code=migrations.RunPython.noop,
+        ),
+    ]

src/backend/core/models.py

@@ -1,6 +1,7 @@
 """
 Declare and configure the models for the impress core application
 """
+
 # pylint: disable=too-many-lines
 
 import hashlib
@@ -14,12 +15,11 @@ from django.contrib.auth import models as auth_models
 from django.contrib.auth.base_user import AbstractBaseUser
 from django.contrib.postgres.fields import ArrayField
 from django.contrib.sites.models import Site
-from django.core import mail
 from django.core.cache import cache
 from django.core.files.base import ContentFile
 from django.core.files.storage import default_storage
 from django.core.mail import send_mail
-from django.db import models, transaction
+from django.db import connection, models, transaction
 from django.db.models.functions import Left, Length
 from django.template.loader import render_to_string
 from django.utils import timezone
@@ -32,14 +32,14 @@ from rest_framework.exceptions import ValidationError
 from timezone_field import TimeZoneField
 from treebeard.mp_tree import MP_Node, MP_NodeManager, MP_NodeQuerySet
 
-from .choices import (
+from core.choices import (
     PRIVILEGED_ROLES,
     LinkReachChoices,
     LinkRoleChoices,
     RoleChoices,
     get_equivalent_link_definition,
 )
-from .validators import sub_validator
+from core.validators import sub_validator
 
 logger = getLogger(__name__)
 
@@ -118,11 +118,11 @@ class UserManager(auth_models.UserManager):
 
             if settings.OIDC_FALLBACK_TO_EMAIL_FOR_IDENTIFICATION:
                 try:
-                    return self.get(email=email)
+                    return self.get(email__iexact=email)
                 except self.model.DoesNotExist:
                     pass
             elif (
-                self.filter(email=email).exists()
+                self.filter(email__iexact=email).exists()
                 and not settings.OIDC_ALLOW_DUPLICATE_EMAILS
             ):
                 raise DuplicateEmailError(
@@ -193,6 +193,11 @@ class User(AbstractBaseUser, BaseModel, auth_models.PermissionsMixin):
             "Unselect this instead of deleting accounts."
         ),
     )
+    is_first_connection = models.BooleanField(
+        _("first connection status"),
+        default=True,
+        help_text=_("Whether the user has completed the first connection process."),
+    )
 
     objects = UserManager()
 
@@ -209,14 +214,90 @@ class User(AbstractBaseUser, BaseModel, auth_models.PermissionsMixin):
 
     def save(self, *args, **kwargs):
         """
-        If it's a new user, give its user access to the documents to which s.he was invited.
+        If it's a new user, give its user access to the documents they were invited to.
         """
         is_adding = self._state.adding
         super().save(*args, **kwargs)
 
         if is_adding:
+            self._handle_onboarding_documents_access()
+            self._duplicate_onboarding_sandbox_document()
             self._convert_valid_invitations()
 
+    def _handle_onboarding_documents_access(self):
+        """
+        If the user is new and there are documents configured to be given to new users,
+        create link traces to these documents and pin them as favorites for the user.
+        """
+        if settings.USER_ONBOARDING_DOCUMENTS:
+            onboarding_document_ids = set(settings.USER_ONBOARDING_DOCUMENTS)
+            onboarding_link_traces = []
+            favorite_documents = []
+            for document_id in onboarding_document_ids:
+                try:
+                    document = Document.objects.get(id=document_id)
+                except Document.DoesNotExist:
+                    logger.warning(
+                        "Onboarding document with id %s does not exist. Skipping.",
+                        document_id,
+                    )
+                    continue
+
+                if document.link_reach == LinkReachChoices.RESTRICTED:
+                    logger.warning(
+                        "Onboarding on a restricted document is not allowed. Must be public or "
+                        "connected. Restricted document: %s",
+                        document_id,
+                    )
+                    continue
+
+                onboarding_link_traces.append(LinkTrace(user=self, document=document))
+                favorite_documents.append(
+                    DocumentFavorite(user=self, document_id=document_id)
+                )
+
+            LinkTrace.objects.bulk_create(onboarding_link_traces)
+            DocumentFavorite.objects.bulk_create(favorite_documents)
+
+    def _duplicate_onboarding_sandbox_document(self):
+        """
+        If the user is new and there is a sandbox document configured,
+        duplicate the sandbox document for the user
+        """
+        if settings.USER_ONBOARDING_SANDBOX_DOCUMENT:
+            # transaction.atomic is used in a context manager to avoid a transaction if
+            # the settings USER_ONBOARDING_SANDBOX_DOCUMENT is unused
+            with transaction.atomic():
+                # locks the table to ensure safe concurrent access
+                with connection.cursor() as cursor:
+                    cursor.execute(
+                        f'LOCK TABLE "{Document._meta.db_table}" '  # noqa: SLF001
+                        "IN SHARE ROW EXCLUSIVE MODE;"
+                    )
+
+                sandbox_id = settings.USER_ONBOARDING_SANDBOX_DOCUMENT
+                try:
+                    template_document = Document.objects.get(id=sandbox_id)
+                except Document.DoesNotExist:
+                    logger.warning(
+                        "Onboarding sandbox document with id %s does not exist. Skipping.",
+                        sandbox_id,
+                    )
+                    return
+
+                sandbox_document = template_document.add_sibling(
+                    "right",
+                    title=template_document.title,
+                    content=template_document.content,
+                    attachments=template_document.attachments,
+                    duplicated_from=template_document,
+                    creator=self,
+                )
+
+                DocumentAccess.objects.create(
+                    user=self, document=sandbox_document, role=RoleChoices.OWNER
+                )
+
     def _convert_valid_invitations(self):
         """
         Convert valid invitations to document accesses.
@@ -250,11 +331,37 @@ class User(AbstractBaseUser, BaseModel, auth_models.PermissionsMixin):
 
         valid_invitations.delete()
 
-    def email_user(self, subject, message, from_email=None, **kwargs):
-        """Email this user."""
-        if not self.email:
-            raise ValueError("User has no email address.")
-        mail.send_mail(subject, message, from_email, [self.email], **kwargs)
+    def send_email(self, subject, context=None, language=None):
+        """Generate and send email to the user from a template."""
+        emails = [self.email]
+        context = context or {}
+        domain = settings.EMAIL_URL_APP or Site.objects.get_current().domain
+
+        language = language or get_language()
+        context.update(
+            {
+                "brandname": settings.EMAIL_BRAND_NAME,
+                "domain": domain,
+                "logo_img": settings.EMAIL_LOGO_IMG,
+            }
+        )
+
+        with override(language):
+            msg_html = render_to_string("mail/html/template.html", context)
+            msg_plain = render_to_string("mail/text/template.txt", context)
+            subject = str(subject)  # Force translation
+
+            try:
+                send_mail(
+                    subject.capitalize(),
+                    msg_plain,
+                    settings.EMAIL_FROM,
+                    emails,
+                    html_message=msg_html,
+                    fail_silently=False,
+                )
+            except smtplib.SMTPException as exception:
+                logger.error("invitation to %s was not sent: %s", emails, exception)
 
     @cached_property
     def teams(self):
@@ -265,6 +372,417 @@ class User(AbstractBaseUser, BaseModel, auth_models.PermissionsMixin):
         return []
 
 
+class UserReconciliation(BaseModel):
+    """Model to run batch jobs to replace an active user by another one"""
+
+    active_email = models.EmailField(_("Active email address"))
+    inactive_email = models.EmailField(_("Email address to deactivate"))
+    active_email_checked = models.BooleanField(default=False)
+    inactive_email_checked = models.BooleanField(default=False)
+    active_user = models.ForeignKey(
+        User,
+        on_delete=models.CASCADE,
+        null=True,
+        blank=True,
+        related_name="active_user",
+    )
+    inactive_user = models.ForeignKey(
+        User,
+        on_delete=models.CASCADE,
+        null=True,
+        blank=True,
+        related_name="inactive_user",
+    )
+    active_email_confirmation_id = models.UUIDField(
+        default=uuid.uuid4, unique=True, editable=False, null=True
+    )
+    inactive_email_confirmation_id = models.UUIDField(
+        default=uuid.uuid4, unique=True, editable=False, null=True
+    )
+    source_unique_id = models.CharField(
+        max_length=100,
+        blank=True,
+        null=True,
+        verbose_name=_("Unique ID in the source file"),
+    )
+
+    status = models.CharField(
+        max_length=20,
+        choices=[
+            ("pending", _("Pending")),
+            ("ready", _("Ready")),
+            ("done", _("Done")),
+            ("error", _("Error")),
+        ],
+        default="pending",
+    )
+    logs = models.TextField(blank=True)
+
+    class Meta:
+        db_table = "impress_user_reconciliation"
+        verbose_name = _("user reconciliation")
+        verbose_name_plural = _("user reconciliations")
+        ordering = ["-created_at"]
+
+    def __str__(self):
+        return f"Reconciliation from {self.inactive_email} to {self.active_email}"
+
+    def save(self, *args, **kwargs):
+        """
+        For pending queries, identify the actual users and send validation emails
+        """
+        if self.status == "pending":
+            self.active_user = User.objects.filter(email=self.active_email).first()
+            self.inactive_user = User.objects.filter(email=self.inactive_email).first()
+
+            if self.active_user and self.inactive_user:
+                if not self.active_email_checked:
+                    self.send_reconciliation_confirm_email(
+                        self.active_user, "active", self.active_email_confirmation_id
+                    )
+                if not self.inactive_email_checked:
+                    self.send_reconciliation_confirm_email(
+                        self.inactive_user,
+                        "inactive",
+                        self.inactive_email_confirmation_id,
+                    )
+                self.status = "ready"
+            else:
+                self.status = "error"
+                self.logs = "Error: Both active and inactive users need to exist."
+
+        super().save(*args, **kwargs)
+
+    @transaction.atomic
+    def process_reconciliation_request(self):
+        """
+        Process the reconciliation request as a transaction.
+
+        - Transfer document accesses from inactive to active user, updating roles as needed.
+        - Transfer document favorites from inactive to active user.
+        - Transfer link traces from inactive to active user.
+        - Transfer comment-related content from inactive to active user
+          (threads, comments and reactions)
+        - Activate the active user and deactivate the inactive user.
+        - Update the reconciliation entry itself.
+        """
+
+        # Prepare the data to perform the reconciliation on
+        updated_accesses, removed_accesses = (
+            self.prepare_documentaccess_reconciliation()
+        )
+        updated_linktraces, removed_linktraces = self.prepare_linktrace_reconciliation()
+        update_favorites, removed_favorites = (
+            self.prepare_document_favorite_reconciliation()
+        )
+        updated_threads = self.prepare_thread_reconciliation()
+        updated_comments = self.prepare_comment_reconciliation()
+        updated_reactions, removed_reactions = self.prepare_reaction_reconciliation()
+
+        self.active_user.is_active = True
+        self.inactive_user.is_active = False
+
+        # Actually perform the bulk operations
+        DocumentAccess.objects.bulk_update(updated_accesses, ["user", "role"])
+
+        if removed_accesses:
+            ids_to_delete = [entry.id for entry in removed_accesses]
+            DocumentAccess.objects.filter(id__in=ids_to_delete).delete()
+
+        DocumentFavorite.objects.bulk_update(update_favorites, ["user"])
+        if removed_favorites:
+            ids_to_delete = [entry.id for entry in removed_favorites]
+            DocumentFavorite.objects.filter(id__in=ids_to_delete).delete()
+
+        LinkTrace.objects.bulk_update(updated_linktraces, ["user"])
+        if removed_linktraces:
+            ids_to_delete = [entry.id for entry in removed_linktraces]
+            LinkTrace.objects.filter(id__in=ids_to_delete).delete()
+
+        Thread.objects.bulk_update(updated_threads, ["creator"])
+        Comment.objects.bulk_update(updated_comments, ["user"])
+
+        # pylint: disable=C0103
+        ReactionThroughModel = Reaction.users.through
+        reactions_to_create = []
+        for updated_reaction in updated_reactions:
+            reactions_to_create.append(
+                ReactionThroughModel(
+                    user_id=self.active_user.pk, reaction_id=updated_reaction.pk
+                )
+            )
+
+        if reactions_to_create:
+            ReactionThroughModel.objects.bulk_create(reactions_to_create)
+
+        if removed_reactions:
+            ids_to_delete = [entry.id for entry in removed_reactions]
+            ReactionThroughModel.objects.filter(
+                reaction_id__in=ids_to_delete, user_id=self.inactive_user.pk
+            ).delete()
+
+        User.objects.bulk_update([self.active_user, self.inactive_user], ["is_active"])
+
+        # Wrap up the reconciliation entry
+        self.logs += f"""Requested update for {len(updated_accesses)} DocumentAccess items
+            and deletion for {len(removed_accesses)} DocumentAccess items.\n"""
+        self.status = "done"
+        self.save()
+
+        self.send_reconciliation_done_email()
+
+    def prepare_documentaccess_reconciliation(self):
+        """
+        Prepare the reconciliation by transferring document accesses from the inactive user
+        to the active user.
+        """
+        updated_accesses = []
+        removed_accesses = []
+        inactive_accesses = DocumentAccess.objects.filter(user=self.inactive_user)
+
+        # Check documents where the active user already has access
+        inactive_accesses_documents = inactive_accesses.values_list(
+            "document", flat=True
+        )
+        existing_accesses = DocumentAccess.objects.filter(user=self.active_user).filter(
+            document__in=inactive_accesses_documents
+        )
+        existing_roles_per_doc = dict(existing_accesses.values_list("document", "role"))
+
+        for entry in inactive_accesses:
+            if entry.document_id in existing_roles_per_doc:
+                # Update role if needed
+                existing_role = existing_roles_per_doc[entry.document_id]
+                max_role = RoleChoices.max(entry.role, existing_role)
+                if existing_role != max_role:
+                    existing_access = existing_accesses.get(document=entry.document)
+                    existing_access.role = max_role
+                    updated_accesses.append(existing_access)
+                removed_accesses.append(entry)
+            else:
+                entry.user = self.active_user
+                updated_accesses.append(entry)
+
+        return updated_accesses, removed_accesses
+
+    def prepare_document_favorite_reconciliation(self):
+        """
+        Prepare the reconciliation by transferring document favorites from the inactive user
+        to the active user.
+        """
+        updated_favorites = []
+        removed_favorites = []
+
+        existing_favorites = DocumentFavorite.objects.filter(user=self.active_user)
+        existing_favorite_doc_ids = set(
+            existing_favorites.values_list("document_id", flat=True)
+        )
+
+        inactive_favorites = DocumentFavorite.objects.filter(user=self.inactive_user)
+
+        for entry in inactive_favorites:
+            if entry.document_id in existing_favorite_doc_ids:
+                removed_favorites.append(entry)
+            else:
+                entry.user = self.active_user
+                updated_favorites.append(entry)
+
+        return updated_favorites, removed_favorites
+
+    def prepare_linktrace_reconciliation(self):
+        """
+        Prepare the reconciliation by transferring link traces from the inactive user
+        to the active user.
+        """
+        updated_linktraces = []
+        removed_linktraces = []
+
+        existing_linktraces = LinkTrace.objects.filter(user=self.active_user)
+        inactive_linktraces = LinkTrace.objects.filter(user=self.inactive_user)
+
+        for entry in inactive_linktraces:
+            if existing_linktraces.filter(document=entry.document).exists():
+                removed_linktraces.append(entry)
+            else:
+                entry.user = self.active_user
+                updated_linktraces.append(entry)
+
+        return updated_linktraces, removed_linktraces
+
+    def prepare_thread_reconciliation(self):
+        """
+        Prepare the reconciliation by transferring threads from the inactive user
+        to the active user.
+        """
+        updated_threads = []
+
+        inactive_threads = Thread.objects.filter(creator=self.inactive_user)
+
+        for entry in inactive_threads:
+            entry.creator = self.active_user
+            updated_threads.append(entry)
+
+        return updated_threads
+
+    def prepare_comment_reconciliation(self):
+        """
+        Prepare the reconciliation by transferring comments from the inactive user
+        to the active user.
+        """
+        updated_comments = []
+
+        inactive_comments = Comment.objects.filter(user=self.inactive_user)
+
+        for entry in inactive_comments:
+            entry.user = self.active_user
+            updated_comments.append(entry)
+
+        return updated_comments
+
+    def prepare_reaction_reconciliation(self):
+        """
+        Prepare the reconciliation by creating missing reactions for the active user
+        (ie, the ones that exist for the inactive user but not the active user)
+        and then deleting all reactions of the inactive user.
+        """
+
+        inactive_reactions = Reaction.objects.filter(users=self.inactive_user)
+        updated_reactions = inactive_reactions.exclude(users=self.active_user)
+
+        return updated_reactions, inactive_reactions
+
+    def send_reconciliation_confirm_email(
+        self, user, user_type, confirmation_id, language=None
+    ):
+        """Method allowing to send confirmation email for reconciliation requests."""
+        language = language or get_language()
+        domain = settings.EMAIL_URL_APP or Site.objects.get_current().domain
+
+        message = _(
+            """You have requested a reconciliation of your user accounts on Docs.
+            To confirm that you are the one who initiated the request
+            and that this email belongs to you:"""
+        )
+
+        with override(language):
+            subject = _("Confirm by clicking the link to start the reconciliation")
+            context = {
+                "title": subject,
+                "message": message,
+                "link": f"{domain}/user-reconciliations/{user_type}/{confirmation_id}/",
+                "link_label": str(_("Click here")),
+                "button_label": str(_("Confirm")),
+            }
+
+        user.send_email(subject, context, language)
+
+    def send_reconciliation_done_email(self, language=None):
+        """Method allowing to send done email for reconciliation requests."""
+        language = language or get_language()
+        domain = settings.EMAIL_URL_APP or Site.objects.get_current().domain
+
+        message = _(
+            """Your reconciliation request has been processed.
+            New documents are likely associated with your account:"""
+        )
+
+        with override(language):
+            subject = _("Your accounts have been merged")
+            context = {
+                "title": subject,
+                "message": message,
+                "link": f"{domain}/",
+                "link_label": str(_("Click here to see")),
+                "button_label": str(_("See my documents")),
+            }
+
+        self.active_user.send_email(subject, context, language)
+
+
+class UserReconciliationCsvImport(BaseModel):
+    """Model to import reconciliations requests from an external source
+    (eg, )"""
+
+    file = models.FileField(upload_to="imports/", verbose_name=_("CSV file"))
+    status = models.CharField(
+        max_length=20,
+        choices=[
+            ("pending", _("Pending")),
+            ("running", _("Running")),
+            ("done", _("Done")),
+            ("error", _("Error")),
+        ],
+        default="pending",
+    )
+    logs = models.TextField(blank=True)
+
+    class Meta:
+        db_table = "impress_user_reconciliation_csv_import"
+        verbose_name = _("user reconciliation CSV import")
+        verbose_name_plural = _("user reconciliation CSV imports")
+
+    def __str__(self):
+        return f"User reconciliation CSV import {self.id}"
+
+    def send_email(self, subject, emails, context=None, language=None):
+        """Generate and send email to the user from a template."""
+        context = context or {}
+        domain = settings.EMAIL_URL_APP or Site.objects.get_current().domain
+        language = language or get_language()
+        context.update(
+            {
+                "brandname": settings.EMAIL_BRAND_NAME,
+                "domain": domain,
+                "logo_img": settings.EMAIL_LOGO_IMG,
+            }
+        )
+
+        with override(language):
+            msg_html = render_to_string("mail/html/template.html", context)
+            msg_plain = render_to_string("mail/text/template.txt", context)
+            subject = str(subject)  # Force translation
+
+            try:
+                send_mail(
+                    subject.capitalize(),
+                    msg_plain,
+                    settings.EMAIL_FROM,
+                    emails,
+                    html_message=msg_html,
+                    fail_silently=False,
+                )
+            except smtplib.SMTPException as exception:
+                logger.error("invitation to %s was not sent: %s", emails, exception)
+
+    def send_reconciliation_error_email(
+        self, recipient_email, other_email, language=None
+    ):
+        """Method allowing to send email for reconciliation requests with errors."""
+        language = language or get_language()
+
+        emails = [recipient_email]
+
+        message = _(
+            """Your request for reconciliation was unsuccessful.
+            Reconciliation failed for the following email addresses:
+            {recipient_email}, {other_email}.
+            Please check for typos.
+            You can submit another request with the valid email addresses."""
+        ).format(recipient_email=recipient_email, other_email=other_email)
+
+        with override(language):
+            subject = _("Reconciliation of your Docs accounts not completed")
+            context = {
+                "title": subject,
+                "message": message,
+                "link": settings.USER_RECONCILIATION_FORM_URL,
+                "link_label": str(_("Click here")),
+                "button_label": str(_("Make a new request")),
+            }
+
+        self.send_email(subject, emails, context, language)
+
+
 class BaseAccess(BaseModel):
     """Base model for accesses to handle resources."""
 
@@ -782,6 +1300,7 @@ class Document(MP_Node, BaseModel):
         return {
             "accesses_manage": is_owner_or_admin,
             "accesses_view": has_access_role,
+            "ai_proxy": ai_access,
             "ai_transform": ai_access,
             "ai_translate": ai_access,
             "attachment_upload": can_update,
@@ -816,15 +1335,16 @@ class Document(MP_Node, BaseModel):
     def send_email(self, subject, emails, context=None, language=None):
         """Generate and send email from a template."""
         context = context or {}
-        domain = Site.objects.get_current().domain
+        domain = settings.EMAIL_URL_APP or Site.objects.get_current().domain
         language = language or get_language()
         context.update(
             {
                 "brandname": settings.EMAIL_BRAND_NAME,
                 "document": self,
                 "domain": domain,
-                "link": f"{domain}/docs/{self.id}/",
-                "document_title": self.title or str(_("Untitled Document")),
+                "link": f"{domain}/docs/{self.id}/?utm_source=docssharelink&utm_campaign={self.id}",
+                "link_label": self.title or str(_("Untitled Document")),
+                "button_label": _("Open"),
                 "logo_img": settings.EMAIL_LOGO_IMG,
             }
         )
@@ -1428,163 +1948,6 @@ class Reaction(BaseModel):
         return f"Reaction {self.emoji} on comment {self.comment.id}"
 
 
-class Template(BaseModel):
-    """HTML and CSS code used for formatting the print around the MarkDown body."""
-
-    title = models.CharField(_("title"), max_length=255)
-    description = models.TextField(_("description"), blank=True)
-    code = models.TextField(_("code"), blank=True)
-    css = models.TextField(_("css"), blank=True)
-    is_public = models.BooleanField(
-        _("public"),
-        default=False,
-        help_text=_("Whether this template is public for anyone to use."),
-    )
-
-    class Meta:
-        db_table = "impress_template"
-        ordering = ("title",)
-        verbose_name = _("Template")
-        verbose_name_plural = _("Templates")
-
-    def __str__(self):
-        return self.title
-
-    def get_role(self, user):
-        """Return the roles a user has on a resource as an iterable."""
-        if not user.is_authenticated:
-            return None
-
-        try:
-            roles = self.user_roles or []
-        except AttributeError:
-            try:
-                roles = self.accesses.filter(
-                    models.Q(user=user) | models.Q(team__in=user.teams),
-                ).values_list("role", flat=True)
-            except (models.ObjectDoesNotExist, IndexError):
-                roles = []
-
-        return RoleChoices.max(*roles)
-
-    def get_abilities(self, user):
-        """
-        Compute and return abilities for a given user on the template.
-        """
-        role = self.get_role(user)
-        is_owner_or_admin = role in PRIVILEGED_ROLES
-        can_get = self.is_public or bool(role)
-        can_update = is_owner_or_admin or role == RoleChoices.EDITOR
-
-        return {
-            "destroy": role == RoleChoices.OWNER,
-            "generate_document": can_get,
-            "accesses_manage": is_owner_or_admin,
-            "update": can_update,
-            "partial_update": can_update,
-            "retrieve": can_get,
-        }
-
-
-class TemplateAccess(BaseAccess):
-    """Relation model to give access to a template for a user or a team with a role."""
-
-    template = models.ForeignKey(
-        Template,
-        on_delete=models.CASCADE,
-        related_name="accesses",
-    )
-
-    class Meta:
-        db_table = "impress_template_access"
-        ordering = ("-created_at",)
-        verbose_name = _("Template/user relation")
-        verbose_name_plural = _("Template/user relations")
-        constraints = [
-            models.UniqueConstraint(
-                fields=["user", "template"],
-                condition=models.Q(user__isnull=False),  # Exclude null users
-                name="unique_template_user",
-                violation_error_message=_("This user is already in this template."),
-            ),
-            models.UniqueConstraint(
-                fields=["team", "template"],
-                condition=models.Q(team__gt=""),  # Exclude empty string teams
-                name="unique_template_team",
-                violation_error_message=_("This team is already in this template."),
-            ),
-            models.CheckConstraint(
-                condition=models.Q(user__isnull=False, team="")
-                | models.Q(user__isnull=True, team__gt=""),
-                name="check_template_access_either_user_or_team",
-                violation_error_message=_("Either user or team must be set, not both."),
-            ),
-        ]
-
-    def __str__(self):
-        return f"{self.user!s} is {self.role:s} in template {self.template!s}"
-
-    def get_role(self, user):
-        """
-        Get the role a user has on a resource.
-        """
-        if not user.is_authenticated:
-            return None
-
-        try:
-            roles = self.user_roles or []
-        except AttributeError:
-            teams = user.teams
-            try:
-                roles = self.template.accesses.filter(
-                    models.Q(user=user) | models.Q(team__in=teams),
-                ).values_list("role", flat=True)
-            except (Template.DoesNotExist, IndexError):
-                roles = []
-
-        return RoleChoices.max(*roles)
-
-    def get_abilities(self, user):
-        """
-        Compute and return abilities for a given user on the template access.
-        """
-        role = self.get_role(user)
-        is_owner_or_admin = role in PRIVILEGED_ROLES
-
-        if self.role == RoleChoices.OWNER:
-            can_delete = (role == RoleChoices.OWNER) and self.template.accesses.filter(
-                role=RoleChoices.OWNER
-            ).count() > 1
-            set_role_to = (
-                [RoleChoices.ADMIN, RoleChoices.EDITOR, RoleChoices.READER]
-                if can_delete
-                else []
-            )
-        else:
-            can_delete = is_owner_or_admin
-            set_role_to = []
-            if role == RoleChoices.OWNER:
-                set_role_to.append(RoleChoices.OWNER)
-            if is_owner_or_admin:
-                set_role_to.extend(
-                    [RoleChoices.ADMIN, RoleChoices.EDITOR, RoleChoices.READER]
-                )
-
-        # Remove the current role as we don't want to propose it as an option
-        try:
-            set_role_to.remove(self.role)
-        except ValueError:
-            pass
-
-        return {
-            "destroy": can_delete,
-            "update": bool(set_role_to),
-            "partial_update": bool(set_role_to),
-            "retrieve": bool(role),
-            "set_role_to": set_role_to,
-        }
-
-
 class Invitation(BaseModel):
     """User invitation to a document."""
 
@@ -1624,7 +1987,7 @@ class Invitation(BaseModel):
 
         # Check if an identity already exists for the provided email
         if (
-            User.objects.filter(email=self.email).exists()
+            User.objects.filter(email__iexact=self.email).exists()
             and not settings.OIDC_ALLOW_DUPLICATE_EMAILS
         ):
             raise ValidationError(

src/backend/core/services/ai_services.py

@@ -1,12 +1,69 @@
 """AI services."""
 
+import asyncio
+import json
+import logging
+import os
+import queue
+import threading
+from collections.abc import AsyncIterator, Iterator
+from typing import Any, Dict, Union
+
 from django.conf import settings
 from django.core.exceptions import ImproperlyConfigured
 
-from openai import OpenAI
+from langfuse import get_client
+from langfuse.openai import OpenAI as OpenAI_Langfuse
+from pydantic_ai import Agent, DeferredToolRequests
+from pydantic_ai.models.openai import OpenAIChatModel
+from pydantic_ai.providers.openai import OpenAIProvider
+from pydantic_ai.tools import ToolDefinition
+from pydantic_ai.toolsets.external import ExternalToolset
+from pydantic_ai.ui import SSE_CONTENT_TYPE
+from pydantic_ai.ui.vercel_ai import VercelAIAdapter
+from pydantic_ai.ui.vercel_ai.request_types import RequestData, TextUIPart, UIMessage
+from rest_framework.request import Request
 
 from core import enums
 
+if settings.LANGFUSE_PUBLIC_KEY:
+    OpenAI = OpenAI_Langfuse
+else:
+    from openai import OpenAI
+
+log = logging.getLogger(__name__)
+
+BLOCKNOTE_TOOL_STRICT_PROMPT = """
+You are editing a BlockNote document via the tool applyDocumentOperations.
+
+You MUST respond ONLY by calling applyDocumentOperations.
+The tool input MUST be valid JSON:
+{ "operations": [ ... ] }
+
+Each operation MUST include "type" and it MUST be one of:
+- "update" (requires: id, block)
+- "add"    (requires: referenceId, position, blocks)
+- "delete" (requires: id)
+
+VALID SHAPES (FOLLOW EXACTLY):
+
+Update:
+{ "type":"update", "id":"<id$>", "block":"<p>...</p>" }
+IMPORTANT: "block" MUST be a STRING containing a SINGLE valid HTML element.
+
+Add:
+{ "type":"add", "referenceId":"<id$>", "position":"before|after", "blocks":["<p>...</p>"] }
+IMPORTANT: "blocks" MUST be an ARRAY OF STRINGS.
+Each item MUST be a STRING containing a SINGLE valid HTML element.
+
+Delete:
+{ "type":"delete", "id":"<id$>" }
+
+IDs ALWAYS end with "$". Use ids EXACTLY as provided.
+
+Return ONLY the JSON tool input. No prose, no markdown.
+"""
+
 AI_ACTIONS = {
     "prompt": (
         "Answer the prompt using markdown formatting for structure and emphasis. "
@@ -52,6 +109,40 @@ AI_TRANSLATE = (
 )
 
 
+def convert_async_generator_to_sync(async_gen: AsyncIterator[str]) -> Iterator[str]:
+    """Convert an async generator to a sync generator."""
+    q: queue.Queue[str | object] = queue.Queue()
+    sentinel = object()
+    exc_sentinel = object()
+
+    async def run_async_gen():
+        try:
+            async for async_item in async_gen:
+                q.put(async_item)
+        except Exception as exc:  # pylint: disable=broad-except #noqa: BLE001
+            q.put((exc_sentinel, exc))
+        finally:
+            q.put(sentinel)
+
+    def start_async_loop():
+        asyncio.run(run_async_gen())
+
+    thread = threading.Thread(target=start_async_loop, daemon=True)
+    thread.start()
+
+    try:
+        while True:
+            item = q.get()
+            if item is sentinel:
+                break
+            if isinstance(item, tuple) and item[0] is exc_sentinel:
+                # re-raise the exception in the sync context
+                raise item[1]
+            yield item
+    finally:
+        thread.join()
+
+
 class AIService:
     """Service class for AI-related operations."""
 
@@ -92,3 +183,198 @@ class AIService:
         language_display = enums.ALL_LANGUAGES.get(language, language)
         system_content = AI_TRANSLATE.format(language=language_display)
         return self.call_ai_api(system_content, text)
+
+    @staticmethod
+    def inject_document_state_messages(
+        messages: list[UIMessage],
+    ) -> list[UIMessage]:
+        """Inject document state context before user messages.
+
+        Port of BlockNote's injectDocumentStateMessages.
+        For each user message carrying documentState metadata, an assistant
+        message describing the current document/selection state is prepended
+        so the LLM sees it as context.
+        """
+        result: list[UIMessage] = []
+        for message in messages:
+            if (
+                message.role == "user"
+                and isinstance(message.metadata, dict)
+                and "documentState" in message.metadata
+            ):
+                doc_state = message.metadata["documentState"]
+                selection = doc_state.get("selection")
+                blocks = doc_state.get("blocks")
+
+                if selection:
+                    parts = [
+                        TextUIPart(
+                            text=(
+                                "This is the latest state of the selection "
+                                "(ignore previous selections, you MUST issue "
+                                "operations against this latest version of "
+                                "the selection):"
+                            ),
+                        ),
+                        TextUIPart(
+                            text=json.dumps(doc_state.get("selectedBlocks")),
+                        ),
+                        TextUIPart(
+                            text=(
+                                "This is the latest state of the entire "
+                                "document (INCLUDING the selected text), you "
+                                "can use this to find the selected text to "
+                                "understand the context (but you MUST NOT "
+                                "issue operations against this document, you "
+                                "MUST issue operations against the selection):"
+                            ),
+                        ),
+                        TextUIPart(text=json.dumps(blocks)),
+                    ]
+                else:
+                    text = (
+                        "There is no active selection. This is the latest "
+                        "state of the document (ignore previous documents, "
+                        "you MUST issue operations against this latest "
+                        "version of the document). The cursor is BETWEEN "
+                        "two blocks as indicated by cursor: true."
+                    )
+                    if doc_state.get("isEmptyDocument"):
+                        text += (
+                            "Because the document is empty, YOU MUST first "
+                            "update the empty block before adding new blocks."
+                        )
+                    else:
+                        text += (
+                            "Prefer updating existing blocks over removing "
+                            "and adding (but this also depends on the "
+                            "user's question)."
+                        )
+                    parts = [
+                        TextUIPart(text=text),
+                        TextUIPart(text=json.dumps(blocks)),
+                    ]
+
+                result.append(
+                    UIMessage(
+                        role="assistant",
+                        id=f"assistant-document-state-{message.id}",
+                        parts=parts,
+                    )
+                )
+
+            result.append(message)
+        return result
+
+    @staticmethod
+    def tool_definitions_to_toolset(
+        tool_definitions: Dict[str, Any],
+    ) -> ExternalToolset:
+        """Convert serialized tool definitions to a pydantic-ai ExternalToolset.
+
+        Port of BlockNote's toolDefinitionsToToolSet.
+        Builds ToolDefinition objects from the JSON-Schema-based definitions
+        sent by the frontend and wraps them in an ExternalToolset so that
+        pydantic-ai advertises them to the LLM without trying to execute them
+        server-side (execution is deferred to the frontend).
+        """
+        tool_defs = [
+            ToolDefinition(
+                name=name,
+                description=defn.get("description", ""),
+                parameters_json_schema=defn.get("inputSchema", {}),
+                kind="external",
+                metadata={
+                    "output_schema": defn.get("outputSchema"),
+                },
+            )
+            for name, defn in tool_definitions.items()
+        ]
+        return ExternalToolset(tool_defs)
+
+    def _harden_messages(
+        self, run_input: RequestData, tool_definitions: Dict[str, Any]
+    ):
+        """
+        Harden messages if applyDocumentOperations tool is used.
+        We would like the system_prompt property in the Agent initialization
+        but for UI adapter, like vercel, the agent is ignoring it
+        see https://github.com/pydantic/pydantic-ai/issues/3315
+
+        We have to inject it in the run_input.messages if needed.
+        """
+        for name, _defn in tool_definitions.items():
+            if name == "applyDocumentOperations":
+                run_input.messages.insert(
+                    0,
+                    UIMessage(
+                        id="system-force-tool-usage",
+                        role="system",
+                        parts=[TextUIPart(text=BLOCKNOTE_TOOL_STRICT_PROMPT)],
+                    ),
+                )
+                return
+
+    def _build_async_stream(self, request: Request) -> AsyncIterator[str]:
+        """Build the async stream from the AI provider."""
+        instrument_enabled = settings.LANGFUSE_PUBLIC_KEY is not None
+
+        if instrument_enabled:
+            langfuse = get_client()
+            langfuse.auth_check()
+            Agent.instrument_all()
+
+        model = OpenAIChatModel(
+            settings.AI_MODEL,
+            provider=OpenAIProvider(
+                base_url=settings.AI_BASE_URL, api_key=settings.AI_API_KEY
+            ),
+        )
+        agent = Agent(model, instrument=instrument_enabled)
+
+        accept = request.META.get("HTTP_ACCEPT", SSE_CONTENT_TYPE)
+
+        run_input = VercelAIAdapter.build_run_input(request.raw_body)
+
+        # Inject document state context into the conversation
+        run_input.messages = self.inject_document_state_messages(run_input.messages)
+
+        # Build an ExternalToolset from frontend-supplied tool definitions
+        raw_tool_defs = (
+            run_input.model_extra.get("toolDefinitions")
+            if run_input.model_extra
+            else None
+        )
+        toolset = (
+            self.tool_definitions_to_toolset(raw_tool_defs) if raw_tool_defs else None
+        )
+
+        if raw_tool_defs:
+            self._harden_messages(run_input, raw_tool_defs)
+
+        adapter = VercelAIAdapter(
+            agent=agent,
+            run_input=run_input,
+            accept=accept,
+            sdk_version=settings.AI_VERCEL_SDK_VERSION,
+        )
+
+        event_stream = adapter.run_stream(
+            output_type=[str, DeferredToolRequests] if toolset else None,
+            toolsets=[toolset] if toolset else None,
+        )
+
+        return adapter.encode_stream(event_stream)
+
+    def stream(self, request: Request) -> Union[AsyncIterator[str], Iterator[str]]:
+        """Stream AI API requests to the configured AI provider.
+
+        Returns an async iterator when running in async mode (ASGI)
+        or a sync iterator when running in sync mode (WSGI).
+        """
+        async_stream = self._build_async_stream(request)
+
+        if os.environ.get("PYTHON_SERVER_MODE", "sync") == "async":
+            return async_stream
+
+        return convert_async_generator_to_sync(async_stream)

src/backend/core/services/converter_services.py

@@ -1,11 +1,17 @@
 """Y-Provider API services."""
 
