Backend

src/documents/bulk_edit.py

@@ -17,6 +17,7 @@ from documents.data_models import ConsumableDocument
 from documents.data_models import DocumentMetadataOverrides
 from documents.data_models import DocumentSource
 from documents.models import Correspondent
+from documents.models import CustomField
 from documents.models import CustomFieldInstance
 from documents.models import Document
 from documents.models import DocumentType
@@ -147,17 +148,34 @@ def modify_tags(
 
 def modify_custom_fields(
     doc_ids: list[int],
-    add_custom_fields,
-    remove_custom_fields,
+    add_custom_fields: list[int] | dict,
+    remove_custom_fields: list[int],
 ) -> Literal["OK"]:
     qs = Document.objects.filter(id__in=doc_ids).only("pk")
     affected_docs = list(qs.values_list("pk", flat=True))
+    # Ensure add_custom_fields is a list of tuples, supports old API
+    add_custom_fields = (
+        add_custom_fields.items()
+        if isinstance(add_custom_fields, dict)
+        else [(field, None) for field in add_custom_fields]
+    )
 
-    for field in add_custom_fields:
+    custom_fields = CustomField.objects.filter(
+        id__in=[int(field) for field, _ in add_custom_fields],
+    ).distinct()
+    for field_id, value in add_custom_fields:
         for doc_id in affected_docs:
+            defaults = {}
+            custom_field = custom_fields.get(id=field_id)
+            if custom_field:
+                value_field = CustomFieldInstance.TYPE_TO_DATA_STORE_NAME_MAP[
+                    custom_field.data_type
+                ]
+                defaults[value_field] = value
             CustomFieldInstance.objects.update_or_create(
                 document_id=doc_id,
-                field_id=field,
+                field_id=field_id,
+                defaults=defaults,
             )
     CustomFieldInstance.objects.filter(
         document_id__in=affected_docs,

src/documents/serialisers.py

@@ -1140,13 +1140,27 @@ class BulkEditSerializer(
                 f"Some tags in {name} don't exist or were specified twice.",
             )
 
-    def _validate_custom_field_id_list(self, custom_fields, name="custom_fields"):
-        if not isinstance(custom_fields, list):
-            raise serializers.ValidationError(f"{name} must be a list")
-        if not all(isinstance(i, int) for i in custom_fields):
-            raise serializers.ValidationError(f"{name} must be a list of integers")
-        count = CustomField.objects.filter(id__in=custom_fields).count()
-        if not count == len(custom_fields):
+    def _validate_custom_field_id_list_or_dict(
+        self,
+        custom_fields,
+        name="custom_fields",
+    ):
+        ids = custom_fields
+        if isinstance(custom_fields, dict):
+            try:
+                ids = [int(i[0]) for i in custom_fields.items()]
+            except Exception as e:
+                raise serializers.ValidationError(
+                    f"{name} must be a list of integers or a dict of key-value pairs: {e}",
+                )
+        elif not isinstance(custom_fields, list) or not all(
+            isinstance(i, int) for i in ids
+        ):
+            raise serializers.ValidationError(
+                f"{name} must be a list of integers or a dict of key-value pairs",
+            )
+        count = CustomField.objects.filter(id__in=ids).count()
+        if not count == len(ids):
             raise serializers.ValidationError(
                 f"Some custom fields in {name} don't exist or were specified twice.",
             )
@@ -1245,7 +1259,7 @@ class BulkEditSerializer(
 
     def _validate_parameters_modify_custom_fields(self, parameters):
         if "add_custom_fields" in parameters:
-            self._validate_custom_field_id_list(
+            self._validate_custom_field_id_list_or_dict(
                 parameters["add_custom_fields"],
                 "add_custom_fields",
             )
@@ -1253,7 +1267,7 @@ class BulkEditSerializer(
             raise serializers.ValidationError("add_custom_fields not specified")
 
         if "remove_custom_fields" in parameters:
-            self._validate_custom_field_id_list(
+            self._validate_custom_field_id_list_or_dict(
                 parameters["remove_custom_fields"],
                 "remove_custom_fields",
             )

src/documents/tests/test_api_bulk_edit.py

@@ -244,7 +244,9 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
                     "documents": [self.doc1.id, self.doc3.id],
                     "method": "modify_custom_fields",
                     "parameters": {
-                        "add_custom_fields": [self.cf1.id],
+                        "add_custom_fields": [
+                            self.cf1.id,
+                        ],  # old format accepts list of IDs
                         "remove_custom_fields": [self.cf2.id],
                     },
                 },
@@ -258,6 +260,30 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         self.assertEqual(kwargs["add_custom_fields"], [self.cf1.id])
         self.assertEqual(kwargs["remove_custom_fields"], [self.cf2.id])
 
