package Koha::SearchEngine::Elasticsearch::QueryBuilder; # This file is part of Koha. # # Copyright 2014 Catalyst IT Ltd. # # Koha is free software; you can redistribute it and/or modify it # under the terms of the GNU General Public License as published by # the Free Software Foundation; either version 3 of the License, or # (at your option) any later version. # # Koha is distributed in the hope that it will be useful, but # WITHOUT ANY WARRANTY; without even the implied warranty of # MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the # GNU General Public License for more details. # # You should have received a copy of the GNU General Public License # along with Koha; if not, see . =head1 NAME Koha::SearchEngine::Elasticsearch::QueryBuilder - constructs elasticsearch query objects from user-supplied queries =head1 DESCRIPTION This provides the functions that take a user-supplied search query, and provides something that can be given to elasticsearch to get answers. =head1 SYNOPSIS use Koha::SearchEngine::Elasticsearch::QueryBuilder; $builder = Koha::SearchEngine::Elasticsearch->new({ index => $index }); my $simple_query = $builder->build_query("hello"); # This is currently undocumented because the original code is undocumented my $adv_query = $builder->build_advanced_query($indexes, $operands, $operators); =head1 METHODS =cut use base qw(Koha::SearchEngine::Elasticsearch); use JSON; use List::MoreUtils qw( each_array ); use Modern::Perl; use URI::Escape qw( uri_escape_utf8 ); use C4::Context; use Koha::Exceptions; use Koha::Authority; use Koha::Caches; use Koha::AuthorisedValueCategories; our %index_field_convert = ( 'kw' => '', 'ab' => 'abstract', 'au' => 'author', 'lcn' => 'local-classification', 'callnum' => 'local-classification', 'record-type' => 'rtype', 'mc-rtype' => 'rtype', 'mus' => 'rtype', 'lc-card' => 'lc-card-number', 'sn' => 'local-number', 'biblionumber' => 'local-number', 'yr' => 'date-of-publication', 'pubdate' => 'date-of-publication', 'acqdate' => 'date-of-acquisition', 'date/time-last-modified' => 'date-time-last-modified', 'dtlm' => 'date-time-last-modified', 'diss' => 'dissertation-information', 'nb' => 'isbn', 'ns' => 'issn', 'music-number' => 'identifier-publisher-for-music', 'number-music-publisher' => 'identifier-publisher-for-music', 'music' => 'identifier-publisher-for-music', 'ident' => 'identifier-standard', 'cpn' => 'corporate-name', 'cfn' => 'conference-name', 'pn' => 'personal-name', 'pb' => 'publisher', 'pv' => 'provider', 'nt' => 'note', 'notes' => 'note', 'rcn' => 'record-control-number', 'cni' => 'control-number-identifier', 'cnum' => 'control-number', 'su' => 'subject', 'su-to' => 'subject', #'su-geo' => 'subject', 'su-ut' => 'subject', 'ti' => 'title', 'se' => 'title-series', 'ut' => 'title-uniform', 'an' => 'koha-auth-number', 'authority-number' => 'koha-auth-number', 'at' => 'authtype', 'he' => 'heading', 'rank' => 'relevance', 'phr' => 'st-phrase', 'wrdl' => 'st-word-list', 'rt' => 'right-truncation', 'rtrn' => 'right-truncation', 'ltrn' => 'left-truncation', 'rltrn' => 'left-and-right', 'mc-itemtype' => 'itemtype', 'mc-ccode' => 'ccode', 'branch' => 'homebranch', 'mc-loc' => 'location', 'loc' => 'location', 'stocknumber' => 'number-local-acquisition', 'inv' => 'number-local-acquisition', 'bc' => 'barcode', 'mc-itype' => 'itype', 'aub' => 'author-personal-bibliography', 'auo' => 'author-in-order', 'ff8-22' => 'ta', 'aud' => 'ta', 'audience' => 'ta', 'frequency-code' => 'ff8-18', 'illustration-code' => 'ff8-18-21', 'regularity-code' => 'ff8-19', 'type-of-serial' => 'ff8-21', 'format' => 'ff8-23', 'conference-code' => 'ff8-29', 'festschrift-indicator' => 'ff8-30', 'index-indicator' => 'ff8-31', 'fiction' => 'lf', 'fic' => 'lf', 'literature-code' => 'lf', 'biography' => 'bio', 'ff8-34' => 'bio', 'biography-code' => 'bio', 'l-format' => 'ff7-01-02', 'lex' => 'lexile-number', 'hi' => 'host-item-number', 'itu' => 'index-term-uncontrolled', 'itg' => 'index-term-genre', ); my $field_name_pattern = '[\w\-]+'; my $multi_field_pattern = "(?:\\.$field_name_pattern)*"; my $es_advanced_searches = []; =head2 get_index_field_convert my @index_params = Koha::SearchEngine::Elasticsearch::QueryBuilder->get_index_field_convert(); Converts zebra-style search index notation into elasticsearch-style. C<@indexes> is an array of index names, as presented to L, and it returns something that can be sent to L. B: this will pull from the elasticsearch mappings table to figure out types. =cut sub get_index_field_convert() { return \%index_field_convert; } =head2 build_query my $simple_query = $builder->build_query("hello", %options) This will build a query that can be issued to elasticsearch from the provided string input. This expects a lucene style search form (see L for details.) It'll make an attempt to respect the various query options. Additional options can be provided with the C<%options> hash. =over 4 =item sort This should be an arrayref of hashrefs, each containing a C and an C (optional, defaults to C.) The results will be sorted according to these values. Valid values for C are 'asc' and 'desc'. =back =cut sub build_query { my ( $self, $query, %options ) = @_; my $stemming = C4::Context->preference("QueryStemming") || 0; my $auto_truncation = C4::Context->preference("QueryAutoTruncate") || 0; my $fuzzy_enabled = C4::Context->preference("QueryFuzzy") || 0; $query = '*' unless defined $query; my $res; my $fields = $self->_search_fields( { is_opac => $options{is_opac}, weighted_fields => $options{weighted_fields}, } ); if ( $options{whole_record} ) { push @$fields, 'marc_data_array.