+import logging
+import typing
 from base64 import b64encode
 
 from django.conf import settings
 
 import requests
 
+from core.services import mime_types
+
+logger = logging.getLogger(__name__)
+
 
 class ConversionError(Exception):
     """Base exception for conversion-related errors."""
@@ -19,8 +25,81 @@ class ServiceUnavailableError(ConversionError):
     """Raised when the conversion service is unavailable."""
 
 
+class ConverterProtocol(typing.Protocol):
+    """Protocol for converter classes."""
+
+    def convert(self, data, content_type, accept):
+        """Convert content from one format to another."""
+
+
+class Converter:
+    """Orchestrates conversion between different formats using specialized converters."""
+
+    docspec: ConverterProtocol
+    ydoc: ConverterProtocol
+
+    def __init__(self):
+        self.docspec = DocSpecConverter()
+        self.ydoc = YdocConverter()
+
+    def convert(self, data, content_type, accept):
+        """Convert input into other formats using external microservices."""
+
+        if content_type == mime_types.DOCX and accept == mime_types.YJS:
+            blocknote_data = self.docspec.convert(
+                data, mime_types.DOCX, mime_types.BLOCKNOTE
+            )
+            return self.ydoc.convert(
+                blocknote_data, mime_types.BLOCKNOTE, mime_types.YJS
+            )
+
+        return self.ydoc.convert(data, content_type, accept)
+
+
+class DocSpecConverter:
+    """Service class for DocSpec conversion-related operations."""
+
+    def _request(self, url, data, content_type):
+        """Make a request to the DocSpec API."""
+
+        response = requests.post(
+            url,
+            headers={"Accept": mime_types.BLOCKNOTE},
+            files={"file": ("document.docx", data, content_type)},
+            timeout=settings.CONVERSION_API_TIMEOUT,
+            verify=settings.CONVERSION_API_SECURE,
+        )
+        if not response.ok:
+            logger.error(
+                "DocSpec API error: url=%s, status=%d, response=%s",
+                url,
+                response.status_code,
+                response.text[:200] if response.text else "empty",
+            )
+        response.raise_for_status()
+        return response
+
+    def convert(self, data, content_type, accept):
+        """Convert a Document to BlockNote."""
+        if not data:
+            raise ValidationError("Input data cannot be empty")
+
+        if content_type != mime_types.DOCX or accept != mime_types.BLOCKNOTE:
+            raise ValidationError(
+                f"Conversion from {content_type} to {accept} is not supported."
+            )
+
+        try:
+            return self._request(settings.DOCSPEC_API_URL, data, content_type).content
+        except requests.RequestException as err:
+            logger.exception("DocSpec service error: url=%s", settings.DOCSPEC_API_URL)
+            raise ServiceUnavailableError(
+                "Failed to connect to DocSpec conversion service",
+            ) from err
+
+
 class YdocConverter:
-    """Service class for conversion-related operations."""
+    """Service class for YDoc conversion-related operations."""
 
     @property
     def auth_header(self):
@@ -41,32 +120,34 @@ class YdocConverter:
             timeout=settings.CONVERSION_API_TIMEOUT,
             verify=settings.CONVERSION_API_SECURE,
         )
+        if not response.ok:
+            logger.error(
+                "Y-Provider API error: url=%s, status=%d, response=%s",
+                url,
+                response.status_code,
+                response.text[:200] if response.text else "empty",
+            )
         response.raise_for_status()
         return response
 
-    def convert(
-        self, text, content_type="text/markdown", accept="application/vnd.yjs.doc"
-    ):
+    def convert(self, data, content_type=mime_types.MARKDOWN, accept=mime_types.YJS):
         """Convert a Markdown text into our internal format using an external microservice."""
 
-        if not text:
-            raise ValidationError("Input text cannot be empty")
+        if not data:
+            raise ValidationError("Input data cannot be empty")
 
+        url = f"{settings.Y_PROVIDER_API_BASE_URL}{settings.CONVERSION_API_ENDPOINT}/"
         try:
-            response = self._request(
-                f"{settings.Y_PROVIDER_API_BASE_URL}{settings.CONVERSION_API_ENDPOINT}/",
-                text,
-                content_type,
-                accept,
-            )
-            if accept == "application/vnd.yjs.doc":
+            response = self._request(url, data, content_type, accept)
+            if accept == mime_types.YJS:
                 return b64encode(response.content).decode("utf-8")
-            if accept in {"text/markdown", "text/html"}:
+            if accept in {mime_types.MARKDOWN, "text/html"}:
                 return response.text
-            if accept == "application/json":
+            if accept == mime_types.JSON:
                 return response.json()
             raise ValidationError("Unsupported format")
         except requests.RequestException as err:
+            logger.exception("Y-Provider service error: url=%s", url)
             raise ServiceUnavailableError(
-                "Failed to connect to conversion service",
+                f"Failed to connect to YDoc conversion service {content_type}, {accept}",
             ) from err

src/backend/core/services/mime_types.py

@@ -0,0 +1,8 @@
+"""MIME type constants for document conversion."""
+
+BLOCKNOTE = "application/vnd.blocknote+json"
+YJS = "application/vnd.yjs.doc"
+MARKDOWN = "text/markdown"
+JSON = "application/json"
+DOCX = "application/vnd.openxmlformats-officedocument.wordprocessingml.document"
+HTML = "text/html"

src/backend/core/signals.py

@@ -4,12 +4,14 @@ Declare and configure the signals for the impress core application
 
 from functools import partial
 
+from django.core.cache import cache
 from django.db import transaction
 from django.db.models import signals
 from django.dispatch import receiver
 
-from . import models
-from .tasks.search import trigger_batch_document_indexer
+from core import models
+from core.tasks.search import trigger_batch_document_indexer
+from core.utils import get_users_sharing_documents_with_cache_key
 
 
 @receiver(signals.post_save, sender=models.Document)
@@ -26,8 +28,24 @@ def document_post_save(sender, instance, **kwargs):  # pylint: disable=unused-ar
 def document_access_post_save(sender, instance, created, **kwargs):  # pylint: disable=unused-argument
     """
     Asynchronous call to the document indexer at the end of the transaction.
+    Clear cache for the affected user.
     """
     if not created:
         transaction.on_commit(
             partial(trigger_batch_document_indexer, instance.document)
         )
+
+    # Invalidate cache for the user
+    if instance.user:
+        cache_key = get_users_sharing_documents_with_cache_key(instance.user)
+        cache.delete(cache_key)
+
+
+@receiver(signals.post_delete, sender=models.DocumentAccess)
+def document_access_post_delete(sender, instance, **kwargs):  # pylint: disable=unused-argument
+    """
+    Clear cache for the affected user when document access is deleted.
+    """
+    if instance.user:
+        cache_key = get_users_sharing_documents_with_cache_key(instance.user)
+        cache.delete(cache_key)

src/backend/core/tasks/user_reconciliation.py

@@ -0,0 +1,135 @@
+"""Processing tasks for user reconciliation CSV imports."""
+
+import csv
+import traceback
+import uuid
+
+from django.core.exceptions import ValidationError
+from django.core.validators import validate_email
+from django.db import IntegrityError
+
+from botocore.exceptions import ClientError
+
+from core.models import UserReconciliation, UserReconciliationCsvImport
+
+from impress.celery_app import app
+
+
+def _process_row(row, job, counters):
+    """Process a single row from the CSV file."""
+
+    source_unique_id = row["id"].strip()
+
+    # Skip entries if they already exist with this source_unique_id
+    if UserReconciliation.objects.filter(source_unique_id=source_unique_id).exists():
+        counters["already_processed_source_ids"] += 1
+        return counters
+
+    active_email_checked = row.get("active_email_checked", "0") == "1"
+    inactive_email_checked = row.get("inactive_email_checked", "0") == "1"
+
+    active_email = row["active_email"]
+    inactive_emails = row["inactive_email"].split("|")
+    try:
+        validate_email(active_email)
+    except ValidationError:
+        job.send_reconciliation_error_email(
+            recipient_email=inactive_emails[0], other_email=active_email
+        )
+        job.logs += f"Invalid active email address on row {source_unique_id}."
+        counters["rows_with_errors"] += 1
+        return counters
+
+    for inactive_email in inactive_emails:
+        try:
+            validate_email(inactive_email)
+        except (ValidationError, ValueError):
+            job.send_reconciliation_error_email(
+                recipient_email=active_email, other_email=inactive_email
+            )
+            job.logs += f"Invalid inactive email address on row {source_unique_id}.\n"
+            counters["rows_with_errors"] += 1
+            continue
+
+        if inactive_email == active_email:
+            job.send_reconciliation_error_email(
+                recipient_email=active_email, other_email=inactive_email
+            )
+            job.logs += (
+                f"Error on row {source_unique_id}: "
+                f"{active_email} set as both active and inactive email.\n"
+            )
+            counters["rows_with_errors"] += 1
+            continue
+
+        _rec_entry = UserReconciliation.objects.create(
+            active_email=active_email,
+            inactive_email=inactive_email,
+            active_email_checked=active_email_checked,
+            inactive_email_checked=inactive_email_checked,
+            active_email_confirmation_id=uuid.uuid4(),
+            inactive_email_confirmation_id=uuid.uuid4(),
+            source_unique_id=source_unique_id,
+            status="pending",
+        )
+        counters["rec_entries_created"] += 1
+
+    return counters
+
+
+@app.task
+def user_reconciliation_csv_import_job(job_id):
+    """Process a UserReconciliationCsvImport job.
+    Creates UserReconciliation entries from the CSV file.
+
+    Does some sanity checks on the data:
+    - active_email and inactive_email must be valid email addresses
+    - active_email and inactive_email cannot be the same
+
+    Rows with errors are logged in the job logs and skipped, but do not cause
+    the entire job to fail or prevent the next rows from being processed.
+    """
+    # Imports the CSV file, breaks it into UserReconciliation items
+    job = UserReconciliationCsvImport.objects.get(id=job_id)
+    job.status = "running"
+    job.save()
+
+    counters = {
+        "rec_entries_created": 0,
+        "rows_with_errors": 0,
+        "already_processed_source_ids": 0,
+    }
+
+    try:
+        with job.file.open(mode="r") as f:
+            reader = csv.DictReader(f)
+
+            if not {"active_email", "inactive_email", "id"}.issubset(reader.fieldnames):
+                raise KeyError(
+                    "CSV is missing mandatory columns: active_email, inactive_email, id"
+                )
+
+            for row in reader:
+                counters = _process_row(row, job, counters)
+
+        job.status = "done"
+        job.logs += (
+            f"Import completed successfully. {reader.line_num} rows processed."
+            f" {counters['rec_entries_created']} reconciliation entries created."
+            f" {counters['already_processed_source_ids']} rows were already processed."
+            f" {counters['rows_with_errors']} rows had errors."
+        )
+    except (
+        csv.Error,
+        KeyError,
+        ValidationError,
+        ValueError,
+        IntegrityError,
+        OSError,
+        ClientError,
+    ) as e:
+        # Catch expected I/O/CSV/model errors and record traceback in logs for debugging
+        job.status = "error"
+        job.logs += f"{e!s}\n{traceback.format_exc()}"
+    finally:
+        job.save()

src/backend/core/templates/core/generate_document.html

@@ -1,14 +0,0 @@
-<!DOCTYPE html>
-<html>
-<head>
-    <title>Generate Document</title>
-</head>
-<body>
-    <h2>Generate Document</h2>
-    <form method="post" enctype="multipart/form-data">
-        {% csrf_token %}
-        {{ form.as_p }}
-        <button type="submit">Generate PDF</button>
-    </form>
-</body>
-</html>

src/backend/core/templatetags/extra_tags.py

@@ -1,4 +1,4 @@
-"""Custom template tags for the core application of People."""
+"""Custom template tags for the core application of Docs."""
 
 import base64
 

src/backend/core/tests/authentication/test_backends.py

@@ -5,7 +5,6 @@ import re
 from unittest import mock
 
 from django.core.exceptions import SuspiciousOperation
-from django.test.utils import override_settings
 
 import pytest
 import responses
@@ -69,6 +68,30 @@ def test_authentication_getter_existing_user_via_email(
     assert user == db_user
 
 
+def test_authentication_getter_existing_user_via_email_case_insensitive(
+    django_assert_num_queries, monkeypatch
+):
+    """
+    If an existing user doesn't match the sub but matches the email with different case,
+    the user should be returned (case-insensitive email matching).
+    """
+
+    klass = OIDCAuthenticationBackend()
+    db_user = UserFactory(email="john.doe@example.com")
+
+    def get_userinfo_mocked(*args):
+        return {"sub": "123", "email": "JOHN.DOE@EXAMPLE.COM"}
+
+    monkeypatch.setattr(OIDCAuthenticationBackend, "get_userinfo", get_userinfo_mocked)
+
+    with django_assert_num_queries(4):  # user by sub, user by mail, update sub
+        user = klass.get_or_create_user(
+            access_token="test-token", id_token=None, payload=None
+        )
+
+    assert user == db_user
+
+
 def test_authentication_getter_email_none(monkeypatch):
     """
     If no user is found with the sub and no email is provided, a new user should be created.
@@ -158,6 +181,39 @@ def test_authentication_getter_existing_user_no_fallback_to_email_no_duplicate(
     assert models.User.objects.count() == 1
 
 
+def test_authentication_getter_existing_user_no_fallback_to_email_no_duplicate_case_insensitive(
+    settings, monkeypatch
+):
+    """
+    When the "OIDC_FALLBACK_TO_EMAIL_FOR_IDENTIFICATION" setting is set to False,
+    the system should detect duplicate emails even with different case.
+    """
+
+    klass = OIDCAuthenticationBackend()
+    _db_user = UserFactory(email="john.doe@example.com")
+
+    # Set the setting to False
+    settings.OIDC_FALLBACK_TO_EMAIL_FOR_IDENTIFICATION = False
+    settings.OIDC_ALLOW_DUPLICATE_EMAILS = False
+
+    def get_userinfo_mocked(*args):
+        return {"sub": "123", "email": "JOHN.DOE@EXAMPLE.COM"}
+
+    monkeypatch.setattr(OIDCAuthenticationBackend, "get_userinfo", get_userinfo_mocked)
+
+    with pytest.raises(
+        SuspiciousOperation,
+        match=(
+            "We couldn't find a user with this sub but the email is already associated "
+            "with a registered user."
+        ),
+    ):
+        klass.get_or_create_user(access_token="test-token", id_token=None, payload=None)
+
+    # Since the sub doesn't match, it should not create a new user
+    assert models.User.objects.count() == 1
+
+
 def test_authentication_getter_existing_user_with_email(
     django_assert_num_queries, monkeypatch
 ):
@@ -323,85 +379,6 @@ def test_authentication_getter_new_user_with_email(monkeypatch):
     assert models.User.objects.count() == 1
 
 
-@override_settings(OIDC_OP_USER_ENDPOINT="http://oidc.endpoint.test/userinfo")
-@responses.activate
-def test_authentication_get_userinfo_json_response():
-    """Test get_userinfo method with a JSON response."""
-
-    responses.add(
-        responses.GET,
-        re.compile(r".*/userinfo"),
-        json={
-            "first_name": "John",
-            "last_name": "Doe",
-            "email": "john.doe@example.com",
-        },
-        status=200,
-    )
-
-    oidc_backend = OIDCAuthenticationBackend()
-    result = oidc_backend.get_userinfo("fake_access_token", None, None)
-
-    assert result["first_name"] == "John"
-    assert result["last_name"] == "Doe"
-    assert result["email"] == "john.doe@example.com"
-
-
-@override_settings(OIDC_OP_USER_ENDPOINT="http://oidc.endpoint.test/userinfo")
-@responses.activate
-def test_authentication_get_userinfo_token_response(monkeypatch, settings):
-    """Test get_userinfo method with a token response."""
-    settings.OIDC_RP_SIGN_ALGO = "HS256"  # disable JWKS URL call
-    responses.add(
-        responses.GET,
-        re.compile(r".*/userinfo"),
-        body="fake.jwt.token",
-        status=200,
-        content_type="application/jwt",
-    )
-
-    def mock_verify_token(self, token):  # pylint: disable=unused-argument
-        return {
-            "first_name": "Jane",
-            "last_name": "Doe",
-            "email": "jane.doe@example.com",
-        }
-
-    monkeypatch.setattr(OIDCAuthenticationBackend, "verify_token", mock_verify_token)
-
-    oidc_backend = OIDCAuthenticationBackend()
-    result = oidc_backend.get_userinfo("fake_access_token", None, None)
-
-    assert result["first_name"] == "Jane"
-    assert result["last_name"] == "Doe"
-    assert result["email"] == "jane.doe@example.com"
-
-
-@override_settings(OIDC_OP_USER_ENDPOINT="http://oidc.endpoint.test/userinfo")
-@responses.activate
-def test_authentication_get_userinfo_invalid_response(settings):
-    """
-    Test get_userinfo method with an invalid JWT response that
-    causes verify_token to raise an error.
-    """
-    settings.OIDC_RP_SIGN_ALGO = "HS256"  # disable JWKS URL call
-    responses.add(
-        responses.GET,
-        re.compile(r".*/userinfo"),
-        body="fake.jwt.token",
-        status=200,
-        content_type="application/jwt",
-    )
-
-    oidc_backend = OIDCAuthenticationBackend()
-
-    with pytest.raises(
-        SuspiciousOperation,
-        match="User info response was not valid JWT",
-    ):
-        oidc_backend.get_userinfo("fake_access_token", None, None)
-
-
 def test_authentication_getter_existing_disabled_user_via_sub(
     django_assert_num_queries, monkeypatch
 ):

src/backend/core/tests/data/example_reconciliation_basic.csv

@@ -0,0 +1,6 @@
+active_email,inactive_email,active_email_checked,inactive_email_checked,status,id
+"user.test40@example.com","user.test41@example.com",0,0,pending,1
+"user.test42@example.com","user.test43@example.com",0,1,pending,2
+"user.test44@example.com","user.test45@example.com",1,0,pending,3
+"user.test46@example.com","user.test47@example.com",1,1,pending,4
+"user.test48@example.com","user.test49@example.com",1,1,pending,5

src/backend/core/tests/data/example_reconciliation_error.csv

@@ -0,0 +1,2 @@
+active_email,inactive_email,active_email_checked,inactive_email_checked,status,id
+"user.test40@example.com",,0,0,pending,40

src/backend/core/tests/data/example_reconciliation_grist_form.csv

@@ -0,0 +1,5 @@
+merge_accept,active_email,inactive_email,status,id
+true,user.test10@example.com,user.test11@example.com|user.test12@example.com,pending,10
+true,user.test30@example.com,user.test31@example.com|user.test32@example.com|user.test33@example.com|user.test34@example.com|user.test35@example.com,pending,11
+true,user.test20@example.com,user.test21@example.com,pending,12
+true,user.test22@example.com,user.test23@example.com,pending,13

src/backend/core/tests/data/example_reconciliation_grist_form_error.csv

@@ -0,0 +1,2 @@
+merge_accept,active_email,inactive_email,status,id
+true,user.test20@example.com,user.test20@example.com,pending,20

src/backend/core/tests/data/example_reconciliation_missing_column.csv

@@ -0,0 +1,6 @@
+active_email,inactive_email,active_email_checked,inactive_email_checked,status
+"user.test40@example.com","user.test41@example.com",0,0,pending
+"user.test42@example.com","user.test43@example.com",0,1,pending
+"user.test44@example.com","user.test45@example.com",1,0,pending
+"user.test46@example.com","user.test47@example.com",1,1,pending
+"user.test48@example.com","user.test49@example.com",1,1,pending

src/backend/core/tests/documents/test_api_document_accesses.py

@@ -245,15 +245,18 @@ def test_api_document_accesses_list_authenticated_related_privileged(
                     "path": access.document.path,
                     "depth": access.document.depth,
                 },
-                "user": {
-                    "id": str(access.user.id),
-                    "email": access.user.email,
-                    "language": access.user.language,
-                    "full_name": access.user.full_name,
-                    "short_name": access.user.short_name,
-                }
-                if access.user
-                else None,
+                "user": (
+                    {
+                        "id": str(access.user.id),
+                        "email": access.user.email,
+                        "language": access.user.language,
+                        "full_name": access.user.full_name,
+                        "short_name": access.user.short_name,
+                        "is_first_connection": access.user.is_first_connection,
+                    }
+                    if access.user
+                    else None
+                ),
                 "max_ancestors_role": None,
                 "max_role": access.role,
                 "team": access.team,

src/backend/core/tests/documents/test_api_document_invitations.py

@@ -596,6 +596,38 @@ def test_api_document_invitations_create_cannot_invite_existing_users():
     }
 
 
+def test_api_item_invitations_create_cannot_invite_existing_users_case_insensitive():
+    """
+    It should not be possible to invite already existing users, even with different email case.
+    """
+    user = factories.UserFactory()
+    document = factories.DocumentFactory(users=[(user, "owner")])
+    existing_user = factories.UserFactory()
+
+    # Build an invitation to the email of an existing identity with different case
+    invitation_values = {
+        "email": existing_user.email.upper(),
+        "role": random.choice(models.RoleChoices.values),
+    }
+
+    client = APIClient()
+    client.force_login(user)
+
+    client = APIClient()
+    client.force_login(user)
+
+    response = client.post(
+        f"/api/v1.0/documents/{document.id!s}/invitations/",
+        invitation_values,
+        format="json",
+    )
+
+    assert response.status_code == 400
+    assert response.json() == {
+        "email": ["This email is already associated to a registered user."]
+    }
+
+
 def test_api_document_invitations_create_lower_email():
     """
     No matter the case, the email should be converted to lowercase.

src/backend/core/tests/documents/test_api_documents_ai_proxy.py

@@ -0,0 +1,387 @@
+"""
+Test AI proxy API endpoint for users in impress's core app.
+"""
+
+import random
+from unittest.mock import patch
+
+from django.test import override_settings
+
+import pytest
+from rest_framework.test import APIClient
+
+from core import factories
+from core.tests.conftest import TEAM, USER, VIA
+
+pytestmark = pytest.mark.django_db
+
+
+@pytest.fixture(autouse=True)
+def ai_settings(settings):
+    """Fixture to set AI settings."""
+    settings.AI_MODEL = "llama"
+    settings.AI_BASE_URL = "http://localhost-ai:12345/"
+    settings.AI_API_KEY = "test-key"
+    settings.AI_FEATURE_ENABLED = True
+    settings.AI_FEATURE_BLOCKNOTE_ENABLED = True
+    settings.AI_FEATURE_LEGACY_ENABLED = True
+    settings.LANGFUSE_PUBLIC_KEY = None
+    settings.AI_VERCEL_SDK_VERSION = 6
+
+
+@override_settings(
+    AI_ALLOW_REACH_FROM=random.choice(["public", "authenticated", "restricted"])
+)
+@pytest.mark.parametrize(
+    "reach, role",
+    [
+        ("restricted", "reader"),
+        ("restricted", "editor"),
+        ("authenticated", "reader"),
+        ("authenticated", "editor"),
+        ("public", "reader"),
+    ],
+)
+def test_api_documents_ai_proxy_anonymous_forbidden(reach, role):
+    """
+    Anonymous users should not be able to request AI proxy if the link reach
+    and role don't allow it.
+    """
+    document = factories.DocumentFactory(link_reach=reach, link_role=role)
+
+    url = f"/api/v1.0/documents/{document.id!s}/ai-proxy/"
+    response = APIClient().post(
+        url,
+        {
+            "messages": [{"role": "user", "content": "Hello"}],
+        },
+        format="json",
+    )
+
+    assert response.status_code == 401
+    assert response.json() == {
+        "detail": "Authentication credentials were not provided."
+    }
+
+
+@override_settings(AI_ALLOW_REACH_FROM="public")
+@patch("core.services.ai_services.AIService.stream")
+def test_api_documents_ai_proxy_anonymous_success(mock_stream):
+    """
+    Anonymous users should be able to request AI proxy to a document
+    if the link reach and role permit it.
+    """
+    document = factories.DocumentFactory(link_reach="public", link_role="editor")
+
+    mock_stream.return_value = iter(["data: chunk1\n", "data: chunk2\n"])
+
+    url = f"/api/v1.0/documents/{document.id!s}/ai-proxy/"
+    response = APIClient().post(
+        url,
+        b"{}",
+        content_type="application/json",
+    )
+
+    assert response.status_code == 200
+    assert response["Content-Type"] == "text/event-stream"
+    assert response["x-vercel-ai-data-stream"] == "v1"
+    assert response["X-Accel-Buffering"] == "no"
+
+    content = b"".join(response.streaming_content).decode()
+    assert "chunk1" in content
+    assert "chunk2" in content
+    mock_stream.assert_called_once()
+
+
+@override_settings(AI_ALLOW_REACH_FROM=random.choice(["authenticated", "restricted"]))
+def test_api_documents_ai_proxy_anonymous_limited_by_setting():
+    """
+    Anonymous users should not be able to request AI proxy to a document
+    if AI_ALLOW_REACH_FROM setting restricts it.
+    """
+    document = factories.DocumentFactory(link_reach="public", link_role="editor")
+
+    url = f"/api/v1.0/documents/{document.id!s}/ai-proxy/"
+    response = APIClient().post(
+        url,
+        b"{}",
+        content_type="application/json",
+    )
+
+    assert response.status_code == 401
+
+
+@pytest.mark.parametrize(
+    "reach, role",
+    [
+        ("restricted", "reader"),
+        ("restricted", "editor"),
+        ("authenticated", "reader"),
+        ("public", "reader"),
+    ],
+)
+def test_api_documents_ai_proxy_authenticated_forbidden(reach, role):
+    """
+    Users who are not related to a document can't request AI proxy if the
+    link reach and role don't allow it.
+    """
+    user = factories.UserFactory()
+
+    client = APIClient()
+    client.force_login(user)
+
+    document = factories.DocumentFactory(link_reach=reach, link_role=role)
+
+    url = f"/api/v1.0/documents/{document.id!s}/ai-proxy/"
+    response = client.post(
+        url,
+        b"{}",
+        content_type="application/json",
+    )
+
+    assert response.status_code == 403
+
+
+@pytest.mark.parametrize(
+    "reach, role",
+    [
+        ("authenticated", "editor"),
+        ("public", "editor"),
+    ],
+)
+@patch("core.services.ai_services.AIService.stream")
+def test_api_documents_ai_proxy_authenticated_success(mock_stream, reach, role):
+    """
+    Authenticated users should be able to request AI proxy to a document
+    if the link reach and role permit it.
+    """
+    user = factories.UserFactory()
+
+    client = APIClient()
+    client.force_login(user)
+
+    document = factories.DocumentFactory(link_reach=reach, link_role=role)
+
+    mock_stream.return_value = iter(["data: response\n"])
+
+    url = f"/api/v1.0/documents/{document.id!s}/ai-proxy/"
+    response = client.post(
+        url,
+        b"{}",
+        content_type="application/json",
+    )
+
+    assert response.status_code == 200
+    assert response["Content-Type"] == "text/event-stream"
+    mock_stream.assert_called_once()
+
+
+@pytest.mark.parametrize("via", VIA)
+def test_api_documents_ai_proxy_reader(via, mock_user_teams):
+    """Users with reader access should not be able to request AI proxy."""
+    user = factories.UserFactory()
+
+    client = APIClient()
+    client.force_login(user)
+
+    document = factories.DocumentFactory(link_reach="restricted")
+    if via == USER:
+        factories.UserDocumentAccessFactory(document=document, user=user, role="reader")
+    elif via == TEAM:
+        mock_user_teams.return_value = ["lasuite", "unknown"]
+        factories.TeamDocumentAccessFactory(
+            document=document, team="lasuite", role="reader"
+        )
+
+    url = f"/api/v1.0/documents/{document.id!s}/ai-proxy/"
+    response = client.post(
+        url,
+        b"{}",
+        content_type="application/json",
+    )
+
+    assert response.status_code == 403
+
+
+@pytest.mark.parametrize("role", ["editor", "administrator", "owner"])
+@pytest.mark.parametrize("via", VIA)
+@patch("core.services.ai_services.AIService.stream")
+def test_api_documents_ai_proxy_success(mock_stream, via, role, mock_user_teams):
+    """Users with sufficient permissions should be able to request AI proxy."""
+    user = factories.UserFactory()
+
+    client = APIClient()
+    client.force_login(user)
+
+    document = factories.DocumentFactory(link_reach="restricted")
+    if via == USER:
+        factories.UserDocumentAccessFactory(document=document, user=user, role=role)
+    elif via == TEAM:
+        mock_user_teams.return_value = ["lasuite", "unknown"]
+        factories.TeamDocumentAccessFactory(
+            document=document, team="lasuite", role=role
+        )
+
+    mock_stream.return_value = iter(["data: success\n"])
+
+    url = f"/api/v1.0/documents/{document.id!s}/ai-proxy/"
+    response = client.post(
+        url,
+        b"{}",
+        content_type="application/json",
+    )
+
+    assert response.status_code == 200
+    assert response["Content-Type"] == "text/event-stream"
+    assert response["x-vercel-ai-data-stream"] == "v1"
+    assert response["X-Accel-Buffering"] == "no"
+
+    content = b"".join(response.streaming_content).decode()
+    assert "success" in content
+    mock_stream.assert_called_once()
+
+
+@pytest.mark.parametrize(
+    "setting_to_disable", ["AI_FEATURE_ENABLED", "AI_FEATURE_BLOCKNOTE_ENABLED"]
+)
+def test_api_documents_ai_proxy_ai_feature_disabled(settings, setting_to_disable):
+    """When AI_FEATURE_ENABLED is False, the endpoint returns 400."""
+    setattr(settings, setting_to_disable, False)
+
+    user = factories.UserFactory()
+
+    client = APIClient()
+    client.force_login(user)
+
+    document = factories.DocumentFactory(link_reach="public", link_role="editor")
+
+    response = client.post(
+        f"/api/v1.0/documents/{document.id!s}/ai-proxy/",
+        b"{}",
+        content_type="application/json",
+    )
+
+    assert response.status_code == 400
+    assert response.json() == ["AI feature is not enabled."]
+
+
+@override_settings(AI_DOCUMENT_RATE_THROTTLE_RATES={"minute": 3, "hour": 6, "day": 10})
+@patch("core.services.ai_services.AIService.stream")
+def test_api_documents_ai_proxy_throttling_document(mock_stream):
+    """
+    Throttling per document should be triggered on the AI proxy endpoint.
+    For full throttle class test see: `test_api_utils_ai_document_rate_throttles`
+    """
+    client = APIClient()
+    document = factories.DocumentFactory(link_reach="public", link_role="editor")
+
+    mock_stream.return_value = iter(["data: ok\n"])
+
+    url = f"/api/v1.0/documents/{document.id!s}/ai-proxy/"
+    for _ in range(3):
+        mock_stream.return_value = iter(["data: ok\n"])
+        user = factories.UserFactory()
+        client.force_login(user)
+        response = client.post(
+            url,
+            b"{}",
+            content_type="application/json",
+        )
+        assert response.status_code == 200
+
+    user = factories.UserFactory()
+    client.force_login(user)
+    response = client.post(
+        url,
+        b"{}",
+        content_type="application/json",
+    )
+
+    assert response.status_code == 429
+    assert response.json() == {
+        "detail": "Request was throttled. Expected available in 60 seconds."
+    }
+
+
+@override_settings(AI_USER_RATE_THROTTLE_RATES={"minute": 3, "hour": 6, "day": 10})
+@patch("core.services.ai_services.AIService.stream")
+def test_api_documents_ai_proxy_throttling_user(mock_stream):
+    """
+    Throttling per user should be triggered on the AI proxy endpoint.
+    For full throttle class test see: `test_api_utils_ai_user_rate_throttles`
+    """
+    user = factories.UserFactory()
+    client = APIClient()
+    client.force_login(user)
+
+    for _ in range(3):
+        mock_stream.return_value = iter(["data: ok\n"])
+        document = factories.DocumentFactory(link_reach="public", link_role="editor")
+        url = f"/api/v1.0/documents/{document.id!s}/ai-proxy/"
+        response = client.post(
+            url,
+            b"{}",
+            content_type="application/json",
+        )
+        assert response.status_code == 200
+
+    document = factories.DocumentFactory(link_reach="public", link_role="editor")
+    url = f"/api/v1.0/documents/{document.id!s}/ai-proxy/"
+    response = client.post(
+        url,
+        b"{}",
+        content_type="application/json",
+    )
+
+    assert response.status_code == 429
+    assert response.json() == {
+        "detail": "Request was throttled. Expected available in 60 seconds."
+    }
+
+
+@patch("core.services.ai_services.AIService.stream")
+def test_api_documents_ai_proxy_returns_streaming_response(mock_stream):
+    """AI proxy should return a StreamingHttpResponse with correct headers."""
+    user = factories.UserFactory()
+
+    client = APIClient()
+    client.force_login(user)
+
+    document = factories.DocumentFactory(link_reach="public", link_role="editor")
+
+    mock_stream.return_value = iter(["data: part1\n", "data: part2\n", "data: part3\n"])
+
+    url = f"/api/v1.0/documents/{document.id!s}/ai-proxy/"
+    response = client.post(
+        url,
+        b"{}",
+        content_type="application/json",
+    )
+
+    assert response.status_code == 200
+    assert response["Content-Type"] == "text/event-stream"
+    assert response["x-vercel-ai-data-stream"] == "v1"
+    assert response["X-Accel-Buffering"] == "no"
+
+    chunks = list(response.streaming_content)
+    assert len(chunks) == 3
+
+
+def test_api_documents_ai_proxy_invalid_payload():
+    """AI Proxy should return a 400 if the payload is invalid."""
+
+    user = factories.UserFactory()
+
+    document = factories.DocumentFactory(users=[(user, "owner")])
+
+    client = APIClient()
+    client.force_login(user)
+
+    response = client.post(
+        f"/api/v1.0/documents/{document.id!s}/ai-proxy/",
+        b'{"foo": "bar", "trigger": "submit-message"}',
+        content_type="application/json",
+    )
+
+    assert response.status_code == 400
+    assert response.json() == {"detail": "Invalid submitted payload"}

