Configurable merge policy for index

* additional setting to configure merge policy for timestamp based index
* introduction of logbytesize merge policy as an option

Signed-off-by: Rishabh Maurya <rishabhmaurya05@gmail.com>

CHANGELOG.md

@@ -13,6 +13,7 @@ The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
 - Implement on behalf of token passing for extensions ([#8679](https://github.com/opensearch-project/OpenSearch/pull/8679))
 - Implement Visitor Design pattern in QueryBuilder to enable the capability to traverse through the complex QueryBuilder tree. ([#10110](https://github.com/opensearch-project/OpenSearch/pull/10110))
 - Provide service accounts tokens to extensions ([#9618](https://github.com/opensearch-project/OpenSearch/pull/9618))
+- Configurable merge policy for index with an option to choose from LogByteSize and Tiered merge policy ([#9992](https://github.com/opensearch-project/OpenSearch/pull/9992))
 
 ### Dependencies
 - Bump `log4j-core` from 2.18.0 to 2.19.0

server/src/internalClusterTest/java/org/opensearch/gateway/RecoveryFromGatewayIT.java

@@ -53,7 +53,7 @@
 import org.opensearch.env.NodeEnvironment;
 import org.opensearch.index.IndexService;
 import org.opensearch.index.IndexSettings;
-import org.opensearch.index.MergePolicyConfig;
+import org.opensearch.index.MergePolicyProvider;
 import org.opensearch.index.engine.Engine;
 import org.opensearch.index.query.QueryBuilders;
 import org.opensearch.index.shard.ShardPath;
@@ -519,7 +519,7 @@ public void testReuseInFileBasedPeerRecovery() throws Exception {
                     .put("number_of_replicas", 1)
 
                     // disable merges to keep segments the same
-                    .put(MergePolicyConfig.INDEX_MERGE_ENABLED, false)
+                    .put(MergePolicyProvider.INDEX_MERGE_ENABLED, false)
 
                     // expire retention leases quickly
                     .put(IndexService.RETENTION_LEASE_SYNC_INTERVAL_SETTING.getKey(), "100ms")

server/src/internalClusterTest/java/org/opensearch/index/shard/RemoveCorruptedShardDataCommandIT.java

@@ -73,7 +73,7 @@
 import org.opensearch.env.TestEnvironment;
 import org.opensearch.gateway.GatewayMetaState;
 import org.opensearch.index.IndexSettings;
-import org.opensearch.index.MergePolicyConfig;
+import org.opensearch.index.MergePolicyProvider;
 import org.opensearch.index.MockEngineFactoryPlugin;
 import org.opensearch.index.seqno.SeqNoStats;
 import org.opensearch.index.translog.TestTranslog;
@@ -135,7 +135,7 @@ public void testCorruptIndex() throws Exception {
                 Settings.builder()
                     .put(IndexMetadata.SETTING_NUMBER_OF_SHARDS, 1)
                     .put(IndexMetadata.SETTING_NUMBER_OF_REPLICAS, 0)
-                    .put(MergePolicyConfig.INDEX_MERGE_ENABLED, false)
+                    .put(MergePolicyProvider.INDEX_MERGE_ENABLED, false)
                     .put(IndexSettings.INDEX_REFRESH_INTERVAL_SETTING.getKey(), "-1")
                     .put(MockEngineSupport.DISABLE_FLUSH_ON_CLOSE.getKey(), true)
                     .put(IndexSettings.INDEX_CHECK_ON_STARTUP.getKey(), "checksum")

server/src/internalClusterTest/java/org/opensearch/index/store/CorruptedFileIT.java