*'; } my $query_string = { query => $query, fuzziness => $fuzzy_enabled ? 'auto' : '0', default_operator => 'AND', fields => $fields, lenient => JSON::true, analyze_wildcard => JSON::true, }; $query_string->{type} = 'cross_fields' if C4::Context->preference('ElasticsearchCrossFields'); $res->{query} = { bool => { must => [ { query_string => $query_string } ] } }; $res->{query}->{bool}->{should} = $options{field_match_boost_query} if $options{field_match_boost_query}; if ( $options{sort} ) { foreach my $sort ( @{ $options{sort} } ) { my ( $f, $d ) = @$sort{qw/ field direction /}; die "Invalid sort direction, $d" if $d && ( $d ne 'asc' && $d ne 'desc' ); $d = 'asc' unless $d; $f = $self->_sort_field($f); push @{ $res->{sort} }, { $f => { order => $d } }; } } # If not sorting by anything explicitly search by score if ( !defined $res->{sort} ) { push @{ $res->{sort} }, { _score => { order => 'desc' } }; } # Add a tie breaker in case of equally relevant records push @{ $res->{sort} }, { 'local-number__sort' => { order => 'desc' } }; unless ( $options{skip_facets} ) { # See _convert_facets in Search.pm for how these get turned into # things that Koha can use. my $size = C4::Context->preference('FacetMaxCount'); my @facets = Koha::SearchEngine::Elasticsearch->get_facet_fields; for my $f (@facets) { my $name = $f->name; $res->{aggregations}->{$name} = { terms => { field => "${name}__facet", size => $size } }; } } $res = _rebuild_to_es_advanced_query($res) if @$es_advanced_searches; return $res; } =head2 build_query_compat my ( $error, $query, $simple_query, $query_cgi, $query_desc, $limit, $limit_cgi, $limit_desc, $stopwords_removed, $query_type ) = $builder->build_query_compat( \@operators, \@operands, \@indexes, \@limits, \@sort_by, $scan, $lang, $params ); This handles a search using the same api as L does. A very simple query will go in with C<$operands> set to ['query'], and C<$sort_by> set to ['pubdate_dsc']. This simple case will return with C<$query> set to something that can perform the search, C<$simple_query> set to just the search term, C<$query_cgi> set to something that can reproduce this search, and C<$query_desc> set to something else. =cut sub build_query_compat { my ( $self, $operators, $operands, $indexes, $orig_limits, $sort_by, $scan, $lang, $params ) = @_; my $query; my $query_str = ''; my $search_param_query_str = ''; my $limits = (); if ($scan) { ( $query, $query_str ) = $self->_build_scan_query( $operands, $indexes ); $search_param_query_str = $query_str; } else { my @sort_params = $self->_convert_sort_fields(@$sort_by); my @index_params = $self->_convert_index_fields(@$indexes); my $field_match_boost_query = C4::Context->preference('ElasticsearchBoostFieldMatch') ? $self->_build_field_match_boost_query( { operands => $operands, indexes => \@index_params } ) : []; $limits = $self->_fix_limit_special_cases($orig_limits); if ( $params->{suppress} ) { push @$limits, "suppress:false"; } # Merge the indexes in with the search terms and the operands so that # each search thing is a handy unit. unshift @$operators, undef; # The first one can't have an op my @search_params; my $truncate = C4::Context->preference("QueryAutoTruncate") || 0; my $ea = each_array( @$operands, @$operators, @index_params ); while ( my ( $oand, $otor, $index ) = $ea->() ) { next if ( !defined($oand) || $oand eq '' ); $oand = $self->clean_search_term($oand); $oand = $self->_truncate_terms($oand) if $truncate && $self->_is_safe_to_auto_truncate( $index->{field}, $oand ); push @search_params, { operand => $oand, # the search terms operator => defined($otor) ? uc $otor : undef, # AND and so on $index ? %$index : (), }; } # We build a string query from limits and the queries. An alternative # would be to pass them separately into build_query and let it build # them into a structured ES query itself. Maybe later, though that'd be # more robust. my @search_param_query_array = $self->_create_query_string(@search_params); $search_param_query_str = join( ' ', @search_param_query_array ); my $search_param_limit_str = $self->_join_queries( $self->_convert_index_strings(@$limits) ); if ( @search_param_query_array > 1 && $search_param_limit_str ) { $search_param_query_str = "($search_param_query_str)"; } $query_str = join( ' AND ', $search_param_query_str || (), $search_param_limit_str || () ); # If there's no query on the left, let's remove the junk left behind $query_str =~ s/^ AND //; my %options; $options{sort} = \@sort_params; $options{is_opac} = $params->{is_opac}; $options{weighted_fields} = $params->{weighted_fields}; $options{whole_record} = $params->{whole_record}; $options{skip_facets} = $params->{skip_facets}; $options{field_match_boost_query} = $field_match_boost_query if @$field_match_boost_query; $query = $self->build_query( $query_str, %options ); } # We roughly emulate the CGI parameters of the zebra query builder my $query_cgi = ''; shift @$operators; # Shift out the one we unshifted before my $ea = each_array( @$operands, @$operators, @$indexes ); while ( my ( $oand, $otor, $index ) = $ea->() ) { $query_cgi .= '&' if $query_cgi; $query_cgi .= 'idx=' . uri_escape_utf8( $index // '' ) . '&q=' . uri_escape_utf8($oand); $query_cgi .= '&op=' . uri_escape_utf8($otor) if $otor; } $query_cgi .= '&scan=1' if ($scan); $query_cgi .