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Applied document lifecycle guide & sample. (#559)
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Signed-off-by: Djcarrillo6 <djcarrillo6@yahoo.com>
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1 change: 1 addition & 0 deletions CHANGELOG.md
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- Added `nox -rs generate` ([#554](https://github.com/opensearch-project/opensearch-py/pull/554))
- Added a utf-8 header to all .py files ([#557](https://github.com/opensearch-project/opensearch-py/pull/557))
- Added `samples`, `benchmarks` and `docs` to `nox -rs format` ([#556](https://github.com/opensearch-project/opensearch-py/pull/556))
- Added guide on the document lifecycle API(s) ([#559](https://github.com/opensearch-project/opensearch-py/pull/559))
### Changed
- Generate `tasks` client from API specs ([#508](https://github.com/opensearch-project/opensearch-py/pull/508))
- Generate `ingest` client from API specs ([#513](https://github.com/opensearch-project/opensearch-py/pull/513))
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1 change: 1 addition & 0 deletions USER_GUIDE.md
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- [Advanced Index Actions](guides/advanced_index_actions.md)
- [Making Raw JSON REST Requests](guides/json.md)
- [Connection Classes](guides/connection_classes.md)
- [Document Lifecycle](guides/document_lifecycle.md)

## Plugins

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182 changes: 182 additions & 0 deletions guides/document_lifecycle.md
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# Document Lifecycle Guide
- [Document Lifecycle](#document-lifecycle)
- [Setup](#setup)
- [Document API Actions](#document-api-actions)
- [Create a new document with specified ID](#create-a-new-document-with-specified-id)
- [Create a new document with auto-generated ID](#create-a-new-document-with-auto-generated-id)
- [Get a document](#get-a-document)
- [Get multiple documents](#get-multiple-documents)
- [Check if a document exists](#check-if-a-document-exists)
- [Update a document](#update-a-document)
- [Update multiple documents by query](#update-multiple-documents-by-query)
- [Delete a document](#delete-a-document)
- [Delete multiple documents by query](#delete-multiple-documents-by-query)
- [Cleanup](#cleanup)


# Document Lifecycle
This guide covers OpenSearch Python Client API actions for Document Lifecycle. You'll learn how to create, read, update, and delete documents in your OpenSearch cluster. Whether you're new to OpenSearch or an experienced user, this guide provides the information you need to manage your document lifecycle effectively.

## Setup
Assuming you have OpenSearch running locally on port 9200, you can create a client instance
with the following code:

```python
from opensearchpy import OpenSearch
client = OpenSearch(
hosts=['https://localhost:9200'],
use_ssl=True,
verify_certs=False,
http_auth=('admin', 'admin')
)
```

Next, create an index named `movies` with the default settings:

```python
index = 'movies'
if not client.indices.exists(index=index):
client.indices.create(index=index)
```

## Document API Actions

### Create a new document with specified ID
To create a new document, use the `create` or `index` API action. The following code creates two new documents with IDs of `1` and `2`:

```python
client.create(index=index, id=1, body={'title': 'Beauty and the Beast', 'year': 1991})
client.create(index=index, id=2, body={'title': 'Beauty and the Beast - Live Action', 'year': 2017})
```

Note that the `create` action is NOT idempotent. If you try to create a document with an ID that already exists, the request will fail:

```python
try:
client.create(index=index, id=1, body={'title': 'Just Another Movie'})
except Exception as e:
print(e)
```

The `index` action, on the other hand, is idempotent. If you try to index a document with an existing ID, the request will succeed and overwrite the existing document. Note that no new document will be created in this case. You can think of the `index` action as an upsert:

```python
client.index(index=index, id=2, body={'title': 'Updated Title'})
client.index(index=index, id=2, body={'title': 'The Lion King', 'year': 1994})
```

### Create a new document with auto-generated ID
You can also create a new document with an auto-generated ID by omitting the `id` parameter. The following code creates documents with an auto-generated IDs in the `movies` index:

```python
client.index(index=index, body={"title": "The Lion King 2", "year": 1998})
```

In this case, the ID of the created document in the `result` field of the response body:

```python
{
"_index": "movies",
"_type": "_doc",
"_id": "1",
"_version": 1,
"result": "created",
"_shards": {
"total": 2,
"successful": 1,
"failed": 0
},
"_seq_no": 0,
"_primary_term": 1
}
```

### Get a document
To get a document, use the `get` API action. The following code gets the document with ID `1` from the `movies` index:

```python
client.get(index=index, id=1)['_source']
# OUTPUT: {"title"=>"Beauty and the Beast","year"=>1991}
```

You can also use `_source_includes` and `_source_excludes` parameters to specify which fields to include or exclude in the response:

```python
client.get(index=index, id=1, _source_includes=['title'])['_source']
# OUTPUT: {"title": "Beauty and the Beast"}

client.get(index=index, id=1, _source_excludes=['title'])['_source']
# OUTPUT: {"year": 1991}
```

