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[Bug] fix case sensitivity for wildcard queries #5462

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merged 5 commits into from
Dec 8, 2022
Merged

[Bug] fix case sensitivity for wildcard queries #5462

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19dafad
[Bug] fix case sensitivity for wildcard queries
nknize Dec 6, 2022
bb08f52
update changelog
nknize Dec 6, 2022
848ef8d
fix test error message failure
nknize Dec 6, 2022
1ec159a
update SearchQueryIT to properly test wildcard query case sensitivity
nknize Dec 6, 2022
7e73510
update javadocs for new wildcard methods
nknize Dec 8, 2022
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1 change: 1 addition & 0 deletions CHANGELOG.md
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Expand Up @@ -99,6 +99,7 @@ The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
### Removed
### Fixed
- Fix 1.x compatibility bug with stored Tasks ([#5412](https://github.com/opensearch-project/OpenSearch/pull/5412))
- Fix case sensitivity for wildcard queries ([#5462](https://github.com/opensearch-project/OpenSearch/pull/5462))
### Security

[Unreleased 3.0]: https://github.com/opensearch-project/OpenSearch/compare/2.4...HEAD
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33 changes: 33 additions & 0 deletions server/src/internalClusterTest/java/org/opensearch/search/query/QueryStringIT.java
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Expand Up @@ -216,6 +216,39 @@ public void testKeywordWithWhitespace() throws Exception {
assertHitCount(resp, 3L);
}

public void testRegexCaseInsensitivity() throws Exception {
createIndex("messages");
List<IndexRequestBuilder> indexRequests = new ArrayList<>();
indexRequests.add(client().prepareIndex("messages").setId("1").setSource("message", "message: this is a TLS handshake"));
indexRequests.add(client().prepareIndex("messages").setId("2").setSource("message", "message: this is a tcp handshake"));
indexRandom(true, false, indexRequests);

SearchResponse response = client().prepareSearch("messages").setQuery(queryStringQuery("/TLS/").defaultField("message")).get();
assertNoFailures(response);
assertHitCount(response, 1);
assertHits(response.getHits(), "1");

response = client().prepareSearch("messages").setQuery(queryStringQuery("/tls/").defaultField("message")).get();
assertNoFailures(response);
assertHitCount(response, 1);
assertHits(response.getHits(), "1");

response = client().prepareSearch("messages").setQuery(queryStringQuery("/TCP/").defaultField("message")).get();
assertNoFailures(response);
assertHitCount(response, 1);
assertHits(response.getHits(), "2");

response = client().prepareSearch("messages").setQuery(queryStringQuery("/tcp/").defaultField("message")).get();
assertNoFailures(response);
assertHitCount(response, 1);
assertHits(response.getHits(), "2");

response = client().prepareSearch("messages").setQuery(queryStringQuery("/HANDSHAKE/").defaultField("message")).get();
assertNoFailures(response);
assertHitCount(response, 2);
assertHits(response.getHits(), "1", "2");
}

public void testAllFields() throws Exception {
String indexBody = copyToStringFromClasspath("/org/opensearch/search/query/all-query-index.json");

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39 changes: 39 additions & 0 deletions server/src/internalClusterTest/java/org/opensearch/search/query/SearchQueryIT.java
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Expand Up @@ -89,12 +89,15 @@
import java.time.format.DateTimeFormatter;
import java.util.Arrays;
import java.util.Collection;
import java.util.HashSet;
import java.util.Map;
import java.util.Random;
import java.util.Set;
import java.util.concurrent.ExecutionException;
import java.util.regex.Pattern;

import static java.util.Collections.singletonMap;
import static org.hamcrest.Matchers.containsInAnyOrder;
import static org.opensearch.action.support.WriteRequest.RefreshPolicy.IMMEDIATE;
import static org.opensearch.cluster.metadata.IndexMetadata.SETTING_NUMBER_OF_SHARDS;
import static org.opensearch.common.xcontent.XContentFactory.jsonBuilder;
Expand Down Expand Up @@ -2089,8 +2092,14 @@ public void testWildcardQueryNormalizationOnTextField() {
refresh();