= '&weight_search=1' if ( $params->{weighted_fields} ); $query_cgi .= '&weight_search_submitted=1' if ( $params->{weight_search_submitted} ); $query_cgi .= '&whole_record=1' if ( $params->{whole_record} ); my $simple_query; $simple_query = $operands->[0] if @$operands == 1; my $query_desc; if ($simple_query) { $query_desc = $simple_query; } else { $query_desc = $search_param_query_str; } my $limit = $self->_join_queries( $self->_convert_index_strings(@$limits) ); my $limit_cgi = ( $orig_limits and @$orig_limits ) ? '&limit=' . join( '&limit=', map { uri_escape_utf8($_) } @$orig_limits ) : ''; my $limit_desc; $limit_desc = "$limit" if $limit; return ( undef, $query, $simple_query, $query_cgi, $query_desc, $limit, $limit_cgi, $limit_desc, undef, undef ); } =head2 _build_field_match_boost_query my ($query, $query_str) = $builder->_build_field_match_boost_query({ operands => \@operands, indexes => \@indexes) This will build an array of match queries for terms and indexes passed in and return a reference to the array. =cut sub _build_field_match_boost_query { my ( $self, $params ) = @_; my $indexes = $params->{indexes}; my $operands = $params->{operands}; my $boost_amount = C4::Context->preference('ElasticsearchBoostFieldMatchAmount'); my @boost_query; my $built_boost; my $ea = each_array( @$operands, @$indexes ); while ( my ( $operand, $index ) = $ea->() ) { next unless $operand; $index = $index->{field} if ref $index eq 'HASH'; $index = 'title-cover' if ( !$index || $index eq 'kw' || $index eq 'ti' || $index eq 'title' ); $built_boost = { match => { $index => { query => $operand } } }; $built_boost->{match}->{$index}->{boost} = $boost_amount if $boost_amount; push @boost_query, $built_boost; } return \@boost_query; } =head2 build_authorities_query my $query = $builder->build_authorities_query(\%search); This takes a nice description of an authority search and turns it into a black-box query that can then be passed to the appropriate searcher. The search description is a hashref that looks something like: { searches => [ { where => 'Heading', # search the main entry operator => 'exact', # require an exact match value => 'frogs', # the search string }, { where => '', # search all entries operator => '', # default keyword, right truncation value => 'pond', }, ], sort => { field => 'Heading', order => 'desc', }, authtypecode => 'TOPIC_TERM', } =cut sub build_authorities_query { my ( $self, $search ) = @_; # Start by making the query parts my @query_parts; foreach my $s ( @{ $search->{searches} } ) { my ( $wh, $op, $val ) = @{$s}{qw(where operator value)}; if ( defined $op && ( $op eq 'is' || $op eq '=' || $op eq 'exact' ) ) { if ($wh) { # Match the whole field, case insensitive, UTF normalized. push @query_parts, { term => { "$wh.ci_raw" => $val } }; } else { # Match the whole field for all searchable fields, case insensitive, # UTF normalized. # Given that field data is "The quick brown fox" # "The quick brown fox" and "the quick brown fox" will match # but not "quick brown fox". push @query_parts, { multi_match => { query => $val, fields => $self->_search_fields( { subfield => 'ci_raw' } ), } }; } } elsif ( defined $op && $op eq 'start' ) { # Match the prefix within a field for all searchable fields. # Given that field data is "The quick brown fox" # "The quick bro" will match, but not "quick bro" # Does not seems to be a multi prefix query # so we need to create one if ($wh) { # Match prefix of the field. push @query_parts, { prefix => { "$wh.ci_raw" => $val } }; } else { my @prefix_queries; foreach my $field ( @{ $self->_search_fields() } ) { push @prefix_queries, { prefix => { "$field.ci_raw" => $val } }; } push @query_parts, { 'bool' => { 'should' => \@prefix_queries, 'minimum_should_match' => 1 } }; } } else { # Query all searchable fields. # Given that field data is "The quick brown fox" # a search containing any of the words will match, regardless # of order. my @tokens = $self->_split_query($val); foreach my $token (@tokens) { $token = $self->_truncate_terms( $self->clean_search_term($token) ); } my $query = $self->_join_queries(@tokens); my $query_string = { query => $query, lenient => JSON::true, analyze_wildcard => JSON::true, }; if ($wh) { $query_string->{default_field} = $wh; } else { $query_string->{fields} = $self->_search_fields(); } push @query_parts, { query_string => $query_string }; } } # Merge the query parts appropriately # 'should' behaves like 'or' # 'must' behaves like 'and' # We will obey the first and_or passed in here: # authfinder.pl is hardcoded to 'AND' # authorities-home.pl only allows searching a single index # for matching we 'OR' together multiple fields my $search_type = defined $search->{and_or} && uc( $search->{and_or}->[0] ) eq 'OR' ? 