searchkick 4.2.1 → 4.4.2

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data/CHANGELOG.md

@@ -1,3 +1,29 @@
+## 4.4.2 (2020-11-23)
+
+- Added `missing_records` method to results
+- Fixed issue with `like` and special characters
+
+## 4.4.1 (2020-06-24)
+
+- Added `stem_exclusion` and `stemmer_override` options
+- Added `with_score` method to search results
+- Improved error message for `reload_synonyms` with non-OSS version of Elasticsearch
+- Improved output for reindex rake task
+
+## 4.4.0 (2020-06-17)
+
+- Added support for reloadable, multi-word, search time synonyms
+- Fixed another deprecation warning in Ruby 2.7
+
+## 4.3.1 (2020-05-13)
+
+- Fixed error with `exclude` in certain cases for Elasticsearch 7.7
+
+## 4.3.0 (2020-02-19)
+
+- Fixed `like` queries with `"` character
+- Better error when invalid parameters passed to `where`
+
 ## 4.2.1 (2020-01-27)
 
 - Fixed deprecation warnings with Elasticsearch
@@ -45,6 +71,7 @@ Breaking changes
 
 - Removed support for Elasticsearch 5
 - Removed support for multi-word synonyms (they no longer work with shingles)
+- Removed support for Active Record < 5
 
 ## 3.1.3 (2019-04-11)
 
@@ -111,7 +138,7 @@ Breaking changes
 Breaking changes
 
 - Removed support for Elasticsearch 2
-- Removed support for ActiveRecord < 4.2 and Mongoid < 5
+- Removed support for Active Record < 4.2 and Mongoid < 5
 - Types are no longer used
 - The `_all` field is disabled by default in Elasticsearch 5
 - Conversions are not stemmed by default
@@ -416,7 +443,7 @@ Breaking changes
 
 ## 0.8.3 (2014-09-20)
 
-- Added support for ActiveJob
+- Added support for Active Job
 - Added `timeout` setting
 - Fixed import with no records
 
@@ -523,7 +550,7 @@ Breaking changes
 
 ## 0.5.2 (2014-02-12)
 
-- Use after_commit hook for ActiveRecord to prevent data inconsistencies
+- Use after_commit hook for Active Record to prevent data inconsistencies
 
 ## 0.5.1 (2014-02-12)
 

data/README.md

@@ -22,28 +22,30 @@ Plus:
 - supports many languages
 - works with ActiveRecord, Mongoid, and NoBrainer
 
-:tangerine: Battle-tested at [Instacart](https://www.instacart.com/opensource)
+Check out [Searchjoy](https://github.com/ankane/searchjoy) for analytics and [Autosuggest](https://github.com/ankane/autosuggest) for query suggestions
 
-:speech_balloon: Get [handcrafted updates](https://chartkick.us7.list-manage.com/subscribe?u=952c861f99eb43084e0a49f98&id=6ea6541e8e&group[0][4]=true) for new features
+:tangerine: Battle-tested at [Instacart](https://www.instacart.com/opensource)
 
-[![Build Status](https://travis-ci.org/ankane/searchkick.svg?branch=master)](https://travis-ci.org/ankane/searchkick)
+[![Build Status](https://github.com/ankane/searchkick/workflows/build/badge.svg?branch=master)](https://github.com/ankane/searchkick/actions)
 
 ## Contents
 
 - [Getting Started](#getting-started)
 - [Querying](#querying)
 - [Indexing](#indexing)
+- [Intelligent Search](#intelligent-search)
 - [Instant Search / Autocomplete](#instant-search--autocomplete)
 - [Aggregations](#aggregations)
+- [Testing](#testing)
 - [Deployment](#deployment)
 - [Performance](#performance)
 - [Elasticsearch DSL](#advanced)
 - [Reference](#reference)
-- [Testing](#testing)
+- [Contributing](#contributing)
 
 ## Getting Started
 
-[Install Elasticsearch](https://www.elastic.co/guide/en/elasticsearch/reference/current/setup.html). For Homebrew, use:
+[Install Elasticsearch](https://www.elastic.co/downloads/elasticsearch). For Homebrew, use:
 
 ```sh
 brew install elasticsearch
@@ -137,7 +139,7 @@ Select
 select: [:name]
 ```
 
-[These source filtering options are supported](https://www.elastic.co/guide/en/elasticsearch/reference/current/search-request-source-filtering.html)
+[These source filtering options are supported](https://www.elastic.co/guide/en/elasticsearch/reference/current/search-request-body.html#request-body-search-source-filtering)
 