@@ -72,7 +72,7 @@
 import org.opensearch.core.index.shard.ShardId;
 import org.opensearch.env.NodeEnvironment;
 import org.opensearch.index.IndexSettings;
-import org.opensearch.index.MergePolicyConfig;
+import org.opensearch.index.MergePolicyProvider;
 import org.opensearch.index.shard.IndexEventListener;
 import org.opensearch.index.shard.IndexShard;
 import org.opensearch.index.shard.IndexShardState;
@@ -167,7 +167,7 @@ public void testCorruptFileAndRecover() throws ExecutionException, InterruptedEx
                 Settings.builder()
                     .put(IndexMetadata.SETTING_NUMBER_OF_SHARDS, "1")
                     .put(IndexMetadata.SETTING_NUMBER_OF_REPLICAS, "1")
-                    .put(MergePolicyConfig.INDEX_MERGE_ENABLED, false)
+                    .put(MergePolicyProvider.INDEX_MERGE_ENABLED, false)
                     // no checkindex - we corrupt shards on purpose
                     .put(MockFSIndexStore.INDEX_CHECK_INDEX_ON_CLOSE_SETTING.getKey(), false)
                     // no translog based flush - it might change the .liv / segments.N files
@@ -286,7 +286,7 @@ public void testCorruptPrimaryNoReplica() throws ExecutionException, Interrupted
             prepareCreate("test").setSettings(
                 Settings.builder()
                     .put(IndexMetadata.SETTING_NUMBER_OF_REPLICAS, "0")
-                    .put(MergePolicyConfig.INDEX_MERGE_ENABLED, false)
+                    .put(MergePolicyProvider.INDEX_MERGE_ENABLED, false)
                     .put(MockFSIndexStore.INDEX_CHECK_INDEX_ON_CLOSE_SETTING.getKey(), false) // no checkindex - we corrupt shards on
                                                                                               // purpose
                     // no translog based flush - it might change the .liv / segments.N files
@@ -552,7 +552,7 @@ public void testCorruptFileThenSnapshotAndRestore() throws ExecutionException, I
             prepareCreate("test").setSettings(
                 Settings.builder()
                     .put(IndexMetadata.SETTING_NUMBER_OF_REPLICAS, "0") // no replicas for this test
-                    .put(MergePolicyConfig.INDEX_MERGE_ENABLED, false)
+                    .put(MergePolicyProvider.INDEX_MERGE_ENABLED, false)
                     // no checkindex - we corrupt shards on purpose
                     .put(MockFSIndexStore.INDEX_CHECK_INDEX_ON_CLOSE_SETTING.getKey(), false)
                     // no translog based flush - it might change the .liv / segments.N files
@@ -624,7 +624,7 @@ public void testReplicaCorruption() throws Exception {
             prepareCreate("test").setSettings(
                 Settings.builder()
                     .put(IndexMetadata.SETTING_NUMBER_OF_REPLICAS, cluster().numDataNodes() - 1)
-                    .put(MergePolicyConfig.INDEX_MERGE_ENABLED, false)
+                    .put(MergePolicyProvider.INDEX_MERGE_ENABLED, false)
                     .put(MockFSIndexStore.INDEX_CHECK_INDEX_ON_CLOSE_SETTING.getKey(), false) // no checkindex - we corrupt shards on
                                                                                               // purpose
                     .put(IndexSettings.INDEX_TRANSLOG_FLUSH_THRESHOLD_SIZE_SETTING.getKey(), new ByteSizeValue(1, ByteSizeUnit.PB)) // no

server/src/internalClusterTest/java/org/opensearch/indices/stats/IndexStatsIT.java

@@ -66,8 +66,8 @@
 import org.opensearch.index.IndexModule;
 import org.opensearch.index.IndexService;
 import org.opensearch.index.IndexSettings;
-import org.opensearch.index.MergePolicyConfig;
 import org.opensearch.index.MergeSchedulerConfig;
+import org.opensearch.index.TieredMergePolicyProvider;
 import org.opensearch.index.VersionType;
 import org.opensearch.index.cache.query.QueryCacheStats;
 import org.opensearch.index.engine.VersionConflictEngineException;
@@ -589,8 +589,8 @@ public void testNonThrottleStats() throws Exception {
             prepareCreate("test").setSettings(
                 settingsBuilder().put(IndexMetadata.SETTING_NUMBER_OF_SHARDS, "1")
                     .put(IndexMetadata.SETTING_NUMBER_OF_REPLICAS, "0")
-                    .put(MergePolicyConfig.INDEX_MERGE_POLICY_MAX_MERGE_AT_ONCE_SETTING.getKey(), "2")
-                    .put(MergePolicyConfig.INDEX_MERGE_POLICY_SEGMENTS_PER_TIER_SETTING.getKey(), "2")
+                    .put(TieredMergePolicyProvider.INDEX_MERGE_POLICY_MAX_MERGE_AT_ONCE_SETTING.getKey(), "2")
+                    .put(TieredMergePolicyProvider.INDEX_MERGE_POLICY_SEGMENTS_PER_TIER_SETTING.getKey(), "2")
                     .put(MergeSchedulerConfig.MAX_THREAD_COUNT_SETTING.getKey(), "1")
                     .put(MergeSchedulerConfig.MAX_MERGE_COUNT_SETTING.getKey(), "10000")
             )
@@ -621,8 +621,8 @@ public void testThrottleStats() throws Exception {
             prepareCreate("test").setSettings(
                 settingsBuilder().put(IndexMetadata.SETTING_NUMBER_OF_SHARDS, "1")
                     .put(IndexMetadata.SETTING_NUMBER_OF_REPLICAS, "0")
-                    .put(MergePolicyConfig.INDEX_MERGE_POLICY_MAX_MERGE_AT_ONCE_SETTING.getKey(), "2")
-                    .put(MergePolicyConfig.INDEX_MERGE_POLICY_SEGMENTS_PER_TIER_SETTING.getKey(), "2")
+                    .put(TieredMergePolicyProvider.INDEX_MERGE_POLICY_MAX_MERGE_AT_ONCE_SETTING.getKey(), "2")
+                    .put(TieredMergePolicyProvider.INDEX_MERGE_POLICY_SEGMENTS_PER_TIER_SETTING.getKey(), "2")
                     .put(MergeSchedulerConfig.MAX_THREAD_COUNT_SETTING.getKey(), "1")
                     .put(MergeSchedulerConfig.MAX_MERGE_COUNT_SETTING.getKey(), "1")
                     .put(IndexSettings.INDEX_TRANSLOG_DURABILITY_SETTING.getKey(), Translog.Durability.ASYNC.name())