'should' : 'must'; my $elastic_query = {}; $elastic_query->{bool}->{$search_type} = \@query_parts; # Filter by authtypecode if set if ( $search->{authtypecode} ) { $elastic_query->{bool}->{filter} = { term => { "authtype.raw" => $search->{authtypecode} } }; } my $query = { query => $elastic_query }; # Add the sort stuff $query->{sort} = [ $search->{sort} ] if exists $search->{sort}; return $query; } =head2 build_authorities_query_compat my ($query) = $builder->build_authorities_query_compat( \@marclist, \@and_or, \@excluding, \@operator, \@value, $authtypecode, $orderby ); This builds a query for searching for authorities, in the style of L. Arguments: =over 4 =item marclist An arrayref containing where the particular term should be searched for. Options are: mainmainentry, mainentry, match, match-heading, see-from, and thesaurus. If left blank, any field is used. =item and_or This takes an array to match Zebra, however, we only care about the first value. This will determine whether searches are combined as 'must' (AND) or 'should' (OR). =item excluding Also ignored. =item operator What form of search to do. Options are: is (phrase, no truncation, whole field must match), = (number exact match), exact (phrase, no truncation, whole field must match). If left blank, then word list, right truncated, anywhere is used. =item value The actual user-provided string value to search for. =item authtypecode The authority type code to search within. If blank, then all will be searched. =item orderby The order to sort the results by. Options are Relevance, HeadingAsc, HeadingDsc, AuthidAsc, AuthidDsc. =back marclist, operator, and value must be the same length, and the values at index /i/ all relate to each other. This returns a query, which is a black box object that can be passed to the appropriate search object. =cut our $koha_to_index_name = { mainmainentry => 'heading-main', mainentry => 'heading', match => 'match', 'match-heading' => 'match-heading', 'see-from' => 'match-heading-see-from', thesaurus => 'subject-heading-thesaurus', 'thesaurus-conventions' => 'subject-heading-thesaurus-conventions', any => '', all => '' }; # Delegates to Koha::Authority's table so there is a single source of # truth for thesaurus-name -> 008/11-code (bug 31925). our $thesaurus_to_value = $Koha::Authority::MARC21_THESAURUS_TO_CONTROL_FIELD_008_11; sub build_authorities_query_compat { my ( $self, $marclist, $and_or, $excluding, $operator, $value, $authtypecode, $orderby ) = @_; # This turns the old-style many-options argument form into a more # extensible hash form that is understood by L. my @searches; my $mappings = $self->get_elasticsearch_mappings(); # Convert to lower case $marclist = [ map( lc, @{$marclist} ) ]; $orderby = lc $orderby; my @indexes; # Make sure everything exists foreach my $m (@$marclist) { $m = exists $koha_to_index_name->{$m} ? $koha_to_index_name->{$m} : $m; push @indexes, $m; warn "Unknown search field $m in marclist" unless ( defined $mappings->{properties}->{$m} || $m eq '' || $m eq 'match-heading' ); } for ( my $i = 0 ; $i < @$value ; $i++ ) { next unless $value->[$i]; #clean empty form values, ES doesn't like undefined searches $value->[$i] = $thesaurus_to_value->{ $value->[$i] } if ( defined $thesaurus_to_value->{ $value->[$i] } && $indexes[$i] eq 'subject-heading-thesaurus' ); push @searches, { where => $indexes[$i], operator => $operator->[$i], value => $value->[$i], }; } my %sort; my $sort_field = ( $orderby =~ /^heading/ ) ? 'heading__sort' : ( $orderby =~ /^auth/ ) ? 'local-number__sort' : undef; if ($sort_field) { my $sort_order = ( $orderby =~ /asc$/ ) ? 'asc' : 'desc'; %sort = ( $sort_field => $sort_order, ); } my %search = ( searches => \@searches, authtypecode => $authtypecode, and_or => $and_or, ); $search{sort} = \%sort if %sort; my $query = $self->build_authorities_query( \%search ); return $query; } =head2 _build_scan_query my ($query, $query_str) = $builder->_build_scan_query(\@operands, \@indexes) This will build an aggregation scan query that can be issued to elasticsearch from the provided string input. =cut our %scan_field_convert = ( 'ti' => 'title', 'au' => 'author', 'su' => 'subject', 'se' => 'title-series', 'pb' => 'publisher', 'callnum' => 'local-classification', ); sub _build_scan_query { my ( $self, $operands, $indexes ) = @_; my $term = scalar(@$operands) == 0 ? '' : $operands->[0]; my $index = scalar(@$indexes) == 0 ? 'subject' : $indexes->[0]; my ( $f, $d ) = split( /,/, $index ); $index = $scan_field_convert{$f} || $f; my $res; $res->{query} = { query_string => { query => '*' } }; $res->{aggregations} = { $index => { terms => { field => $index . '__facet', order => { '_key' => 'asc' }, include => $self->_create_regex_filter( $self->clean_search_term($term) ) . '.*' } } }; return ( $res, $term ); } =head2 _create_regex_filter my $filter = $builder->_create_regex_filter('term') This will create a regex filter that can be used with an aggregation query. =cut sub _create_regex_filter { my ( $self, $term ) = @_; my $result = ''; foreach my $c ( split( //, quotemeta($term) ) ) { my $lc = lc($c); my $uc = uc($c); $result .= $lc ne $uc ? '[' . $lc . $uc . ']' : $c; } return $result; } =head2 _convert_sort_fields my @sort_params = _convert_sort_fields(@sort_by) Converts the zebra-style sort index information into elasticsearch-style. C<@sort_by> is the same as presented to L, and it returns something that can be sent to L. =cut sub _convert_sort_fields { my ( $self, @sort_by ) = @_; # Turn the sorting into something we care about. my %sort_field_convert = ( acqdate => 'date-of-acquisition', author => 'author', call_number => 'cn-sort', popularity => 'issues', relevance => undef, # default title => 'title', pubdate => 'date-of-publication', biblionumber => 'local-number', ); my %sort_order_convert = ( qw( desc desc ), qw( dsc desc ), qw( asc asc ), qw( az asc ), qw( za desc ) ); # Convert the fields and orders, drop anything we don't know about. grep { $_->{field} } map { my ( $f, $d ) = /(.+)_(.