 ### Results
 
@@ -297,7 +299,9 @@ To only match the exact order, use:
 User.search "fresh honey", match: :phrase
 ```
 
-### Language
+### Stemming and Language
+
+Searchkick stems words by default for better matching. `apple` and `apples` both stem to `appl`, so searches for either term will have the same matches.
 
 Searchkick defaults to English for stemming. To change this, use:
 
@@ -307,9 +311,7 @@ class Product < ApplicationRecord
 end
 ```
 
-[See the list of stemmers](https://www.elastic.co/guide/en/elasticsearch/reference/current/analysis-stemmer-tokenfilter.html)
-
-A few languages require plugins:
+See the [list of stemmers](https://www.elastic.co/guide/en/elasticsearch/reference/current/analysis-stemmer-tokenfilter.html). A few languages require plugins:
 
 - `chinese` - [analysis-ik plugin](https://github.com/medcl/elasticsearch-analysis-ik)
 - `chinese2` - [analysis-smartcn plugin](https://www.elastic.co/guide/en/elasticsearch/plugins/7.4/analysis-smartcn.html)
@@ -320,33 +322,80 @@ A few languages require plugins:
 - `ukrainian` - [analysis-ukrainian plugin](https://www.elastic.co/guide/en/elasticsearch/plugins/7.4/analysis-ukrainian.html)
 - `vietnamese` - [analysis-vietnamese plugin](https://github.com/duydo/elasticsearch-analysis-vietnamese)
 
+Disable stemming with:
+
+```ruby
+class Image < ApplicationRecord
+  searchkick stem: false
+end
+```
+
+Exclude certain words from stemming with:
+
+```ruby
+class Image < ApplicationRecord
+  searchkick stem_exclusion: ["apples"]
+end
+```
+
+Or change how words are stemmed:
+
+```ruby
+class Image < ApplicationRecord
+  searchkick stemmer_override: ["apples => other"]
+end
+```
+
 ### Synonyms
 
 ```ruby
 class Product < ApplicationRecord
-  searchkick synonyms: [["pop", "soda"], ["burger", "hamburger"]]
+  searchkick search_synonyms: [["pop", "soda"], ["burger", "hamburger"]]
 end
 ```
 
-Call `Product.reindex` after changing synonyms.
+Call `Product.reindex` after changing synonyms. Synonyms are applied at search time before stemming, and can be a single word or multiple words.
 
-Synonyms cannot be multiple words at the moment.
+For directional synonyms, use:
 
-To read synonyms from a file, use:
+```ruby
+search_synonyms: ["lightbulb => halogenlamp"]
+```
+
+### Dynamic Synonyms
+
+The above approach works well when your synonym list is static, but in practice, this is often not the case. When you analyze search conversions, you often want to add new synonyms without a full reindex.
+
+#### Elasticsearch 7.3+
+
+For Elasticsearch 7.3+, we recommend placing synonyms in a file on the Elasticsearch server (in the `config` directory). This allows you to reload synonyms without reindexing.
+
+```txt
+pop, soda
+burger, hamburger
+```
+
+Then use:
 
 ```ruby
-synonyms: -> { CSV.read("/some/path/synonyms.csv") }
+search_synonyms: "synonyms.txt"
 ```
 
-For directional synonyms, use:
+Add [elasticsearch-xpack](https://github.com/elastic/elasticsearch-ruby/tree/master/elasticsearch-xpack) to your Gemfile:
+
+```ruby
+gem 'elasticsearch-xpack', '>= 7.8.0'
+```
+
+And use:
 
 ```ruby
-synonyms: ["lightbulb => halogenlamp"]
+Product.search_index.reload_synonyms
 ```
 
-### Tags and Dynamic Synonyms
+#### Elasticsearch < 7.3
 
-The above approach works well when your synonym list is static, but in practice, this is often not the case. When you analyze search conversions, you often want to add new synonyms or tags without a full reindex. You can use a library like [ActsAsTaggableOn](https://github.com/mbleigh/acts-as-taggable-on) and do:
+You can use a library like [ActsAsTaggableOn](https://github.com/mbleigh/acts-as-taggable-on) and do:
 
 ```ruby
 class Product < ApplicationRecord
@@ -498,7 +547,7 @@ For large data sets, try [parallel reindexing](#parallel-reindexing).
 
 - app starts
 
-### Stay Synced
+### Strategies
 
 There are four strategies for keeping the index synced with your database.
 
@@ -564,11 +613,9 @@ class Image < ApplicationRecord
 end
 ```
 