src/backend/core/tests/documents/test_api_documents_all.py

@@ -0,0 +1,427 @@
+"""
+Tests for Documents API endpoint in impress's core app: all
+
+The 'all' endpoint returns ALL documents (including descendants) that the user has access to.
+This is different from the 'list' endpoint which only returns top-level documents.
+"""
+
+from datetime import timedelta
+from unittest import mock
+
+from django.utils import timezone
+
+import pytest
+from rest_framework.test import APIClient
+
+from core import factories, models
+
+pytestmark = pytest.mark.django_db
+
+
+@pytest.mark.parametrize("role", models.LinkRoleChoices.values)
+@pytest.mark.parametrize("reach", models.LinkReachChoices.values)
+def test_api_documents_all_anonymous(reach, role):
+    """
+    Anonymous users should not be able to list any documents via the all endpoint
+    whatever the link reach and link role.
+    """
+    parent = factories.DocumentFactory(link_reach=reach, link_role=role)
+    factories.DocumentFactory(parent=parent, link_reach=reach, link_role=role)
+
+    response = APIClient().get("/api/v1.0/documents/all/")
+
+    assert response.status_code == 200
+    results = response.json()["results"]
+    assert len(results) == 0
+
+
+def test_api_documents_all_authenticated_with_children():
+    """
+    Authenticated users should see all documents including children,
+    even though children don't have DocumentAccess records.
+    """
+    user = factories.UserFactory()
+    client = APIClient()
+    client.force_login(user)
+
+    # Create a document tree: parent -> child -> grandchild
+    parent = factories.DocumentFactory()
+    factories.UserDocumentAccessFactory(document=parent, user=user, role="owner")
+
+    child = factories.DocumentFactory(parent=parent)
+    grandchild = factories.DocumentFactory(parent=child)
+
+    # Verify setup
+    assert models.DocumentAccess.objects.filter(document=parent).count() == 1
+    assert models.DocumentAccess.objects.filter(document=child).count() == 0
+    assert models.DocumentAccess.objects.filter(document=grandchild).count() == 0
+
+    response = client.get("/api/v1.0/documents/all/")
+
+    assert response.status_code == 200
+    results = response.json()["results"]
+
+    # All three documents should be returned (parent + child + grandchild)
+    assert len(results) == 3
+    results_ids = {result["id"] for result in results}
+    assert results_ids == {str(parent.id), str(child.id), str(grandchild.id)}
+
+    depths = {result["depth"] for result in results}
+    assert depths == {1, 2, 3}
+
+
+def test_api_documents_all_authenticated_multiple_trees():
+    """
+    Users should see all accessible documents from multiple document trees.
+    """
+    user = factories.UserFactory()
+    client = APIClient()
+    client.force_login(user)
+
+    # Tree 1: User has access
+    tree1_parent = factories.DocumentFactory()
+    factories.UserDocumentAccessFactory(document=tree1_parent, user=user)
+    tree1_child = factories.DocumentFactory(parent=tree1_parent)
+
+    # Tree 2: User has access
+    tree2_parent = factories.DocumentFactory()
+    factories.UserDocumentAccessFactory(document=tree2_parent, user=user)
+    tree2_child1 = factories.DocumentFactory(parent=tree2_parent)
+    tree2_child2 = factories.DocumentFactory(parent=tree2_parent)
+
+    # Tree 3: User does NOT have access
+    tree3_parent = factories.DocumentFactory()
+    factories.DocumentFactory(parent=tree3_parent)
+
+    response = client.get("/api/v1.0/documents/all/")
+
+    assert response.status_code == 200
+    results = response.json()["results"]
+
+    # Should return 5 documents (tree1: 2, tree2: 3, tree3: 0)
+    assert len(results) == 5
+    results_ids = {result["id"] for result in results}
+    expected_ids = {
+        str(tree1_parent.id),
+        str(tree1_child.id),
+        str(tree2_parent.id),
+        str(tree2_child1.id),
+        str(tree2_child2.id),
+    }
+    assert results_ids == expected_ids
+
+
+def test_api_documents_all_authenticated_explicit_access_to_parent_and_child():
+    """
+    When a user has explicit DocumentAccess to both parent AND child,
+    both should appear in the 'all' endpoint results (unlike 'list' which deduplicates).
+    """
+    user = factories.UserFactory()
+    client = APIClient()
+    client.force_login(user)
+
+    # Parent with explicit access
+    parent = factories.DocumentFactory()
+    factories.UserDocumentAccessFactory(document=parent, user=user)
+
+    # Child also has explicit access (e.g., shared separately)
+    child = factories.DocumentFactory(parent=parent)
+    factories.UserDocumentAccessFactory(document=child, user=user)
+
+    # Grandchild has no explicit access
+    grandchild = factories.DocumentFactory(parent=child)
+
+    # Verify setup
+    assert models.DocumentAccess.objects.filter(document=parent).count() == 1
+    assert models.DocumentAccess.objects.filter(document=child).count() == 1
+    assert models.DocumentAccess.objects.filter(document=grandchild).count() == 0
+
+    response = client.get("/api/v1.0/documents/all/")
+
+    assert response.status_code == 200
+    results = response.json()["results"]
+
+    # All three should appear
+    assert len(results) == 3
+    results_ids = {result["id"] for result in results}
+    assert results_ids == {str(parent.id), str(child.id), str(grandchild.id)}
+
+    # Each document should appear exactly once (no duplicates)
+    results_ids_list = [result["id"] for result in results]
+    assert len(results_ids_list) == len(set(results_ids_list))  # No duplicates
+
+
+def test_api_documents_all_authenticated_via_team(mock_user_teams):
+    """
+    Users should see all documents (including descendants) for documents accessed via teams.
+    """
+    mock_user_teams.return_value = ["team1", "team2"]
+
+    user = factories.UserFactory()
+    client = APIClient()
+    client.force_login(user)
+
+    # Document tree via team1
+    parent1 = factories.DocumentFactory()
+    factories.TeamDocumentAccessFactory(document=parent1, team="team1")
+    child1 = factories.DocumentFactory(parent=parent1)
+
+    # Document tree via team2
+    parent2 = factories.DocumentFactory()
+    factories.TeamDocumentAccessFactory(document=parent2, team="team2")
+    child2 = factories.DocumentFactory(parent=parent2)
+
+    # Document tree via unknown team
+    parent3 = factories.DocumentFactory()
+    factories.TeamDocumentAccessFactory(document=parent3, team="team3")
+    factories.DocumentFactory(parent=parent3)
+
+    response = client.get("/api/v1.0/documents/all/")
+
+    assert response.status_code == 200
+    results = response.json()["results"]
+
+    # Should return 4 documents (team1: 2, team2: 2, team3: 0)
+    assert len(results) == 4
+    results_ids = {result["id"] for result in results}
+    expected_ids = {
+        str(parent1.id),
+        str(child1.id),
+        str(parent2.id),
+        str(child2.id),
+    }
+    assert results_ids == expected_ids
+
+
+def test_api_documents_all_authenticated_soft_deleted():
+    """
+    Soft-deleted documents and their descendants should not be included.
+    """
+    user = factories.UserFactory()
+    client = APIClient()
+    client.force_login(user)
+
+    # Active tree
+    active_parent = factories.DocumentFactory()
+    factories.UserDocumentAccessFactory(document=active_parent, user=user)
+    active_child = factories.DocumentFactory(parent=active_parent)
+
+    # Soft-deleted tree
+    deleted_parent = factories.DocumentFactory()
+    factories.UserDocumentAccessFactory(document=deleted_parent, user=user)
+    _deleted_child = factories.DocumentFactory(parent=deleted_parent)
+    deleted_parent.soft_delete()
+
+    response = client.get("/api/v1.0/documents/all/")
+
+    assert response.status_code == 200
+    results = response.json()["results"]
+
+    # Should only return active documents
+    assert len(results) == 2
+    results_ids = {result["id"] for result in results}
+    assert results_ids == {str(active_parent.id), str(active_child.id)}
+
+
+def test_api_documents_all_authenticated_permanently_deleted():
+    """
+    Permanently deleted documents should not be included.
+    """
+    user = factories.UserFactory()
+    client = APIClient()
+    client.force_login(user)
+
+    # Active tree
+    active_parent = factories.DocumentFactory()
+    factories.UserDocumentAccessFactory(document=active_parent, user=user)
+    active_child = factories.DocumentFactory(parent=active_parent)
+
+    # Permanently deleted tree (deleted > 30 days ago)
+    deleted_parent = factories.DocumentFactory()
+    factories.UserDocumentAccessFactory(document=deleted_parent, user=user)
+    _deleted_child = factories.DocumentFactory(parent=deleted_parent)
+
+    fourty_days_ago = timezone.now() - timedelta(days=40)
+    with mock.patch("django.utils.timezone.now", return_value=fourty_days_ago):
+        deleted_parent.soft_delete()
+
+    response = client.get("/api/v1.0/documents/all/")
+
+    assert response.status_code == 200
+    results = response.json()["results"]
+
+    # Should only return active documents
+    assert len(results) == 2
+    results_ids = {result["id"] for result in results}
+    assert results_ids == {str(active_parent.id), str(active_child.id)}
+
+
+def test_api_documents_all_authenticated_link_reach_restricted():
+    """
+    Documents with link_reach=restricted accessed via LinkTrace should not appear
+    in the all endpoint results.
+    """
+    user = factories.UserFactory()
+    client = APIClient()
+    client.force_login(user)
+
+    # Document with direct access (should appear)
+    parent_with_access = factories.DocumentFactory()
+    factories.UserDocumentAccessFactory(document=parent_with_access, user=user)
+    child_with_access = factories.DocumentFactory(parent=parent_with_access)
+
+    # Document with only LinkTrace and restricted reach (should NOT appear)
+    parent_restricted = factories.DocumentFactory(
+        link_reach="restricted", link_traces=[user]
+    )
+    factories.DocumentFactory(parent=parent_restricted)
+
+    response = client.get("/api/v1.0/documents/all/")
+
+    assert response.status_code == 200
+    results = response.json()["results"]
+
+    # Only documents with direct access should appear
+    assert len(results) == 2
+    results_ids = {result["id"] for result in results}
+    assert results_ids == {str(parent_with_access.id), str(child_with_access.id)}
+
+
+@pytest.mark.parametrize("reach", ["public", "authenticated"])
+def test_api_documents_all_authenticated_link_reach_public_or_authenticated(reach):
+    """
+    Documents with link_reach=public or authenticated accessed via LinkTrace
+    should appear with all their descendants.
+    """
+    user = factories.UserFactory()
+    client = APIClient()
+    client.force_login(user)
+
+    # Document accessed via LinkTrace with non-restricted reach
+    parent = factories.DocumentFactory(link_reach=reach, link_traces=[user])
+    child = factories.DocumentFactory(parent=parent)
+    grandchild = factories.DocumentFactory(parent=child)
+
+    response = client.get("/api/v1.0/documents/all/")
+
+    assert response.status_code == 200
+    results = response.json()["results"]
+
+    # All descendants should be included
+    assert len(results) == 3
+    results_ids = {result["id"] for result in results}
+    assert results_ids == {str(parent.id), str(child.id), str(grandchild.id)}
+
+
+def test_api_documents_all_format():
+    """Validate the format of documents as returned by the all endpoint."""
+    user = factories.UserFactory()
+    client = APIClient()
+    client.force_login(user)
+
+    document = factories.DocumentFactory()
+    access = factories.UserDocumentAccessFactory(document=document, user=user)
+    child = factories.DocumentFactory(parent=document)
+
+    response = client.get("/api/v1.0/documents/all/")
+
+    assert response.status_code == 200
+    content = response.json()
+    results = content.pop("results")
+
+    # Check pagination structure
+    assert content == {
+        "count": 2,
+        "next": None,
+        "previous": None,
+    }
+
+    # Verify parent document format
+    parent_result = [r for r in results if r["id"] == str(document.id)][0]
+    assert parent_result == {
+        "id": str(document.id),
+        "abilities": document.get_abilities(user),
+        "ancestors_link_reach": None,
+        "ancestors_link_role": None,
+        "computed_link_reach": document.computed_link_reach,
+        "computed_link_role": document.computed_link_role,
+        "created_at": document.created_at.isoformat().replace("+00:00", "Z"),
+        "creator": str(document.creator.id),
+        "deleted_at": None,
+        "depth": 1,
+        "excerpt": document.excerpt,
+        "is_favorite": False,
+        "link_reach": document.link_reach,
+        "link_role": document.link_role,
+        "nb_accesses_ancestors": 1,
+        "nb_accesses_direct": 1,
+        "numchild": 1,
+        "path": document.path,
+        "title": document.title,
+        "updated_at": document.updated_at.isoformat().replace("+00:00", "Z"),
+        "user_role": access.role,
+    }
+
+    # Verify child document format
+    child_result = [r for r in results if r["id"] == str(child.id)][0]
+    assert child_result["depth"] == 2
+    assert child_result["user_role"] == access.role  # Inherited from parent
+    assert child_result["nb_accesses_direct"] == 0  # No direct access on child
+
+
+def test_api_documents_all_distinct():
+    """
+    A document should only appear once even if the user has multiple access paths to it.
+    """
+    user = factories.UserFactory()
+    other_user = factories.UserFactory()
+    client = APIClient()
+    client.force_login(user)
+
+    # Document with multiple accesses for the same user
+    document = factories.DocumentFactory(users=[user, other_user])
+    child = factories.DocumentFactory(parent=document)
+
+    response = client.get("/api/v1.0/documents/all/")
+
+    assert response.status_code == 200
+    results = response.json()["results"]
+
+    # Should return 2 documents (parent + child), each appearing once
+    assert len(results) == 2
+    results_ids = [result["id"] for result in results]
+    assert results_ids.count(str(document.id)) == 1
+    assert results_ids.count(str(child.id)) == 1
+
+
+def test_api_documents_all_comparison_with_list():
+    """
+    The 'all' endpoint should return more documents than 'list' when there are children.
+    'list' returns only top-level documents, 'all' returns all descendants.
+    """
+    user = factories.UserFactory()
+    client = APIClient()
+    client.force_login(user)
+
+    # Create a document tree
+    parent = factories.DocumentFactory()
+    factories.UserDocumentAccessFactory(document=parent, user=user)
+    child = factories.DocumentFactory(parent=parent)
+    grandchild = factories.DocumentFactory(parent=child)
+
+    # Call list endpoint
+    list_response = client.get("/api/v1.0/documents/")
+    list_results = list_response.json()["results"]
+
+    # Call all endpoint
+    all_response = client.get("/api/v1.0/documents/all/")
+    all_results = all_response.json()["results"]
+
+    # list should return only parent
+    assert len(list_results) == 1
+    assert list_results[0]["id"] == str(parent.id)
+
+    # all should return parent + child + grandchild
+    assert len(all_results) == 3
+    all_ids = {result["id"] for result in all_results}
+    assert all_ids == {str(parent.id), str(child.id), str(grandchild.id)}

src/backend/core/tests/documents/test_api_documents_ask_for_access.py

@@ -9,6 +9,7 @@ import pytest
 from rest_framework.test import APIClient
 
 from core.api.serializers import UserSerializer
+from core.choices import PRIVILEGED_ROLES
 from core.factories import (
     DocumentAskForAccessFactory,
     DocumentFactory,
@@ -199,6 +200,27 @@ def test_api_documents_ask_for_access_create_authenticated_already_has_ask_for_a
     assert response.json() == {"detail": "You already ask to access to this document."}
 
 
+@pytest.mark.parametrize("role", PRIVILEGED_ROLES)
+def test_api_documents_ask_for_access_create_authenticated_already_has_privileged_access(
+    role,
+):
+    """
+    Authenticated users with privileged access (owner or admin) should not be able to
+    create a document ask for access.
+    """
+    user = UserFactory()
+    document = DocumentFactory(users=[(user, role)])
+
+    client = APIClient()
+    client.force_login(user)
+
+    response = client.post(f"/api/v1.0/documents/{document.id}/ask-for-access/")
+    assert response.status_code == 400
+    assert response.json() == {
+        "detail": "You already have privileged access to this document."
+    }
+
+
 ## List
 
 

src/backend/core/tests/documents/test_api_documents_cors_proxy.py

@@ -1,5 +1,8 @@
 """Test on the CORS proxy API for documents."""
 
+import socket
+import unittest.mock
+
 import pytest
 import responses
 from requests.exceptions import RequestException
@@ -10,11 +13,17 @@ from core import factories
 pytestmark = pytest.mark.django_db
 
 
+@unittest.mock.patch("core.api.viewsets.socket.getaddrinfo")
 @responses.activate
-def test_api_docs_cors_proxy_valid_url():
+def test_api_docs_cors_proxy_valid_url(mock_getaddrinfo):
     """Test the CORS proxy API for documents with a valid URL."""
     document = factories.DocumentFactory(link_reach="public")
 
+    # Mock DNS resolution to return a public IP address
+    mock_getaddrinfo.return_value = [
+        (socket.AF_INET, socket.SOCK_STREAM, 0, "", ("8.8.8.8", 0))
+    ]
+
     client = APIClient()
     url_to_fetch = "https://external-url.com/assets/logo-gouv.png"
     responses.get(url_to_fetch, body=b"", status=200, content_type="image/png")
@@ -56,11 +65,17 @@ def test_api_docs_cors_proxy_without_url_query_string():
     assert response.json() == {"detail": "Missing 'url' query parameter"}
 
 
+@unittest.mock.patch("core.api.viewsets.socket.getaddrinfo")
 @responses.activate
-def test_api_docs_cors_proxy_anonymous_document_not_public():
+def test_api_docs_cors_proxy_anonymous_document_not_public(mock_getaddrinfo):
     """Test the CORS proxy API for documents with an anonymous user and a non-public document."""
     document = factories.DocumentFactory(link_reach="authenticated")
 
+    # Mock DNS resolution to return a public IP address
+    mock_getaddrinfo.return_value = [
+        (socket.AF_INET, socket.SOCK_STREAM, 0, "", ("8.8.8.8", 0))
+    ]
+
     client = APIClient()
     url_to_fetch = "https://external-url.com/assets/logo-gouv.png"
     responses.get(url_to_fetch, body=b"", status=200, content_type="image/png")
@@ -73,14 +88,22 @@ def test_api_docs_cors_proxy_anonymous_document_not_public():
     }
 
 
+@unittest.mock.patch("core.api.viewsets.socket.getaddrinfo")
 @responses.activate
-def test_api_docs_cors_proxy_authenticated_user_accessing_protected_doc():
+def test_api_docs_cors_proxy_authenticated_user_accessing_protected_doc(
+    mock_getaddrinfo,
+):
     """
     Test the CORS proxy API for documents with an authenticated user accessing a protected
     document.
     """
     document = factories.DocumentFactory(link_reach="authenticated")
 
+    # Mock DNS resolution to return a public IP address
+    mock_getaddrinfo.return_value = [
+        (socket.AF_INET, socket.SOCK_STREAM, 0, "", ("8.8.8.8", 0))
+    ]
+
     user = factories.UserFactory()
 
     client = APIClient()
@@ -115,14 +138,22 @@ def test_api_docs_cors_proxy_authenticated_user_accessing_protected_doc():
     assert response.streaming_content
 
 
+@unittest.mock.patch("core.api.viewsets.socket.getaddrinfo")
 @responses.activate
-def test_api_docs_cors_proxy_authenticated_not_accessing_restricted_doc():
+def test_api_docs_cors_proxy_authenticated_not_accessing_restricted_doc(
+    mock_getaddrinfo,
+):
     """
     Test the CORS proxy API for documents with an authenticated user not accessing a restricted
     document.
     """
     document = factories.DocumentFactory(link_reach="restricted")
 
+    # Mock DNS resolution to return a public IP address
+    mock_getaddrinfo.return_value = [
+        (socket.AF_INET, socket.SOCK_STREAM, 0, "", ("8.8.8.8", 0))
+    ]
+
     user = factories.UserFactory()
 
     client = APIClient()
@@ -138,18 +169,72 @@ def test_api_docs_cors_proxy_authenticated_not_accessing_restricted_doc():
     }
 
 
+@unittest.mock.patch("core.api.viewsets.socket.getaddrinfo")
 @responses.activate
-def test_api_docs_cors_proxy_unsupported_media_type():
+def test_api_docs_cors_proxy_unsupported_media_type(mock_getaddrinfo):
     """Test the CORS proxy API for documents with an unsupported media type."""
     document = factories.DocumentFactory(link_reach="public")
 
+    # Mock DNS resolution to return a public IP address
+    mock_getaddrinfo.return_value = [
+        (socket.AF_INET, socket.SOCK_STREAM, 0, "", ("8.8.8.8", 0))
+    ]
+
     client = APIClient()
     url_to_fetch = "https://external-url.com/assets/index.html"
     responses.get(url_to_fetch, body=b"", status=200, content_type="text/html")
     response = client.get(
         f"/api/v1.0/documents/{document.id!s}/cors-proxy/?url={url_to_fetch}"
     )
-    assert response.status_code == 415
+    assert response.status_code == 400
+    assert response.json() == {"detail": "Invalid URL used."}
+
+
+@unittest.mock.patch("core.api.viewsets.socket.getaddrinfo")
+@responses.activate
+def test_api_docs_cors_proxy_redirect(mock_getaddrinfo):
+    """Test the CORS proxy API for documents with a redirect."""
+    document = factories.DocumentFactory(link_reach="public")
+
+    # Mock DNS resolution to return a public IP address
+    mock_getaddrinfo.return_value = [
+        (socket.AF_INET, socket.SOCK_STREAM, 0, "", ("8.8.8.8", 0))
+    ]
+
+    client = APIClient()
+    url_to_fetch = "https://external-url.com/assets/index.html"
+    responses.get(
+        url_to_fetch,
+        body=b"",
+        status=302,
+        headers={"Location": "https://external-url.com/other/assets/index.html"},
+    )
+    response = client.get(
+        f"/api/v1.0/documents/{document.id!s}/cors-proxy/?url={url_to_fetch}"
+    )
+    assert response.status_code == 400
+    assert response.json() == {"detail": "Invalid URL used."}
+
+
+@unittest.mock.patch("core.api.viewsets.socket.getaddrinfo")
+@responses.activate
+def test_api_docs_cors_proxy_url_not_returning_200(mock_getaddrinfo):
+    """Test the CORS proxy API for documents with a URL that does not return 200."""
+    document = factories.DocumentFactory(link_reach="public")
+
+    # Mock DNS resolution to return a public IP address
+    mock_getaddrinfo.return_value = [
+        (socket.AF_INET, socket.SOCK_STREAM, 0, "", ("8.8.8.8", 0))
+    ]
+
+    client = APIClient()
+    url_to_fetch = "https://external-url.com/assets/index.html"
+    responses.get(url_to_fetch, body=b"", status=404)
+    response = client.get(
+        f"/api/v1.0/documents/{document.id!s}/cors-proxy/?url={url_to_fetch}"
+    )
+    assert response.status_code == 400
+    assert response.json() == {"detail": "Invalid URL used."}
 
 
 @pytest.mark.parametrize(
@@ -173,11 +258,17 @@ def test_api_docs_cors_proxy_invalid_url(url_to_fetch):
     assert response.json() == ["Enter a valid URL."]
 
 
+@unittest.mock.patch("core.api.viewsets.socket.getaddrinfo")
 @responses.activate
-def test_api_docs_cors_proxy_request_failed():
+def test_api_docs_cors_proxy_request_failed(mock_getaddrinfo):
     """Test the CORS proxy API for documents with a request failed."""
     document = factories.DocumentFactory(link_reach="public")
 
+    # Mock DNS resolution to return a public IP address
+    mock_getaddrinfo.return_value = [
+        (socket.AF_INET, socket.SOCK_STREAM, 0, "", ("8.8.8.8", 0))
+    ]
+
     client = APIClient()
     url_to_fetch = "https://external-url.com/assets/index.html"
     responses.get(url_to_fetch, body=RequestException("Connection refused"))
@@ -185,6 +276,164 @@ def test_api_docs_cors_proxy_request_failed():
         f"/api/v1.0/documents/{document.id!s}/cors-proxy/?url={url_to_fetch}"
     )
     assert response.status_code == 400
-    assert response.json() == {
-        "error": "Failed to fetch resource from https://external-url.com/assets/index.html"
-    }
+    assert response.json() == {"detail": "Invalid URL used."}
+
+
+@pytest.mark.parametrize(
+    "url_to_fetch",
+    [
+        "http://localhost/image.png",
+        "https://localhost/image.png",
+        "http://127.0.0.1/image.png",
+        "https://127.0.0.1/image.png",
+        "http://0.0.0.0/image.png",
+        "https://0.0.0.0/image.png",
+        "http://[::1]/image.png",
+        "https://[::1]/image.png",
+        "http://[0:0:0:0:0:0:0:1]/image.png",
+        "https://[0:0:0:0:0:0:0:1]/image.png",
+    ],
+)
+def test_api_docs_cors_proxy_blocks_localhost(url_to_fetch):
+    """Test that the CORS proxy API blocks localhost variations."""
+    document = factories.DocumentFactory(link_reach="public")
+
+    client = APIClient()
+    response = client.get(
+        f"/api/v1.0/documents/{document.id!s}/cors-proxy/?url={url_to_fetch}"
+    )
+    assert response.status_code == 400
+    assert response.json()["detail"] == "Invalid URL used."
+
+
+@pytest.mark.parametrize(
+    "url_to_fetch",
+    [
+        "http://10.0.0.1/image.png",
+        "https://10.0.0.1/image.png",
+        "http://172.16.0.1/image.png",
+        "https://172.16.0.1/image.png",
+        "http://192.168.1.1/image.png",
+        "https://192.168.1.1/image.png",
+        "http://10.255.255.255/image.png",
+        "https://10.255.255.255/image.png",
+        "http://172.31.255.255/image.png",
+        "https://172.31.255.255/image.png",
+        "http://192.168.255.255/image.png",
+        "https://192.168.255.255/image.png",
+    ],
+)
+def test_api_docs_cors_proxy_blocks_private_ips(url_to_fetch):
+    """Test that the CORS proxy API blocks private IP addresses."""
+    document = factories.DocumentFactory(link_reach="public")
+
+    client = APIClient()
+    response = client.get(
+        f"/api/v1.0/documents/{document.id!s}/cors-proxy/?url={url_to_fetch}"
+    )
+    assert response.status_code == 400
+    assert response.json()["detail"] == "Invalid URL used."
+
+
+@pytest.mark.parametrize(
+    "url_to_fetch",
+    [
+        "http://169.254.1.1/image.png",
+        "https://169.254.1.1/image.png",
+        "http://169.254.255.255/image.png",
+        "https://169.254.255.255/image.png",
+    ],
+)
+def test_api_docs_cors_proxy_blocks_link_local(url_to_fetch):
+    """Test that the CORS proxy API blocks link-local addresses."""
+    document = factories.DocumentFactory(link_reach="public")
+
+    client = APIClient()
+    response = client.get(
+        f"/api/v1.0/documents/{document.id!s}/cors-proxy/?url={url_to_fetch}"
+    )
+    assert response.status_code == 400
+    assert response.json()["detail"] == "Invalid URL used."
+
+
+@unittest.mock.patch("core.api.viewsets.socket.getaddrinfo")
+@responses.activate
+def test_api_docs_cors_proxy_blocks_dns_rebinding_to_private_ip(mock_getaddrinfo):
+    """Test that the CORS proxy API blocks DNS rebinding attacks to private IPs."""
+    document = factories.DocumentFactory(link_reach="public")
+
+    # Mock DNS resolution to return a private IP address
+    mock_getaddrinfo.return_value = [
+        (socket.AF_INET, socket.SOCK_STREAM, 0, "", ("192.168.1.1", 0))
+    ]
+
+    client = APIClient()
+    url_to_fetch = "https://malicious-domain.com/image.png"
+    response = client.get(
+        f"/api/v1.0/documents/{document.id!s}/cors-proxy/?url={url_to_fetch}"
+    )
+    assert response.status_code == 400
+    assert response.json()["detail"] == "Invalid URL used."
+    mock_getaddrinfo.assert_called_once()
+
+
+@unittest.mock.patch("core.api.viewsets.socket.getaddrinfo")
+@responses.activate
+def test_api_docs_cors_proxy_blocks_dns_rebinding_to_localhost(mock_getaddrinfo):
+    """Test that the CORS proxy API blocks DNS rebinding attacks to localhost."""
+    document = factories.DocumentFactory(link_reach="public")
+
+    # Mock DNS resolution to return localhost
+    mock_getaddrinfo.return_value = [
+        (socket.AF_INET, socket.SOCK_STREAM, 0, "", ("127.0.0.1", 0))
+    ]
+
+    client = APIClient()
+    url_to_fetch = "https://malicious-domain.com/image.png"
+    response = client.get(
+        f"/api/v1.0/documents/{document.id!s}/cors-proxy/?url={url_to_fetch}"
+    )
+    assert response.status_code == 400
+    assert response.json()["detail"] == "Invalid URL used."
+    mock_getaddrinfo.assert_called_once()
+
+
+@unittest.mock.patch("core.api.viewsets.socket.getaddrinfo")
+def test_api_docs_cors_proxy_handles_dns_resolution_failure(mock_getaddrinfo):
+    """Test that the CORS proxy API handles DNS resolution failures gracefully."""
+    document = factories.DocumentFactory(link_reach="public")
+
+    # Mock DNS resolution to fail
+    mock_getaddrinfo.side_effect = socket.gaierror("Name or service not known")
+
+    client = APIClient()
+    url_to_fetch = "https://nonexistent-domain-12345.com/image.png"
+    response = client.get(
+        f"/api/v1.0/documents/{document.id!s}/cors-proxy/?url={url_to_fetch}"
+    )
+    assert response.status_code == 400
+    assert response.json()["detail"] == "Invalid URL used."
+    mock_getaddrinfo.assert_called_once()
+
+
+@unittest.mock.patch("core.api.viewsets.socket.getaddrinfo")
+def test_api_docs_cors_proxy_blocks_multiple_resolved_ips_if_any_private(
+    mock_getaddrinfo,
+):
+    """Test that the CORS proxy API blocks if any resolved IP is private."""
+    document = factories.DocumentFactory(link_reach="public")
+
+    # Mock DNS resolution to return both public and private IPs
+    mock_getaddrinfo.return_value = [
+        (socket.AF_INET, socket.SOCK_STREAM, 0, "", ("8.8.8.8", 0)),
+        (socket.AF_INET, socket.SOCK_STREAM, 0, "", ("192.168.1.1", 0)),
+    ]
+
+    client = APIClient()
+    url_to_fetch = "https://example.com/image.png"
+    response = client.get(
+        f"/api/v1.0/documents/{document.id!s}/cors-proxy/?url={url_to_fetch}"
+    )
+    assert response.status_code == 400
+    assert response.json()["detail"] == "Invalid URL used."
+    mock_getaddrinfo.assert_called_once()

src/backend/core/tests/documents/test_api_documents_create_for_owner.py

@@ -16,6 +16,7 @@ from rest_framework.test import APIClient
 from core import factories
 from core.api.serializers import ServerCreateDocumentSerializer
 from core.models import Document, Invitation, User
+from core.services import mime_types
 from core.services.converter_services import ConversionError, YdocConverter
 
 pytestmark = pytest.mark.django_db
@@ -191,7 +192,9 @@ def test_api_documents_create_for_owner_existing(mock_convert_md):
 
     assert response.status_code == 201
 
-    mock_convert_md.assert_called_once_with("Document content")
+    mock_convert_md.assert_called_once_with(
+        "Document content", mime_types.MARKDOWN, mime_types.YJS
+    )
 
     document = Document.objects.get()
     assert response.json() == {"id": str(document.id)}
@@ -236,7 +239,9 @@ def test_api_documents_create_for_owner_new_user(mock_convert_md):
 
     assert response.status_code == 201
 
-    mock_convert_md.assert_called_once_with("Document content")
+    mock_convert_md.assert_called_once_with(
+        "Document content", mime_types.MARKDOWN, mime_types.YJS
+    )
 
     document = Document.objects.get()
     assert response.json() == {"id": str(document.id)}
@@ -297,7 +302,9 @@ def test_api_documents_create_for_owner_existing_user_email_no_sub_with_fallback
 
     assert response.status_code == 201
 
-    mock_convert_md.assert_called_once_with("Document content")
+    mock_convert_md.assert_called_once_with(
+        "Document content", mime_types.MARKDOWN, mime_types.YJS
+    )
 
     document = Document.objects.get()
     assert response.json() == {"id": str(document.id)}
@@ -393,7 +400,9 @@ def test_api_documents_create_for_owner_new_user_no_sub_no_fallback_allow_duplic
         HTTP_AUTHORIZATION="Bearer DummyToken",
     )
     assert response.status_code == 201
-    mock_convert_md.assert_called_once_with("Document content")
+    mock_convert_md.assert_called_once_with(
+        "Document content", mime_types.MARKDOWN, mime_types.YJS
+    )
 
     document = Document.objects.get()
     assert response.json() == {"id": str(document.id)}
@@ -474,7 +483,9 @@ def test_api_documents_create_for_owner_with_default_language(
     )
     assert response.status_code == 201
 
-    mock_convert_md.assert_called_once_with("Document content")
+    mock_convert_md.assert_called_once_with(
+        "Document content", mime_types.MARKDOWN, mime_types.YJS
+    )
     assert mock_send.call_args[0][3] == "de-de"
 