+)/; defined $f && defined $d ? { field => $sort_field_convert{$f}, direction => $sort_order_convert{$d} } : { field => undef }; } @sort_by; } =head2 _convert_index_fields my ($conv) = $self->_convert_index_fields($field); Converts the zebra-style sort index information into elasticsearch-style. Convert according to our table, drop anything that doesn't convert. If a field starts with mc- we save it as it's used (and removed) later when joining things, to indicate we make it an 'OR' join. (Sorry, this got a bit ugly after special cases were found.) =cut sub _convert_index_fields { my ( $self, @indexes ) = @_; my %index_type_convert = ( __default => undef, phr => 'phrase', rtrn => 'right-truncate', 'st-year' => 'st-year' ); @indexes = grep { $_ ne q{} } @indexes; # Remove any blank indexes, i.e. keyword map { # Lower case all field names my ( $f, $t ) = map( lc, split /,/ ); my $mc = ''; if ( $f =~ /^mc-/ ) { $mc = 'mc-'; $f =~ s/^mc-//; } my $r = { field => exists $index_field_convert{$f} ? $index_field_convert{$f} : $f, type => $index_type_convert{ $t // '__default' } }; $r->{field} .= '-all' if C4::Context->preference('SearchCancelledAndInvalidISBNandISSN') && $r->{field} =~ /^is[bs]n$/; $r->{field} = ( $mc . $r->{field} ) if $mc && $r->{field}; $r->{field} || $r->{type} ? $r : undef; } @indexes; } =head2 _convert_index_strings my @searches = $self->_convert_index_strings(@searches); Similar to L<_convert_index_fields>, this takes strings of the form B and rewrites the field from zebra-style to elasticsearch-style. Anything it doesn't understand is returned verbatim. =cut sub _convert_index_strings { my ( $self, @searches ) = @_; my @res; foreach my $s (@searches) { next if $s eq ''; my ( $field, $term ) = $s =~ /^\s*([\w,-]*?):(.*)/; unless ( defined($field) && defined($term) ) { push @res, $s; next; } my ($conv) = $self->_convert_index_fields($field); unless ( defined($conv) ) { push @res, $s; next; } push @res, ( $conv->{field} ? $conv->{field} . ':' : '' ) . $self->_modify_string_by_type( %$conv, operand => $term ); } return @res; } =head2 _convert_index_strings_freeform my $search = $self->_convert_index_strings_freeform($search); This is similar to L<_convert_index_strings>, however it'll search out the things to change within the string. So it can handle strings such as C<(su:foo) AND (su:bar)>, converting the C appropriately. If there is something of the form "su,complete-subfield" or something, the second part is stripped off as we can't yet handle that. Making it work will have to wait for a real query parser. =cut sub _convert_index_strings_freeform { my ( $self, $search ) = @_; # @TODO: Currently will alter also fields contained within quotes: # `searching for "stuff cn:123"` for example will become # `searching for "stuff local-number:123" # # Fixing this is tricky, one possibility: # https://stackoverflow.com/questions/19193876/perl-regex-to-match-a-string-that-is-not-enclosed-in-quotes # Still not perfect, and will not handle escaped quotes within quotes and assumes balanced quotes. # # Another, not so elegant, solution could be to replace all quoted content with placeholders, and put # them back when processing is done. # Lower case field names $search =~ s/($field_name_pattern)(?:,[\w-]*)?($multi_field_pattern):/\L$1\E$2:/og; # Resolve possible field aliases $search =~ s/($field_name_pattern)($multi_field_pattern):/(exists $index_field_convert{$1} ? $index_field_convert{$1} : $1).($1 eq 'kw' ? "$2" : "$2:")/oge; if ( C4::Context->preference('SearchCancelledAndInvalidISBNandISSN') ) { $search =~ s/\b(is[bs]n)(?=$multi_field_pattern:)/$1-all/g; } return $search; } =head2 _modify_string_by_type my $str = $self->_modify_string_by_type(%index_field); If you have a search term (operand) and a type (phrase, right-truncated), this will convert the string to have the function in lucene search terms, e.g. wrapping quotes around it. =cut sub _modify_string_by_type { my ( $self, %idx ) = @_; my $type = $idx{type} || ''; my $str = $idx{operand}; return $str unless $str; # Empty or undef, we can't use it. $str .= '*' if $type eq 'right-truncate'; $str = '"' . $str . '"' if $type eq 'phrase' && $str !~ /^".*"$/; if ( $type eq 'st-year' ) { if ( $str =~ /^(.*)-(.*)$/ ) { my $from = $1 || '*'; my $until = $2 || '*'; $str = "[$from TO $until]"; } } elsif ( $type eq 'st-date-normalized' ) { if ( $str =~ /^(.*) - (.*)$/ ) { my $from = $1 || '*'; my $until = $2 || '*'; $str = "[$from TO $until]"; } } return $str; } =head2 _join_queries my $query_str = $self->_join_queries(@query_parts); This takes a list of query parts, that might be search terms on their own, or booleaned together, or specifying fields, or whatever, wraps them in parentheses, and ANDs them all together. Suitable for feeding to the ES query string query. Note: doesn't AND them together if they specify an index that starts with "mc" as that was a special case in the original code for dealing with multiple choice options (you can't search for something that has an itype of A and and itype of B otherwise.) =cut sub _join_queries { my ( $self, @parts ) = @_; my @norm_parts = grep { defined($_) && $_ ne '' && $_ !