+    @mock.patch("documents.serialisers.bulk_edit.modify_custom_fields")
+    def test_api_modify_custom_fields_with_values(self, m):
+        self.setup_mock(m, "modify_custom_fields")
+        response = self.client.post(
+            "/api/documents/bulk_edit/",
+            json.dumps(
+                {
+                    "documents": [self.doc1.id, self.doc3.id],
+                    "method": "modify_custom_fields",
+                    "parameters": {
+                        "add_custom_fields": {self.cf1.id: "foo"},
+                        "remove_custom_fields": [self.cf2.id],
+                    },
+                },
+            ),
+            content_type="application/json",
+        )
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        m.assert_called_once()
+        args, kwargs = m.call_args
+        self.assertListEqual(args[0], [self.doc1.id, self.doc3.id])
+        self.assertEqual(kwargs["add_custom_fields"], {str(self.cf1.id): "foo"})
+        self.assertEqual(kwargs["remove_custom_fields"], [self.cf2.id])
+
     @mock.patch("documents.serialisers.bulk_edit.modify_custom_fields")
     def test_api_modify_custom_fields_invalid_params(self, m):
         """

src/documents/tests/test_bulk_edit.py

@@ -189,6 +189,15 @@ class TestBulkEdit(DirectoriesMixin, TestCase):
         self.assertCountEqual(kwargs["document_ids"], [self.doc2.id, self.doc3.id])
 
     def test_modify_custom_fields(self):
+        """
+        GIVEN:
+            - 2 documents with custom fields
+            - 3 custom fields
+        WHEN:
+            - Custom fields are modified using old format (list of ids)
+        THEN:
+            - Custom fields are modified for the documents
+        """
         cf = CustomField.objects.create(
             name="cf1",
             data_type=CustomField.FieldDataType.STRING,
@@ -235,6 +244,78 @@ class TestBulkEdit(DirectoriesMixin, TestCase):
         args, kwargs = self.async_task.call_args
         self.assertCountEqual(kwargs["document_ids"], [self.doc1.id, self.doc2.id])
 
+    def test_modify_custom_fields_with_values(self):
+        """
+        GIVEN:
+            - 2 documents with custom fields
+            - 3 custom fields
+        WHEN:
+            - Custom fields are modified using new format (dict)
+        THEN:
+            - Custom fields are modified for the documents
+        """
+        cf = CustomField.objects.create(
+            name="cf",
+            data_type=CustomField.FieldDataType.STRING,
+        )
+        cf1 = CustomField.objects.create(
+            name="cf1",
+            data_type=CustomField.FieldDataType.STRING,
+        )
+        cf2 = CustomField.objects.create(
+            name="cf2",
+            data_type=CustomField.FieldDataType.INT,
+        )
+        cf3 = CustomField.objects.create(
+            name="cf3",
+            data_type=CustomField.FieldDataType.STRING,
+        )
+        CustomFieldInstance.objects.create(
+            document=self.doc2,
+            field=cf,
+        )
+        CustomFieldInstance.objects.create(
+            document=self.doc2,
+            field=cf1,
+        )
+        CustomFieldInstance.objects.create(
+            document=self.doc2,
+            field=cf3,
+        )
+        bulk_edit.modify_custom_fields(
+            [self.doc1.id, self.doc2.id],
+            add_custom_fields={cf2.id: None, cf3.id: "value"},
+            remove_custom_fields=[cf.id],
+        )
+
+        self.doc1.refresh_from_db()
+        self.doc2.refresh_from_db()
+
+        self.assertEqual(
+            self.doc1.custom_fields.count(),
+            2,
+        )
+        self.assertEqual(
+            self.doc1.custom_fields.get(field=cf2).value,
+            None,
+        )
+        self.assertEqual(
+            self.doc1.custom_fields.get(field=cf3).value,
+            "value",
+        )
+        self.assertEqual(
+            self.doc2.custom_fields.count(),
+            3,
+        )
+        self.assertEqual(
+            self.doc2.custom_fields.get(field=cf3).value,
+            "value",
+        )
+
+        self.async_task.assert_called_once()
+        args, kwargs = self.async_task.call_args
+        self.assertCountEqual(kwargs["document_ids"], [self.doc1.id, self.doc2.id])
+
     def test_delete(self):
         self.assertEqual(Document.objects.count(), 5)
         bulk_edit.delete([self.doc1.id, self.doc2.id])