 
@@ -501,7 +512,9 @@ def test_api_documents_create_for_owner_with_custom_language(mock_convert_md):
 
     assert response.status_code == 201
 
-    mock_convert_md.assert_called_once_with("Document content")
+    mock_convert_md.assert_called_once_with(
+        "Document content", mime_types.MARKDOWN, mime_types.YJS
+    )
 
     assert len(mail.outbox) == 1
     email = mail.outbox[0]
@@ -537,7 +550,9 @@ def test_api_documents_create_for_owner_with_custom_subject_and_message(
 
     assert response.status_code == 201
 
-    mock_convert_md.assert_called_once_with("Document content")
+    mock_convert_md.assert_called_once_with(
+        "Document content", mime_types.MARKDOWN, mime_types.YJS
+    )
 
     assert len(mail.outbox) == 1
     email = mail.outbox[0]
@@ -571,7 +586,9 @@ def test_api_documents_create_for_owner_with_converter_exception(
         format="json",
         HTTP_AUTHORIZATION="Bearer DummyToken",
     )
-    mock_convert_md.assert_called_once_with("Document content")
+    mock_convert_md.assert_called_once_with(
+        "Document content", mime_types.MARKDOWN, mime_types.YJS
+    )
 
     assert response.status_code == 400
     assert response.json() == {"content": ["Could not convert content"]}

src/backend/core/tests/documents/test_api_documents_create_with_file.py

@@ -0,0 +1,413 @@
+"""
+Tests for Documents API endpoint in impress's core app: create with file upload
+"""
+
+from base64 import b64decode, binascii
+from io import BytesIO
+from unittest.mock import patch
+
+import pytest
+from rest_framework.test import APIClient
+
+from core import factories
+from core.models import Document
+from core.services import mime_types
+from core.services.converter_services import (
+    ConversionError,
+    ServiceUnavailableError,
+)
+
+pytestmark = pytest.mark.django_db
+
+
+def test_api_documents_create_with_file_anonymous():
+    """Anonymous users should not be allowed to create documents with file upload."""
+    # Create a fake DOCX file
+    file_content = b"fake docx content"
+    file = BytesIO(file_content)
+    file.name = "test_document.docx"
+
+    response = APIClient().post(
+        "/api/v1.0/documents/",
+        {
+            "file": file,
+        },
+        format="multipart",
+    )
+
+    assert response.status_code == 401
+    assert not Document.objects.exists()
+
+
+@patch("core.services.converter_services.Converter.convert")
+def test_api_documents_create_with_docx_file_success(mock_convert):
+    """
+    Authenticated users should be able to create documents by uploading a DOCX file.
+    The file should be converted to YJS format and the title should be set from filename.
+    """
+    user = factories.UserFactory()
+    client = APIClient()
+    client.force_login(user)
+
+    # Mock the conversion
+    converted_yjs = "base64encodedyjscontent"
+    mock_convert.return_value = converted_yjs
+
+    # Create a fake DOCX file
+    file_content = b"fake docx content"
+    file = BytesIO(file_content)
+    file.name = "My Important Document.docx"
+
+    response = client.post(
+        "/api/v1.0/documents/",
+        {
+            "file": file,
+        },
+        format="multipart",
+    )
+
+    assert response.status_code == 201
+    document = Document.objects.get()
+    assert document.title == "My Important Document.docx"
+    assert document.content == converted_yjs
+    assert document.accesses.filter(role="owner", user=user).exists()
+
+    # Verify the converter was called correctly
+    mock_convert.assert_called_once_with(
+        file_content,
+        content_type=mime_types.DOCX,
+        accept=mime_types.YJS,
+    )
+
+
+@patch("core.services.converter_services.Converter.convert")
+def test_api_documents_create_with_markdown_file_success(mock_convert):
+    """
+    Authenticated users should be able to create documents by uploading a Markdown file.
+    """
+    user = factories.UserFactory()
+    client = APIClient()
+    client.force_login(user)
+
+    # Mock the conversion
+    converted_yjs = "base64encodedyjscontent"
+    mock_convert.return_value = converted_yjs
+
+    # Create a fake Markdown file
+    file_content = b"# Test Document\n\nThis is a test."
+    file = BytesIO(file_content)
+    file.name = "readme.md"
+
+    response = client.post(
+        "/api/v1.0/documents/",
+        {
+            "file": file,
+        },
+        format="multipart",
+    )
+
+    assert response.status_code == 201
+    document = Document.objects.get()
+    assert document.title == "readme.md"
+    assert document.content == converted_yjs
+    assert document.accesses.filter(role="owner", user=user).exists()
+
+    # Verify the converter was called correctly
+    mock_convert.assert_called_once_with(
+        file_content,
+        content_type=mime_types.MARKDOWN,
+        accept=mime_types.YJS,
+    )
+
+
+@patch("core.services.converter_services.Converter.convert")
+def test_api_documents_create_with_file_and_explicit_title(mock_convert):
+    """
+    When both file and title are provided, the filename should override the title.
+    """
+    user = factories.UserFactory()
+    client = APIClient()
+    client.force_login(user)
+
+    # Mock the conversion
+    converted_yjs = "base64encodedyjscontent"
+    mock_convert.return_value = converted_yjs
+
+    # Create a fake DOCX file
+    file_content = b"fake docx content"
+    file = BytesIO(file_content)
+    file.name = "Uploaded Document.docx"
+
+    response = client.post(
+        "/api/v1.0/documents/",
+        {
+            "file": file,
+            "title": "This should be overridden",
+        },
+        format="multipart",
+    )
+
+    assert response.status_code == 201
+    document = Document.objects.get()
+    # The filename should take precedence
+    assert document.title == "Uploaded Document.docx"
+
+
+def test_api_documents_create_with_empty_file():
+    """
+    Creating a document with an empty file should fail with a validation error.
+    """
+    user = factories.UserFactory()
+    client = APIClient()
+    client.force_login(user)
+
+    # Create an empty file
+    file = BytesIO(b"")
+    file.name = "empty.docx"
+
+    response = client.post(
+        "/api/v1.0/documents/",
+        {
+            "file": file,
+        },
+        format="multipart",
+    )
+
+    assert response.status_code == 400
+    assert response.json() == {"file": ["The submitted file is empty."]}
+    assert not Document.objects.exists()
+
+
+@patch("core.services.converter_services.Converter.convert")
+def test_api_documents_create_with_file_conversion_error(mock_convert):
+    """
+    When conversion fails, the API should return a 400 error with appropriate message.
+    """
+    user = factories.UserFactory()
+    client = APIClient()
+    client.force_login(user)
+
+    # Mock the conversion to raise an error
+    mock_convert.side_effect = ConversionError("Failed to convert document")
+
+    # Create a fake DOCX file
+    file_content = b"fake invalid docx content"
+    file = BytesIO(file_content)
+    file.name = "corrupted.docx"
+
+    response = client.post(
+        "/api/v1.0/documents/",
+        {
+            "file": file,
+        },
+        format="multipart",
+    )
+
+    assert response.status_code == 400
+    assert response.json() == {"file": ["Could not convert file content"]}
+    assert not Document.objects.exists()
+
+
+@patch("core.services.converter_services.Converter.convert")
+def test_api_documents_create_with_file_service_unavailable(mock_convert):
+    """
+    When the conversion service is unavailable, appropriate error should be returned.
+    """
+    user = factories.UserFactory()
+    client = APIClient()
+    client.force_login(user)
+
+    # Mock the conversion to raise ServiceUnavailableError
+    mock_convert.side_effect = ServiceUnavailableError(
+        "Failed to connect to conversion service"
+    )
+
+    # Create a fake DOCX file
+    file_content = b"fake docx content"
+    file = BytesIO(file_content)
+    file.name = "document.docx"
+
+    response = client.post(
+        "/api/v1.0/documents/",
+        {
+            "file": file,
+        },
+        format="multipart",
+    )
+
+    assert response.status_code == 400
+    assert response.json() == {"file": ["Could not convert file content"]}
+    assert not Document.objects.exists()
+
+
+def test_api_documents_create_without_file_still_works():
+    """
+    Creating a document without a file should still work as before (backward compatibility).
+    """
+    user = factories.UserFactory()
+    client = APIClient()
+    client.force_login(user)
+
+    response = client.post(
+        "/api/v1.0/documents/",
+        {
+            "title": "Regular document without file",
+        },
+        format="json",
+    )
+
+    assert response.status_code == 201
+    document = Document.objects.get()
+    assert document.title == "Regular document without file"
+    assert document.content is None
+    assert document.accesses.filter(role="owner", user=user).exists()
+
+
+@patch("core.services.converter_services.Converter.convert")
+def test_api_documents_create_with_file_null_value(mock_convert):
+    """
+    Passing file=null should be treated as no file upload.
+    """
+    user = factories.UserFactory()
+    client = APIClient()
+    client.force_login(user)
+
+    response = client.post(
+        "/api/v1.0/documents/",
+        {
+            "title": "Document with null file",
+            "file": None,
+        },
+        format="json",
+    )
+
+    assert response.status_code == 201
+    document = Document.objects.get()
+    assert document.title == "Document with null file"
+    # Converter should not have been called
+    mock_convert.assert_not_called()
+
+
+@patch("core.services.converter_services.Converter.convert")
+def test_api_documents_create_with_file_preserves_content_format(mock_convert):
+    """
+    Verify that the converted content is stored correctly in the document.
+    """
+    user = factories.UserFactory()
+    client = APIClient()
+    client.force_login(user)
+
+    # Mock the conversion with realistic base64-encoded YJS data
+    converted_yjs = "AQMEBQYHCAkKCwwNDg8QERITFBUWFxgZGhscHR4fICA="
+    mock_convert.return_value = converted_yjs
+
+    # Create a fake DOCX file
+    file_content = b"fake docx with complex formatting"
+    file = BytesIO(file_content)
+    file.name = "complex_document.docx"
+
+    response = client.post(
+        "/api/v1.0/documents/",
+        {
+            "file": file,
+        },
+        format="multipart",
+    )
+
+    assert response.status_code == 201
+    document = Document.objects.get()
+
+    # Verify the content is stored as returned by the converter
+    assert document.content == converted_yjs
+
+    # Verify it's valid base64 (can be decoded)
+    try:
+        b64decode(converted_yjs)
+    except binascii.Error:
+        pytest.fail("Content should be valid base64-encoded data")
+
+
+@patch("core.services.converter_services.Converter.convert")
+def test_api_documents_create_with_file_unicode_filename(mock_convert):
+    """
+    Test that Unicode characters in filenames are handled correctly.
+    """
+    user = factories.UserFactory()
+    client = APIClient()
+    client.force_login(user)
+
+    # Mock the conversion
+    converted_yjs = "base64encodedyjscontent"
+    mock_convert.return_value = converted_yjs
+
+    # Create a file with Unicode characters in the name
+    file_content = b"fake docx content"
+    file = BytesIO(file_content)
+    file.name = "文档-télécharger-документ.docx"
+
+    response = client.post(
+        "/api/v1.0/documents/",
+        {
+            "file": file,
+        },
+        format="multipart",
+    )
+
+    assert response.status_code == 201
+    document = Document.objects.get()
+    assert document.title == "文档-télécharger-документ.docx"
+
+
+def test_api_documents_create_with_file_max_size_exceeded(settings):
+    """
+    The uploaded file should not exceed the maximum size in settings.
+    """
+    settings.CONVERSION_FILE_MAX_SIZE = 1  # 1 byte for test
+
+    user = factories.UserFactory()
+    client = APIClient()
+    client.force_login(user)
+
+    file = BytesIO(b"a" * (10))
+    file.name = "test.docx"
+
+    response = client.post(
+        "/api/v1.0/documents/",
+        {
+            "file": file,
+        },
+        format="multipart",
+    )
+
+    assert response.status_code == 400
+
+    assert response.json() == {"file": ["File size exceeds the maximum limit of 0 MB."]}
+
+
+def test_api_documents_create_with_file_extension_not_allowed(settings):
+    """
+    The uploaded file should not have an allowed extension.
+    """
+    settings.CONVERSION_FILE_EXTENSIONS_ALLOWED = [".docx"]
+
+    user = factories.UserFactory()
+    client = APIClient()
+    client.force_login(user)
+
+    file = BytesIO(b"fake docx content")
+    file.name = "test.md"
+
+    response = client.post(
+        "/api/v1.0/documents/",
+        {
+            "file": file,
+        },
+        format="multipart",
+    )
+
+    assert response.status_code == 400
+    assert response.json() == {
+        "file": [
+            "File extension .md is not allowed. Allowed extensions are: ['.docx']."
+        ]
+    }

src/backend/core/tests/documents/test_api_documents_duplicate.py

@@ -318,3 +318,424 @@ def test_api_documents_duplicate_reader_non_root_document():
     assert duplicated_document.is_root()
     assert duplicated_document.accesses.count() == 1
     assert duplicated_document.accesses.get(user=user).role == "owner"
+
+
+def test_api_documents_duplicate_with_descendants_simple():
+    """
+    Duplicating a document with descendants flag should recursively duplicate all children.
+    """
+    user = factories.UserFactory()
+    client = APIClient()
+    client.force_login(user)
+
+    # Create document tree
+    root = factories.DocumentFactory(
+        users=[(user, "owner")],
+        title="Root Document",
+    )
+    child1 = factories.DocumentFactory(
+        parent=root,
+        title="Child 1",
+    )
+    child2 = factories.DocumentFactory(
+        parent=root,
+        title="Child 2",
+    )
+
+    initial_count = models.Document.objects.count()
+    assert initial_count == 3
+
+    # Duplicate with descendants
+    response = client.post(
+        f"/api/v1.0/documents/{root.id!s}/duplicate/",
+        {"with_descendants": True},
+        format="json",
+    )
+
+    assert response.status_code == 201
+    duplicated_root = models.Document.objects.get(id=response.json()["id"])
+
+    # Check that all documents were duplicated (6 total: 3 original + 3 duplicated)
+    assert models.Document.objects.count() == 6
+
+    # Check root duplication
+    assert duplicated_root.title == "Copy of Root Document"
+    assert duplicated_root.creator == user
+    assert duplicated_root.duplicated_from == root
+    assert duplicated_root.get_children().count() == 2
+
+    # Check children duplication
+    duplicated_children = duplicated_root.get_children().order_by("title")
+    assert duplicated_children.count() == 2
+
+    duplicated_child1 = duplicated_children.first()
+    assert duplicated_child1.title == "Copy of Child 1"
+    assert duplicated_child1.creator == user
+    assert duplicated_child1.duplicated_from == child1
+    assert duplicated_child1.get_parent() == duplicated_root
+
+    duplicated_child2 = duplicated_children.last()
+    assert duplicated_child2.title == "Copy of Child 2"
+    assert duplicated_child2.creator == user
+    assert duplicated_child2.duplicated_from == child2
+    assert duplicated_child2.get_parent() == duplicated_root
+
+
+def test_api_documents_duplicate_with_descendants_multi_level():
+    """
+    Duplicating should recursively handle multiple levels of nesting.
+    """
+    user = factories.UserFactory()
+    client = APIClient()
+    client.force_login(user)
+
+    root = factories.DocumentFactory(
+        users=[(user, "owner")],
+        title="Level 0",
+    )
+    child = factories.DocumentFactory(
+        parent=root,
+        title="Level 1",
+    )
+    grandchild = factories.DocumentFactory(
+        parent=child,
+        title="Level 2",
+    )
+    great_grandchild = factories.DocumentFactory(
+        parent=grandchild,
+        title="Level 3",
+    )
+
+    initial_count = models.Document.objects.count()
+    assert initial_count == 4
+
+    # Duplicate with descendants
+    response = client.post(
+        f"/api/v1.0/documents/{root.id!s}/duplicate/",
+        {"with_descendants": True},
+        format="json",
+    )
+
+    assert response.status_code == 201
+    duplicated_root = models.Document.objects.get(id=response.json()["id"])
+
+    # Check that all documents were duplicated
+    assert models.Document.objects.count() == 8
+
+    # Verify the tree structure
+    assert duplicated_root.depth == root.depth
+    dup_children = duplicated_root.get_children()
+    assert dup_children.count() == 1
+
+    dup_child = dup_children.first()
+    assert dup_child.title == "Copy of Level 1"
+    assert dup_child.duplicated_from == child
+    dup_grandchildren = dup_child.get_children()
+    assert dup_grandchildren.count() == 1
+
+    dup_grandchild = dup_grandchildren.first()
+    assert dup_grandchild.title == "Copy of Level 2"
+    assert dup_grandchild.duplicated_from == grandchild
+    dup_great_grandchildren = dup_grandchild.get_children()
+    assert dup_great_grandchildren.count() == 1
+
+    dup_great_grandchild = dup_great_grandchildren.first()
+    assert dup_great_grandchild.title == "Copy of Level 3"
+    assert dup_great_grandchild.duplicated_from == great_grandchild
+
+
+def test_api_documents_duplicate_with_descendants_and_attachments():
+    """
+    Duplicating with descendants should properly handle attachments in all children.
+    """
+    user = factories.UserFactory()
+    client = APIClient()
+    client.force_login(user)
+
+    # Create documents with attachments
+    root_id = uuid.uuid4()
+    child_id = uuid.uuid4()
+    image_key_root, image_url_root = get_image_refs(root_id)
+    image_key_child, image_url_child = get_image_refs(child_id)
+
+    # Create root document with attachment
+    ydoc = pycrdt.Doc()
+    fragment = pycrdt.XmlFragment(
+        [
+            pycrdt.XmlElement("img", {"src": image_url_root}),
+        ]
+    )
+    ydoc["document-store"] = fragment
+    update = ydoc.get_update()
+    root_content = base64.b64encode(update).decode("utf-8")
+
+    root = factories.DocumentFactory(
+        id=root_id,
+        users=[(user, "owner")],
+        title="Root with Image",
+        content=root_content,
+        attachments=[image_key_root],
+    )
+
+    # Create child with different attachment
+    ydoc_child = pycrdt.Doc()
+    fragment_child = pycrdt.XmlFragment(
+        [
+            pycrdt.XmlElement("img", {"src": image_url_child}),
+        ]
+    )
+    ydoc_child["document-store"] = fragment_child
+    update_child = ydoc_child.get_update()
+    child_content = base64.b64encode(update_child).decode("utf-8")
+
+    child = factories.DocumentFactory(
+        id=child_id,
+        parent=root,
+        title="Child with Image",
+        content=child_content,
+        attachments=[image_key_child],
+    )
+
+    # Duplicate with descendants
+    response = client.post(
+        f"/api/v1.0/documents/{root.id!s}/duplicate/",
+        {"with_descendants": True},
+        format="json",
+    )
+
+    assert response.status_code == 201
+    duplicated_root = models.Document.objects.get(id=response.json()["id"])
+
+    # Check root attachments
+    assert duplicated_root.attachments == [image_key_root]
+    assert duplicated_root.content == root_content
+
+    # Check child attachments
+    dup_children = duplicated_root.get_children()
+    assert dup_children.count() == 1
+    dup_child = dup_children.first()
+    assert dup_child.attachments == [image_key_child]
+    assert dup_child.content == child_content
+
+
+def test_api_documents_duplicate_with_descendants_and_accesses():
+    """
+    Duplicating with descendants and accesses should propagate accesses to all children.
+    """
+    user = factories.UserFactory()
+    other_user = factories.UserFactory()
+    client = APIClient()
+    client.force_login(user)
+
+    # Create document tree with accesses
+    root = factories.DocumentFactory(
+        users=[(user, "owner"), (other_user, "editor")],
+        title="Root",
+    )
+    child = factories.DocumentFactory(
+        parent=root,
+        title="Child",
+    )
+    factories.UserDocumentAccessFactory(document=child, user=other_user, role="reader")
+
+    # Duplicate with descendants and accesses
+    response = client.post(
+        f"/api/v1.0/documents/{root.id!s}/duplicate/",
+        {"with_descendants": True, "with_accesses": True},
+        format="json",
+    )
+
+    assert response.status_code == 201
+    duplicated_root = models.Document.objects.get(id=response.json()["id"])
+
+    # Check root accesses (should be duplicated)
+    root_accesses = duplicated_root.accesses.order_by("user_id")
+    assert root_accesses.count() == 2
+    assert root_accesses.get(user=user).role == "owner"
+    assert root_accesses.get(user=other_user).role == "editor"
+
+    # Check child accesses (should be duplicated)
+    dup_children = duplicated_root.get_children()
+    dup_child = dup_children.first()
+    child_accesses = dup_child.accesses.order_by("user_id")
+    assert child_accesses.count() == 1
+    assert child_accesses.get(user=other_user).role == "reader"
+
+
+@pytest.mark.parametrize("role", ["editor", "reader"])
+def test_api_documents_duplicate_with_descendants_non_root_document_becomes_root(role):
+    """
+    When duplicating a non-root document with descendants as a reader/editor,
+    it should become a root document and still duplicate its children.
+    """
+    user = factories.UserFactory()
+    client = APIClient()
+    client.force_login(user)
+
+    parent = factories.DocumentFactory(users=[(user, "owner")])
+    child = factories.DocumentFactory(
+        parent=parent,
+        users=[(user, role)],
+        title="Sub Document",
+    )
+    grandchild = factories.DocumentFactory(
+        parent=child,
+        title="Grandchild",
+    )
+
+    assert child.is_child_of(parent)
+
+    # Duplicate the child (non-root) with descendants
+    response = client.post(
+        f"/api/v1.0/documents/{child.id!s}/duplicate/",
+        {"with_descendants": True},
+        format="json",
+    )
+
+    assert response.status_code == 201
+    duplicated_child = models.Document.objects.get(id=response.json()["id"])
+
+    assert duplicated_child.title == "Copy of Sub Document"
+
+    dup_grandchildren = duplicated_child.get_children()
+    assert dup_grandchildren.count() == 1
+    dup_grandchild = dup_grandchildren.first()
+    assert dup_grandchild.title == "Copy of Grandchild"
+    assert dup_grandchild.duplicated_from == grandchild
+
+
+def test_api_documents_duplicate_without_descendants_should_not_duplicate_children():
+    """
+    When with_descendants is not set or False, children should not be duplicated.
+    """
+    user = factories.UserFactory()
+    client = APIClient()
+    client.force_login(user)
+
+    # Create document tree
+    root = factories.DocumentFactory(
+        users=[(user, "owner")],
+        title="Root",
+    )
+    child = factories.DocumentFactory(
+        parent=root,
+        title="Child",
+    )
+
+    initial_count = models.Document.objects.count()
+    assert initial_count == 2
+
+    # Duplicate without descendants (default behavior)
+    response = client.post(
+        f"/api/v1.0/documents/{root.id!s}/duplicate/",
+        format="json",
+    )
+
+    assert response.status_code == 201
+    duplicated_root = models.Document.objects.get(id=response.json()["id"])
+
+    # Only root should be duplicated, not children
+    assert models.Document.objects.count() == 3
+    assert duplicated_root.get_children().count() == 0
+
+
+def test_api_documents_duplicate_with_descendants_preserves_link_configuration():
+    """
+    Duplicating with descendants should preserve link configuration (link_reach, link_role)
+    for all children when with_accesses is True.
+    """
+    user = factories.UserFactory()
+    client = APIClient()
+    client.force_login(user)
+
+    # Create document tree with specific link configurations
+    root = factories.DocumentFactory(
+        users=[(user, "owner")],
+        title="Root",
+        link_reach="public",
+        link_role="reader",
+    )
+    child = factories.DocumentFactory(
+        parent=root,
+        title="Child",
+        link_reach="restricted",
+        link_role="editor",
+    )
+
+    # Duplicate with descendants and accesses
+    response = client.post(
+        f"/api/v1.0/documents/{root.id!s}/duplicate/",
+        {"with_descendants": True, "with_accesses": True},
+        format="json",
+    )
+
+    assert response.status_code == 201
+    duplicated_root = models.Document.objects.get(id=response.json()["id"])
+
+    # Check root link configuration
+    assert duplicated_root.link_reach == root.link_reach
+    assert duplicated_root.link_role == root.link_role
+
+    # Check child link configuration
+    dup_children = duplicated_root.get_children()
+    dup_child = dup_children.first()
+    assert dup_child.link_reach == child.link_reach
+    assert dup_child.link_role == child.link_role
+
+
+def test_api_documents_duplicate_with_descendants_complex_tree():
+    """
+    Test duplication of a complex tree structure with multiple branches.
+    """
+    user = factories.UserFactory()
+    client = APIClient()
+    client.force_login(user)
+
+    # Create a complex tree:
+    #     root
+    #    /    \
+    #   c1     c2
+    #  /  \     \
+    # gc1 gc2   gc3
+    root = factories.DocumentFactory(
+        users=[(user, "owner")],
+        title="Root",
+    )
+    child1 = factories.DocumentFactory(parent=root, title="Child 1")
+    child2 = factories.DocumentFactory(parent=root, title="Child 2")
+    _grandchild1 = factories.DocumentFactory(parent=child1, title="GrandChild 1")
+    _grandchild2 = factories.DocumentFactory(parent=child1, title="GrandChild 2")
+    _grandchild3 = factories.DocumentFactory(parent=child2, title="GrandChild 3")
+
+    initial_count = models.Document.objects.count()
+    assert initial_count == 6
+
+    # Duplicate with descendants
+    response = client.post(
+        f"/api/v1.0/documents/{root.id!s}/duplicate/",
+        {"with_descendants": True},
+        format="json",
+    )
+
+    assert response.status_code == 201
+    duplicated_root = models.Document.objects.get(id=response.json()["id"])
+
+    # All documents should be duplicated
+    assert models.Document.objects.count() == 12
+
+    # Check structure is preserved
+    dup_children = duplicated_root.get_children().order_by("title")
+    assert dup_children.count() == 2
+
+    dup_child1 = dup_children.first()
+    assert dup_child1.title == "Copy of Child 1"
+    dup_grandchildren1 = dup_child1.get_children().order_by("title")
+    assert dup_grandchildren1.count() == 2
+    assert dup_grandchildren1.first().title == "Copy of GrandChild 1"
+    assert dup_grandchildren1.last().title == "Copy of GrandChild 2"
+
+    dup_child2 = dup_children.last()
+    assert dup_child2.title == "Copy of Child 2"
+    dup_grandchildren2 = dup_child2.get_children()
+    assert dup_grandchildren2.count() == 1
+    assert dup_grandchildren2.first().title == "Copy of GrandChild 3"

src/backend/core/tests/documents/test_api_documents_favorite_list.py

@@ -83,3 +83,34 @@ def test_api_document_favorite_list_authenticated_with_favorite():
             }
         ],
     }
+
+
+def test_api_document_favorite_list_with_favorite_children():
+    """Authenticated users should receive their favorite documents, including children."""
+
+    user = factories.UserFactory()
+    client = APIClient()
+    client.force_login(user)
+
+    root = factories.DocumentFactory(creator=user, users=[user])
+    children = factories.DocumentFactory.create_batch(
+        2, parent=root, favorited_by=[user]
+    )
+
+    access = factories.UserDocumentAccessFactory(
+        user=user, role=models.RoleChoices.READER, document__favorited_by=[user]
+    )
+
+    other_root = factories.DocumentFactory(creator=user, users=[user])
+    factories.DocumentFactory.create_batch(2, parent=other_root)
+
+    response = client.get("/api/v1.0/documents/favorite_list/")
+
+    assert response.status_code == 200
+    assert response.json()["count"] == 3
+
+    content = response.json()["results"]
+
+    assert content[0]["id"] == str(children[0].id)
+    assert content[1]["id"] == str(children[1].id)
+    assert content[2]["id"] == str(access.document.id)

src/backend/core/tests/documents/test_api_documents_retrieve.py

@@ -29,6 +29,7 @@ def test_api_documents_retrieve_anonymous_public_standalone():
         "abilities": {
             "accesses_manage": False,
             "accesses_view": False,
+            "ai_proxy": False,
             "ai_transform": False,
             "ai_translate": False,
             "attachment_upload": document.link_role == "editor",
@@ -107,6 +108,7 @@ def test_api_documents_retrieve_anonymous_public_parent():
         "abilities": {
             "accesses_manage": False,
             "accesses_view": False,
+            "ai_proxy": False,
             "ai_transform": False,
             "ai_translate": False,
             "attachment_upload": grand_parent.link_role == "editor",
@@ -215,6 +217,7 @@ def test_api_documents_retrieve_authenticated_unrelated_public_or_authenticated(
         "abilities": {
             "accesses_manage": False,
             "accesses_view": False,
+            "ai_proxy": document.link_role == "editor",
             "ai_transform": document.link_role == "editor",
             "ai_translate": document.link_role == "editor",
             "attachment_upload": document.link_role == "editor",
@@ -300,6 +303,7 @@ def test_api_documents_retrieve_authenticated_public_or_authenticated_parent(rea
         "abilities": {
             "accesses_manage": False,
             "accesses_view": False,
+            "ai_proxy": grand_parent.link_role == "editor",
             "ai_transform": grand_parent.link_role == "editor",
             "ai_translate": grand_parent.link_role == "editor",
             "attachment_upload": grand_parent.link_role == "editor",
@@ -498,6 +502,7 @@ def test_api_documents_retrieve_authenticated_related_parent():
         "abilities": {
             "accesses_manage": access.role in ["administrator", "owner"],
             "accesses_view": True,
+            "ai_proxy": access.role not in ["reader", "commenter"],
             "ai_transform": access.role not in ["reader", "commenter"],
             "ai_translate": access.role not in ["reader", "commenter"],
             "attachment_upload": access.role not in ["reader", "commenter"],
@@ -1057,3 +1062,48 @@ def test_api_documents_retrieve_permanently_deleted_related(role, depth):
 
     assert response.status_code == 404
     assert response.json() == {"detail": "Not found."}
+
+
+def test_api_documents_retrieve_without_content():
+    """
+    Test retrieve using without_content query string should remove the content in the response
+    """
+
+    user = factories.UserFactory()
+
+    document = factories.DocumentFactory(creator=user, users=[(user, "owner")])
+
+    client = APIClient()
+    client.force_login(user)
+
+    with mock.patch("core.models.Document.content") as mock_document_content:
+        response = client.get(
+            f"/api/v1.0/documents/{document.id!s}/?without_content=true"
+        )
+
+    assert response.status_code == 200
+
+    payload = response.json()
+    assert "content" not in payload
+    mock_document_content.assert_not_called()
+
+
+def test_api_documents_retrieve_without_content_invalid_value():
+    """
+    Test retrieve using without_content query string but an invalid value
+    should return a 400
+    """
+
+    user = factories.UserFactory()
+
+    document = factories.DocumentFactory(creator=user, users=[(user, "owner")])
+
+    client = APIClient()
+    client.force_login(user)
+
+    response = client.get(
+        f"/api/v1.0/documents/{document.id!s}/?without_content=invalid-value"
+    )
+    assert response.status_code == 400
+
+    assert response.json() == ["Must be a valid boolean."]

src/backend/core/tests/documents/test_api_documents_trashbin.py

@@ -72,6 +72,7 @@ def test_api_documents_trashbin_format():
         "abilities": {
             "accesses_manage": False,
             "accesses_view": False,
+            "ai_proxy": False,
             "ai_transform": False,
             "ai_translate": False,
             "attachment_upload": False,

src/backend/core/tests/migrations/test_migrations_0018_update_blank_title.py

@@ -1,7 +1,5 @@
 import pytest
 
-from core import models
-
 
 @pytest.mark.django_db
 def test_update_blank_title_migration(migrator):

src/backend/core/tests/migrations/test_migrations_0020_remove_is_public_add_field_attachments_and_duplicated_from.py

@@ -7,8 +7,6 @@ from django.core.files.storage import default_storage
 import pycrdt
 import pytest
 
-from core import models
-
 
 @pytest.mark.django_db
 def test_populate_attachments_on_all_documents(migrator):

src/backend/core/tests/migrations/test_migrations_0030_user_is_first_connection.py

@@ -0,0 +1,52 @@
+"""Module testing migration 0030 about adding is_first_connection to user model."""
+
+from django.contrib.auth.hashers import make_password
+
+import factory
+import pytest
+
+from core import models
+
+
+@pytest.mark.django_db
+def test_set_is_first_connection_false(migrator):
+    """
+    Test that once the migration adding is_first_connection column to user model is applied
+    all existing user have the False value.
+    """
+    old_state = migrator.apply_initial_migration(
+        ("core", "0029_userreconciliationcsvimport_userreconciliation")
+    )
+    OldUser = old_state.apps.get_model("core", "User")
+
+    old_user1 = OldUser.objects.create(
+        email="email1@example.com", sub="user1", password=make_password("password")
+    )
+    old_user2 = OldUser.objects.create(
+        email="email2@example.com", sub="user2", password=make_password("password")
+    )
+
+    assert hasattr(old_user1, "is_first_connection") is False
+    assert hasattr(old_user2, "is_first_connection") is False
+
+    # # Apply the migration
+    new_state = migrator.apply_tested_migration(
+        ("core", "0030_user_is_first_connection")
+    )
+
+    NewUser = new_state.apps.get_model("core", "User")
+
+    updated_user1 = NewUser.objects.get(id=old_user1.id)
+
+    assert updated_user1.is_first_connection is False
+
+    updated_user2 = NewUser.objects.get(id=old_user2.id)
+
+    assert updated_user2.is_first_connection is False
+
+    # create a new user after migration
+
+    new_user1 = NewUser.objects.create(
+        email="email3example.com", sub="user3", password=make_password("password")
+    )
+    assert new_user1.is_first_connection is True

src/backend/core/tests/migrations/test_migrations_0031_clean_onboarding_accesses.py