~ /^mc-/ } @parts; my @mc_parts = map { s/^mc-//r } grep { defined($_) && $_ ne '' && $_ =~ /^mc-/ } @parts; return () unless @norm_parts + @mc_parts; return ( @norm_parts, @mc_parts )[0] if @norm_parts + @mc_parts == 1; # Group limits by field, so they can be OR'ed together my %mc_limits; foreach my $mc_part (@mc_parts) { my ( $field, $value ) = split /:/, $mc_part, 2; $mc_limits{$field} //= []; push @{ $mc_limits{$field} }, $value; } @mc_parts = map { sprintf( '%s:(%s)', $_, join( ' OR ', @{ $mc_limits{$_} } ) ); } sort keys %mc_limits; @norm_parts = map { "($_)" } @norm_parts; return join( ' AND ', @norm_parts, @mc_parts ); } =head2 _make_phrases my @phrased_queries = $self->_make_phrases(@query_parts); This takes the supplied queries and forces them to be phrases by wrapping quotes around them. It understands field prefixes, e.g. 'subject:' and puts the quotes outside of them if they're there. =cut sub _make_phrases { my ( $self, @parts ) = @_; map { s/^\s*(\w*?:)(.*)$/$1"$2"/r } @parts; } =head2 _create_query_string my @query_strings = $self->_create_query_string(@queries); Given a list of hashrefs, it will turn them into a lucene-style query string. The hash should contain field, type (both for the indexes), operator, and operand. =cut sub _create_query_string { my ( $self, @queries ) = @_; $es_advanced_searches = []; my @string_queries; foreach my $q (@queries) { if ( $q->{field} && $q->{field} eq 'geolocation' ) { push( @$es_advanced_searches, $q ); } else { push( @string_queries, $q ); } } @queries = @string_queries; map { my $otor = $_->{operator} ? $_->{operator} . ' ' : ''; my $field = $_->{field} ? $_->{field} . ':' : ''; my $oand = $self->_modify_string_by_type(%$_); $oand = "($oand)" if $field && scalar( split( /\s+/, $oand ) ) > 1 && ( !defined $_->{type} || $_->{type} ne 'st-year' ); "$otor($field$oand)"; } @queries; } =head2 clean_search_term my $term = $self->clean_search_term($term); This cleans a search term by removing any funny characters that may upset ES and give us an error. It also calls L<_convert_index_strings_freeform> to ensure those parts are correct. =cut sub clean_search_term { my ( $self, $term ) = @_; # Lookahead for checking if we are inside quotes my $lookahead = '(?=(?:[^\"]*+\"[^\"]*+\")*+[^\"]*+$)'; # Some hardcoded searches (like with authorities) produce things like # 'an=123', when it ought to be 'an:123' for our purposes. $term =~ s/=/:/g; $term = $self->_convert_index_strings_freeform($term); # escape special characters $term = $self->_escape_special_characters($term); # Remove unbalanced quotes my $unquoted = $term; my $count = ( $unquoted =~ tr/"/ / ); if ( $count % 2 == 1 ) { $term = $unquoted; } $term = $self->_query_regex_escape_process($term); # because of _truncate_terms and if QueryAutoTruncate enabled # we will have any special operators ruined by _truncate_terms: # for ex. search for "test [6 TO 7]" will be converted to "test* [6* TO* 7]" # so no reason to keep ranges in QueryAutoTruncate==true case: my $truncate = C4::Context->preference("QueryAutoTruncate") || 0; unless ($truncate) { # replace all ranges with any square/curly brackets combinations to temporary substitutions (ex: "{a TO b]"" -> "~~LC~~a TO b~~RS~~") # (where L is for left and C is for Curly and so on) $term =~ s/ (?(?:[\\]{2})*) (?\{|\[) (? [^\s\[\]\{\}]+\ TO\ [^\s\[\]\{\}]+ (?\}|\]) /$+{backslashes}.'~~L'.($+{leftbracket} eq '[' ? 'S':'C').'~~'.$+{ranges}.'~~R'.($+{rightbracket} eq ']' ? 'S':'C').'~~'/gex; } # save all regex contents away before escaping brackets: # (same trick as with brackets above, just RE for 'RegularExpression') my @saved_regexes; my $rgx_i = 0; while ( $term =~ s@( (?_escape_special_characters($term); Escapes characters in $term according to "ElasticsearchEscapeCharacters" / "OpacElasticsearchEscapeCharacters" system preference setting. =cut sub _escape_special_characters { my ( $self, $term ) = @_; my $characters_to_escape; if ( C4::Context->interface eq 'opac' ) { $characters_to_escape = C4::Context->preference('OpacElasticsearchEscapeCharacters'); } else { $characters_to_escape = C4::Context->preference('ElasticsearchEscapeCharacters'); } if ($characters_to_escape) { $characters_to_escape =~ s/\s+//g; $term =~ s/[\Q$characters_to_escape\E]/\\$&/g if $characters_to_escape; } return $term; } =head2 _query_regex_escape_process my $query = $self->_query_regex_escape_process($query); Processes query in accordance with current "QueryRegexEscapeOptions" system preference setting. =cut sub _query_regex_escape_process { my ( $self, $query ) = @_; my $regex_escape_options = C4::Context->preference("QueryRegexEscapeOptions"); if ( $regex_escape_options ne 'dont_escape' ) { if ( $regex_escape_options eq 'escape' ) { # Will escape unescaped slashes (/) while preserving # unescaped slashes within quotes # @TODO: assumes quotes are always balanced and will # not handle escaped quotes properly, should perhaps be # replaced with a more general parser solution # so that this function is ever only provided with unquoted # query parts $query =~ s@(?:(?_fix_limit_special_cases($limits); This converts any special cases that the limit specifications have into things that are more readily processable by the rest of the code. The argument should be an arrayref, and it'll return an arrayref. =cut sub _fix_limit_special_cases { my ( $self, $limits ) = @_; my @new_lim; foreach my $l (@$limits) { # This is set up by opac-search.pl if ( $l =~ /^yr,st-numeric,ge[=:]/ ) { my ( $start, $end ) = ( $l =~ /^yr,st-numeric,ge[=:](.*) and yr,st-numeric,le[=:](.*)$/ ); next unless defined($start) && defined($end); push @new_lim, "date-of-publication:[$start TO $end]"; } elsif ( $l =~ /^search_filter:/ ) { # Here we are going to get the query as a string, clean it, and take care of the part of the limit # Calling build_query_compat here is avoided because we generate more complex query structures my ($filter_id) = ( $l =~ /^search_filter:(.