{
// test default case insensitivity: false
WildcardQueryBuilder wildCardQuery = wildcardQuery("field1", "Bb*");
SearchResponse searchResponse = client().prepareSearch().setQuery(wildCardQuery).get();
assertHitCount(searchResponse, 0L);

// test case insensitivity set to true
wildCardQuery = wildcardQuery("field1", "Bb*").caseInsensitive(true);
searchResponse = client().prepareSearch().setQuery(wildCardQuery).get();
assertHitCount(searchResponse, 1L);

wildCardQuery = wildcardQuery("field1", "bb*");
Expand All @@ -2099,6 +2108,24 @@ public void testWildcardQueryNormalizationOnTextField() {
}
}

/** tests wildcard case sensitivity */
public void testWildcardCaseSensitivity() {
assertAcked(prepareCreate("test").setMapping("field", "type=text"));
client().prepareIndex("test").setId("1").setSource("field", "lowercase text").get();
refresh();

// test case sensitive
SearchResponse response = client().prepareSearch("test").setQuery(wildcardQuery("field", "Text").caseInsensitive(false)).get();
assertNoFailures(response);
assertHitCount(response, 0);

// test case insensitive
response = client().prepareSearch("test").setQuery(wildcardQuery("field", "Text").caseInsensitive(true)).get();
assertNoFailures(response);
assertHitCount(response, 1);
assertHits(response.getHits(), "1");
}

/**
* Reserved characters should be excluded when the normalization is applied for keyword fields.
* See https://github.com/elastic/elasticsearch/issues/46300 for details.
Expand Down Expand Up @@ -2175,4 +2202,16 @@ public void testIssueFuzzyInsideSpanMulti() {
SearchResponse response = client().prepareSearch("test").setQuery(query).get();
assertHitCount(response, 1);
}

/**
* asserts the search response hits include the expected ids
*/
private void assertHits(SearchHits hits, String... ids) {
assertThat(hits.getTotalHits().value, equalTo((long) ids.length));
Set<String> hitIds = new HashSet<>();
for (SearchHit hit : hits.getHits()) {
hitIds.add(hit.getId());
}
assertThat(hitIds, containsInAnyOrder(ids));
}
}
15 changes: 15 additions & 0 deletions server/src/main/java/org/opensearch/index/mapper/KeywordFieldMapper.java
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Expand Up @@ -38,7 +38,10 @@
import org.apache.lucene.document.FieldType;
import org.apache.lucene.document.SortedSetDocValuesField;
import org.apache.lucene.index.IndexOptions;
import org.apache.lucene.search.MultiTermQuery;
import org.apache.lucene.search.Query;
import org.apache.lucene.util.BytesRef;
import org.opensearch.common.Nullable;
import org.opensearch.common.lucene.Lucene;
import org.opensearch.common.xcontent.XContentParser;
import org.opensearch.index.analysis.IndexAnalyzers;
Expand Down Expand Up @@ -368,6 +371,18 @@ protected BytesRef indexedValueForSearch(Object value) {
}
return getTextSearchInfo().getSearchAnalyzer().normalize(name(), value.toString());
}

@Override
public Query wildcardQuery(
String value,
@Nullable MultiTermQuery.RewriteMethod method,
boolean caseInsensitve,
QueryShardContext context
) {
// keyword field types are always normalized, so ignore case sensitivity and force normalize the wildcard
// query text
return super.wildcardQuery(value, method, caseInsensitve, true, context);
}
}

private final boolean indexed;
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17 changes: 11 additions & 6 deletions server/src/main/java/org/opensearch/index/mapper/MappedFieldType.java
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Expand Up @@ -281,7 +281,7 @@ public Query prefixQuery(
) {
throw new QueryShardException(
context,
"Can only use prefix queries on keyword, text and wildcard fields - not on [" + name + "] which is of type [" + typeName() + "]"
"Can only use prefix queries on keyword and text fields - not on [" + name + "] which is of type [" + typeName() + "]"
);
}

Expand All @@ -290,6 +290,7 @@ public final Query wildcardQuery(String value, @Nullable MultiTermQuery.RewriteM
return wildcardQuery(value, method, false, context);
}