server/src/internalClusterTest/java/org/opensearch/update/UpdateIT.java

@@ -50,7 +50,7 @@
 import org.opensearch.common.xcontent.XContentFactory;
 import org.opensearch.core.action.ActionListener;
 import org.opensearch.core.rest.RestStatus;
-import org.opensearch.index.MergePolicyConfig;
+import org.opensearch.index.MergePolicyProvider;
 import org.opensearch.index.engine.DocumentMissingException;
 import org.opensearch.index.engine.VersionConflictEngineException;
 import org.opensearch.plugins.Plugin;
@@ -669,7 +669,7 @@ public void run() {
 
     public void testStressUpdateDeleteConcurrency() throws Exception {
         // We create an index with merging disabled so that deletes don't get merged away
-        assertAcked(prepareCreate("test").setSettings(Settings.builder().put(MergePolicyConfig.INDEX_MERGE_ENABLED, false)));
+        assertAcked(prepareCreate("test").setSettings(Settings.builder().put(MergePolicyProvider.INDEX_MERGE_ENABLED, false)));
         ensureGreen();
 
         Script fieldIncScript = new Script(ScriptType.INLINE, UPDATE_SCRIPTS, FIELD_INC_SCRIPT, Collections.singletonMap("field", "field"));

server/src/main/java/org/opensearch/common/settings/ClusterSettings.java

@@ -457,6 +457,7 @@ public void apply(Settings value, Settings current, Settings previous) {
                 NetworkService.TCP_CONNECT_TIMEOUT,
                 IndexSettings.QUERY_STRING_ANALYZE_WILDCARD,
                 IndexSettings.QUERY_STRING_ALLOW_LEADING_WILDCARD,
+                IndexSettings.TIME_INDEX_MERGE_POLICY,
                 ScriptService.SCRIPT_GENERAL_CACHE_SIZE_SETTING,
                 ScriptService.SCRIPT_GENERAL_CACHE_EXPIRE_SETTING,
                 ScriptService.SCRIPT_GENERAL_MAX_COMPILATIONS_RATE_SETTING,