### Get multiple documents
To get multiple documents, use the `mget` API action:

```python
client.mget(index=index, body={ 'docs': [{ '_id': 1 }, { '_id': 2 }] })['docs']
```

### Check if a document exists
To check if a document exists, use the `exists` API action. The following code checks if the document with ID `1` exists in the `movies` index:

```python
client.exists(index=index, id=1)
```

### Update a document
To update a document, use the `update` API action. The following code updates the `year` field of the document with ID `1` in the `movies` index:

```python
client.update(index=index, id=1, body={'doc': {'year': 1995}})
```

Alternatively, you can use the `script` parameter to update a document using a script. The following code increments the `year` field of the of document with ID `1` by 5 using painless script, the default scripting language in OpenSearch:

```python
client.update(index=index, id=1, body={ 'script': { 'source': 'ctx._source.year += 5' } })
```

Note that while both `update` and `index` actions perform updates, they are not the same. The `update` action is a partial update, while the `index` action is a full update. The `update` action only updates the fields that are specified in the request body, while the `index` action overwrites the entire document with the new document.

### Update multiple documents by query

To update documents that match a query, use the `update_by_query` API action. The following code decreases the `year` field of all documents with `year` greater than 2023:

```python
client.update_by_query(index=index, body={
'script': { 'source': 'ctx._source.year -= 1' },
'query': { 'range': { 'year': { 'gt': 2023 } } }
})
```

### Delete a document
To delete a document, use the `delete` API action. The following code deletes the document with ID `1`:

```python
client.delete(index=index, id=1)
```

By default, the `delete` action is not idempotent. If you try to delete a document that does not exist, or delete the same document twice, you will run into Not Found (404) error. You can make the `delete` action idempotent by setting the `ignore` parameter to `404`:

```python
client.delete(index=index, id=1, ignore=404)
```

### Delete multiple documents by query
To delete documents that match a query, use the `delete_by_query` API action. The following code deletes all documents with `year` greater than 2023:

```python
client.delete_by_query(index=index, body={
'query': { 'range': { 'year': { 'gt': 2023 } } }
})
```

## Cleanup
To clean up the resources created in this guide, delete the `movies` index:

```python
client.indices.delete(index=index)
```

# Sample Code
See [document_lifecycle_sample.py](/samples/document_lifecycle/document_lifecycle_sample.py) for a working sample of the concepts in this guide.
94 changes: 94 additions & 0 deletions samples/document_lifecycle/document_lifecycle_sample.py
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#!/usr/bin/env python

# -*- coding: utf-8 -*-
# SPDX-License-Identifier: Apache-2.0
#
# The OpenSearch Contributors require contributions made to
# this file be licensed under the Apache-2.0 license or a
# compatible open source license.
#
# Modifications Copyright OpenSearch Contributors. See
# GitHub history for details.

from opensearchpy import OpenSearch

# For cleaner output, comment in the two lines below to disable warnings and informational messages
# import urllib3
# urllib3.disable_warnings()


# Connect to OpenSearch
client = OpenSearch(
hosts=["https://localhost:9200"],
use_ssl=True,
verify_certs=False,
http_auth=("admin", "admin"),
)

# Create an index
index = "movies"
if not client.indices.exists(index=index):
client.indices.create(index=index)

# Create documents
client.index(index=index, id=1, body={"title": "Beauty and the Beast", "year": 1991})
client.index(
index=index,
id=2,
body={"title": "Beauty and the Beast - Live Action", "year": 2017},
)

# Index a document
client.index(index=index, id=2, body={"title": "The Lion King", "year": 1994})

# Create a document with auto-generated ID
result = client.index(index=index, body={"title": "The Lion King 2", "year": 1998})
print(result)

# Get a document
result = client.get(index=index, id=1)["_source"]
print(result)

# Get a document with _source includes
result = client.get(index=index, id=1, _source_includes=["title"])["_source"]
print(result)

# Get a document with _source excludes
result = client.get(index=index, id=1, _source_excludes=["title"])["_source"]
print(result)

# Get multiple documents
result = client.mget(index=index, body={"docs": [{"_id": 1}, {"_id": 2}]})["docs"]
print(result)

# Check if a document exists
result = client.exists(index=index, id=1)
print(result)

# Update a document
client.update(index=index, id=1, body={"doc": {"year": 1995}})

# Update a document using script
client.update(index=index, id=1, body={"script": {"source": "ctx._source.year += 5"}})

# Update multiple documents by query
client.update_by_query(
index=index,
body={
"script": {"source": "ctx._source.year -= 1"},
"query": {"range": {"year": {"gt": 2023}}},
},
)

# Delete a document
client.delete(index=index, id=1)

# Delete a document with ignore 404
client.delete(index=index, id=1, ignore=404)

# Delete multiple documents by query
client.delete_by_query(index=index, body={"query": {"range": {"year": {"gt": 2023}}}})

# Delete the index
client.indices.delete(index=index)
print("Deleted index!")

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