/** optionally normalize the wildcard pattern based on the value of {@code caseInsensitive} */
public Query wildcardQuery(
String value,
@Nullable MultiTermQuery.RewriteMethod method,
Expand All @@ -298,11 +299,15 @@ public Query wildcardQuery(
) {
throw new QueryShardException(
context,
"Can only use wildcard queries on keyword, text and wildcard fields - not on ["
+ name
+ "] which is of type ["
+ typeName()
+ "]"
"Can only use wildcard queries on keyword and text fields - not on [" + name + "] which is of type [" + typeName() + "]"
);
}

/** always normalizes the wildcard pattern to lowercase */
public Query normalizedWildcardQuery(String value, @Nullable MultiTermQuery.RewriteMethod method, QueryShardContext context) {
throw new QueryShardException(
context,
"Can only use wildcard queries on keyword and text fields - not on [" + name + "] which is of type [" + typeName() + "]"
);
}

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28 changes: 27 additions & 1 deletion server/src/main/java/org/opensearch/index/mapper/StringFieldType.java
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Expand Up @@ -152,8 +152,34 @@ public static final String normalizeWildcardPattern(String fieldname, String val
return sb.toBytesRef().utf8ToString();
}

/** optionally normalize the wildcard pattern based on the value of {@code caseInsensitive} */
@Override
public Query wildcardQuery(String value, MultiTermQuery.RewriteMethod method, boolean caseInsensitive, QueryShardContext context) {
return wildcardQuery(value, method, caseInsensitive, false, context);
}

/** always normalizes the wildcard pattern to lowercase */
@Override
public Query normalizedWildcardQuery(String value, MultiTermQuery.RewriteMethod method, QueryShardContext context) {
return wildcardQuery(value, method, false, true, context);
}

/**
* return a wildcard query
*
* @param value the pattern
* @param method rewrite method
* @param caseInsensitive should ignore case; note, only used if there is no analyzer, else we use the analyzer rules
* @param normalizeIfAnalyzed force normalize casing if an analyzer is used
* @param context the query shard context
*/
public Query wildcardQuery(
String value,
MultiTermQuery.RewriteMethod method,
boolean caseInsensitive,
boolean normalizeIfAnalyzed,
QueryShardContext context
) {
failIfNotIndexed();
if (context.allowExpensiveQueries() == false) {
throw new OpenSearchException(
Expand All @@ -162,7 +188,7 @@ public Query wildcardQuery(String value, MultiTermQuery.RewriteMethod method, bo
}

Term term;
if (getTextSearchInfo().getSearchAnalyzer() != null) {
if (getTextSearchInfo().getSearchAnalyzer() != null && normalizeIfAnalyzed) {
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@nknize I think we still do have a conflict here: it makes sense to apply the caseInsensitive hint when user does not specify the analyzer to be used (in this case getTextSearchInfo().getSearchAnalyzer() is the default one), but I think we should not do that if the analyzer or/and analyze_wildcard are provided

[1] https://www.elastic.co/guide/en/elasticsearch/reference/7.10/query-dsl-query-string-query.html

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@nknize nknize Dec 6, 2022 •
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that's why QueryStringQueryParser calls normalizedWildcardQuery method. It ignores the caseInsensitive parameter for query string queries.

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@reta reta Dec 6, 2022 •
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I think that was caused the confusion to me: we already have 2 variants of wildcardQuery method + now a new one called normalizedWildcardQuery, could we drop normalizedWildcardQuery since this is just delegate to wildcardQuery ?

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We sure can.. it's just syntactic sugar. I just thought it was a more descriptive call in the QueryStringQueryParser than calling wildcardQuery(value, method, false, true, context) , but I can throw javadocs there to describe the logic.

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@nknize nknize Dec 6, 2022 •
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ah wait.. nvm..I did it this way because the delegation for normalizedWildcardQuery is specific to StringFieldType only... It's not the same for keyword and constant fields.

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I think this is non issue: since you have this new method

public Query wildcardQuery(
        String value,
        MultiTermQuery.RewriteMethod method,
        boolean caseInsensitive,
        boolean normalizeIfAnalyzed,
        QueryShardContext context
    )

only StringFieldType could implement it, others won't. Another option I was thinking, may be we could embed this into TextSearchInfo / MappedFieldType as a property, since as you mentioned it is specific to StringFieldType only?