*)$/ ); my $search_filter = Koha::SearchFilters->find($filter_id); next unless $search_filter; my ( $expanded_lim, $query_lim ) = $search_filter->expand_filter; # In the case of nested filters we need to expand them all foreach my $el ( @{ $self->_fix_limit_special_cases($expanded_lim) } ) { push @new_lim, $el; } # We need to clean the query part as we have built a string from the original search push @new_lim, $self->clean_search_term($query_lim); } elsif ( $l =~ /^yr,st-numeric[=:]/ ) { my ($date) = ( $l =~ /^yr,st-numeric[=:](.*)$/ ); next unless defined($date); $date = $self->_modify_string_by_type( type => 'st-year', operand => $date ); push @new_lim, "date-of-publication:$date"; } elsif ( $l =~ 'multibranchlimit|^branch' ) { my $branchfield = C4::Context->preference('SearchLimitLibrary'); my @branchcodes; if ( $l =~ 'multibranchlimit' ) { my ($group_id) = ( $l =~ /^multibranchlimit:(.*)$/ ); my $search_group = Koha::Library::Groups->find($group_id); @branchcodes = map { $_->branchcode } $search_group->all_libraries; @branchcodes = sort { $a cmp $b } @branchcodes; } else { @branchcodes = ( $l =~ /^branch:(.*)$/ ); } if (@branchcodes) { # We quote the branchcodes here to prevent issues when codes are reserved words in ES, e.g. OR, AND, NOT, etc. if ( $branchfield eq "homebranch" ) { push @new_lim, sprintf "(%s)", join " OR ", map { 'homebranch: "' . $_ . '"' } @branchcodes; } elsif ( $branchfield eq "holdingbranch" ) { push @new_lim, sprintf "(%s)", join " OR ", map { 'holdingbranch: "' . $_ . '"' } @branchcodes; } else { push @new_lim, sprintf "(%s OR %s)", join( " OR ", map { 'homebranch: "' . $_ . '"' } @branchcodes ), join( " OR ", map { 'holdingbranch: "' . $_ . '"' } @branchcodes ); } } } elsif ( $l =~ /^available$/ ) { push @new_lim, 'available:true'; } elsif ( $l =~ /^\s*(kw\b[\w,-]*?):(.*)/ ) { my ( $field, $term ) = ( $1, $2 ); if ( defined($field) && defined($term) && $field =~ /,phr$/ ) { push @new_lim, "(\"$term\")"; } else { push @new_lim, $term; } } elsif ( $l =~ /^acqdate,st-date-normalized=/ ) { my ($date) = ( $l =~ /^acqdate,st-date-normalized=(.*)$/ ); next unless defined($date); $date = $self->_modify_string_by_type( type => 'st-date-normalized', operand => $date ); push @new_lim, "date-of-acquisition.raw:$date"; } else { my ( $field, $term ) = $l =~ /^\s*([\w,-]*?):(.*)/; $field =~ s/,phr$//; #We are quoting all the limits as phrase, this prevents from quoting again later if ( defined($field) && defined($term) ) { push @new_lim, "$field:(\"$term\")"; } else { push @new_lim, $l; } } } return \@new_lim; } =head2 _sort_field my $field = $self->_sort_field($field); Given a field name, this works out what the actual name of the field to sort on should be. A '__sort' suffix is added for fields with a sort version, and for text fields either '.phrase' (for sortable versions) or '.raw' is appended to avoid sorting on a tokenized value. =cut sub _sort_field { my ( $self, $f ) = @_; my $mappings = $self->get_elasticsearch_mappings(); my $textField = defined $mappings->{properties}{$f}{type} && $mappings->{properties}{$f}{type} eq 'text'; if ( !defined $self->sort_fields()->{$f} || $self->sort_fields()->{$f} ) { $f .= '__sort'; } else { # We need to add '.raw' to text fields without a sort field, # otherwise it'll sort based on the tokenised form. $f .= '.raw' if $textField; } return $f; } =head2 _truncate_terms my $query = $self->_truncate_terms($query); Given a string query this function appends '*' wildcard to all terms except operands and double quoted strings. =cut sub _truncate_terms { my ( $self, $query ) = @_; my @tokens = $self->_split_query($query); # Filter out empty tokens my @words = grep { $_ !~ /^\s*$/ } @tokens; # Append '*' to words if needed, ie. if it ends in a word character and is not a keyword my @terms = map { my $w = $_; ( /\W$/ or grep { lc($w) eq $_ } qw/and or not/ ) ? $_ : "$_*"; } @words; return join ' ', @terms; } =head2 _split_query my @token = $self->_split_query($query_str); Given a string query this function splits it to tokens taking into account any field prefixes and quoted strings. =cut my $tokenize_split_re = qr/((?:${field_name_pattern}${multi_field_pattern}:)?"[^"]+"|\s+)/; sub _split_query { my ( $self, $query ) = @_; # '"donald duck" title:"the mouse" and peter" get split into # ['', '"donald duck"', '', ' ', '', 'title:"the mouse"', '', ' ', 'and', ' ', 'pete'] my @tokens = split $tokenize_split_re, $query; # Filter out empty values @tokens = grep( /\S/, @tokens ); # Filter out some known isolated trouble makers: -, ^, \, ~, + @tokens = grep( !/^[-\^\\~\+]*$/, @tokens ); return @tokens; } =head2 _search_fields my $weighted_fields = $self->_search_fields({ is_opac => 0, weighted_fields => 1, subfield => 'raw' }); Generate a list of searchable fields to be used for Elasticsearch queries applied to multiple fields. Returns an arrayref of field names for either OPAC or staff interface, with possible weights and subfield appended to each field name depending on the options provided. =over 4 =item C<$params> Hashref with options. The parameter C indicates whether the searchable fields for OPAC or staff interface should be retrieved. If C is set fields weights will be applied on returned fields. C can be used to provide a subfield that will be appended to fields as "C.C". =back =cut sub _search_fields { my ( $self, $params ) = @_; $params //= { is_opac => 0, weighted_fields => 0, whole_record => 0, # This is a hack for authorities build_authorities_query # can hopefully be removed in the future subfield => undef, }; my $cache = Koha::Caches->get_instance(); my $cache_key = 'elasticsearch_search_fields' . ( $params->{is_opac} ? '_opac' : '_staff_client' ) . "_" . $self->index; my $search_fields = $cache->get_from_cache( $cache_key, { unsafe => 1 } ); if ( !