@@ -0,0 +1,193 @@
+"""Module testing migration 0031_clean_onboarding_accesses."""
+
+from django.contrib.auth.hashers import make_password
+
+import pytest
+
+
+def create_user(OldUser, n):
+    """Create a user with a unique sub and email based on the given index."""
+    return OldUser.objects.create(
+        email=f"user-{n}@example.com",
+        sub=f"user-{n}",
+        password=make_password("password"),
+    )
+
+
+@pytest.mark.django_db
+def test_clean_onboarding_accesses(migrator, settings):
+    """Test migration 0031_clean_onboarding_accesses."""
+    old_state = migrator.apply_initial_migration(
+        ("core", "0030_user_is_first_connection")
+    )
+
+    OldUser = old_state.apps.get_model("core", "User")
+    OldDocument = old_state.apps.get_model("core", "Document")
+    OldDocumentAccess = old_state.apps.get_model("core", "DocumentAccess")
+
+    # Create onboarding documents
+    onboarding_doc_1 = OldDocument.objects.create(
+        title="Onboarding Doc 1", depth=1, path="0000001", link_reach="public"
+    )
+    onboarding_doc_2 = OldDocument.objects.create(
+        title="Onboarding Doc 2", depth=1, path="0000002", link_reach="public"
+    )
+    onboarding_documents = [onboarding_doc_1, onboarding_doc_2]
+
+    settings.USER_ONBOARDING_DOCUMENTS = [str(doc.id) for doc in onboarding_documents]
+
+    # Create other documents
+    non_onboarding_doc_1 = OldDocument.objects.create(
+        title="Non-Onboarding Doc 1", depth=1, path="0000003", link_reach="public"
+    )
+    non_onboarding_doc_2 = OldDocument.objects.create(
+        title="Non-Onboarding Doc 2", depth=1, path="0000004", link_reach="public"
+    )
+    non_onboarding_doc_3 = OldDocument.objects.create(
+        title="Non-Onboarding Doc 3", depth=1, path="0000005", link_reach="public"
+    )
+    non_onboarding_documents = [
+        non_onboarding_doc_1,
+        non_onboarding_doc_2,
+        non_onboarding_doc_3,
+    ]
+
+    all_documents = onboarding_documents + non_onboarding_documents
+
+    user_counter = 0
+
+    # For every document create privileged roles: owner and admin
+    for document in all_documents:
+        OldDocumentAccess.objects.create(
+            document=document,
+            user=create_user(OldUser, user_counter),
+            role="owner",
+        )
+        user_counter += 1
+        OldDocumentAccess.objects.create(
+            document=document,
+            user=create_user(OldUser, user_counter),
+            role="administrator",
+        )
+        user_counter += 1
+
+    # For every document, create non-privileged roles
+    for document in all_documents:
+        for role in ["reader", "editor", "commenter"]:
+            for _ in range(10):
+                OldDocumentAccess.objects.create(
+                    document=document,
+                    user=create_user(OldUser, user_counter),
+                    role=role,
+                )
+                user_counter += 1
+
+    onboarding_ids = [doc.id for doc in onboarding_documents]
+    non_onboarding_ids = [doc.id for doc in non_onboarding_documents]
+
+    # All documents should have 32 accesses each, so 160 accesses total
+    assert OldDocumentAccess.objects.count() == 160
+    assert (
+        OldDocumentAccess.objects.filter(document_id__in=onboarding_ids)
+        .exclude(role__in=["administrator", "owner"])
+        .count()
+        == 60
+    )
+    assert (
+        OldDocumentAccess.objects.filter(
+            document_id__in=onboarding_ids, role__in=["administrator", "owner"]
+        ).count()
+        == 4
+    )
+    assert (
+        OldDocumentAccess.objects.filter(document_id__in=non_onboarding_ids)
+        .exclude(role__in=["administrator", "owner"])
+        .count()
+        == 90
+    )
+    assert (
+        OldDocumentAccess.objects.filter(
+            document_id__in=non_onboarding_ids, role__in=["administrator", "owner"]
+        ).count()
+        == 6
+    )
+
+    # Apply the migration
+    new_state = migrator.apply_tested_migration(
+        ("core", "0031_clean_onboarding_accesses")
+    )
+
+    NewDocumentAccess = new_state.apps.get_model("core", "DocumentAccess")
+
+    # 60 accesses should have been removed (30 non-privileged for each onboarding doc)
+    assert NewDocumentAccess.objects.count() == 100
+
+    # Non-privileged roles should have been deleted on the onboarding documents
+    assert (
+        NewDocumentAccess.objects.filter(document_id__in=onboarding_ids)
+        .exclude(role__in=["administrator", "owner"])
+        .count()
+        == 0
+    )
+
+    # Privileged roles should have been kept
+    assert (
+        NewDocumentAccess.objects.filter(
+            document_id__in=onboarding_ids, role__in=["administrator", "owner"]
+        ).count()
+        == 4
+    )
+
+    # On other documents, all accesses should remain
+    assert (
+        NewDocumentAccess.objects.filter(document_id__in=non_onboarding_ids)
+        .exclude(role__in=["administrator", "owner"])
+        .count()
+        == 90
+    )
+
+    # Privileged roles should have been kept
+    assert (
+        NewDocumentAccess.objects.filter(
+            document_id__in=non_onboarding_ids, role__in=["administrator", "owner"]
+        ).count()
+        == 6
+    )
+
+
+@pytest.mark.django_db
+def test_clean_onboarding_accesses_no_setting(migrator, settings):
+    """Test migration 0031 does not delete any access when USER_ONBOARDING_DOCUMENTS is empty."""
+    old_state = migrator.apply_initial_migration(
+        ("core", "0030_user_is_first_connection")
+    )
+
+    OldUser = old_state.apps.get_model("core", "User")
+    OldDocument = old_state.apps.get_model("core", "Document")
+    OldDocumentAccess = old_state.apps.get_model("core", "DocumentAccess")
+
+    settings.USER_ONBOARDING_DOCUMENTS = []
+
+    doc_1 = OldDocument.objects.create(title="Doc 1", depth=1, path="0000001")
+    doc_2 = OldDocument.objects.create(title="Doc 2", depth=1, path="0000002")
+
+    user_counter = 0
+    for document in [doc_1, doc_2]:
+        for role in ["owner", "administrator", "reader", "editor", "commenter"]:
+            OldDocumentAccess.objects.create(
+                document=document,
+                user=create_user(OldUser, user_counter),
+                role=role,
+            )
+            user_counter += 1
+
+    assert OldDocumentAccess.objects.count() == 10
+
+    new_state = migrator.apply_tested_migration(
+        ("core", "0031_clean_onboarding_accesses")
+    )
+
+    NewDocumentAccess = new_state.apps.get_model("core", "DocumentAccess")
+
+    # No accesses should have been deleted
+    assert NewDocumentAccess.objects.count() == 10

src/backend/core/tests/templates/test_api_templates_create.py

@@ -1,46 +0,0 @@
-"""
-Tests for Templates API endpoint in impress's core app: create
-"""
-
-import pytest
-from rest_framework.test import APIClient
-
-from core import factories
-from core.models import Template
-
-pytestmark = pytest.mark.django_db
-
-
-def test_api_templates_create_anonymous():
-    """Anonymous users should not be allowed to create templates."""
-    response = APIClient().post(
-        "/api/v1.0/templates/",
-        {
-            "title": "my template",
-        },
-    )
-
-    assert response.status_code == 401
-    assert not Template.objects.exists()
-
-
-def test_api_templates_create_authenticated():
-    """
-    Authenticated users should be able to create templates and should automatically be declared
-    as the owner of the newly created template.
-    """
-    user = factories.UserFactory()
-
-    client = APIClient()
-    client.force_login(user)
-
-    response = client.post(
-        "/api/v1.0/templates/",
-        {
-            "title": "my template",
-        },
-        format="json",
-    )
-
-    assert response.status_code == 405
-    assert not Template.objects.exists()

src/backend/core/tests/templates/test_api_templates_delete.py

@@ -1,45 +0,0 @@
-"""
-Tests for Templates API endpoint in impress's core app: delete
-"""
-
-import random
-
-import pytest
-from rest_framework.test import APIClient
-
-from core import factories, models
-
-pytestmark = pytest.mark.django_db
-
-
-def test_api_templates_delete_anonymous():
-    """Anonymous users should not be allowed to destroy a template."""
-    template = factories.TemplateFactory()
-
-    response = APIClient().delete(
-        f"/api/v1.0/templates/{template.id!s}/",
-    )
-
-    assert response.status_code == 401
-    assert models.Template.objects.count() == 1
-
-
-def test_api_templates_delete_not_implemented():
-    """
-    Authenticated users should not be allowed to delete a template to which they are not
-    related.
-    """
-    user = factories.UserFactory()
-
-    client = APIClient()
-    client.force_login(user)
-
-    is_public = random.choice([True, False])
-    template = factories.TemplateFactory(is_public=is_public, users=[(user, "owner")])
-
-    response = client.delete(
-        f"/api/v1.0/templates/{template.id!s}/",
-    )
-
-    assert response.status_code == 405
-    assert models.Template.objects.count() == 1

src/backend/core/tests/templates/test_api_templates_list.py

@@ -1,237 +0,0 @@
-"""
-Tests for Templates API endpoint in impress's core app: list
-"""
-
-from unittest import mock
-
-import pytest
-from rest_framework.pagination import PageNumberPagination
-from rest_framework.test import APIClient
-
-from core import factories
-
-pytestmark = pytest.mark.django_db
-
-
-def test_api_templates_list_anonymous():
-    """Anonymous users should only be able to list public templates."""
-    factories.TemplateFactory.create_batch(2, is_public=False)
-    public_templates = factories.TemplateFactory.create_batch(2, is_public=True)
-    expected_ids = {str(template.id) for template in public_templates}
-
-    response = APIClient().get("/api/v1.0/templates/")
-
-    assert response.status_code == 200
-    results = response.json()["results"]
-    assert len(results) == 2
-    results_id = {result["id"] for result in results}
-    assert expected_ids == results_id
-
-
-def test_api_templates_list_authenticated_direct():
-    """
-    Authenticated users should be able to list templates they are a direct
-    owner/administrator/member of or that are public.
-    """
-    user = factories.UserFactory()
-
-    client = APIClient()
-    client.force_login(user)
-
-    related_templates = [
-        access.template
-        for access in factories.UserTemplateAccessFactory.create_batch(5, user=user)
-    ]
-    public_templates = factories.TemplateFactory.create_batch(2, is_public=True)
-    factories.TemplateFactory.create_batch(2, is_public=False)
-
-    expected_ids = {
-        str(template.id) for template in related_templates + public_templates
-    }
-
-    response = client.get(
-        "/api/v1.0/templates/",
-    )
-
-    assert response.status_code == 200
-    results = response.json()["results"]
-    assert len(results) == 7
-    results_id = {result["id"] for result in results}
-    assert expected_ids == results_id
-
-
-def test_api_templates_list_authenticated_via_team(mock_user_teams):
-    """
-    Authenticated users should be able to list templates they are a
-    owner/administrator/member of via a team or that are public.
-    """
-    user = factories.UserFactory()
-
-    client = APIClient()
-    client.force_login(user)
-
-    mock_user_teams.return_value = ["team1", "team2", "unknown"]
-
-    templates_team1 = [
-        access.template
-        for access in factories.TeamTemplateAccessFactory.create_batch(2, team="team1")
-    ]
-    templates_team2 = [
-        access.template
-        for access in factories.TeamTemplateAccessFactory.create_batch(3, team="team2")
-    ]
-    public_templates = factories.TemplateFactory.create_batch(2, is_public=True)
-    factories.TemplateFactory.create_batch(2, is_public=False)
-
-    expected_ids = {
-        str(template.id)
-        for template in templates_team1 + templates_team2 + public_templates
-    }
-
-    response = client.get("/api/v1.0/templates/")
-
-    assert response.status_code == 200
-    results = response.json()["results"]
-    assert len(results) == 7
-    results_id = {result["id"] for result in results}
-    assert expected_ids == results_id
-
-
-@mock.patch.object(PageNumberPagination, "get_page_size", return_value=2)
-def test_api_templates_list_pagination(
-    _mock_page_size,
-):
-    """Pagination should work as expected."""
-    user = factories.UserFactory()
-
-    client = APIClient()
-    client.force_login(user)
-
-    template_ids = [
-        str(access.template_id)
-        for access in factories.UserTemplateAccessFactory.create_batch(3, user=user)
-    ]
-
-    # Get page 1
-    response = client.get(
-        "/api/v1.0/templates/",
-    )
-
-    assert response.status_code == 200
-    content = response.json()
-
-    assert content["count"] == 3
-    assert content["next"] == "http://testserver/api/v1.0/templates/?page=2"
-    assert content["previous"] is None
-
-    assert len(content["results"]) == 2
-    for item in content["results"]:
-        template_ids.remove(item["id"])
-
-    # Get page 2
-    response = client.get(
-        "/api/v1.0/templates/?page=2",
-    )
-
-    assert response.status_code == 200
-    content = response.json()
-
-    assert content["count"] == 3
-    assert content["next"] is None
-    assert content["previous"] == "http://testserver/api/v1.0/templates/"
-
-    assert len(content["results"]) == 1
-    template_ids.remove(content["results"][0]["id"])
-    assert template_ids == []
-
-
-def test_api_templates_list_authenticated_distinct():
-    """A template with several related users should only be listed once."""
-    user = factories.UserFactory()
-
-    client = APIClient()
-    client.force_login(user)
-
-    other_user = factories.UserFactory()
-
-    template = factories.TemplateFactory(users=[user, other_user], is_public=True)
-
-    response = client.get(
-        "/api/v1.0/templates/",
-    )
-
-    assert response.status_code == 200
-    content = response.json()
-    assert len(content["results"]) == 1
-    assert content["results"][0]["id"] == str(template.id)
-
-
-def test_api_templates_list_order_default():
-    """The templates list should be sorted by 'created_at' in descending order by default."""
-    user = factories.UserFactory()
-    client = APIClient()
-    client.force_login(user)
-
-    template_ids = [
-        str(access.template.id)
-        for access in factories.UserTemplateAccessFactory.create_batch(5, user=user)
-    ]
-
-    response = client.get(
-        "/api/v1.0/templates/",
-    )
-
-    assert response.status_code == 200
-
-    response_data = response.json()
-    response_template_ids = [template["id"] for template in response_data["results"]]
-
-    template_ids.reverse()
-    assert response_template_ids == template_ids, (
-        "created_at values are not sorted from newest to oldest"
-    )
-
-
-def test_api_templates_list_order_param():
-    """
-    The templates list is sorted by 'created_at' in ascending order when setting
-    the "ordering" query parameter.
-    """
-    user = factories.UserFactory()
-    client = APIClient()
-    client.force_login(user)
-
-    templates_ids = [
-        str(access.template.id)
-        for access in factories.UserTemplateAccessFactory.create_batch(5, user=user)
-    ]
-
-    response = client.get(
-        "/api/v1.0/templates/?ordering=created_at",
-    )
-    assert response.status_code == 200
-
-    response_data = response.json()
-
-    response_template_ids = [template["id"] for template in response_data["results"]]
-
-    assert response_template_ids == templates_ids, (
-        "created_at values are not sorted from oldest to newest"
-    )
-
-
-def test_api_template_throttling(settings):
-    """Test api template throttling."""
-    current_rate = settings.REST_FRAMEWORK["DEFAULT_THROTTLE_RATES"]["template"]
-    settings.REST_FRAMEWORK["DEFAULT_THROTTLE_RATES"]["template"] = "2/minute"
-    client = APIClient()
-    for _i in range(2):
-        response = client.get("/api/v1.0/templates/")
-        assert response.status_code == 200
-    with mock.patch("core.api.throttling.capture_message") as mock_capture_message:
-        response = client.get("/api/v1.0/templates/")
-        assert response.status_code == 429
-        mock_capture_message.assert_called_once_with(
-            "Rate limit exceeded for scope template", "warning"
-        )
-    settings.REST_FRAMEWORK["DEFAULT_THROTTLE_RATES"]["template"] = current_rate

src/backend/core/tests/templates/test_api_templates_retrieve.py

@@ -1,522 +0,0 @@
-"""
-Tests for Templates API endpoint in impress's core app: retrieve
-"""
-
-import pytest
-from rest_framework.test import APIClient
-
-from core import factories
-
-pytestmark = pytest.mark.django_db
-
-
-def test_api_templates_retrieve_anonymous_public():
-    """Anonymous users should be allowed to retrieve public templates."""
-    template = factories.TemplateFactory(is_public=True)
-
-    response = APIClient().get(f"/api/v1.0/templates/{template.id!s}/")
-
-    assert response.status_code == 200
-    assert response.json() == {
-        "id": str(template.id),
-        "abilities": {
-            "destroy": False,
-            "generate_document": True,
-            "accesses_manage": False,
-            "partial_update": False,
-            "retrieve": True,
-            "update": False,
-        },
-        "accesses": [],
-        "title": template.title,
-        "is_public": True,
-        "code": template.code,
-        "css": template.css,
-    }
-
-
-def test_api_templates_retrieve_anonymous_not_public():
-    """Anonymous users should not be able to retrieve a template that is not public."""
-    template = factories.TemplateFactory(is_public=False)
-
-    response = APIClient().get(f"/api/v1.0/templates/{template.id!s}/")
-
-    assert response.status_code == 401
-    assert response.json() == {
-        "detail": "Authentication credentials were not provided."
-    }
-
-
-def test_api_templates_retrieve_authenticated_unrelated_public():
-    """
-    Authenticated users should be able to retrieve a public template to which they are
-    not related.
-    """
-    user = factories.UserFactory()
-
-    client = APIClient()
-    client.force_login(user)
-
-    template = factories.TemplateFactory(is_public=True)
-
-    response = client.get(
-        f"/api/v1.0/templates/{template.id!s}/",
-    )
-    assert response.status_code == 200
-    assert response.json() == {
-        "id": str(template.id),
-        "abilities": {
-            "destroy": False,
-            "generate_document": True,
-            "accesses_manage": False,
-            "partial_update": False,
-            "retrieve": True,
-            "update": False,
-        },
-        "accesses": [],
-        "title": template.title,
-        "is_public": True,
-        "code": template.code,
-        "css": template.css,
-    }
-
-
-def test_api_templates_retrieve_authenticated_unrelated_not_public():
-    """
-    Authenticated users should not be allowed to retrieve a template that is not public and
-    to which they are not related.
-    """
-    user = factories.UserFactory()
-
-    client = APIClient()
-    client.force_login(user)
-
-    template = factories.TemplateFactory(is_public=False)
-
-    response = client.get(
-        f"/api/v1.0/templates/{template.id!s}/",
-    )
-    assert response.status_code == 403
-    assert response.json() == {
-        "detail": "You do not have permission to perform this action."
-    }
-
-
-def test_api_templates_retrieve_authenticated_related_direct():
-    """
-    Authenticated users should be allowed to retrieve a template to which they
-    are directly related whatever the role.
-    """
-    user = factories.UserFactory()
-
-    client = APIClient()
-    client.force_login(user)
-
-    template = factories.TemplateFactory()
-    access1 = factories.UserTemplateAccessFactory(template=template, user=user)
-    access2 = factories.UserTemplateAccessFactory(template=template)
-
-    response = client.get(
-        f"/api/v1.0/templates/{template.id!s}/",
-    )
-    assert response.status_code == 200
-    content = response.json()
-    assert sorted(content.pop("accesses"), key=lambda x: x["user"]) == sorted(
-        [
-            {
-                "id": str(access1.id),
-                "user": str(user.id),
-                "team": "",
-                "role": access1.role,
-                "abilities": access1.get_abilities(user),
-            },
-            {
-                "id": str(access2.id),
-                "user": str(access2.user.id),
-                "team": "",
-                "role": access2.role,
-                "abilities": access2.get_abilities(user),
-            },
-        ],
-        key=lambda x: x["user"],
-    )
-    assert response.json() == {
-        "id": str(template.id),
-        "title": template.title,
-        "abilities": template.get_abilities(user),
-        "is_public": template.is_public,
-        "code": template.code,
-        "css": template.css,
-    }
-
-
-def test_api_templates_retrieve_authenticated_related_team_none(mock_user_teams):
-    """
-    Authenticated users should not be able to retrieve a template related to teams in
-    which the user is not.
-    """
-    mock_user_teams.return_value = []
-
-    user = factories.UserFactory()
-
-    client = APIClient()
-    client.force_login(user)
-
-    template = factories.TemplateFactory(is_public=False)
-
-    factories.TeamTemplateAccessFactory(
-        template=template, team="readers", role="reader"
-    )
-    factories.TeamTemplateAccessFactory(
-        template=template, team="editors", role="editor"
-    )
-    factories.TeamTemplateAccessFactory(
-        template=template, team="administrators", role="administrator"
-    )
-    factories.TeamTemplateAccessFactory(template=template, team="owners", role="owner")
-    factories.TeamTemplateAccessFactory(template=template)
-    factories.TeamTemplateAccessFactory()
-
-    response = client.get(f"/api/v1.0/templates/{template.id!s}/")
-    assert response.status_code == 403
-    assert response.json() == {
-        "detail": "You do not have permission to perform this action."
-    }
-
-
-@pytest.mark.parametrize(
-    "teams",
-    [
-        ["readers"],
-        ["unknown", "readers"],
-        ["editors"],
-        ["unknown", "editors"],
-    ],
-)
-def test_api_templates_retrieve_authenticated_related_team_readers_or_editors(
-    teams, mock_user_teams
-):
-    """
-    Authenticated users should be allowed to retrieve a template to which they
-    are related via a team whatever the role and see all its accesses.
-    """
-    mock_user_teams.return_value = teams
-
-    user = factories.UserFactory()
-
-    client = APIClient()
-    client.force_login(user)
-
-    template = factories.TemplateFactory(is_public=False)
-
-    access_reader = factories.TeamTemplateAccessFactory(
-        template=template, team="readers", role="reader"
-    )
-    access_editor = factories.TeamTemplateAccessFactory(
-        template=template, team="editors", role="editor"
-    )
-    access_administrator = factories.TeamTemplateAccessFactory(
-        template=template, team="administrators", role="administrator"
-    )
-    access_owner = factories.TeamTemplateAccessFactory(
-        template=template, team="owners", role="owner"
-    )
-    other_access = factories.TeamTemplateAccessFactory(template=template)
-    factories.TeamTemplateAccessFactory()
-
-    response = client.get(f"/api/v1.0/templates/{template.id!s}/")
-    assert response.status_code == 200
-    content = response.json()
-    expected_abilities = {
-        "destroy": False,
-        "retrieve": True,
-        "set_role_to": [],
-        "update": False,
-        "partial_update": False,
-    }
-    assert sorted(content.pop("accesses"), key=lambda x: x["id"]) == sorted(
-        [
-            {
-                "id": str(access_reader.id),
-                "user": None,
-                "team": "readers",
-                "role": access_reader.role,
-                "abilities": expected_abilities,
-            },
-            {
-                "id": str(access_editor.id),
-                "user": None,
-                "team": "editors",
-                "role": access_editor.role,
-                "abilities": expected_abilities,
-            },
-            {
-                "id": str(access_administrator.id),
-                "user": None,
-                "team": "administrators",
-                "role": access_administrator.role,
-                "abilities": expected_abilities,
-            },
-            {
-                "id": str(access_owner.id),
-                "user": None,
-                "team": "owners",
-                "role": access_owner.role,
-                "abilities": expected_abilities,
-            },
-            {
-                "id": str(other_access.id),
-                "user": None,
-                "team": other_access.team,
-                "role": other_access.role,
-                "abilities": expected_abilities,
-            },
-        ],
-        key=lambda x: x["id"],
-    )
-    assert response.json() == {
-        "id": str(template.id),
-        "title": template.title,
-        "abilities": template.get_abilities(user),
-        "is_public": False,
-        "code": template.code,
-        "css": template.css,
-    }
-
-
-@pytest.mark.parametrize(
-    "teams",
-    [
-        ["administrators"],
-        ["members", "administrators"],
-        ["unknown", "administrators"],
-    ],
-)
-def test_api_templates_retrieve_authenticated_related_team_administrators(
-    teams, mock_user_teams
-):
-    """
-    Authenticated users should be allowed to retrieve a template to which they
-    are related via a team whatever the role and see all its accesses.
-    """
-    mock_user_teams.return_value = teams
-
-    user = factories.UserFactory()
-
-    client = APIClient()
-    client.force_login(user)
-
-    template = factories.TemplateFactory(is_public=False)
-
-    access_reader = factories.TeamTemplateAccessFactory(
-        template=template, team="readers", role="reader"
-    )
-    access_editor = factories.TeamTemplateAccessFactory(
-        template=template, team="editors", role="editor"
-    )
-    access_administrator = factories.TeamTemplateAccessFactory(
-        template=template, team="administrators", role="administrator"
-    )
-    access_owner = factories.TeamTemplateAccessFactory(
-        template=template, team="owners", role="owner"
-    )
-    other_access = factories.TeamTemplateAccessFactory(template=template)
-    factories.TeamTemplateAccessFactory()
-
-    response = client.get(f"/api/v1.0/templates/{template.id!s}/")
-
-    assert response.status_code == 200
-    content = response.json()
-    assert sorted(content.pop("accesses"), key=lambda x: x["id"]) == sorted(
-        [
-            {
-                "id": str(access_reader.id),
-                "user": None,
-                "team": "readers",
-                "role": "reader",
-                "abilities": {
-                    "destroy": True,
-                    "retrieve": True,
-                    "set_role_to": ["administrator", "editor"],
-                    "update": True,
-                    "partial_update": True,
-                },
-            },
-            {
-                "id": str(access_editor.id),
-                "user": None,
-                "team": "editors",
-                "role": "editor",
-                "abilities": {
-                    "destroy": True,
-                    "retrieve": True,
-                    "set_role_to": ["administrator", "reader"],
-                    "update": True,
-                    "partial_update": True,
-                },
-            },
-            {
-                "id": str(access_administrator.id),
-                "user": None,
-                "team": "administrators",
-                "role": "administrator",
-                "abilities": {
-                    "destroy": True,
-                    "retrieve": True,
-                    "set_role_to": ["editor", "reader"],
-                    "update": True,
-                    "partial_update": True,
-                },
-            },
-            {
-                "id": str(access_owner.id),
-                "user": None,
-                "team": "owners",
-                "role": "owner",
-                "abilities": {
-                    "destroy": False,
-                    "retrieve": True,
-                    "set_role_to": [],
-                    "update": False,
-                    "partial_update": False,
-                },
-            },
-            {
-                "id": str(other_access.id),
-                "user": None,
-                "team": other_access.team,
-                "role": other_access.role,
-                "abilities": other_access.get_abilities(user),
-            },
-        ],
-        key=lambda x: x["id"],
-    )
-    assert response.json() == {
-        "id": str(template.id),
-        "title": template.title,
-        "abilities": template.get_abilities(user),
-        "is_public": False,
-        "code": template.code,
-        "css": template.css,
-    }
-
-
-@pytest.mark.parametrize(
-    "teams",
-    [
-        ["owners"],
-        ["owners", "administrators"],
-        ["members", "administrators", "owners"],
-        ["unknown", "owners"],
-    ],
-)
-def test_api_templates_retrieve_authenticated_related_team_owners(
-    teams, mock_user_teams
-):
-    """
-    Authenticated users should be allowed to retrieve a template to which they
-    are related via a team whatever the role and see all its accesses.
-    """
-    mock_user_teams.return_value = teams
-
-    user = factories.UserFactory()
-
-    client = APIClient()
-    client.force_login(user)
-
-    template = factories.TemplateFactory(is_public=False)
-
-    access_reader = factories.TeamTemplateAccessFactory(
-        template=template, team="readers", role="reader"
-    )
-    access_editor = factories.TeamTemplateAccessFactory(
-        template=template, team="editors", role="editor"
-    )
-    access_administrator = factories.TeamTemplateAccessFactory(
-        template=template, team="administrators", role="administrator"
-    )
-    access_owner = factories.TeamTemplateAccessFactory(
-        template=template, team="owners", role="owner"
-    )
-    other_access = factories.TeamTemplateAccessFactory(template=template)
-    factories.TeamTemplateAccessFactory()
-
-    response = client.get(f"/api/v1.0/templates/{template.id!s}/")
-
-    assert response.status_code == 200
-    content = response.json()
-    assert sorted(content.pop("accesses"), key=lambda x: x["id"]) == sorted(
-        [
-            {
-                "id": str(access_reader.id),
-                "user": None,
-                "team": "readers",
-                "role": "reader",
-                "abilities": {
-                    "destroy": True,
-                    "retrieve": True,
-                    "set_role_to": ["owner", "administrator", "editor"],
-                    "update": True,
-                    "partial_update": True,
-                },
-            },
-            {
-                "id": str(access_editor.id),
-                "user": None,
-                "team": "editors",
-                "role": "editor",
-                "abilities": {
-                    "destroy": True,
-                    "retrieve": True,
-                    "set_role_to": ["owner", "administrator", "reader"],
-                    "update": True,
-                    "partial_update": True,
-                },
-            },
-            {
-                "id": str(access_administrator.id),
-                "user": None,
-                "team": "administrators",
-                "role": "administrator",
-                "abilities": {
-                    "destroy": True,
-                    "retrieve": True,
-                    "set_role_to": ["owner", "editor", "reader"],
-                    "update": True,
-                    "partial_update": True,
-                },
-            },
-            {
-                "id": str(access_owner.id),
-                "user": None,
-                "team": "owners",
-                "role": "owner",
-                "abilities": {
-                    # editable only if there is another owner role than the user's team...
-                    "destroy": other_access.role == "owner",
-                    "retrieve": True,
-                    "set_role_to": ["administrator", "editor", "reader"]
-                    if other_access.role == "owner"
-                    else [],
-                    "update": other_access.role == "owner",
-                    "partial_update": other_access.role == "owner",
-                },
-            },
-            {
-                "id": str(other_access.id),
-                "user": None,
-                "team": other_access.team,
-                "role": other_access.role,
-                "abilities": other_access.get_abilities(user),
-            },
-        ],
-        key=lambda x: x["id"],
-    )
-    assert response.json() == {
-        "id": str(template.id),
-        "title": template.title,
-        "abilities": template.get_abilities(user),
-        "is_public": False,
-        "code": template.code,
-        "css": template.css,
-    }

src/backend/core/tests/templates/test_api_templates_update.py

@@ -1,54 +0,0 @@
-"""
-Tests for Templates API endpoint in impress's core app: update
-"""
-
-import pytest
-from rest_framework.test import APIClient
-
-from core import factories
-from core.api import serializers
-
-pytestmark = pytest.mark.django_db
-
-
-def test_api_templates_update_anonymous():
-    """Anonymous users should not be allowed to update a template."""
-    template = factories.TemplateFactory()
-
-    new_template_values = serializers.TemplateSerializer(
-        instance=factories.TemplateFactory()
-    ).data
-    response = APIClient().put(
-        f"/api/v1.0/templates/{template.id!s}/",
-        new_template_values,
-        format="json",
-    )
-    assert response.status_code == 401
-
-
-def test_api_templates_update_not_implemented():
-    """
-    Authenticated users should not be allowed to update a template.
-    """
-    user = factories.UserFactory()
-
-    client = APIClient()
-    client.force_login(user)
-
-    template = factories.TemplateFactory(users=[(user, "owner")])
-
-    new_template_values = serializers.TemplateSerializer(
-        instance=factories.TemplateFactory()
-    ).data
-
-    response = client.put(
-        f"/api/v1.0/templates/{template.id!s}/", new_template_values, format="json"
-    )
-
-    assert response.status_code == 405
-
-    response = client.patch(
-        f"/api/v1.0/templates/{template.id!s}/", new_template_values, format="json"
-    )
-
-    assert response.status_code == 405

src/backend/core/tests/test_api_config.py

@@ -19,7 +19,11 @@ pytestmark = pytest.mark.django_db
 
 
 @override_settings(
+    AI_BOT={"name": "Test Bot", "color": "#000000"},
     AI_FEATURE_ENABLED=False,
+    AI_FEATURE_BLOCKNOTE_ENABLED=False,
+    AI_FEATURE_LEGACY_ENABLED=False,
+    API_USERS_SEARCH_QUERY_MIN_LENGTH=6,
     COLLABORATION_WS_URL="http://testcollab/",
     COLLABORATION_WS_NOT_CONNECTED_READY_ONLY=True,
     CRISP_WEBSITE_ID="123",
@@ -43,14 +47,21 @@ def test_api_config(is_authenticated):
     response = client.get("/api/v1.0/config/")
     assert response.status_code == HTTP_200_OK
     assert response.json() == {
+        "AI_BOT": {"name": "Test Bot", "color": "#000000"},
         "AI_FEATURE_ENABLED": False,
+        "AI_FEATURE_BLOCKNOTE_ENABLED": False,
+        "AI_FEATURE_LEGACY_ENABLED": False,
+        "API_USERS_SEARCH_QUERY_MIN_LENGTH": 6,
         "COLLABORATION_WS_URL": "http://testcollab/",
         "COLLABORATION_WS_NOT_CONNECTED_READY_ONLY": True,
+        "CONVERSION_FILE_EXTENSIONS_ALLOWED": [".docx", ".md"],
+        "CONVERSION_FILE_MAX_SIZE": 20971520,
         "CRISP_WEBSITE_ID": "123",
         "ENVIRONMENT": "test",
         "FRONTEND_CSS_URL": "http://testcss/",
         "FRONTEND_HOMEPAGE_FEATURE_ENABLED": True,
         "FRONTEND_JS_URL": "http://testjs/",
+        "FRONTEND_SILENT_LOGIN_ENABLED": False,
         "FRONTEND_THEME": "test-theme",
         "LANGUAGES": [
             ["en-us", "English"],

src/backend/core/tests/test_api_user_reconciliation.py

@@ -0,0 +1,85 @@
+"""
+Unit tests for the ReconciliationConfirmView API view.
+"""
+
+import uuid
+
+from django.conf import settings
+
+import pytest
+from rest_framework.test import APIClient
+
+from core import factories, models
+
+pytestmark = pytest.mark.django_db
+
+
+def test_reconciliation_confirm_view_sets_active_checked():
+    """GETting the active confirmation endpoint should set active_email_checked."""
+    user = factories.UserFactory(email="user.confirm1@example.com")
+    other = factories.UserFactory(email="user.confirm2@example.com")
+    rec = models.UserReconciliation.objects.create(
+        active_email=user.email,
+        inactive_email=other.email,
+        active_user=user,
+        inactive_user=other,
+        active_email_checked=False,
+        inactive_email_checked=False,
+        status="ready",
+    )
+
+    client = APIClient()
+    conf_id = rec.active_email_confirmation_id
+    url = f"/api/{settings.API_VERSION}/user-reconciliations/active/{conf_id}/"
+    resp = client.get(url)
+    assert resp.status_code == 200
+    assert resp.json() == {"detail": "Confirmation received"}
+
+    rec.refresh_from_db()
+    assert rec.active_email_checked is True
+
+
+def test_reconciliation_confirm_view_sets_inactive_checked():
+    """GETting the inactive confirmation endpoint should set inactive_email_checked."""
+    user = factories.UserFactory(email="user.confirm3@example.com")
+    other = factories.UserFactory(email="user.confirm4@example.com")
+    rec = models.UserReconciliation.objects.create(
+        active_email=user.email,
+        inactive_email=other.email,
+        active_user=user,
+        inactive_user=other,
+        active_email_checked=False,
+        inactive_email_checked=False,
+        status="ready",
+    )
+
+    client = APIClient()
+    conf_id = rec.inactive_email_confirmation_id
+    url = f"/api/{settings.API_VERSION}/user-reconciliations/inactive/{conf_id}/"
+    resp = client.get(url)
+    assert resp.status_code == 200
+    assert resp.json() == {"detail": "Confirmation received"}
+
+    rec.refresh_from_db()
+    assert rec.inactive_email_checked is True
+
+
+def test_reconciliation_confirm_view_invalid_user_type_returns_400():
+    """GETting with an invalid user_type should return 400."""
+    client = APIClient()
+    # Use a valid uuid format but invalid user_type
+
+    url = f"/api/{settings.API_VERSION}/user-reconciliations/other/{uuid.uuid4()}/"
+    resp = client.get(url)
+    assert resp.status_code == 400
+    assert resp.json() == {"detail": "Invalid user_type"}
+
+
+def test_reconciliation_confirm_view_not_found_returns_404():
+    """GETting with a non-existing confirmation_id should return 404."""
+    client = APIClient()
+
+    url = f"/api/{settings.API_VERSION}/user-reconciliations/active/{uuid.uuid4()}/"
+    resp = client.get(url)
+    assert resp.status_code == 404
+    assert resp.json() == {"detail": "Reconciliation entry not found"}

src/backend/core/tests/test_api_users.py

@@ -2,6 +2,8 @@
 Test users API endpoints in the impress core app.
 """
 
+from django.utils import timezone
+
 import pytest
 from rest_framework.test import APIClient
 
@@ -121,12 +123,12 @@ def test_api_users_list_query_full_name():
     Authenticated users should be able to list users and filter by full name.
     Only results with a Trigram similarity greater than 0.2 with the query should be returned.
     """
-    user = factories.UserFactory()
+    user = factories.UserFactory(email="user@example.com")
 
     client = APIClient()
     client.force_login(user)
 
-    dave = factories.UserFactory(email="contact@work.com", full_name="David Bowman")
+    dave = factories.UserFactory(email="contact@example.com", full_name="David Bowman")
 
     response = client.get(
         "/api/v1.0/users/?q=David",
@@ -166,13 +168,13 @@ def test_api_users_list_query_accented_full_name():
     Authenticated users should be able to list users and filter by full name with accents.
     Only results with a Trigram similarity greater than 0.2 with the query should be returned.
     """
-    user = factories.UserFactory()
+    user = factories.UserFactory(email="user@example.com")
 
     client = APIClient()
     client.force_login(user)
 
     fred = factories.UserFactory(
-        email="contact@work.com", full_name="Frédérique Lefèvre"
+        email="contact@example.com", full_name="Frédérique Lefèvre"
     )
 
     response = client.get("/api/v1.0/users/?q=Frédérique")
@@ -201,12 +203,82 @@ def test_api_users_list_query_accented_full_name():
     assert users == []
 
 
+def test_api_users_list_sorted_by_closest_match():
+    """
+    Authenticated users should be able to list users and the results should be
+    sorted by closest match to the query.
+
+    Sorting criteria are :
+    - Shared documents with the user (most recent first)
+    - Same full email domain (example.gouv.fr)
+
+    Addresses that match neither criteria should be excluded from the results.
+
+        Case in point: the logged-in user has recently shared documents
+    with pierre.dupont@beta.gouv.fr and less recently with pierre.durand@impots.gouv.fr.
+
+    Other users named Pierre also exist:
+    - pierre.thomas@example.com
+    - pierre.petit@anct.gouv.fr
+    - pierre.robert@culture.gouv.fr
+
+    The search results should be ordered as follows:
+
+    # Shared with first
+    - pierre.dupond@beta.gouv.fr # Most recent first
+    - pierre.durand@impots.gouv.fr
+    # Same full domain second
+    - pierre.petit@anct.gouv.fr
+    """
+
+    user = factories.UserFactory(
+        email="martin.bernard@anct.gouv.fr", full_name="Martin Bernard"
+    )
+
+    client = APIClient()
+    client.force_login(user)
+
+    pierre_1 = factories.UserFactory(email="pierre.dupont@beta.gouv.fr")
+    pierre_2 = factories.UserFactory(email="pierre.durand@impots.gouv.fr")
+    _pierre_3 = factories.UserFactory(email="pierre.thomas@example.com")
+    pierre_4 = factories.UserFactory(email="pierre.petit@anct.gouv.fr")
+    _pierre_5 = factories.UserFactory(email="pierre.robert@culture.gouv.fr")
+
+    document_1 = factories.DocumentFactory(creator=user)
+    document_2 = factories.DocumentFactory(creator=user)
+    factories.UserDocumentAccessFactory(user=user, document=document_1)
+    factories.UserDocumentAccessFactory(user=user, document=document_2)
+
+    now = timezone.now()
+    last_week = now - timezone.timedelta(days=7)
+    last_month = now - timezone.timedelta(days=30)
+
+    # The factory cannot set the created_at directly, so we force it after creation
+    p1_d1 = factories.UserDocumentAccessFactory(user=pierre_1, document=document_1)
+    p1_d1.created_at = last_week
+    p1_d1.save()
+
+    p2_d2 = factories.UserDocumentAccessFactory(user=pierre_2, document=document_2)
+    p2_d2.created_at = last_month
+    p2_d2.save()
+
+    response = client.get("/api/v1.0/users/?q=Pierre")
+    assert response.status_code == 200
+    user_ids = [user["email"] for user in response.json()]
+
+    assert user_ids == [
+        str(pierre_1.email),
+        str(pierre_2.email),
+        str(pierre_4.email),
+    ]
+
+
 def test_api_users_list_limit(settings):
     """
     Authenticated users should be able to list users and the number of results
-    should be limited to 10.
+    should be limited to API_USERS_LIST_LIMIT (by default 5).
     """
-    user = factories.UserFactory()
+    user = factories.UserFactory(email="user@example.com")
 
     client = APIClient()
     client.force_login(user)
@@ -309,28 +381,16 @@ def test_api_users_list_query_email_exclude_doc_user():
 
 def test_api_users_list_query_short_queries():
     """
-    Queries shorter than 5 characters should return an empty result set.
+    If API_USERS_SEARCH_QUERY_MIN_LENGTH is not set, the default minimum length should be 3.
     """
-    user = factories.UserFactory(email="paul@example.com")
+    user = factories.UserFactory(email="paul@example.com", full_name="Paul")
     client = APIClient()
     client.force_login(user)
 