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@nknize nknize Dec 7, 2022 •
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What I mean is QueryStringQueryParser calls the generic MappedFieldType.wildcardQuery method. I can eliminate the normalized version of this method call by bumping the new method up the class hierarchy but I'd prefer not do that since normalizeIfAnalyzed is only relevant to the StringFIeldType. (and I don't like the idea of having to keep track of what the caseInsensitive and normalizeIfAnalyzed boolean logic means if we add another field type that doesn't care).

I think this API is cleaner? But I should add javadocs to describe that normalizeWildcardQuery normalizes to lower case whereas wildcardQuery optionally lowers case.

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Javadocs would help for sure, I don't think my suggestion (to have overloaded wildcardQuery) is any better than new normalizedWildcardQuery - removes confusion in one place but hurts another one. What do you think about enriching TextSearchInfo for StringFieldType? (than we don't need this normalizeIfAnalyzed argument at all) I believe this could be exactly the right place to do so:

/**
 * Encapsulates information about how to perform text searches over a field
 *
 * @opensearch.internal
 */
public class TextSearchInfo {
  ...
}

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@nknize nknize Dec 8, 2022 •
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What do you think about enriching TextSearchInfo for StringFieldType?

The problem is QueryStringQueryParser needs to change the normalization behavior at search runtime and TextSearchInfo is defined at index creation time for encapsulating Lucene fieldType parameters (e.g., norms, offsets, positions). This could be hacked around by adding a setter to dynamically change TextSearchInfo based on the query but that changes the purpose of TextSearchInfo and I think adds confusion on when to do this and for what type of queries. It might be worth exploring but I think in a follow up enhancement issue since the surface area impacted is larger than the scope of this bug fix? This may also highlight that TextSearchInfo isn't the best classname.

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I see thanks @nknize

value = normalizeWildcardPattern(name(), value, getTextSearchInfo().getSearchAnalyzer());
term = new Term(name(), value);
} else {
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3 changes: 2 additions & 1 deletion server/src/main/java/org/opensearch/index/search/QueryStringQueryParser.java
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Expand Up @@ -729,7 +729,8 @@ private Query getWildcardQuerySingle(String field, String termStr) throws ParseE
if (getAllowLeadingWildcard() == false && (termStr.startsWith("*") || termStr.startsWith("?"))) {
throw new ParseException("'*' or '?' not allowed as first character in WildcardQuery");
}
return currentFieldType.wildcardQuery(termStr, getMultiTermRewriteMethod(), context);
// query string query is always normalized
return currentFieldType.normalizedWildcardQuery(termStr, getMultiTermRewriteMethod(), context);
} catch (RuntimeException e) {
if (lenient) {
return newLenientFieldQuery(field, e);
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2 changes: 1 addition & 1 deletion server/src/test/java/org/opensearch/index/query/PrefixQueryBuilderTests.java
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Expand Up @@ -130,7 +130,7 @@ public void testNumeric() throws Exception {
QueryShardContext context = createShardContext();
QueryShardException e = expectThrows(QueryShardException.class, () -> query.toQuery(context));
assertEquals(
"Can only use prefix queries on keyword, text and wildcard fields - not on [mapped_int] which is of type [integer]",
"Can only use prefix queries on keyword and text fields - not on [mapped_int] which is of type [integer]",
e.getMessage()
);
}
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2 changes: 1 addition & 1 deletion server/src/test/java/org/opensearch/index/query/QueryStringQueryBuilderTests.java
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Expand Up @@ -873,7 +873,7 @@ public void testPrefixNumeric() throws Exception {
QueryShardContext context = createShardContext();
QueryShardException e = expectThrows(QueryShardException.class, () -> query.toQuery(context));
assertEquals(
"Can only use prefix queries on keyword, text and wildcard fields - not on [mapped_int] which is of type [integer]",
"Can only use prefix queries on keyword and text fields - not on [mapped_int] which is of type [integer]",
e.getMessage()
);
query.lenient(true);
Expand Down