$search_fields ) { # The reason we don't use Koha::SearchFields->search here is we don't # want or need resultset wrapped as Koha::SearchField object. # It does not make any sense in this context and would cause # unnecessary overhead sice we are only querying for data # Also would not work, or produce strange results, with the "columns" # option. my $schema = Koha::Database->schema; my $result = $schema->resultset('SearchField')->search( { $params->{is_opac} ? ( 'opac' => 1, ) : ( 'staff_client' => 1 ), 'type' => { '!=' => 'boolean' }, 'search_marc_map.index_name' => $self->index, 'search_marc_map.marc_type' => C4::Context->preference('marcflavour'), 'search_marc_to_fields.search' => 1, }, { columns => [qw/name weight/], collapse => 1, join => { search_marc_to_fields => 'search_marc_map' }, } ); my @search_fields; while ( my $search_field = $result->next ) { push @search_fields, [ lc $search_field->name, $search_field->weight ? $search_field->weight : () ]; } $search_fields = \@search_fields; $cache->set_in_cache( $cache_key, $search_fields ); } if ( $params->{subfield} ) { my $subfield = $params->{subfield}; $search_fields = [ map { # Copy values to avoid mutating cached # data (since unsafe is used) my ( $field, $weight ) = @{$_}; [ "${field}.${subfield}", $weight ]; } @{$search_fields} ]; } if ( $params->{weighted_fields} ) { return [ map { join( '^', @{$_} ) } @{$search_fields} ]; } else { # Exclude weight from field return [ map { $_->[0] } @{$search_fields} ]; } } =pod =head2 _is_safe_to_auto_truncate _is_safe_to_auto_truncate($index_field, $oand); Checks if it is safe to auto truncate a search term within a given search field. The search term should not be auto truncated when searching for identifiers, e.g. koha-auth-number, record-control-number, local-number etc. Also, non-text fields must not be auto truncated (doing so would generate ES exception). =cut sub _is_safe_to_auto_truncate { my ( $self, $index_field, $oand ) = @_; # Do not auto truncate fields that should not be auto truncated, # primarily various types of identifiers, above all record identifiers. # Other search fields that should not be auto truncated can be defined # with ElasticsearchPreventAutoTruncate syspref. my %do_not_autotruncate_fields; my $cache = Koha::Caches->get_instance(); my $cache_key = 'elasticsearch_search_do_not_autotruncate'; my $do_not_autotruncate_fields_ref = $cache->get_from_cache( $cache_key, { unsafe => 1 } ); %do_not_autotruncate_fields = %$do_not_autotruncate_fields_ref if $do_not_autotruncate_fields_ref; if ( !scalar( keys %do_not_autotruncate_fields ) ) { %do_not_autotruncate_fields = map { $_ => 1 } qw / biblioitemnumber host-item-number itemnumber koha-auth-number local-number /; # In addition, under no circumstances should non-text fields # be auto truncated. my $schema = Koha::Database->new()->schema(); my $sfs = $schema->resultset('SearchField') ->search( { '-or' => [ { type => 'boolean' }, { type => 'number' }, { type => 'sum' }, { type => 'year' } ] } ); while ( my $sf = $sfs->next ) { $do_not_autotruncate_fields{ $sf->name } = 1; } $cache->set_in_cache( $cache_key, \%do_not_autotruncate_fields ); } # processing of the syspref is done outside cache since the systempreference # can be modified and the modification should be reflected in the # $do_not_autotruncate_fields array my $prevent_autotruncate = C4::Context->preference('ElasticsearchPreventAutoTruncate'); for my $field ( split( /\s*[,;|]\s*/, $prevent_autotruncate ) ) { $do_not_autotruncate_fields{$field} = 1; } # search fields can be given as a explicit index name (e.g. from advanced # search): if ($index_field) { return 0 if grep { $index_field eq $_ } keys %do_not_autotruncate_fields; # OR can be given implicitly, as prefix in the operand (e.g. in links generated # by Koha like catalogue/search.pl?q=an:): } elsif ( $oand =~ /\b($field_name_pattern):/ ) { # check field name prefixing operand my $field_name = $1; return 0 if grep { $field_name eq $_ } keys %do_not_autotruncate_fields; } # It is safe to auto truncate: return 1; } =head2 _rebuild_to_es_advanced_query $res = _rebuild_to_es_advanced_query( $res ); Passed in a query, this function converts a geolocation query into the necessary format for Elasticsearch =cut sub _rebuild_to_es_advanced_query { my ($res) = @_; my $query_string = $res->{query}->{query_string}; $query_string->{query} = '*' unless $query_string->{query}; delete $res->{query}->{query_string}; my %filter; for my $advanced_query (@$es_advanced_searches) { if ( $advanced_query->{field} eq 'geolocation' ) { my ( $lat, $lon, $distance ) = map { $_ =~ /:(.*)\*/ } split( '\s+', $advanced_query->{operand} ); $filter{geo_distance} = { distance => $distance, geolocation => { lat => $lat, lon => $lon, } }; } else { warn "unknown advanced ElasticSearch query: " . join( ', ', %$advanced_query ); } } $res->{query} = { bool => { must => { query_string => $query_string }, filter => \%filter, } }; return $res; } 1;