-    factories.UserFactory(email="john.doe@example.com")
-    factories.UserFactory(email="john.lennon@example.com")
+    factories.UserFactory(email="john.doe@example.com", full_name="John Doe")
+    factories.UserFactory(email="john.lennon@example.com", full_name="John Lennon")
 
-    response = client.get("/api/v1.0/users/?q=jo")
-    assert response.status_code == 400
-    assert response.json() == {
-        "q": ["Ensure this value has at least 5 characters (it has 2)."]
-    }
-
-    response = client.get("/api/v1.0/users/?q=john")
-    assert response.status_code == 400
-    assert response.json() == {
-        "q": ["Ensure this value has at least 5 characters (it has 4)."]
-    }
-
-    response = client.get("/api/v1.0/users/?q=john.")
+    response = client.get("/api/v1.0/users/?q=joh")
     assert response.status_code == 200
     assert len(response.json()) == 2
 
@@ -356,7 +416,7 @@ def test_api_users_list_query_long_queries():
 
 def test_api_users_list_query_inactive():
     """Inactive users should not be listed."""
-    user = factories.UserFactory()
+    user = factories.UserFactory(email="user@example.com")
     client = APIClient()
     client.force_login(user)
 
@@ -400,6 +460,7 @@ def test_api_users_retrieve_me_authenticated():
         "full_name": user.full_name,
         "language": user.language,
         "short_name": user.short_name,
+        "is_first_connection": True,
     }
 
 
@@ -429,9 +490,37 @@ def test_api_users_retrieve_me_authenticated_empty_name():
         "full_name": "test_foo",
         "language": user.language,
         "short_name": "test_foo",
+        "is_first_connection": True,
     }
 
 
+def test_api_users_retrieve_me_onboarding():
+    """
+    On first connection of a new user, the "is_first_connection" flag should be True.
+
+    The frontend can use this flag to trigger specific behavior for first time users,
+    e.g. showing an onboarding message, and update the flag to False after onboarding is done.
+    """
+    user = factories.UserFactory()
+
+    client = APIClient()
+    client.force_login(user)
+
+    # First request: flag should be True
+    first_response = client.get("/api/v1.0/users/me/")
+    assert first_response.status_code == 200
+    assert first_response.json()["is_first_connection"] is True
+
+    update_response = client.post("/api/v1.0/users/onboarding-done/")
+
+    assert update_response.status_code == 200
+
+    # Second request: flag should be False
+    second_response = client.get("/api/v1.0/users/me/")
+    assert second_response.status_code == 200
+    assert second_response.json()["is_first_connection"] is False
+
+
 def test_api_users_retrieve_anonymous():
     """Anonymous users should not be allowed to retrieve a user."""
     client = APIClient()

src/backend/core/tests/test_models_documents.py

@@ -155,6 +155,7 @@ def test_models_documents_get_abilities_forbidden(
     expected_abilities = {
         "accesses_manage": False,
         "accesses_view": False,
+        "ai_proxy": False,
         "ai_transform": False,
         "ai_translate": False,
         "attachment_upload": False,
@@ -220,6 +221,7 @@ def test_models_documents_get_abilities_reader(
     expected_abilities = {
         "accesses_manage": False,
         "accesses_view": False,
+        "ai_proxy": False,
         "ai_transform": False,
         "ai_translate": False,
         "attachment_upload": False,
@@ -290,6 +292,7 @@ def test_models_documents_get_abilities_commenter(
     expected_abilities = {
         "accesses_manage": False,
         "accesses_view": False,
+        "ai_proxy": False,
         "ai_transform": False,
         "ai_translate": False,
         "attachment_upload": False,
@@ -357,6 +360,7 @@ def test_models_documents_get_abilities_editor(
     expected_abilities = {
         "accesses_manage": False,
         "accesses_view": False,
+        "ai_proxy": is_authenticated,
         "ai_transform": is_authenticated,
         "ai_translate": is_authenticated,
         "attachment_upload": True,
@@ -413,6 +417,7 @@ def test_models_documents_get_abilities_owner(django_assert_num_queries):
     expected_abilities = {
         "accesses_manage": True,
         "accesses_view": True,
+        "ai_proxy": True,
         "ai_transform": True,
         "ai_translate": True,
         "attachment_upload": True,
@@ -455,6 +460,7 @@ def test_models_documents_get_abilities_owner(django_assert_num_queries):
     assert document.get_abilities(user) == {
         "accesses_manage": False,
         "accesses_view": False,
+        "ai_proxy": False,
         "ai_transform": False,
         "ai_translate": False,
         "attachment_upload": False,
@@ -501,6 +507,7 @@ def test_models_documents_get_abilities_administrator(django_assert_num_queries)
     expected_abilities = {
         "accesses_manage": True,
         "accesses_view": True,
+        "ai_proxy": True,
         "ai_transform": True,
         "ai_translate": True,
         "attachment_upload": True,
@@ -557,6 +564,7 @@ def test_models_documents_get_abilities_editor_user(django_assert_num_queries):
     expected_abilities = {
         "accesses_manage": False,
         "accesses_view": True,
+        "ai_proxy": True,
         "ai_transform": True,
         "ai_translate": True,
         "attachment_upload": True,
@@ -620,6 +628,7 @@ def test_models_documents_get_abilities_reader_user(
         "accesses_view": True,
         # If you get your editor rights from the link role and not your access role
         # You should not access AI if it's restricted to users with specific access
+        "ai_proxy": access_from_link and ai_access_setting != "restricted",
         "ai_transform": access_from_link and ai_access_setting != "restricted",
         "ai_translate": access_from_link and ai_access_setting != "restricted",
         "attachment_upload": access_from_link,
@@ -686,6 +695,7 @@ def test_models_documents_get_abilities_commenter_user(
         "accesses_view": True,
         # If you get your editor rights from the link role and not your access role
         # You should not access AI if it's restricted to users with specific access
+        "ai_proxy": access_from_link and ai_access_setting != "restricted",
         "ai_transform": access_from_link and ai_access_setting != "restricted",
         "ai_translate": access_from_link and ai_access_setting != "restricted",
         "attachment_upload": access_from_link,
@@ -747,6 +757,7 @@ def test_models_documents_get_abilities_preset_role(django_assert_num_queries):
     assert abilities == {
         "accesses_manage": False,
         "accesses_view": True,
+        "ai_proxy": False,
         "ai_transform": False,
         "ai_translate": False,
         "attachment_upload": False,
@@ -878,6 +889,7 @@ def test_models_document_get_abilities_ai_access_authenticated(is_authenticated,
     document = factories.DocumentFactory(link_reach=reach, link_role="editor")
 
     abilities = document.get_abilities(user)
+    assert abilities["ai_proxy"] is True
     assert abilities["ai_transform"] is True
     assert abilities["ai_translate"] is True
 
@@ -897,6 +909,7 @@ def test_models_document_get_abilities_ai_access_public(is_authenticated, reach)
     document = factories.DocumentFactory(link_reach=reach, link_role="editor")
 
     abilities = document.get_abilities(user)
+    assert abilities["ai_proxy"] == is_authenticated
     assert abilities["ai_transform"] == is_authenticated
     assert abilities["ai_translate"] == is_authenticated
 
@@ -1021,7 +1034,51 @@ def test_models_documents__email_invitation__success():
         f"Test Sender (sender@example.com) invited you with the role "editor" "
         f"on the following document: {document.title}" in email_content
     )
-    assert f"docs/{document.id}/" in email_content
+    assert (
+        f"docs/{document.id}/?utm_source=docssharelink&utm_campaign={document.id}"
+        in email_content
+    )
+
+
+@pytest.mark.parametrize(
+    "email_url_app",
+    [
+        "https://test-example.com",  # Test with EMAIL_URL_APP set
+        None,  # Test fallback to Site domain
+    ],
+)
+def test_models_documents__email_invitation__url_app_param(email_url_app):
+    """
+    Test that email invitation uses EMAIL_URL_APP when set, or falls back to Site domain.
+    """
+    with override_settings(EMAIL_URL_APP=email_url_app):
+        document = factories.DocumentFactory()
+
+        sender = factories.UserFactory(
+            full_name="Test Sender", email="sender@example.com"
+        )
+        document.send_invitation_email(
+            "guest@example.com", models.RoleChoices.EDITOR, sender, "en"
+        )
+
+        # pylint: disable-next=no-member
+        email = mail.outbox[0]
+        email_content = " ".join(email.body.split())
+
+        # Determine expected domain
+        if email_url_app:
+            expected_url = (
+                f"https://test-example.com/docs/{document.id}/"
+                f"?utm_source=docssharelink&utm_campaign={document.id}"
+            )
+            assert expected_url in email_content
+        else:
+            # Default Site domain is example.com
+            expected_url = (
+                f"example.com/docs/{document.id}/"
+                f"?utm_source=docssharelink&utm_campaign={document.id}"
+            )
+            assert expected_url in email_content
 
 
 def test_models_documents__email_invitation__success_empty_title():
@@ -1052,7 +1109,10 @@ def test_models_documents__email_invitation__success_empty_title():
         "Test Sender (sender@example.com) invited you with the role "editor" "
         "on the following document: Untitled Document" in email_content
     )
-    assert f"docs/{document.id}/" in email_content
+    assert (
+        f"docs/{document.id}/?utm_source=docssharelink&utm_campaign={document.id}"
+        in email_content
+    )
 
 
 def test_models_documents__email_invitation__success_fr():
@@ -1087,7 +1147,10 @@ def test_models_documents__email_invitation__success_fr():
         f"Test Sender2 (sender2@example.com) vous a invité avec le rôle "propriétaire" "
         f"sur le document suivant : {document.title}" in email_content
     )
-    assert f"docs/{document.id}/" in email_content
+    assert (
+        f"docs/{document.id}/?utm_source=docssharelink&utm_campaign={document.id}"
+        in email_content
+    )
 
 
 @mock.patch(
@@ -1393,7 +1456,7 @@ def test_models_documents_restore_complex(django_assert_num_queries):
     assert child2.ancestors_deleted_at == document.deleted_at
 
     # Restore the item
-    with django_assert_num_queries(13):
+    with django_assert_num_queries(14):
         document.restore()
     document.refresh_from_db()
     child1.refresh_from_db()

src/backend/core/tests/test_models_invitations.py

@@ -79,7 +79,7 @@ def test_models_invitations_is_expired():
         assert expired_invitation.is_expired is True
 
 
-def test_models_invitationd_new_userd_convert_invitations_to_accesses():
+def test_models_invitations_new_user_convert_invitations_to_accesses():
     """
     Upon creating a new user, invitations linked to the email
     should be converted to accesses and then deleted.
@@ -114,7 +114,7 @@ def test_models_invitationd_new_userd_convert_invitations_to_accesses():
     ).exists()  # the other invitation remains
 
 
-def test_models_invitationd_new_user_filter_expired_invitations():
+def test_models_invitations_new_user_filter_expired_invitations():
     """
     Upon creating a new identity, valid invitations should be converted into accesses
     and expired invitations should remain unchanged.
@@ -145,7 +145,7 @@ def test_models_invitationd_new_user_filter_expired_invitations():
 
 
 @pytest.mark.parametrize("num_invitations, num_queries", [(0, 3), (1, 7), (20, 7)])
-def test_models_invitationd_new_userd_user_creation_constant_num_queries(
+def test_models_invitations_new_userd_user_creation_constant_num_queries(
     django_assert_num_queries, num_invitations, num_queries
 ):
     """

src/backend/core/tests/test_models_template_accesses.py

@@ -1,419 +0,0 @@
-"""
-Unit tests for the TemplateAccess model
-"""
-
-from django.contrib.auth.models import AnonymousUser
-from django.core.exceptions import ValidationError
-
-import pytest
-
-from core import factories
-
-pytestmark = pytest.mark.django_db
-
-
-def test_models_template_accesses_str():
-    """
-    The str representation should include user email, template title and role.
-    """
-    user = factories.UserFactory(email="david.bowman@example.com")
-    access = factories.UserTemplateAccessFactory(
-        role="reader",
-        user=user,
-        template__title="admins",
-    )
-    assert str(access) == "david.bowman@example.com is reader in template admins"
-
-
-def test_models_template_accesses_unique_user():
-    """Template accesses should be unique for a given couple of user and template."""
-    access = factories.UserTemplateAccessFactory()
-
-    with pytest.raises(
-        ValidationError,
-        match="This user is already in this template.",
-    ):
-        factories.UserTemplateAccessFactory(user=access.user, template=access.template)
-
-
-def test_models_template_accesses_several_empty_teams():
-    """A template can have several template accesses with an empty team."""
-    access = factories.UserTemplateAccessFactory()
-    factories.UserTemplateAccessFactory(template=access.template)
-
-
-def test_models_template_accesses_unique_team():
-    """Template accesses should be unique for a given couple of team and template."""
-    access = factories.TeamTemplateAccessFactory()
-
-    with pytest.raises(
-        ValidationError,
-        match="This team is already in this template.",
-    ):
-        factories.TeamTemplateAccessFactory(team=access.team, template=access.template)
-
-
-def test_models_template_accesses_several_null_users():
-    """A template can have several template accesses with a null user."""
-    access = factories.TeamTemplateAccessFactory()
-    factories.TeamTemplateAccessFactory(template=access.template)
-
-
-def test_models_template_accesses_user_and_team_set():
-    """User and team can't both be set on a template access."""
-    with pytest.raises(
-        ValidationError,
-        match="Either user or team must be set, not both.",
-    ):
-        factories.UserTemplateAccessFactory(team="my-team")
-
-
-def test_models_template_accesses_user_and_team_empty():
-    """User and team can't both be empty on a template access."""
-    with pytest.raises(
-        ValidationError,
-        match="Either user or team must be set, not both.",
-    ):
-        factories.UserTemplateAccessFactory(user=None)
-
-
-# get_abilities
-
-
-def test_models_template_access_get_abilities_anonymous():
-    """Check abilities returned for an anonymous user."""
-    access = factories.UserTemplateAccessFactory()
-    abilities = access.get_abilities(AnonymousUser())
-    assert abilities == {
-        "destroy": False,
-        "retrieve": False,
-        "update": False,
-        "partial_update": False,
-        "set_role_to": [],
-    }
-
-
-def test_models_template_access_get_abilities_authenticated():
-    """Check abilities returned for an authenticated user."""
-    access = factories.UserTemplateAccessFactory()
-    user = factories.UserFactory()
-    abilities = access.get_abilities(user)
-    assert abilities == {
-        "destroy": False,
-        "retrieve": False,
-        "update": False,
-        "partial_update": False,
-        "set_role_to": [],
-    }
-
-
-# - for owner
-
-
-def test_models_template_access_get_abilities_for_owner_of_self_allowed():
-    """
-    Check abilities of self access for the owner of a template when
-    there is more than one owner left.
-    """
-    access = factories.UserTemplateAccessFactory(role="owner")
-    factories.UserTemplateAccessFactory(template=access.template, role="owner")
-    abilities = access.get_abilities(access.user)
-    assert abilities == {
-        "destroy": True,
-        "retrieve": True,
-        "update": True,
-        "partial_update": True,
-        "set_role_to": ["administrator", "editor", "reader"],
-    }
-
-
-def test_models_template_access_get_abilities_for_owner_of_self_last():
-    """
-    Check abilities of self access for the owner of a template when there is only one owner left.
-    """
-    access = factories.UserTemplateAccessFactory(role="owner")
-    abilities = access.get_abilities(access.user)
-    assert abilities == {
-        "destroy": False,
-        "retrieve": True,
-        "update": False,
-        "partial_update": False,
-        "set_role_to": [],
-    }
-
-
-def test_models_template_access_get_abilities_for_owner_of_owner():
-    """Check abilities of owner access for the owner of a template."""
-    access = factories.UserTemplateAccessFactory(role="owner")
-    factories.UserTemplateAccessFactory(template=access.template)  # another one
-    user = factories.UserTemplateAccessFactory(
-        template=access.template, role="owner"
-    ).user
-    abilities = access.get_abilities(user)
-    assert abilities == {
-        "destroy": True,
-        "retrieve": True,
-        "update": True,
-        "partial_update": True,
-        "set_role_to": ["administrator", "editor", "reader"],
-    }
-
-
-def test_models_template_access_get_abilities_for_owner_of_administrator():
-    """Check abilities of administrator access for the owner of a template."""
-    access = factories.UserTemplateAccessFactory(role="administrator")
-    factories.UserTemplateAccessFactory(template=access.template)  # another one
-    user = factories.UserTemplateAccessFactory(
-        template=access.template, role="owner"
-    ).user
-    abilities = access.get_abilities(user)
-    assert abilities == {
-        "destroy": True,
-        "retrieve": True,
-        "update": True,
-        "partial_update": True,
-        "set_role_to": ["owner", "editor", "reader"],
-    }
-
-
-def test_models_template_access_get_abilities_for_owner_of_editor():
-    """Check abilities of editor access for the owner of a template."""
-    access = factories.UserTemplateAccessFactory(role="editor")
-    factories.UserTemplateAccessFactory(template=access.template)  # another one
-    user = factories.UserTemplateAccessFactory(
-        template=access.template, role="owner"
-    ).user
-    abilities = access.get_abilities(user)
-    assert abilities == {
-        "destroy": True,
-        "retrieve": True,
-        "update": True,
-        "partial_update": True,
-        "set_role_to": ["owner", "administrator", "reader"],
-    }
-
-
-def test_models_template_access_get_abilities_for_owner_of_reader():
-    """Check abilities of reader access for the owner of a template."""
-    access = factories.UserTemplateAccessFactory(role="reader")
-    factories.UserTemplateAccessFactory(template=access.template)  # another one
-    user = factories.UserTemplateAccessFactory(
-        template=access.template, role="owner"
-    ).user
-    abilities = access.get_abilities(user)
-    assert abilities == {
-        "destroy": True,
-        "retrieve": True,
-        "update": True,
-        "partial_update": True,
-        "set_role_to": ["owner", "administrator", "editor"],
-    }
-
-
-# - for administrator
-
-
-def test_models_template_access_get_abilities_for_administrator_of_owner():
-    """Check abilities of owner access for the administrator of a template."""
-    access = factories.UserTemplateAccessFactory(role="owner")
-    factories.UserTemplateAccessFactory(template=access.template)  # another one
-    user = factories.UserTemplateAccessFactory(
-        template=access.template, role="administrator"
-    ).user
-    abilities = access.get_abilities(user)
-    assert abilities == {
-        "destroy": False,
-        "retrieve": True,
-        "update": False,
-        "partial_update": False,
-        "set_role_to": [],
-    }
-
-
-def test_models_template_access_get_abilities_for_administrator_of_administrator():
-    """Check abilities of administrator access for the administrator of a template."""
-    access = factories.UserTemplateAccessFactory(role="administrator")
-    factories.UserTemplateAccessFactory(template=access.template)  # another one
-    user = factories.UserTemplateAccessFactory(
-        template=access.template, role="administrator"
-    ).user
-    abilities = access.get_abilities(user)
-    assert abilities == {
-        "destroy": True,
-        "retrieve": True,
-        "update": True,
-        "partial_update": True,
-        "set_role_to": ["editor", "reader"],
-    }
-
-
-def test_models_template_access_get_abilities_for_administrator_of_editor():
-    """Check abilities of editor access for the administrator of a template."""
-    access = factories.UserTemplateAccessFactory(role="editor")
-    factories.UserTemplateAccessFactory(template=access.template)  # another one
-    user = factories.UserTemplateAccessFactory(
-        template=access.template, role="administrator"
-    ).user
-    abilities = access.get_abilities(user)
-    assert abilities == {
-        "destroy": True,
-        "retrieve": True,
-        "update": True,
-        "partial_update": True,
-        "set_role_to": ["administrator", "reader"],
-    }
-
-
-def test_models_template_access_get_abilities_for_administrator_of_reader():
-    """Check abilities of reader access for the administrator of a template."""
-    access = factories.UserTemplateAccessFactory(role="reader")
-    factories.UserTemplateAccessFactory(template=access.template)  # another one
-    user = factories.UserTemplateAccessFactory(
-        template=access.template, role="administrator"
-    ).user
-    abilities = access.get_abilities(user)
-    assert abilities == {
-        "destroy": True,
-        "retrieve": True,
-        "update": True,
-        "partial_update": True,
-        "set_role_to": ["administrator", "editor"],
-    }
-
-
-# - For editor
-
-
-def test_models_template_access_get_abilities_for_editor_of_owner():
-    """Check abilities of owner access for the editor of a template."""
-    access = factories.UserTemplateAccessFactory(role="owner")
-    factories.UserTemplateAccessFactory(template=access.template)  # another one
-    user = factories.UserTemplateAccessFactory(
-        template=access.template, role="editor"
-    ).user
-    abilities = access.get_abilities(user)
-    assert abilities == {
-        "destroy": False,
-        "retrieve": True,
-        "update": False,
-        "partial_update": False,
-        "set_role_to": [],
-    }
-
-
-def test_models_template_access_get_abilities_for_editor_of_administrator():
-    """Check abilities of administrator access for the editor of a template."""
-    access = factories.UserTemplateAccessFactory(role="administrator")
-    factories.UserTemplateAccessFactory(template=access.template)  # another one
-    user = factories.UserTemplateAccessFactory(
-        template=access.template, role="editor"
-    ).user
-    abilities = access.get_abilities(user)
-    assert abilities == {
-        "destroy": False,
-        "retrieve": True,
-        "update": False,
-        "partial_update": False,
-        "set_role_to": [],
-    }
-
-
-def test_models_template_access_get_abilities_for_editor_of_editor_user(
-    django_assert_num_queries,
-):
-    """Check abilities of editor access for the editor of a template."""
-    access = factories.UserTemplateAccessFactory(role="editor")
-    factories.UserTemplateAccessFactory(template=access.template)  # another one
-    user = factories.UserTemplateAccessFactory(
-        template=access.template, role="editor"
-    ).user
-
-    with django_assert_num_queries(1):
-        abilities = access.get_abilities(user)
-
-    assert abilities == {
-        "destroy": False,
-        "retrieve": True,
-        "update": False,
-        "partial_update": False,
-        "set_role_to": [],
-    }
-
-
-# - For reader
-
-
-def test_models_template_access_get_abilities_for_reader_of_owner():
-    """Check abilities of owner access for the reader of a template."""
-    access = factories.UserTemplateAccessFactory(role="owner")
-    factories.UserTemplateAccessFactory(template=access.template)  # another one
-    user = factories.UserTemplateAccessFactory(
-        template=access.template, role="reader"
-    ).user
-    abilities = access.get_abilities(user)
-    assert abilities == {
-        "destroy": False,
-        "retrieve": True,
-        "update": False,
-        "partial_update": False,
-        "set_role_to": [],
-    }
-
-
-def test_models_template_access_get_abilities_for_reader_of_administrator():
-    """Check abilities of administrator access for the reader of a template."""
-    access = factories.UserTemplateAccessFactory(role="administrator")
-    factories.UserTemplateAccessFactory(template=access.template)  # another one
-    user = factories.UserTemplateAccessFactory(
-        template=access.template, role="reader"
-    ).user
-    abilities = access.get_abilities(user)
-    assert abilities == {
-        "destroy": False,
-        "retrieve": True,
-        "update": False,
-        "partial_update": False,
-        "set_role_to": [],
-    }
-
-
-def test_models_template_access_get_abilities_for_reader_of_reader_user(
-    django_assert_num_queries,
-):
-    """Check abilities of reader access for the reader of a template."""
-    access = factories.UserTemplateAccessFactory(role="reader")
-    factories.UserTemplateAccessFactory(template=access.template)  # another one
-    user = factories.UserTemplateAccessFactory(
-        template=access.template, role="reader"
-    ).user
-
-    with django_assert_num_queries(1):
-        abilities = access.get_abilities(user)
-
-    assert abilities == {
-        "destroy": False,
-        "retrieve": True,
-        "update": False,
-        "partial_update": False,
-        "set_role_to": [],
-    }
-
-
-def test_models_template_access_get_abilities_preset_role(django_assert_num_queries):
-    """No query is done if the role is preset, e.g., with a query annotation."""
-    access = factories.UserTemplateAccessFactory(role="reader")
-    user = factories.UserTemplateAccessFactory(
-        template=access.template, role="reader"
-    ).user
-    access.user_roles = ["reader"]
-
-    with django_assert_num_queries(0):
-        abilities = access.get_abilities(user)
-
-    assert abilities == {
-        "destroy": False,
-        "retrieve": True,
-        "update": False,
-        "partial_update": False,
-        "set_role_to": [],
-    }

src/backend/core/tests/test_models_templates.py

@@ -1,187 +0,0 @@
-"""
-Unit tests for the Template model
-"""
-
-from django.contrib.auth.models import AnonymousUser
-from django.core.exceptions import ValidationError
-
-import pytest
-
-from core import factories, models
-
-pytestmark = pytest.mark.django_db
-
-
-def test_models_templates_str():
-    """The str representation should be the title of the template."""
-    template = factories.TemplateFactory(title="admins")
-    assert str(template) == "admins"
-
-
-def test_models_templates_id_unique():
-    """The "id" field should be unique."""
-    template = factories.TemplateFactory()
-    with pytest.raises(ValidationError, match="Template with this Id already exists."):
-        factories.TemplateFactory(id=template.id)
-
-
-def test_models_templates_title_null():
-    """The "title" field should not be null."""
-    with pytest.raises(ValidationError, match="This field cannot be null."):
-        models.Template.objects.create(title=None)
-
-
-def test_models_templates_title_empty():
-    """The "title" field should not be empty."""
-    with pytest.raises(ValidationError, match="This field cannot be blank."):
-        models.Template.objects.create(title="")
-
-
-def test_models_templates_title_max_length():
-    """The "title" field should be 100 characters maximum."""
-    factories.TemplateFactory(title="a" * 255)
-    with pytest.raises(
-        ValidationError,
-        match=r"Ensure this value has at most 255 characters \(it has 256\)\.",
-    ):
-        factories.TemplateFactory(title="a" * 256)
-
-
-# get_abilities
-
-
-def test_models_templates_get_abilities_anonymous_public():
-    """Check abilities returned for an anonymous user if the template is public."""
-    template = factories.TemplateFactory(is_public=True)
-    abilities = template.get_abilities(AnonymousUser())
-    assert abilities == {
-        "destroy": False,
-        "retrieve": True,
-        "update": False,
-        "accesses_manage": False,
-        "partial_update": False,
-        "generate_document": True,
-    }
-
-
-def test_models_templates_get_abilities_anonymous_not_public():
-    """Check abilities returned for an anonymous user if the template is private."""
-    template = factories.TemplateFactory(is_public=False)
-    abilities = template.get_abilities(AnonymousUser())
-    assert abilities == {
-        "destroy": False,
-        "retrieve": False,
-        "update": False,
-        "accesses_manage": False,
-        "partial_update": False,
-        "generate_document": False,
-    }
-
-
-def test_models_templates_get_abilities_authenticated_public():
-    """Check abilities returned for an authenticated user if the user is public."""
-    template = factories.TemplateFactory(is_public=True)
-    abilities = template.get_abilities(factories.UserFactory())
-    assert abilities == {
-        "destroy": False,
-        "retrieve": True,
-        "update": False,
-        "accesses_manage": False,
-        "partial_update": False,
-        "generate_document": True,
-    }
-
-
-def test_models_templates_get_abilities_authenticated_not_public():
-    """Check abilities returned for an authenticated user if the template is private."""
-    template = factories.TemplateFactory(is_public=False)
-    abilities = template.get_abilities(factories.UserFactory())
-    assert abilities == {
-        "destroy": False,
-        "retrieve": False,
-        "update": False,
-        "accesses_manage": False,
-        "partial_update": False,
-        "generate_document": False,
-    }
-
-
-def test_models_templates_get_abilities_owner():
-    """Check abilities returned for the owner of a template."""
-    user = factories.UserFactory()
-    access = factories.UserTemplateAccessFactory(role="owner", user=user)
-    abilities = access.template.get_abilities(access.user)
-    assert abilities == {
-        "destroy": True,
-        "retrieve": True,
-        "update": True,
-        "accesses_manage": True,
-        "partial_update": True,
-        "generate_document": True,
-    }
-
-
-def test_models_templates_get_abilities_administrator():
-    """Check abilities returned for the administrator of a template."""
-    access = factories.UserTemplateAccessFactory(role="administrator")
-    abilities = access.template.get_abilities(access.user)
-    assert abilities == {
-        "destroy": False,
-        "retrieve": True,
-        "update": True,
-        "accesses_manage": True,
-        "partial_update": True,
-        "generate_document": True,
-    }
-
-
-def test_models_templates_get_abilities_editor_user(django_assert_num_queries):
-    """Check abilities returned for the editor of a template."""
-    access = factories.UserTemplateAccessFactory(role="editor")
-
-    with django_assert_num_queries(1):
-        abilities = access.template.get_abilities(access.user)
-
-    assert abilities == {
-        "destroy": False,
-        "retrieve": True,
-        "update": True,
-        "accesses_manage": False,
-        "partial_update": True,
-        "generate_document": True,
-    }
-
-
-def test_models_templates_get_abilities_reader_user(django_assert_num_queries):
-    """Check abilities returned for the reader of a template."""
-    access = factories.UserTemplateAccessFactory(role="reader")
-
-    with django_assert_num_queries(1):
-        abilities = access.template.get_abilities(access.user)
-
-    assert abilities == {
-        "destroy": False,
-        "retrieve": True,
-        "update": False,
-        "accesses_manage": False,
-        "partial_update": False,
-        "generate_document": True,
-    }
-
-
-def test_models_templates_get_abilities_preset_role(django_assert_num_queries):
-    """No query is done if the role is preset e.g. with query annotation."""
-    access = factories.UserTemplateAccessFactory(role="reader")
-    access.template.user_roles = ["reader"]
-
-    with django_assert_num_queries(0):
-        abilities = access.template.get_abilities(access.user)
-
-    assert abilities == {
-        "destroy": False,
-        "retrieve": True,
-        "update": False,
-        "accesses_manage": False,
-        "partial_update": False,
-        "generate_document": True,
-    }

