Export/Import Correspondents, Document Types, and Tags

[isaacsando]

Summary

Add the ability for paperless-ng to export and import Correspondents, Document Types, and Tags as CSV files.

Key Features

• Importing pre-existing CSV files facilitates quickly setting up a new instance of paperless-ng without having to restore a database that includes other data that may not be useful.
• The CSV files could be your own or created by others that would allow new users to quickly have a set of often-used Document Types and Tags (perhaps not so much for Correspondents).
• Exporting this metadata to CSV file(s) allows users to quickly create new metadata in a spreadsheet instead of using the UI to create them.

Details

• Add an Export to CSV action on the administration page for Correspondents, Document Types, and Tags to allow users to check the box next to one or more of these metadata types to export.
• Add an Import CSV button to the administration page for Correspondents, Document Types, and Tag.
• Add a management utility called export_csv that would take one or more arguments for the export targets (correspondents, document types, and/or tags) and optionally filenames. The default would be a CSV file for each export target with the naming convention "export_[metadata_type]" (e.g., export_document_types.csv).
• Add a management utility called import_csv that would take one argument for the filename to import. paperless-ng should infer what metadata type it should be based on the column names.