server/src/main/java/org/opensearch/common/settings/IndexScopedSettings.java

@@ -45,9 +45,11 @@
 import org.opensearch.index.IndexSettings;
 import org.opensearch.index.IndexSortConfig;
 import org.opensearch.index.IndexingSlowLog;
-import org.opensearch.index.MergePolicyConfig;
+import org.opensearch.index.LogByteSizeMergePolicyProvider;
+import org.opensearch.index.MergePolicyProvider;
 import org.opensearch.index.MergeSchedulerConfig;
 import org.opensearch.index.SearchSlowLog;
+import org.opensearch.index.TieredMergePolicyProvider;
 import org.opensearch.index.cache.bitset.BitsetFilterCache;
 import org.opensearch.index.engine.EngineConfig;
 import org.opensearch.index.fielddata.IndexFieldDataService;
@@ -120,14 +122,14 @@ public final class IndexScopedSettings extends AbstractScopedSettings {
                 IndexingSlowLog.INDEX_INDEXING_SLOWLOG_LEVEL_SETTING,
                 IndexingSlowLog.INDEX_INDEXING_SLOWLOG_REFORMAT_SETTING,
                 IndexingSlowLog.INDEX_INDEXING_SLOWLOG_MAX_SOURCE_CHARS_TO_LOG_SETTING,
-                MergePolicyConfig.INDEX_COMPOUND_FORMAT_SETTING,
-                MergePolicyConfig.INDEX_MERGE_POLICY_DELETES_PCT_ALLOWED_SETTING,
-                MergePolicyConfig.INDEX_MERGE_POLICY_EXPUNGE_DELETES_ALLOWED_SETTING,
-                MergePolicyConfig.INDEX_MERGE_POLICY_FLOOR_SEGMENT_SETTING,
-                MergePolicyConfig.INDEX_MERGE_POLICY_MAX_MERGE_AT_ONCE_SETTING,
-                MergePolicyConfig.INDEX_MERGE_POLICY_MAX_MERGED_SEGMENT_SETTING,
-                MergePolicyConfig.INDEX_MERGE_POLICY_SEGMENTS_PER_TIER_SETTING,
-                MergePolicyConfig.INDEX_MERGE_POLICY_RECLAIM_DELETES_WEIGHT_SETTING,
+                TieredMergePolicyProvider.INDEX_COMPOUND_FORMAT_SETTING,
+                TieredMergePolicyProvider.INDEX_MERGE_POLICY_DELETES_PCT_ALLOWED_SETTING,
+                TieredMergePolicyProvider.INDEX_MERGE_POLICY_EXPUNGE_DELETES_ALLOWED_SETTING,
+                TieredMergePolicyProvider.INDEX_MERGE_POLICY_FLOOR_SEGMENT_SETTING,
+                TieredMergePolicyProvider.INDEX_MERGE_POLICY_MAX_MERGE_AT_ONCE_SETTING,
+                TieredMergePolicyProvider.INDEX_MERGE_POLICY_MAX_MERGED_SEGMENT_SETTING,
+                TieredMergePolicyProvider.INDEX_MERGE_POLICY_SEGMENTS_PER_TIER_SETTING,
+                TieredMergePolicyProvider.INDEX_MERGE_POLICY_RECLAIM_DELETES_WEIGHT_SETTING,
                 IndexSortConfig.INDEX_SORT_FIELD_SETTING,
                 IndexSortConfig.INDEX_SORT_ORDER_SETTING,
                 IndexSortConfig.INDEX_SORT_MISSING_SETTING,
@@ -202,6 +204,13 @@ public final class IndexScopedSettings extends AbstractScopedSettings {
                 IndexSettings.INDEX_MERGE_ON_FLUSH_ENABLED,
                 IndexSettings.INDEX_MERGE_ON_FLUSH_MAX_FULL_FLUSH_MERGE_WAIT_TIME,
                 IndexSettings.INDEX_MERGE_ON_FLUSH_POLICY,
+                IndexSettings.INDEX_MERGE_POLICY,
+                LogByteSizeMergePolicyProvider.INDEX_LBS_MERGE_POLICY_MERGE_FACTOR_SETTING,
+                LogByteSizeMergePolicyProvider.INDEX_LBS_MERGE_POLICY_MIN_MERGE_MB_SETTING,
+                LogByteSizeMergePolicyProvider.INDEX_LBS_MAX_MERGE_SEGMENT_MB_SETTING,
+                LogByteSizeMergePolicyProvider.INDEX_LBS_MAX_MERGE_SEGMENT_MB_FOR_FORCED_MERGE_SETTING,
+                LogByteSizeMergePolicyProvider.INDEX_LBS_MAX_MERGED_DOCS_SETTING,
+                LogByteSizeMergePolicyProvider.INDEX_LBS_NO_CFS_RATIO_SETTING,
                 IndexSettings.DEFAULT_SEARCH_PIPELINE,
 
                 // Settings for Searchable Snapshots
@@ -275,7 +284,7 @@ public boolean isPrivateSetting(String key) {
             case IndexMetadata.SETTING_HISTORY_UUID:
             case IndexMetadata.SETTING_VERSION_UPGRADED:
             case IndexMetadata.SETTING_INDEX_PROVIDED_NAME:
-            case MergePolicyConfig.INDEX_MERGE_ENABLED:
+            case MergePolicyProvider.INDEX_MERGE_ENABLED:
                 // we keep the shrink settings for BWC - this can be removed in 8.0
                 // we can't remove in 7 since this setting might be baked into an index coming in via a full cluster restart from 6.0
             case "index.shrink.source.uuid":