src/backend/core/tests/test_models_user_reconciliation.py

@@ -0,0 +1,669 @@
+"""
+Unit tests for the UserReconciliationCsvImport model
+"""
+
+import uuid
+from pathlib import Path
+
+from django.core import mail
+from django.core.files.base import ContentFile
+
+import pytest
+
+from core import factories, models
+from core.admin import process_reconciliation
+from core.tasks.user_reconciliation import user_reconciliation_csv_import_job
+
+pytestmark = pytest.mark.django_db
+
+
+@pytest.fixture(name="import_example_csv_basic")
+def fixture_import_example_csv_basic():
+    """
+    Import an example CSV file for user reconciliation
+    and return the created import object.
+    """
+    # Create users referenced in the CSV
+    for i in range(40, 50):
+        factories.UserFactory(email=f"user.test{i}@example.com")
+
+    example_csv_path = Path(__file__).parent / "data/example_reconciliation_basic.csv"
+    with open(example_csv_path, "rb") as f:
+        csv_file = ContentFile(f.read(), name="example_reconciliation_basic.csv")
+    csv_import = models.UserReconciliationCsvImport(file=csv_file)
+    csv_import.save()
+
+    return csv_import
+
+
+@pytest.fixture(name="import_example_csv_grist_form")
+def fixture_import_example_csv_grist_form():
+    """
+    Import an example CSV file for user reconciliation
+    and return the created import object.
+    """
+    # Create users referenced in the CSV
+    for i in range(10, 40):
+        factories.UserFactory(email=f"user.test{i}@example.com")
+
+    example_csv_path = (
+        Path(__file__).parent / "data/example_reconciliation_grist_form.csv"
+    )
+    with open(example_csv_path, "rb") as f:
+        csv_file = ContentFile(f.read(), name="example_reconciliation_grist_form.csv")
+    csv_import = models.UserReconciliationCsvImport(file=csv_file)
+    csv_import.save()
+
+    return csv_import
+
+
+def test_user_reconciliation_csv_import_entry_is_created(import_example_csv_basic):
+    """Test that a UserReconciliationCsvImport entry is created correctly."""
+    assert import_example_csv_basic.status == "pending"
+    assert import_example_csv_basic.file.name.endswith(
+        "example_reconciliation_basic.csv"
+    )
+
+
+def test_user_reconciliation_csv_import_entry_is_created_grist_form(
+    import_example_csv_grist_form,
+):
+    """Test that a UserReconciliationCsvImport entry is created correctly."""
+    assert import_example_csv_grist_form.status == "pending"
+    assert import_example_csv_grist_form.file.name.endswith(
+        "example_reconciliation_grist_form.csv"
+    )
+
+
+def test_incorrect_csv_format_handling():
+    """Test that an incorrectly formatted CSV file is handled gracefully."""
+    example_csv_path = (
+        Path(__file__).parent / "data/example_reconciliation_missing_column.csv"
+    )
+    with open(example_csv_path, "rb") as f:
+        csv_file = ContentFile(
+            f.read(), name="example_reconciliation_missing_column.csv"
+        )
+    csv_import = models.UserReconciliationCsvImport(file=csv_file)
+    csv_import.save()
+
+    assert csv_import.status == "pending"
+
+    user_reconciliation_csv_import_job(csv_import.id)
+    csv_import.refresh_from_db()
+
+    assert (
+        "CSV is missing mandatory columns: active_email, inactive_email, id"
+        in csv_import.logs
+    )
+    assert csv_import.status == "error"
+
+
+def test_incorrect_email_format_handling():
+    """Test that an incorrectly formatted CSV file is handled gracefully."""
+    example_csv_path = Path(__file__).parent / "data/example_reconciliation_error.csv"
+    with open(example_csv_path, "rb") as f:
+        csv_file = ContentFile(f.read(), name="example_reconciliation_error.csv")
+    csv_import = models.UserReconciliationCsvImport(file=csv_file)
+    csv_import.save()
+
+    assert csv_import.status == "pending"
+
+    user_reconciliation_csv_import_job(csv_import.id)
+    csv_import.refresh_from_db()
+
+    assert "Invalid inactive email address on row 40" in csv_import.logs
+    assert csv_import.status == "done"
+
+    # pylint: disable-next=no-member
+    assert len(mail.outbox) == 1
+
+    # pylint: disable-next=no-member
+    email = mail.outbox[0]
+
+    assert email.to == ["user.test40@example.com"]
+    email_content = " ".join(email.body.split())
+
+    assert "Reconciliation of your Docs accounts not completed" in email_content
+
+
+def test_incorrect_csv_data_handling_grist_form():
+    """Test that a CSV file with incorrect data is handled gracefully."""
+    example_csv_path = (
+        Path(__file__).parent / "data/example_reconciliation_grist_form_error.csv"
+    )
+    with open(example_csv_path, "rb") as f:
+        csv_file = ContentFile(
+            f.read(), name="example_reconciliation_grist_form_error.csv"
+        )
+    csv_import = models.UserReconciliationCsvImport(file=csv_file)
+    csv_import.save()
+
+    assert csv_import.status == "pending"
+
+    user_reconciliation_csv_import_job(csv_import.id)
+    csv_import.refresh_from_db()
+
+    assert (
+        "user.test20@example.com set as both active and inactive email"
+        in csv_import.logs
+    )
+    assert csv_import.status == "done"
+
+
+def test_job_creates_reconciliation_entries(import_example_csv_basic):
+    """Test that the CSV import job creates UserReconciliation entries."""
+    assert import_example_csv_basic.status == "pending"
+    user_reconciliation_csv_import_job(import_example_csv_basic.id)
+
+    # Verify the job status changed
+    import_example_csv_basic.refresh_from_db()
+    assert import_example_csv_basic.status == "done"
+    assert "Import completed successfully." in import_example_csv_basic.logs
+    assert "6 rows processed." in import_example_csv_basic.logs
+    assert "5 reconciliation entries created." in import_example_csv_basic.logs
+
+    # Verify reconciliation entries were created
+    reconciliations = models.UserReconciliation.objects.all()
+    assert reconciliations.count() == 5
+
+
+def test_job_does_not_create_duplicated_reconciliation_entries(
+    import_example_csv_basic,
+):
+    """Test that the CSV import job doesn't create UserReconciliation entries
+    for source unique IDs that have already been processed."""
+
+    _already_created_entry = models.UserReconciliation.objects.create(
+        active_email="user.test40@example.com",
+        inactive_email="user.test41@example.com",
+        active_email_checked=0,
+        inactive_email_checked=0,
+        status="pending",
+        source_unique_id=1,
+    )
+
+    assert import_example_csv_basic.status == "pending"
+    user_reconciliation_csv_import_job(import_example_csv_basic.id)
+
+    # Verify the job status changed
+    import_example_csv_basic.refresh_from_db()
+    assert import_example_csv_basic.status == "done"
+    assert "Import completed successfully." in import_example_csv_basic.logs
+    assert "6 rows processed." in import_example_csv_basic.logs
+    assert "4 reconciliation entries created." in import_example_csv_basic.logs
+    assert "1 rows were already processed." in import_example_csv_basic.logs
+
+    # Verify the correct number of reconciliation entries were created
+    reconciliations = models.UserReconciliation.objects.all()
+    assert reconciliations.count() == 5
+
+
+def test_job_creates_reconciliation_entries_grist_form(import_example_csv_grist_form):
+    """Test that the CSV import job creates UserReconciliation entries."""
+    assert import_example_csv_grist_form.status == "pending"
+    user_reconciliation_csv_import_job(import_example_csv_grist_form.id)
+
+    # Verify the job status changed
+    import_example_csv_grist_form.refresh_from_db()
+    assert "Import completed successfully" in import_example_csv_grist_form.logs
+    assert import_example_csv_grist_form.status == "done"
+
+    # Verify reconciliation entries were created
+    reconciliations = models.UserReconciliation.objects.all()
+    assert reconciliations.count() == 9
+
+
+def test_csv_import_reconciliation_data_is_correct(import_example_csv_basic):
+    """Test that the data in created UserReconciliation entries matches the CSV."""
+    user_reconciliation_csv_import_job(import_example_csv_basic.id)
+
+    reconciliations = models.UserReconciliation.objects.order_by("created_at")
+    first_entry = reconciliations.first()
+
+    assert first_entry.active_email == "user.test40@example.com"
+    assert first_entry.inactive_email == "user.test41@example.com"
+    assert first_entry.active_email_checked is False
+    assert first_entry.inactive_email_checked is False
+
+    for rec in reconciliations:
+        assert rec.status == "ready"
+
+
+@pytest.fixture(name="user_reconciliation_users_and_docs")
+def fixture_user_reconciliation_users_and_docs():
+    """Fixture to create two users with overlapping document accesses
+    for reconciliation tests."""
+    user_1 = factories.UserFactory(email="user.test1@example.com")
+    user_2 = factories.UserFactory(email="user.test2@example.com")
+
+    # Create 10 distinct document accesses for each user
+    userdocs_u1 = [
+        factories.UserDocumentAccessFactory(user=user_1, role="editor")
+        for _ in range(10)
+    ]
+    userdocs_u2 = [
+        factories.UserDocumentAccessFactory(user=user_2, role="editor")
+        for _ in range(10)
+    ]
+
+    # Make the first 3 documents of each list shared with the other user
+    # with a lower role
+    for ud in userdocs_u1[0:3]:
+        factories.UserDocumentAccessFactory(
+            user=user_2, document=ud.document, role="reader"
+        )
+
+    for ud in userdocs_u2[0:3]:
+        factories.UserDocumentAccessFactory(
+            user=user_1, document=ud.document, role="reader"
+        )
+
+    # Make the next 3 documents of each list shared with the other user
+    # with a higher role
+    for ud in userdocs_u1[3:6]:
+        factories.UserDocumentAccessFactory(
+            user=user_2, document=ud.document, role="owner"
+        )
+
+    for ud in userdocs_u2[3:6]:
+        factories.UserDocumentAccessFactory(
+            user=user_1, document=ud.document, role="owner"
+        )
+
+    return (user_1, user_2, userdocs_u1, userdocs_u2)
+
+
+def test_user_reconciliation_is_created(user_reconciliation_users_and_docs):
+    """Test that a UserReconciliation entry can be created and saved."""
+    user_1, user_2, _userdocs_u1, _userdocs_u2 = user_reconciliation_users_and_docs
+    rec = models.UserReconciliation.objects.create(
+        active_email=user_1.email,
+        inactive_email=user_2.email,
+        active_email_checked=False,
+        inactive_email_checked=True,
+        active_email_confirmation_id=uuid.uuid4(),
+        inactive_email_confirmation_id=uuid.uuid4(),
+        status="pending",
+    )
+
+    rec.save()
+    assert rec.status == "ready"
+
+
+def test_user_reconciliation_verification_emails_are_sent(
+    user_reconciliation_users_and_docs,
+):
+    """Test that both UserReconciliation verification emails are sent."""
+    user_1, user_2, _userdocs_u1, _userdocs_u2 = user_reconciliation_users_and_docs
+    rec = models.UserReconciliation.objects.create(
+        active_email=user_1.email,
+        inactive_email=user_2.email,
+        active_email_checked=False,
+        inactive_email_checked=False,
+        active_email_confirmation_id=uuid.uuid4(),
+        inactive_email_confirmation_id=uuid.uuid4(),
+        status="pending",
+    )
+
+    rec.save()
+
+    # pylint: disable-next=no-member
+    assert len(mail.outbox) == 2
+
+    # pylint: disable-next=no-member
+    email_1 = mail.outbox[0]
+
+    assert email_1.to == [user_1.email]
+    email_1_content = " ".join(email_1.body.split())
+
+    assert (
+        "You have requested a reconciliation of your user accounts on Docs."
+        in email_1_content
+    )
+    active_email_confirmation_id = rec.active_email_confirmation_id
+    inactive_email_confirmation_id = rec.inactive_email_confirmation_id
+    assert (
+        f"user-reconciliations/active/{active_email_confirmation_id}/"
+        in email_1_content
+    )
+
+    # pylint: disable-next=no-member
+    email_2 = mail.outbox[1]
+
+    assert email_2.to == [user_2.email]
+    email_2_content = " ".join(email_2.body.split())
+
+    assert (
+        "You have requested a reconciliation of your user accounts on Docs."
+        in email_2_content
+    )
+
+    assert (
+        f"user-reconciliations/inactive/{inactive_email_confirmation_id}/"
+        in email_2_content
+    )
+
+
+def test_user_reconciliation_only_starts_if_checks_are_made(
+    user_reconciliation_users_and_docs,
+):
+    """Test that the admin action does not process entries
+    unless both email checks are confirmed.
+    """
+    user_1, user_2, _userdocs_u1, _userdocs_u2 = user_reconciliation_users_and_docs
+
+    # Create a reconciliation entry where only one email has been checked
+    rec = models.UserReconciliation.objects.create(
+        active_email=user_1.email,
+        inactive_email=user_2.email,
+        active_email_checked=True,
+        inactive_email_checked=False,
+        status="pending",
+    )
+    rec.save()
+
+    # Capture counts before running admin action
+    accesses_before_active = models.DocumentAccess.objects.filter(user=user_1).count()
+    accesses_before_inactive = models.DocumentAccess.objects.filter(user=user_2).count()
+    users_active_before = (user_1.is_active, user_2.is_active)
+
+    # Call the admin action with the queryset containing our single rec
+    qs = models.UserReconciliation.objects.filter(id=rec.id)
+    process_reconciliation(None, None, qs)
+
+    # Reload from DB and assert nothing was processed (checks prevent processing)
+    rec.refresh_from_db()
+    user_1.refresh_from_db()
+    user_2.refresh_from_db()
+
+    assert rec.status == "ready"
+    assert (
+        models.DocumentAccess.objects.filter(user=user_1).count()
+        == accesses_before_active
+    )
+    assert (
+        models.DocumentAccess.objects.filter(user=user_2).count()
+        == accesses_before_inactive
+    )
+    assert (user_1.is_active, user_2.is_active) == users_active_before
+
+
+def test_process_reconciliation_updates_accesses(
+    user_reconciliation_users_and_docs,
+):
+    """Test that accesses are consolidated on the active user."""
+    user_1, user_2, userdocs_u1, userdocs_u2 = user_reconciliation_users_and_docs
+
+    u1_2 = userdocs_u1[2]
+    u1_5 = userdocs_u1[5]
+    u2doc1 = userdocs_u2[1].document
+    u2doc5 = userdocs_u2[5].document
+
+    rec = models.UserReconciliation.objects.create(
+        active_email=user_1.email,
+        inactive_email=user_2.email,
+        active_user=user_1,
+        inactive_user=user_2,
+        active_email_checked=True,
+        inactive_email_checked=True,
+        status="ready",
+    )
+
+    qs = models.UserReconciliation.objects.filter(id=rec.id)
+    process_reconciliation(None, None, qs)
+
+    rec.refresh_from_db()
+    user_1.refresh_from_db()
+    user_2.refresh_from_db()
+    u1_2.refresh_from_db(
+        from_queryset=models.DocumentAccess.objects.select_for_update()
+    )
+    u1_5.refresh_from_db(
+        from_queryset=models.DocumentAccess.objects.select_for_update()
+    )
+
+    # After processing, inactive user should have no accesses
+    # and active user should have one access per union document
+    # with the highest role
+    assert rec.status == "done"
+    assert "Requested update for 10 DocumentAccess items" in rec.logs
+    assert "and deletion for 12 DocumentAccess items" in rec.logs
+    assert models.DocumentAccess.objects.filter(user=user_2).count() == 0
+    assert models.DocumentAccess.objects.filter(user=user_1).count() == 20
+    assert u1_2.role == "editor"
+    assert u1_5.role == "owner"
+
+    assert (
+        models.DocumentAccess.objects.filter(user=user_1, document=u2doc1).first().role
+        == "editor"
+    )
+    assert (
+        models.DocumentAccess.objects.filter(user=user_1, document=u2doc5).first().role
+        == "owner"
+    )
+
+    assert user_1.is_active is True
+    assert user_2.is_active is False
+
+    # pylint: disable-next=no-member
+    assert len(mail.outbox) == 1
+
+    # pylint: disable-next=no-member
+    email = mail.outbox[0]
+
+    assert email.to == [user_1.email]
+    email_content = " ".join(email.body.split())
+
+    assert "Your accounts have been merged" in email_content
+
+
+def test_process_reconciliation_updates_linktraces(
+    user_reconciliation_users_and_docs,
+):
+    """Test that linktraces are consolidated on the active user."""
+    user_1, user_2, userdocs_u1, userdocs_u2 = user_reconciliation_users_and_docs
+
+    u1_2 = userdocs_u1[2]
+    u1_5 = userdocs_u1[5]
+
+    doc_both = u1_2.document
+    models.LinkTrace.objects.create(document=doc_both, user=user_1)
+    models.LinkTrace.objects.create(document=doc_both, user=user_2)
+
+    doc_inactive_only = userdocs_u2[4].document
+    models.LinkTrace.objects.create(
+        document=doc_inactive_only, user=user_2, is_masked=True
+    )
+
+    doc_active_only = userdocs_u1[4].document
+    models.LinkTrace.objects.create(document=doc_active_only, user=user_1)
+
+    rec = models.UserReconciliation.objects.create(
+        active_email=user_1.email,
+        inactive_email=user_2.email,
+        active_user=user_1,
+        inactive_user=user_2,
+        active_email_checked=True,
+        inactive_email_checked=True,
+        status="ready",
+    )
+
+    qs = models.UserReconciliation.objects.filter(id=rec.id)
+    process_reconciliation(None, None, qs)
+
+    rec.refresh_from_db()
+    user_1.refresh_from_db()
+    user_2.refresh_from_db()
+    u1_2.refresh_from_db(
+        from_queryset=models.DocumentAccess.objects.select_for_update()
+    )
+    u1_5.refresh_from_db(
+        from_queryset=models.DocumentAccess.objects.select_for_update()
+    )
+
+    # Inactive user should have no linktraces
+    assert models.LinkTrace.objects.filter(user=user_2).count() == 0
+
+    # doc_both should have a single LinkTrace owned by the active user
+    assert (
+        models.LinkTrace.objects.filter(user=user_1, document=doc_both).exists() is True
+    )
+    assert models.LinkTrace.objects.filter(user=user_1, document=doc_both).count() == 1
+    assert (
+        models.LinkTrace.objects.filter(user=user_2, document=doc_both).exists()
+        is False
+    )
+
+    # doc_inactive_only should now be linked to active user and preserve is_masked
+    lt = models.LinkTrace.objects.filter(
+        user=user_1, document=doc_inactive_only
+    ).first()
+    assert lt is not None
+    assert lt.is_masked is True
+
+    # doc_active_only should still belong to active user
+    assert models.LinkTrace.objects.filter(
+        user=user_1, document=doc_active_only
+    ).exists()
+
+
+def test_process_reconciliation_updates_threads_comments_reactions(
+    user_reconciliation_users_and_docs,
+):
+    """Test that threads, comments and reactions are transferred/deduplicated
+    on reconciliation."""
+    user_1, user_2, _userdocs_u1, userdocs_u2 = user_reconciliation_users_and_docs
+
+    # Use a document from the inactive user's set
+    document = userdocs_u2[0].document
+
+    # Thread and comment created by inactive user -> should be moved to active
+    thread = factories.ThreadFactory(document=document, creator=user_2)
+    comment = factories.CommentFactory(thread=thread, user=user_2)
+
+    # Reaction where only inactive user reacted -> should be moved to active user
+    reaction_inactive_only = factories.ReactionFactory(comment=comment, users=[user_2])
+
+    # Reaction where both users reacted -> inactive user's participation should be removed
+    thread2 = factories.ThreadFactory(document=document, creator=user_1)
+    comment2 = factories.CommentFactory(thread=thread2, user=user_1)
+    reaction_both = factories.ReactionFactory(comment=comment2, users=[user_1, user_2])
+
+    # Reaction where only active user reacted -> unchanged
+    thread3 = factories.ThreadFactory(document=document, creator=user_1)
+    comment3 = factories.CommentFactory(thread=thread3, user=user_1)
+    reaction_active_only = factories.ReactionFactory(comment=comment3, users=[user_1])
+
+    rec = models.UserReconciliation.objects.create(
+        active_email=user_1.email,
+        inactive_email=user_2.email,
+        active_user=user_1,
+        inactive_user=user_2,
+        active_email_checked=True,
+        inactive_email_checked=True,
+        status="ready",
+    )
+
+    qs = models.UserReconciliation.objects.filter(id=rec.id)
+    process_reconciliation(None, None, qs)
+
+    # Refresh objects
+    thread.refresh_from_db()
+    comment.refresh_from_db()
+    reaction_inactive_only.refresh_from_db()
+    reaction_both.refresh_from_db()
+    reaction_active_only.refresh_from_db()
+
+    # Thread and comment creator should now be the active user
+    assert thread.creator == user_1
+    assert comment.user == user_1
+
+    # reaction_inactive_only: inactive user's participation should be removed and
+    # active user's participation added
+    reaction_inactive_only.refresh_from_db()
+    assert not reaction_inactive_only.users.filter(pk=user_2.pk).exists()
+    assert reaction_inactive_only.users.filter(pk=user_1.pk).exists()
+
+    # reaction_both: should end up with only active user's participation
+    assert reaction_both.users.filter(pk=user_2.pk).exists() is False
+    assert reaction_both.users.filter(pk=user_1.pk).exists() is True
+
+    # reaction_active_only should still have active user's participation
+    assert reaction_active_only.users.filter(pk=user_1.pk).exists()
+
+
+def test_process_reconciliation_updates_favorites(
+    user_reconciliation_users_and_docs,
+):
+    """Test that favorites are consolidated on the active user."""
+    user_1, user_2, userdocs_u1, userdocs_u2 = user_reconciliation_users_and_docs
+
+    u1_2 = userdocs_u1[2]
+    u1_5 = userdocs_u1[5]
+
+    doc_both = u1_2.document
+    models.DocumentFavorite.objects.create(document=doc_both, user=user_1)
+    models.DocumentFavorite.objects.create(document=doc_both, user=user_2)
+
+    doc_inactive_only = userdocs_u2[4].document
+    models.DocumentFavorite.objects.create(document=doc_inactive_only, user=user_2)
+
+    doc_active_only = userdocs_u1[4].document
+    models.DocumentFavorite.objects.create(document=doc_active_only, user=user_1)
+
+    rec = models.UserReconciliation.objects.create(
+        active_email=user_1.email,
+        inactive_email=user_2.email,
+        active_user=user_1,
+        inactive_user=user_2,
+        active_email_checked=True,
+        inactive_email_checked=True,
+        status="ready",
+    )
+
+    qs = models.UserReconciliation.objects.filter(id=rec.id)
+    process_reconciliation(None, None, qs)
+
+    rec.refresh_from_db()
+    user_1.refresh_from_db()
+    user_2.refresh_from_db()
+    u1_2.refresh_from_db(
+        from_queryset=models.DocumentAccess.objects.select_for_update()
+    )
+    u1_5.refresh_from_db(
+        from_queryset=models.DocumentAccess.objects.select_for_update()
+    )
+
+    # Inactive user should have no document favorites
+    assert models.DocumentFavorite.objects.filter(user=user_2).count() == 0
+
+    # doc_both should have a single DocumentFavorite owned by the active user
+    assert (
+        models.DocumentFavorite.objects.filter(user=user_1, document=doc_both).exists()
+        is True
+    )
+    assert (
+        models.DocumentFavorite.objects.filter(user=user_1, document=doc_both).count()
+        == 1
+    )
+    assert (
+        models.DocumentFavorite.objects.filter(user=user_2, document=doc_both).exists()
+        is False
+    )
+
+    # doc_inactive_only should now be linked to active user
+    assert (
+        models.DocumentFavorite.objects.filter(
+            user=user_2, document=doc_inactive_only
+        ).count()
+        == 0
+    )
+    assert models.DocumentFavorite.objects.filter(
+        user=user_1, document=doc_inactive_only
+    ).exists()
+
+    # doc_active_only should still belong to active user
+    assert models.DocumentFavorite.objects.filter(
+        user=user_1, document=doc_active_only
+    ).exists()

src/backend/core/tests/test_models_users.py

@@ -2,9 +2,12 @@
 Unit tests for the User model
 """
 
-from unittest import mock
+import uuid
+from concurrent.futures import ThreadPoolExecutor
+from unittest.mock import patch
 
 from django.core.exceptions import ValidationError
+from django.test.utils import override_settings
 
 import pytest
 
@@ -26,26 +29,6 @@ def test_models_users_id_unique():
         factories.UserFactory(id=user.id)
 
 
-def test_models_users_send_mail_main_existing():
-    """The "email_user' method should send mail to the user's email address."""
-    user = factories.UserFactory()
-
-    with mock.patch("django.core.mail.send_mail") as mock_send:
-        user.email_user("my subject", "my message")
-
-    mock_send.assert_called_once_with("my subject", "my message", None, [user.email])
-
-
-def test_models_users_send_mail_main_missing():
-    """The "email_user' method should fail if the user has no email address."""
-    user = factories.UserFactory(email=None)
-
-    with pytest.raises(ValueError) as excinfo:
-        user.email_user("my subject", "my message")
-
-    assert str(excinfo.value) == "User has no email address."
-
-
 @pytest.mark.parametrize(
     "sub,is_valid",
     [
@@ -96,3 +79,253 @@ def test_modes_users_convert_valid_invitations():
         id=invitation_other_document.id
     ).exists()
     assert models.Invitation.objects.filter(id=other_email_invitation.id).exists()
+
+
+@override_settings(USER_ONBOARDING_DOCUMENTS=[])
+def test_models_users_handle_onboarding_documents_access_empty_setting():
+    """
+    When USER_ONBOARDING_DOCUMENTS is empty, no accesses should be created.
+    """
+    user = factories.UserFactory()
+    assert models.DocumentAccess.objects.filter(user=user).count() == 0
+
+
+def test_models_users_handle_onboarding_document_link_trace_with_single_document():
+    """
+    When USER_ONBOARDING_DOCUMENTS has a valid document ID,
+    a LinkTrace should be created for the new user.
+
+    The document should be pinned as a favorite for the user.
+    """
+    document = factories.DocumentFactory(link_reach=models.LinkReachChoices.PUBLIC)
+
+    with override_settings(USER_ONBOARDING_DOCUMENTS=[str(document.id)]):
+        user = factories.UserFactory()
+
+    assert models.LinkTrace.objects.filter(user=user, document=document).count() == 1
+
+    user_favorites = models.DocumentFavorite.objects.filter(user=user)
+    assert user_favorites.count() == 1
+    assert user_favorites.filter(document=document).exists()
+
+
+def test_models_users_handle_onboarding_documents_access_with_multiple_documents():
+    """
+    When USER_ONBOARDING_DOCUMENTS has multiple valid document IDs,
+    accesses should be created for all documents.
+
+    All accesses should have the READER role.
+    All documents should be pinned as favorites for the user.
+    """
+    document1 = factories.DocumentFactory(
+        title="Document 1", link_reach=models.LinkReachChoices.PUBLIC
+    )
+    document2 = factories.DocumentFactory(
+        title="Document 2", link_reach=models.LinkReachChoices.AUTHENTICATED
+    )
+    document3 = factories.DocumentFactory(
+        title="Document 3", link_reach=models.LinkReachChoices.PUBLIC
+    )
+
+    with override_settings(
+        USER_ONBOARDING_DOCUMENTS=[
+            str(document1.id),
+            str(document2.id),
+            str(document3.id),
+        ]
+    ):
+        user = factories.UserFactory()
+
+    link_traces = models.LinkTrace.objects.filter(user=user)
+    assert link_traces.count() == 3
+
+    assert models.LinkTrace.objects.filter(user=user, document=document1).exists()
+    assert models.LinkTrace.objects.filter(user=user, document=document2).exists()
+    assert models.LinkTrace.objects.filter(user=user, document=document3).exists()
+
+    user_favorites = models.DocumentFavorite.objects.filter(user=user)
+    assert user_favorites.count() == 3
+    assert user_favorites.filter(document=document1).exists()
+    assert user_favorites.filter(document=document2).exists()
+    assert user_favorites.filter(document=document3).exists()
+
+
+def test_models_users_handle_onboarding_documents_access_with_invalid_document_id():
+    """
+    When USER_ONBOARDING_DOCUMENTS has an invalid document ID,
+    it should be skipped and logged, but not raise an exception.
+    """
+    invalid_id = uuid.uuid4()
+
+    with override_settings(USER_ONBOARDING_DOCUMENTS=[str(invalid_id)]):
+        with patch("core.models.logger") as mock_logger:
+            user = factories.UserFactory()
+
+            mock_logger.warning.assert_called_once()
+            call_args = mock_logger.warning.call_args
+            assert "Onboarding document with id" in call_args[0][0]
+
+    assert models.LinkTrace.objects.filter(user=user).count() == 0
+
+
+def test_models_users_handle_onboarding_documents_access_duplicate_prevention():
+    """
+    If the same document is listed multiple times in USER_ONBOARDING_DOCUMENTS,
+    it should only create one access (or handle duplicates gracefully).
+    """
+    document = factories.DocumentFactory(link_reach=models.LinkReachChoices.PUBLIC)
+
+    with override_settings(
+        USER_ONBOARDING_DOCUMENTS=[str(document.id), str(document.id)]
+    ):
+        user = factories.UserFactory()
+
+    link_traces = models.LinkTrace.objects.filter(user=user, document=document)
+
+    assert link_traces.count() == 1
+
+
+def test_models_users_handle_onboarding_documents_on_restricted_document_is_not_allowed():
+    """On-boarding document can be used when restricted"""
+
+    document = factories.DocumentFactory(link_reach=models.LinkReachChoices.RESTRICTED)
+    with override_settings(USER_ONBOARDING_DOCUMENTS=[str(document.id)]):
+        user = factories.UserFactory()
+
+    assert not models.LinkTrace.objects.filter(user=user, document=document).exists()
+
+
+@override_settings(USER_ONBOARDING_SANDBOX_DOCUMENT=None)
+def test_models_users_duplicate_onboarding_sandbox_document_no_setting():
+    """
+    When USER_ONBOARDING_SANDBOX_DOCUMENT is not set, no sandbox document should be created.
+    """
+    user = factories.UserFactory()
+
+    assert (
+        models.Document.objects.filter(creator=user, title__icontains="Sandbox").count()
+        == 0
+    )
+
+    initial_accesses = models.DocumentAccess.objects.filter(user=user).count()
+    assert initial_accesses == 0
+
+
+def test_models_users_duplicate_onboarding_sandbox_document_creates_sandbox():
+    """
+    When USER_ONBOARDING_SANDBOX_DOCUMENT is set with a valid template document,
+    a new sandbox document should be created for the user with OWNER access.
+    """
+    template_document = factories.DocumentFactory(title="Getting started with Docs")
+
+    with override_settings(USER_ONBOARDING_SANDBOX_DOCUMENT=str(template_document.id)):
+        user = factories.UserFactory()
+
+    sandbox_docs = models.Document.objects.filter(
+        creator=user, title="Getting started with Docs"
+    )
+    assert sandbox_docs.count() == 1
+
+    sandbox_doc = sandbox_docs.first()
+    assert sandbox_doc.creator == user
+    assert sandbox_doc.duplicated_from == template_document
+
+    access = models.DocumentAccess.objects.get(user=user, document=sandbox_doc)
+    assert access.role == models.RoleChoices.OWNER
+
+
+def test_models_users_duplicate_onboarding_sandbox_document_with_invalid_template_id():
+    """
+    When USER_ONBOARDING_SANDBOX_DOCUMENT has an invalid document ID,
+    it should be skipped and logged, but not raise an exception.
+    """
+    invalid_id = uuid.uuid4()
+
+    with override_settings(USER_ONBOARDING_SANDBOX_DOCUMENT=str(invalid_id)):
+        with patch("core.models.logger") as mock_logger:
+            user = factories.UserFactory()
+
+            mock_logger.warning.assert_called_once()
+            call_args = mock_logger.warning.call_args
+            assert "Onboarding sandbox document with id" in call_args[0][0]
+
+    sandbox_docs = models.Document.objects.filter(creator=user)
+    assert sandbox_docs.count() == 0
+
+
+def test_models_users_duplicate_onboarding_sandbox_document_creates_unique_sandbox_per_user():
+    """
+    Each new user should get their own independent sandbox document.
+    """
+    template_document = factories.DocumentFactory(title="Getting started with Docs")
+
+    with override_settings(USER_ONBOARDING_SANDBOX_DOCUMENT=str(template_document.id)):
+        user1 = factories.UserFactory()
+        user2 = factories.UserFactory()
+
+    sandbox_docs_user1 = models.Document.objects.filter(
+        creator=user1, title="Getting started with Docs"
+    )
+    sandbox_docs_user2 = models.Document.objects.filter(
+        creator=user2, title="Getting started with Docs"
+    )
+
+    assert sandbox_docs_user1.count() == 1
+    assert sandbox_docs_user2.count() == 1
+
+    assert sandbox_docs_user1.first().id != sandbox_docs_user2.first().id
+
+
+def test_models_users_duplicate_onboarding_sandbox_document_integration_with_other_methods():
+    """
+    Verify that sandbox creation works alongside other onboarding methods.
+    """
+    template_document = factories.DocumentFactory(title="Getting started with Docs")
+    onboarding_doc = factories.DocumentFactory(
+        title="Onboarding Document", link_reach=models.LinkReachChoices.AUTHENTICATED
+    )
+
+    with override_settings(
+        USER_ONBOARDING_SANDBOX_DOCUMENT=str(template_document.id),
+        USER_ONBOARDING_DOCUMENTS=[str(onboarding_doc.id)],
+    ):
+        user = factories.UserFactory()
+
+    sandbox_doc = models.Document.objects.filter(
+        creator=user, title="Getting started with Docs"
+    ).first()
+
+    assert models.DocumentAccess.objects.filter(user=user).count() == 1
+    assert models.LinkTrace.objects.filter(user=user).count() == 1
+
+    assert models.DocumentAccess.objects.filter(
+        document=sandbox_doc, user=user, role=models.RoleChoices.OWNER
+    ).exists()
+    assert models.LinkTrace.objects.filter(document=onboarding_doc, user=user).exists()
+
+
+@pytest.mark.django_db(transaction=True)
+def test_models_users_duplicate_onboarding_sandbox_race_condition():
+    """
+    It should be possible to create several documents at the same time
+    without causing any race conditions or data integrity issues.
+    """
+
+    def create_user():
+        return factories.UserFactory()
+
+    template_document = factories.DocumentFactory(title="Getting started with Docs")
+    with (
+        override_settings(
+            USER_ONBOARDING_SANDBOX_DOCUMENT=str(template_document.id),
+        ),
+        ThreadPoolExecutor(max_workers=2) as executor,
+    ):
+        future1 = executor.submit(create_user)
+        future2 = executor.submit(create_user)
+
+        user1 = future1.result()
+        user2 = future2.result()
+
+        assert isinstance(user1, models.User)
+        assert isinstance(user2, models.User)

src/backend/core/tests/test_services_ai_services.py

@@ -1,7 +1,9 @@
 """
-Test ai API endpoints in the impress core app.
+Test AI services in the impress core app.
 """
+# pylint: disable=protected-access
 
+from collections.abc import AsyncIterator
 from unittest.mock import MagicMock, patch
 
 from django.core.exceptions import ImproperlyConfigured
@@ -9,12 +11,33 @@ from django.test.utils import override_settings
 
 import pytest
 from openai import OpenAIError
+from pydantic_ai.ui.vercel_ai.request_types import TextUIPart, UIMessage
 
-from core.services.ai_services import AIService
+from core.services.ai_services import (
+    BLOCKNOTE_TOOL_STRICT_PROMPT,
+    AIService,
+    convert_async_generator_to_sync,
+)
 
 pytestmark = pytest.mark.django_db
 
 
+@pytest.fixture(autouse=True)
+def ai_settings(settings):
+    """Fixture to set AI settings."""
+    settings.AI_MODEL = "llama"
+    settings.AI_BASE_URL = "http://example.com"
+    settings.AI_API_KEY = "test-key"
+    settings.AI_FEATURE_ENABLED = True
+    settings.AI_FEATURE_BLOCKNOTE_ENABLED = True
+    settings.AI_FEATURE_LEGACY_ENABLED = True
+    settings.LANGFUSE_PUBLIC_KEY = None
+    settings.AI_VERCEL_SDK_VERSION = 6
+
+
+# -- AIService.__init__ --
+
+
 @pytest.mark.parametrize(
     "setting_name, setting_value",
     [
@@ -23,22 +46,25 @@ pytestmark = pytest.mark.django_db
         ("AI_MODEL", None),
     ],
 )
-def test_api_ai_setting_missing(setting_name, setting_value):
+def test_services_ai_setting_missing(setting_name, setting_value, settings):
     """Setting should be set"""
+    setattr(settings, setting_name, setting_value)
 
-    with override_settings(**{setting_name: setting_value}):
-        with pytest.raises(
-            ImproperlyConfigured,
-            match="AI configuration not set",
-        ):
-            AIService()
+    with pytest.raises(
+        ImproperlyConfigured,
+        match="AI configuration not set",
+    ):
+        AIService()
+
+
+# -- AIService.transform --
 
 
 @override_settings(
     AI_BASE_URL="http://example.com", AI_API_KEY="test-key", AI_MODEL="test-model"
 )
 @patch("openai.resources.chat.completions.Completions.create")
-def test_api_ai__client_error(mock_create):
+def test_services_ai_client_error(mock_create):
     """Fail when the client raises an error"""
 
     mock_create.side_effect = OpenAIError("Mocked client error")
@@ -54,7 +80,7 @@ def test_api_ai__client_error(mock_create):
     AI_BASE_URL="http://example.com", AI_API_KEY="test-key", AI_MODEL="test-model"
 )
 @patch("openai.resources.chat.completions.Completions.create")
-def test_api_ai__client_invalid_response(mock_create):
+def test_services_ai_client_invalid_response(mock_create):
     """Fail when the client response is invalid"""
 
     mock_create.return_value = MagicMock(
@@ -72,7 +98,7 @@ def test_api_ai__client_invalid_response(mock_create):
     AI_BASE_URL="http://example.com", AI_API_KEY="test-key", AI_MODEL="test-model"
 )
 @patch("openai.resources.chat.completions.Completions.create")
-def test_api_ai__success(mock_create):
+def test_services_ai_success(mock_create):
     """The AI request should work as expect when called with valid arguments."""
 
     mock_create.return_value = MagicMock(
@@ -82,3 +108,483 @@ def test_api_ai__success(mock_create):
     response = AIService().transform("hello", "prompt")
 
     assert response == {"answer": "Salut"}
+
+
+# -- AIService.translate --
+
+
+@patch("openai.resources.chat.completions.Completions.create")
+def test_services_ai_translate_success(mock_create):
+    """Translate should call the AI API with the correct language prompt."""
+
+    mock_create.return_value = MagicMock(
+        choices=[MagicMock(message=MagicMock(content="Bonjour"))]
+    )
+
+    response = AIService().translate("<p>Hello</p>", "fr")
+
+    assert response == {"answer": "Bonjour"}
+    call_args = mock_create.call_args
+    system_content = call_args[1]["messages"][0]["content"]
+    assert "French" in system_content or "fr" in system_content
+
+
+@patch("openai.resources.chat.completions.Completions.create")
+def test_services_ai_translate_unknown_language(mock_create):
+    """Translate with an unknown language code should use the code as-is."""
+
+    mock_create.return_value = MagicMock(
+        choices=[MagicMock(message=MagicMock(content="Translated"))]
+    )
+
+    response = AIService().translate("<p>Hello</p>", "xx-unknown")
+
+    assert response == {"answer": "Translated"}
+    call_args = mock_create.call_args
+    system_content = call_args[1]["messages"][0]["content"]
+    assert "xx-unknown" in system_content
+
+
+# -- convert_async_generator_to_sync --
+
+
+def test_convert_async_generator_to_sync_basic():
+    """Should convert an async generator yielding items to a sync iterator."""
+
+    async def async_gen():
+        for item in ["hello", "world", "!"]:
+            yield item
+
+    result = list(convert_async_generator_to_sync(async_gen()))
+    assert result == ["hello", "world", "!"]
+
+
+def test_convert_async_generator_to_sync_empty():
+    """Should handle an empty async generator."""
+
+    async def async_gen():
+        return
+        yield
+
+    result = list(convert_async_generator_to_sync(async_gen()))
+    assert not result
+
+
+def test_convert_async_generator_to_sync_exception():
+    """Should propagate exceptions from the async generator."""
+
+    async def async_gen():
+        yield "first"
+        raise ValueError("async error")
+
+    sync_iter = convert_async_generator_to_sync(async_gen())
+    assert next(sync_iter) == "first"
+
+    with pytest.raises(ValueError, match="async error"):
+        next(sync_iter)
+
+
+# -- AIService.inject_document_state_messages --
+
+
+def test_inject_document_state_messages_no_metadata():
+    """Messages without documentState metadata should pass through unchanged."""
+    messages = [
+        UIMessage(role="user", id="msg-1", parts=[TextUIPart(text="Hello")]),
+    ]
+
+    result = AIService.inject_document_state_messages(messages)
+
+    assert len(result) == 1
+    assert result[0].id == "msg-1"
+
+
+def test_inject_document_state_messages_with_selection():
+    """A user message with documentState and selection should get an
+    assistant context message prepended."""
+    messages = [
+        UIMessage(
+            role="user",
+            id="msg-1",
+            parts=[TextUIPart(text="Fix this")],
+            metadata={
+                "documentState": {
+                    "selection": {"start": 0, "end": 5},
+                    "selectedBlocks": [{"type": "paragraph", "content": "Hello"}],
+                    "blocks": [
+                        {"type": "paragraph", "content": "Hello"},
+                        {"type": "paragraph", "content": "World"},
+                    ],
+                }
+            },
+        ),
+    ]
+
+    result = AIService.inject_document_state_messages(messages)
+
+    assert len(result) == 2
+    # First message should be the injected assistant context
+    assert result[0].role == "assistant"
+    assert result[0].id == "assistant-document-state-msg-1"
+    assert len(result[0].parts) == 4
+    assert "selection" in result[0].parts[0].text.lower()
+    # Second message should be the original user message
+    assert result[1].id == "msg-1"
+
+
+def test_inject_document_state_messages_without_selection():
+    """A user message with documentState but no selection should describe
+    the full document context."""
+    messages = [
+        UIMessage(
+            role="user",
+            id="msg-1",
+            parts=[TextUIPart(text="Summarize")],
+            metadata={
+                "documentState": {
+                    "selection": None,
+                    "blocks": [
+                        {"type": "paragraph", "content": "Hello"},
+                    ],
+                    "isEmptyDocument": False,
+                }
+            },
+        ),
+    ]
+
+    result = AIService.inject_document_state_messages(messages)
+
+    assert len(result) == 2
+    assistant_msg = result[0]
+    assert assistant_msg.role == "assistant"
+    assert len(assistant_msg.parts) == 2
+    assert "no active selection" in assistant_msg.parts[0].text.lower()
+    assert "prefer updating" in assistant_msg.parts[0].text.lower()
+
+
+def test_inject_document_state_messages_empty_document():
+    """When the document is empty, the injected message should instruct
+    updating the empty block first."""
+    messages = [
+        UIMessage(
+            role="user",
+            id="msg-1",
+            parts=[TextUIPart(text="Write something")],
+            metadata={
+                "documentState": {
+                    "selection": None,
+                    "blocks": [{"type": "paragraph", "content": ""}],
+                    "isEmptyDocument": True,
+                }
+            },
+        ),
+    ]
+
+    result = AIService.inject_document_state_messages(messages)
+
+    assert len(result) == 2
+    assistant_msg = result[0]
+    assert "update the empty block" in assistant_msg.parts[0].text.lower()
+
+
+def test_inject_document_state_messages_mixed():
+    """Only user messages with documentState get assistant context;
+    other messages pass through unchanged."""
+    messages = [
+        UIMessage(
+            role="assistant",
+            id="msg-0",
+            parts=[TextUIPart(text="Previous response")],
+        ),
+        UIMessage(
+            role="user",
+            id="msg-1",
+            parts=[TextUIPart(text="Hello")],
+        ),
+        UIMessage(
+            role="user",
+            id="msg-2",
+            parts=[TextUIPart(text="Fix this")],
+            metadata={
+                "documentState": {
+                    "selection": {"start": 0, "end": 5},
+                    "selectedBlocks": [{"type": "paragraph", "content": "Hello"}],
+                    "blocks": [{"type": "paragraph", "content": "Hello"}],
+                }
+            },
+        ),
+    ]
+
+    result = AIService.inject_document_state_messages(messages)
+
+    # 3 original + 1 injected assistant message before msg-2
+    assert len(result) == 4
+    assert result[0].id == "msg-0"
+    assert result[1].id == "msg-1"
+    assert result[2].role == "assistant"
+    assert result[2].id == "assistant-document-state-msg-2"
+    assert result[3].id == "msg-2"
+
+
+# -- AIService.tool_definitions_to_toolset --
+
+
+def test_tool_definitions_to_toolset():
+    """Should convert frontend tool definitions to an ExternalToolset."""
+    tool_definitions = {
+        "applyOperations": {
+            "description": "Apply operations to the document",
+            "inputSchema": {
+                "type": "object",
+                "properties": {
+                    "operations": {"type": "array"},
+                },
+            },
+            "outputSchema": {"type": "object"},
+        },
+        "insertBlocks": {
+            "description": "Insert blocks",
+            "inputSchema": {"type": "object"},
+        },
+    }
+
+    toolset = AIService.tool_definitions_to_toolset(tool_definitions)
+
+    # The ExternalToolset wraps ToolDefinition objects
+    assert toolset is not None
+    # Access internal tool definitions
+    tool_defs = toolset.tool_defs
+    assert len(tool_defs) == 2
+
+    names = {td.name for td in tool_defs}
+    assert names == {"applyOperations", "insertBlocks"}
+
+    for td in tool_defs:
+        assert td.kind == "external"
+        if td.name == "applyOperations":
+            assert td.description == "Apply operations to the document"
+            assert td.metadata == {"output_schema": {"type": "object"}}
+
+
+def test_tool_definitions_to_toolset_missing_fields():
+    """Should handle tool definitions with missing optional fields."""
+    tool_definitions = {
+        "myTool": {},
+    }
+
+    toolset = AIService.tool_definitions_to_toolset(tool_definitions)
+
+    tool_defs = toolset.tool_defs
+    assert len(tool_defs) == 1
+    assert tool_defs[0].name == "myTool"
+    assert tool_defs[0].description == ""
+    assert tool_defs[0].parameters_json_schema == {}
+    assert tool_defs[0].metadata == {"output_schema": None}
+
+
+# -- AIService.stream --
+
+
+@patch.object(AIService, "_build_async_stream")
+def test_services_ai_stream_sync_mode(mock_build, monkeypatch):
+    """In sync mode, stream() should return a sync iterator."""
+
+    async def mock_async_gen():
+        yield "chunk1"
+        yield "chunk2"
+
+    mock_build.return_value = mock_async_gen()
+    monkeypatch.setenv("PYTHON_SERVER_MODE", "sync")
+
+    service = AIService()
+    request = MagicMock()
+    result = service.stream(request)
+
+    # Should be a regular (sync) iterator, not async
+    assert not isinstance(result, AsyncIterator)
+    assert list(result) == ["chunk1", "chunk2"]
+    mock_build.assert_called_once_with(request)
+
+
+@patch.object(AIService, "_build_async_stream")
+def test_services_ai_stream_async_mode(mock_build, monkeypatch):
+    """In async mode, stream() should return the async iterator directly."""
+
+    async def mock_async_gen():
+        yield "chunk1"
+        yield "chunk2"
+
+    mock_async_iter = mock_async_gen()
+    mock_build.return_value = mock_async_iter
+    monkeypatch.setenv("PYTHON_SERVER_MODE", "async")
+
+    service = AIService()
+    request = MagicMock()
+    result = service.stream(request)
+
+    assert result is mock_async_iter
+    mock_build.assert_called_once_with(request)
+
+
+@patch.object(AIService, "_build_async_stream")
+def test_services_ai_stream_defaults_to_sync(mock_build, monkeypatch):
+    """When PYTHON_SERVER_MODE is not set, stream() should default to sync."""
+
+    async def mock_async_gen():
+        yield "data"
+
+    mock_build.return_value = mock_async_gen()
+    monkeypatch.delenv("PYTHON_SERVER_MODE", raising=False)
+
+    service = AIService()
+    request = MagicMock()
+    result = service.stream(request)
+
+    # Default should be sync mode
+    assert not isinstance(result, AsyncIterator)
+    assert list(result) == ["data"]
+
+
+# -- AIService._build_async_stream --
+
+
+@patch("core.services.ai_services.VercelAIAdapter")
+def test_services_ai_build_async_stream(mock_adapter_cls):
+    """_build_async_stream should build the pydantic-ai streaming pipeline."""
+
+    async def mock_encode():
+        yield "event-data"
+
+    mock_run_input = MagicMock()
+    mock_run_input.model_extra = None
+    mock_run_input.messages = []
+    mock_adapter_cls.build_run_input.return_value = mock_run_input
+
+    mock_adapter_instance = MagicMock()
+    mock_adapter_instance.run_stream.return_value = MagicMock()
+    mock_adapter_instance.encode_stream.return_value = mock_encode()
+    mock_adapter_cls.return_value = mock_adapter_instance
+
+    service = AIService()
+    request = MagicMock()
+    request.META = {"HTTP_ACCEPT": "text/event-stream"}
+    request.raw_body = b'{"messages": []}'
+
+    result = service._build_async_stream(request)
+    assert isinstance(result, AsyncIterator)
+    mock_adapter_cls.build_run_input.assert_called_once_with(b'{"messages": []}')
+    mock_adapter_instance.run_stream.assert_called_once()
+    mock_adapter_instance.encode_stream.assert_called_once()
+
+
+@patch("core.services.ai_services.VercelAIAdapter")
+def test_services_ai_build_async_stream_with_tool_definitions(mock_adapter_cls):
+    """_build_async_stream should build an ExternalToolset when
+    toolDefinitions are present in the request."""
+
+    async def mock_encode():
+        yield "event-data"
+
+    mock_run_input = MagicMock()
+    mock_run_input.model_extra = {
+        "toolDefinitions": {
+            "myTool": {
+                "description": "A tool",
+                "inputSchema": {"type": "object"},
+            }
+        }
+    }
+    mock_run_input.messages = []
+    mock_adapter_cls.build_run_input.return_value = mock_run_input
+
+    mock_adapter_instance = MagicMock()
+    mock_adapter_instance.run_stream.return_value = MagicMock()
+    mock_adapter_instance.encode_stream.return_value = mock_encode()
+    mock_adapter_cls.return_value = mock_adapter_instance
+
+    service = AIService()
+    request = MagicMock()
+    request.META = {}
+    request.raw_body = b"{}"
+
+    service._build_async_stream(request)
+    # run_stream should have been called with a toolset
+    call_kwargs = mock_adapter_instance.run_stream.call_args[1]
+    assert call_kwargs["toolsets"] is not None
+    assert len(call_kwargs["toolsets"]) == 1
+
+
+@patch("core.services.ai_services.VercelAIAdapter")
+def test_services_ai_build_async_stream_with_tool_definitions_required_system_prompt(
+    mock_adapter_cls,
+):
+    """The presence of the applyDocumentOperations tool must force the addition
+    of a system prompt"""
+
+    async def mock_encode():
+        yield "event-data"
+
+    mock_run_input = MagicMock()
+    mock_run_input.model_extra = {
+        "toolDefinitions": {
+            "applyDocumentOperations": {
+                "description": "A tool",
+                "inputSchema": {"type": "object"},
+            }
+        }
+    }
+    mock_run_input.messages = []
+    mock_adapter_cls.build_run_input.return_value = mock_run_input
+
+    mock_adapter_instance = MagicMock()
+    mock_adapter_instance.run_stream.return_value = MagicMock()
+    mock_adapter_instance.encode_stream.return_value = mock_encode()
+    mock_adapter_cls.return_value = mock_adapter_instance
+
+    service = AIService()
+    request = MagicMock()
+    request.META = {}
+    request.raw_body = b"{}"
+
+    service._build_async_stream(request)
+    # run_stream should have been called with a toolset
+    call_kwargs = mock_adapter_instance.run_stream.call_args[1]
+    assert call_kwargs["toolsets"] is not None
+    assert len(call_kwargs["toolsets"]) == 1
+    assert len(mock_run_input.messages) == 1
+    assert mock_run_input.messages[0].id == "system-force-tool-usage"
+    assert mock_run_input.messages[0].role == "system"
+    assert mock_run_input.messages[0].parts[0].text == BLOCKNOTE_TOOL_STRICT_PROMPT
+
+
+@patch("core.services.ai_services.Agent")
+@patch("core.services.ai_services.VercelAIAdapter")
+def test_services_ai_build_async_stream_langfuse_enabled(
+    mock_adapter_cls, mock_agent_cls, settings
+):
+    """When LANGFUSE_PUBLIC_KEY is set, instrument should be enabled."""
+    settings.LANGFUSE_PUBLIC_KEY = "pk-test-123"
+
+    async def mock_encode():
+        yield "data"
+
+    mock_run_input = MagicMock()
+    mock_run_input.model_extra = None
+    mock_run_input.messages = []
+    mock_adapter_cls.build_run_input.return_value = mock_run_input
+
+    mock_adapter_instance = MagicMock()
+    mock_adapter_instance.run_stream.return_value = MagicMock()
+    mock_adapter_instance.encode_stream.return_value = mock_encode()
+    mock_adapter_cls.return_value = mock_adapter_instance
+
+    service = AIService()
+    request = MagicMock()
+    request.META = {}
+    request.raw_body = b"{}"
+
+    service._build_async_stream(request)
+    mock_agent_cls.instrument_all.assert_called_once()
+    # Agent should be created with instrument=True
+    mock_agent_cls.assert_called_once()
+    assert mock_agent_cls.call_args[1]["instrument"] is True

src/backend/core/tests/test_services_converter_orchestration.py

@@ -0,0 +1,93 @@
+"""Test Converter orchestration services."""
+
+from unittest.mock import MagicMock, patch
+
+from core.services import mime_types
+from core.services.converter_services import Converter
+
+
+@patch("core.services.converter_services.DocSpecConverter")
+@patch("core.services.converter_services.YdocConverter")
+def test_converter_docx_to_yjs_orchestration(mock_ydoc_class, mock_docspec_class):
+    """Test that DOCX to YJS conversion uses both DocSpec and Ydoc converters."""
+    # Setup mocks
+    mock_docspec = MagicMock()
+    mock_ydoc = MagicMock()
+    mock_docspec_class.return_value = mock_docspec
+    mock_ydoc_class.return_value = mock_ydoc
+
+    # Mock the conversion chain: DOCX -> BlockNote -> YJS
+    blocknote_data = b'[{"type": "paragraph", "content": "test"}]'
+    yjs_data = "base64encodedyjs"
+
+    mock_docspec.convert.return_value = blocknote_data
+    mock_ydoc.convert.return_value = yjs_data
+
+    # Execute conversion
+    converter = Converter()
+    docx_data = b"fake docx data"
+    result = converter.convert(docx_data, mime_types.DOCX, mime_types.YJS)
+
+    # Verify the orchestration
+    mock_docspec.convert.assert_called_once_with(
+        docx_data, mime_types.DOCX, mime_types.BLOCKNOTE
+    )
+    mock_ydoc.convert.assert_called_once_with(
+        blocknote_data, mime_types.BLOCKNOTE, mime_types.YJS
+    )
+    assert result == yjs_data
+
+
+@patch("core.services.converter_services.YdocConverter")
+def test_converter_markdown_to_yjs_delegation(mock_ydoc_class):
+    """Test that Markdown to YJS conversion is delegated to YdocConverter."""
+    mock_ydoc = MagicMock()
+    mock_ydoc_class.return_value = mock_ydoc
+
+    yjs_data = "base64encodedyjs"
+    mock_ydoc.convert.return_value = yjs_data
+
+    converter = Converter()
+    markdown_data = "# Test Document"
+    result = converter.convert(markdown_data, mime_types.MARKDOWN, mime_types.YJS)
+
+    mock_ydoc.convert.assert_called_once_with(
+        markdown_data, mime_types.MARKDOWN, mime_types.YJS
+    )
+    assert result == yjs_data
+
+
+@patch("core.services.converter_services.YdocConverter")
+def test_converter_yjs_to_html_delegation(mock_ydoc_class):
+    """Test that YJS to HTML conversion is delegated to YdocConverter."""
+    mock_ydoc = MagicMock()
+    mock_ydoc_class.return_value = mock_ydoc
+
+    html_data = "<p>Test Document</p>"
+    mock_ydoc.convert.return_value = html_data
+
+    converter = Converter()
+    yjs_data = b"yjs binary data"
+    result = converter.convert(yjs_data, mime_types.YJS, mime_types.HTML)
+
+    mock_ydoc.convert.assert_called_once_with(yjs_data, mime_types.YJS, mime_types.HTML)
+    assert result == html_data
+
+
+@patch("core.services.converter_services.YdocConverter")
+def test_converter_blocknote_to_yjs_delegation(mock_ydoc_class):
+    """Test that BlockNote to YJS conversion is delegated to YdocConverter."""
+    mock_ydoc = MagicMock()
+    mock_ydoc_class.return_value = mock_ydoc
+
+    yjs_data = "base64encodedyjs"
+    mock_ydoc.convert.return_value = yjs_data
+
+    converter = Converter()
+    blocknote_data = b'[{"type": "paragraph"}]'
+    result = converter.convert(blocknote_data, mime_types.BLOCKNOTE, mime_types.YJS)
+
+    mock_ydoc.convert.assert_called_once_with(
+        blocknote_data, mime_types.BLOCKNOTE, mime_types.YJS
+    )
+    assert result == yjs_data

src/backend/core/tests/test_services_converter_services.py

@@ -6,6 +6,7 @@ from unittest.mock import MagicMock, patch
 import pytest
 import requests
 
+from core.services import mime_types
 from core.services.converter_services import (
     ServiceUnavailableError,
     ValidationError,
@@ -21,9 +22,9 @@ def test_auth_header(settings):
 
 
 def test_convert_empty_text():
-    """Should raise ValidationError when text is empty."""
+    """Should raise ValidationError when data is empty."""
     converter = YdocConverter()
-    with pytest.raises(ValidationError, match="Input text cannot be empty"):
+    with pytest.raises(ValidationError, match="Input data cannot be empty"):
         converter.convert("")
 
 
@@ -36,7 +37,7 @@ def test_convert_service_unavailable(mock_post):
 
     with pytest.raises(
         ServiceUnavailableError,
-        match="Failed to connect to conversion service",
+        match="Failed to connect to YDoc conversion service",
     ):
         converter.convert("test text")
 
@@ -52,7 +53,7 @@ def test_convert_http_error(mock_post):
 
     with pytest.raises(
         ServiceUnavailableError,
-        match="Failed to connect to conversion service",
+        match="Failed to connect to YDoc conversion service",
     ):
         converter.convert("test text")
 
@@ -83,8 +84,8 @@ def test_convert_full_integration(mock_post, settings):
         data="test markdown",
         headers={
             "Authorization": "Bearer test-key",
-            "Content-Type": "text/markdown",
-            "Accept": "application/vnd.yjs.doc",
+            "Content-Type": mime_types.MARKDOWN,
+            "Accept": mime_types.YJS,
         },
         timeout=5,
         verify=False,
@@ -108,9 +109,7 @@ def test_convert_full_integration_with_specific_headers(mock_post, settings):
     mock_response.raise_for_status.return_value = None
     mock_post.return_value = mock_response
 
-    result = converter.convert(
-        b"test_content", "application/vnd.yjs.doc", "text/markdown"
-    )
+    result = converter.convert(b"test_content", mime_types.YJS, mime_types.MARKDOWN)
 
     assert result == expected_response
     mock_post.assert_called_once_with(
@@ -118,8 +117,8 @@ def test_convert_full_integration_with_specific_headers(mock_post, settings):
         data=b"test_content",
         headers={
             "Authorization": "Bearer test-key",
-            "Content-Type": "application/vnd.yjs.doc",
-            "Accept": "text/markdown",
+            "Content-Type": mime_types.YJS,
+            "Accept": mime_types.MARKDOWN,
         },
         timeout=5,
         verify=False,
@@ -135,7 +134,7 @@ def test_convert_timeout(mock_post):
 
     with pytest.raises(
         ServiceUnavailableError,
-        match="Failed to connect to conversion service",
+        match="Failed to connect to YDoc conversion service",
     ):
         converter.convert("test text")
 
@@ -144,5 +143,5 @@ def test_convert_none_input():
     """Should raise ValidationError when input is None."""
     converter = YdocConverter()
 
-    with pytest.raises(ValidationError, match="Input text cannot be empty"):
+    with pytest.raises(ValidationError, match="Input data cannot be empty"):
         converter.convert(None)

src/backend/core/tests/test_services_docspec_converter.py

@@ -0,0 +1,117 @@
+"""Test DocSpec converter services."""
+
+from unittest.mock import MagicMock, patch
+
+import pytest
+import requests
+
+from core.services import mime_types
+from core.services.converter_services import (
+    DocSpecConverter,
+    ServiceUnavailableError,
+    ValidationError,
+)
+
+
+def test_docspec_convert_empty_data():
+    """Should raise ValidationError when data is empty."""
+    converter = DocSpecConverter()
+    with pytest.raises(ValidationError, match="Input data cannot be empty"):
+        converter.convert("", mime_types.DOCX, mime_types.BLOCKNOTE)
+
+
+def test_docspec_convert_none_input():
+    """Should raise ValidationError when input is None."""
+    converter = DocSpecConverter()
+    with pytest.raises(ValidationError, match="Input data cannot be empty"):
+        converter.convert(None, mime_types.DOCX, mime_types.BLOCKNOTE)
+
+
+def test_docspec_convert_unsupported_content_type():
+    """Should raise ValidationError when content type is not DOCX."""
+    converter = DocSpecConverter()
+    with pytest.raises(
+        ValidationError, match="Conversion from text/plain to .* is not supported"
+    ):
+        converter.convert(b"test data", "text/plain", mime_types.BLOCKNOTE)
+
+
+def test_docspec_convert_unsupported_accept():
+    """Should raise ValidationError when accept type is not BLOCKNOTE."""
+    converter = DocSpecConverter()
+    with pytest.raises(
+        ValidationError,
+        match=f"Conversion from {mime_types.DOCX} to {mime_types.YJS} is not supported",
+    ):
+        converter.convert(b"test data", mime_types.DOCX, mime_types.YJS)
+
+
+@patch("requests.post")
+def test_docspec_convert_service_unavailable(mock_post):
+    """Should raise ServiceUnavailableError when service is unavailable."""
+    converter = DocSpecConverter()
+    mock_post.side_effect = requests.RequestException("Connection error")
+
+    with pytest.raises(
+        ServiceUnavailableError,
+        match="Failed to connect to DocSpec conversion service",
+    ):
+        converter.convert(b"test data", mime_types.DOCX, mime_types.BLOCKNOTE)
+
+
+@patch("requests.post")
+def test_docspec_convert_http_error(mock_post):
+    """Should raise ServiceUnavailableError when HTTP error occurs."""
+    converter = DocSpecConverter()
+    mock_response = MagicMock()
+    mock_response.raise_for_status.side_effect = requests.HTTPError("HTTP Error")
+    mock_post.return_value = mock_response
+
+    with pytest.raises(
+        ServiceUnavailableError,
+        match="Failed to connect to DocSpec conversion service",
+    ):
+        converter.convert(b"test data", mime_types.DOCX, mime_types.BLOCKNOTE)
+
+
+@patch("requests.post")
+def test_docspec_convert_timeout(mock_post):
+    """Should raise ServiceUnavailableError when request times out."""
+    converter = DocSpecConverter()
+    mock_post.side_effect = requests.Timeout("Request timed out")
+
+    with pytest.raises(
+        ServiceUnavailableError,
+        match="Failed to connect to DocSpec conversion service",
+    ):
+        converter.convert(b"test data", mime_types.DOCX, mime_types.BLOCKNOTE)
+
+
+@patch("requests.post")
+def test_docspec_convert_success(mock_post, settings):
+    """Test successful DOCX to BlockNote conversion."""
+    settings.DOCSPEC_API_URL = "http://docspec.test/convert"
+    settings.CONVERSION_API_TIMEOUT = 5
+    settings.CONVERSION_API_SECURE = False
+
+    converter = DocSpecConverter()
+
+    expected_content = b'[{"type": "paragraph", "content": "test"}]'
+    mock_response = MagicMock()
+    mock_response.content = expected_content
+    mock_response.raise_for_status.return_value = None
+    mock_post.return_value = mock_response
+
+    docx_data = b"fake docx binary data"
+    result = converter.convert(docx_data, mime_types.DOCX, mime_types.BLOCKNOTE)
+
+    assert result == expected_content
+
+    # Verify the request was made correctly
+    mock_post.assert_called_once_with(
+        "http://docspec.test/convert",
+        headers={"Accept": mime_types.BLOCKNOTE},
+        files={"file": ("document.docx", docx_data, mime_types.DOCX)},
+        timeout=5,
+        verify=False,
+    )

src/backend/core/tests/test_settings.py

@@ -28,3 +28,39 @@ def test_invalid_settings_oidc_email_configuration():
         "Both OIDC_FALLBACK_TO_EMAIL_FOR_IDENTIFICATION and "
         "OIDC_ALLOW_DUPLICATE_EMAILS cannot be set to True simultaneously. "
     )
+
+
+def test_settings_psycopg_pool_not_enabled():
+    """
+    Test that not changing DB_PSYCOPG_POOL_ENABLED should not configure psycopg in the DATABASES
+    settings.
+    """
+
+    class TestSettings(Base):
+        """Fake test settings without enabling psycopg"""
+
+    TestSettings.post_setup()
+
+    assert TestSettings.DATABASES["default"].get("OPTIONS") == {}
+
+
+def test_settings_psycopg_pool_enabled(monkeypatch):
+    """
+    Test when DB_PSYCOPG_POOL_ENABLED is set to True, the psycopg pool options should be present
+    in the DATABASES OPTIONS.
+    """
+
+    monkeypatch.setenv("DB_PSYCOPG_POOL_ENABLED", "True")
+
+    class TestSettings(Base):
+        """Fake test settings without enabling psycopg"""
+
+    TestSettings.post_setup()
+
+    assert TestSettings.DATABASES["default"].get("OPTIONS") == {
+        "pool": {
+            "min_size": 4,
+            "max_size": None,
+            "timeout": 3,
+        }
+    }

src/backend/core/tests/test_utils.py

@@ -3,9 +3,14 @@
 import base64
 import uuid
 
-import pycrdt
+from django.core.cache import cache
 
-from core import utils
+import pycrdt
+import pytest
+
+from core import factories, utils
+
+pytestmark = pytest.mark.django_db
 
 # This base64 string is an example of what is saved in the database.
 # This base64 is generated from the blocknote editor, it contains
@@ -100,3 +105,103 @@ def test_utils_get_ancestor_to_descendants_map_multiple_paths():
         "000100020005": {"000100020005"},
         "00010003": {"00010003"},
     }
+
+
+def test_utils_users_sharing_documents_with_cache_miss():
+    """Test cache miss: should query database and cache result."""
+    user1 = factories.UserFactory()
+    user2 = factories.UserFactory()
+    user3 = factories.UserFactory()
+    doc1 = factories.DocumentFactory()
+    doc2 = factories.DocumentFactory()
+
+    factories.UserDocumentAccessFactory(user=user1, document=doc1)
+    factories.UserDocumentAccessFactory(user=user2, document=doc1)
+    factories.UserDocumentAccessFactory(user=user3, document=doc2)
+
+    cache_key = utils.get_users_sharing_documents_with_cache_key(user1)
+    cache.delete(cache_key)
+
+    result = utils.users_sharing_documents_with(user1)
+
+    assert user2.id in result
+
+    cached_data = cache.get(cache_key)
+    assert cached_data == result
+
+
+def test_utils_users_sharing_documents_with_cache_hit():
+    """Test cache hit: should return cached data without querying database."""
+    user1 = factories.UserFactory()
+    user2 = factories.UserFactory()
+    doc1 = factories.DocumentFactory()
+
+    factories.UserDocumentAccessFactory(user=user1, document=doc1)
+    factories.UserDocumentAccessFactory(user=user2, document=doc1)
+
+    cache_key = utils.get_users_sharing_documents_with_cache_key(user1)
+
+    test_cached_data = {user2.id: "2025-02-10"}
+    cache.set(cache_key, test_cached_data, 86400)
+
+    result = utils.users_sharing_documents_with(user1)
+    assert result == test_cached_data
+
+
+def test_utils_users_sharing_documents_with_cache_invalidation_on_create():
+    """Test that cache is invalidated when a DocumentAccess is created."""
+    # Create test data
+    user1 = factories.UserFactory()
+    user2 = factories.UserFactory()
+    doc1 = factories.DocumentFactory()
+
+    # Pre-populate cache
+    cache_key = utils.get_users_sharing_documents_with_cache_key(user1)
+    cache.set(cache_key, {}, 86400)
+
+    # Verify cache exists
+    assert cache.get(cache_key) is not None
+
+    # Create new DocumentAccess
+    factories.UserDocumentAccessFactory(user=user2, document=doc1)
+
+    # Cache should still exist (only created for user2 who was added)
+    # But if we create access for user1 being shared with, cache should be cleared
+    cache.set(cache_key, {"test": "data"}, 86400)
+    factories.UserDocumentAccessFactory(user=user1, document=doc1)
+
+    # Cache for user1 should be invalidated (cleared)
+    assert cache.get(cache_key) is None
+
+
+def test_utils_users_sharing_documents_with_cache_invalidation_on_delete():
+    """Test that cache is invalidated when a DocumentAccess is deleted."""
+    user1 = factories.UserFactory()
+    user2 = factories.UserFactory()
+    doc1 = factories.DocumentFactory()
+
+    doc_access = factories.UserDocumentAccessFactory(user=user1, document=doc1)
+
+    cache_key = utils.get_users_sharing_documents_with_cache_key(user1)
+    cache.set(cache_key, {user2.id: "2025-02-10"}, 86400)
+
+    assert cache.get(cache_key) is not None
+
+    doc_access.delete()
+
+    assert cache.get(cache_key) is None
+
+
+def test_utils_users_sharing_documents_with_empty_result():
+    """Test when user is not sharing any documents."""
+    user1 = factories.UserFactory()
+
+    cache_key = utils.get_users_sharing_documents_with_cache_key(user1)
+    cache.delete(cache_key)
+
+    result = utils.users_sharing_documents_with(user1)
+
+    assert result == {}
+
+    cached_data = cache.get(cache_key)
+    assert cached_data == {}

src/backend/core/tests/test_utils_users_sharing_documents_with.py

@@ -0,0 +1,62 @@
+"""Tests for utils.users_sharing_documents_with function."""
+
+from django.utils import timezone
+
+import pytest
+
+from core import factories, utils
+
+pytestmark = pytest.mark.django_db
+
+
+def test_utils_users_sharing_documents_with():
+    """Test users_sharing_documents_with function."""
+
+    user = factories.UserFactory(
+        email="martin.bernard@anct.gouv.fr", full_name="Martin Bernard"
+    )
+
+    pierre_1 = factories.UserFactory(
+        email="pierre.dupont@beta.gouv.fr", full_name="Pierre Dupont"
+    )
+    pierre_2 = factories.UserFactory(
+        email="pierre.durand@impots.gouv.fr", full_name="Pierre Durand"
+    )
+
+    now = timezone.now()
+    yesterday = now - timezone.timedelta(days=1)
+    last_week = now - timezone.timedelta(days=7)
+    last_month = now - timezone.timedelta(days=30)
+
+    document_1 = factories.DocumentFactory(creator=user)
+    document_2 = factories.DocumentFactory(creator=user)
+    document_3 = factories.DocumentFactory(creator=user)
+
+    factories.UserDocumentAccessFactory(user=user, document=document_1)
+    factories.UserDocumentAccessFactory(user=user, document=document_2)
+    factories.UserDocumentAccessFactory(user=user, document=document_3)
+
+    # The factory cannot set the created_at directly, so we force it after creation
+    doc_1_pierre_1 = factories.UserDocumentAccessFactory(
+        user=pierre_1, document=document_1, created_at=last_week
+    )
+    doc_1_pierre_1.created_at = last_week
+    doc_1_pierre_1.save()
+    doc_2_pierre_2 = factories.UserDocumentAccessFactory(
+        user=pierre_2, document=document_2
+    )
+    doc_2_pierre_2.created_at = last_month
+    doc_2_pierre_2.save()
+
+    doc_3_pierre_2 = factories.UserDocumentAccessFactory(
+        user=pierre_2, document=document_3
+    )
+    doc_3_pierre_2.created_at = yesterday
+    doc_3_pierre_2.save()
+
+    shared_map = utils.users_sharing_documents_with(user)
+
+    assert shared_map == {
+        pierre_1.id: last_week,
+        pierre_2.id: yesterday,
+    }

src/backend/core/urls.py

@@ -10,7 +10,6 @@ from core.api import viewsets
 
 # - Main endpoints
 router = DefaultRouter()
-router.register("templates", viewsets.TemplateViewSet, basename="templates")
 router.register("documents", viewsets.DocumentViewSet, basename="documents")
 router.register("users", viewsets.UserViewSet, basename="users")
 
@@ -60,6 +59,10 @@ urlpatterns = [
                     r"^documents/(?P<resource_id>[0-9a-z-]*)/threads/(?P<thread_id>[0-9a-z-]*)/",
                     include(thread_related_router.urls),
                 ),
+                path(
+                    "user-reconciliations/<str:user_type>/<uuid:confirmation_id>/",
+                    viewsets.ReconciliationConfirmView.as_view(),
+                ),
             ]
         ),
     ),

src/backend/core/utils.py

@@ -1,13 +1,21 @@
 """Utils for the core app."""
 
 import base64
+import logging
 import re
+import time
 from collections import defaultdict
 
+from django.core.cache import cache
+from django.db import models as db
+from django.db.models import Subquery
+
 import pycrdt
 from bs4 import BeautifulSoup
 
-from core import enums
+from core import enums, models
+
+logger = logging.getLogger(__name__)
 
 
 def get_ancestor_to_descendants_map(paths, steplen):
@@ -96,3 +104,46 @@ def extract_attachments(content):
 
     xml_content = base64_yjs_to_xml(content)
     return re.findall(enums.MEDIA_STORAGE_URL_EXTRACT, xml_content)
+
+
+def get_users_sharing_documents_with_cache_key(user):
+    """Generate a unique cache key for each user."""
+    return f"users_sharing_documents_with_{user.id}"
+
+
+def users_sharing_documents_with(user):
+    """
+    Returns a map of users sharing documents with the given user,
+    sorted by last shared date.
+    """
+    start_time = time.time()
+    cache_key = get_users_sharing_documents_with_cache_key(user)
+    cached_result = cache.get(cache_key)
+
+    if cached_result is not None:
+        elapsed = time.time() - start_time
+        logger.info(
+            "users_sharing_documents_with cache hit for user %s (took %.3fs)",
+            user.id,
+            elapsed,
+        )
+        return cached_result
+
+    user_docs_qs = models.DocumentAccess.objects.filter(user=user).values_list(
+        "document_id", flat=True
+    )
+    shared_qs = (
+        models.DocumentAccess.objects.filter(document_id__in=Subquery(user_docs_qs))
+        .exclude(user=user)
+        .values("user")
+        .annotate(last_shared=db.Max("created_at"))
+    )
+    result = {item["user"]: item["last_shared"] for item in shared_qs}
+    cache.set(cache_key, result, 86400)  # Cache for 1 day
+    elapsed = time.time() - start_time
+    logger.info(
+        "users_sharing_documents_with cache miss for user %s (took %.3fs)",
+        user.id,
+        elapsed,
+    )
+    return result