-### Analytics
+## Intelligent Search
 
-The best starting point to improve your search **by far** is to track searches and conversions.
-
-[Searchjoy](https://github.com/ankane/searchjoy) makes it easy.
+The best starting point to improve your search **by far** is to track searches and conversions. [Searchjoy](https://github.com/ankane/searchjoy) makes it easy.
 
 ```ruby
 Product.search "apple", track: {user_id: current_user.id}
@@ -581,15 +628,9 @@ Focus on:
 - top searches with low conversions
 - top searches with no results
 
-### Keep Getting Better
-
-Searchkick can use conversion data to learn what users are looking for. If a user searches for “ice cream” and adds Ben & Jerry’s Chunky Monkey to the cart (our conversion metric at Instacart), that item gets a little more weight for similar searches.
+Searchkick can then use the conversion data to learn what users are looking for. If a user searches for “ice cream” and adds Ben & Jerry’s Chunky Monkey to the cart (our conversion metric at Instacart), that item gets a little more weight for similar searches.
 
-The first step is to define your conversion metric and start tracking conversions. The database works well for low volume, but feel free to use Redis or another datastore.
-
-Searchkick automatically treats `apple` and `APPLE` the same.
-
-Next, add conversions to the index.
+Add conversion data with:
 
 ```ruby
 class Product < ApplicationRecord
@@ -613,9 +654,11 @@ Reindex and set up a cron job to add new conversions daily.
 rake searchkick:reindex CLASS=Product
 ```
 
-**Note:** For a more performant (but more advanced) approach, check out [performant conversions](#performant-conversions).
+This can make a huge difference on the quality of your search.
+
+For a more performant way to reindex conversion data, check out [performant conversions](#performant-conversions).
 
-### Personalized Results
+## Personalized Results
 
 Order results differently for each user. For example, show a user’s previously purchased products before other results.
 
@@ -636,7 +679,7 @@ Reindex and search with:
 Product.search "milk", boost_where: {orderer_ids: current_user.id}
 ```
 
-### Instant Search / Autocomplete
+## Instant Search / Autocomplete
 
 Autocomplete predicts what a user will type, making the search experience faster and easier.
 
@@ -704,7 +747,7 @@ Then add the search box and JavaScript code to a view.
 </script>
 ```
 
-### Suggestions
+## Suggestions
 
 ![Suggest](https://gist.github.com/ankane/b6988db2802aca68a589b31e41b44195/raw/40febe948427e5bc53ec4e5dc248822855fef76f/recursion.png)
 
@@ -721,7 +764,7 @@ products = Product.search "peantu butta", suggest: true
 products.suggestions # ["peanut butter"]
 ```
 
-### Aggregations
+## Aggregations
 
 [Aggregations](https://www.elastic.co/guide/en/elasticsearch/reference/current/search-aggregations.html) provide aggregated search data.
 
@@ -764,8 +807,6 @@ Order
 Product.search "wingtips", aggs: {color: {order: {"_key" => "asc"}}} # alphabetically
 ```
 
-**Note:** Use `_term` instead of `_key` in Elasticsearch 5
-
 [All of these options are supported](https://www.elastic.co/guide/en/elasticsearch/reference/current/search-aggregations-bucket-terms-aggregation.html#search-aggregations-bucket-terms-aggregation-order)
 
 Ranges
@@ -796,10 +837,10 @@ Product.search "pear", aggs: {products_per_year: {date_histogram: {field: :creat
 For other aggregation types, including sub-aggregations, use `body_options`:
 
 ```ruby
-Product.search "orange", body_options: {aggs: {price: {histogram: {field: :price, interval: 10}}}
+Product.search "orange", body_options: {aggs: {price: {histogram: {field: :price, interval: 10}}}}
 ```
 
-### Highlight
+## Highlight
 
 Specify which fields to index with highlighting.
 
@@ -852,7 +893,7 @@ Band.search "cinema", fields: [:name], highlight: {fields: {name: {fragment_size
 
 You can find available highlight options in the [Elasticsearch reference](https://www.elastic.co/guide/en/elasticsearch/reference/current/search-request-highlighting.html#_highlighted_fragments).
 
-### Similar Items
+## Similar Items
 
 Find similar items.
 
@@ -861,7 +902,7 @@ product = Product.first
 product.similar(fields: [:name], where: {size: "12 oz"})
 ```
 
-### Geospatial Searches
+## Geospatial Searches
 
 ```ruby
 class Restaurant < ApplicationRecord
@@ -1028,13 +1069,173 @@ Product.search_index.tokens("dieg", analyzer: "searchkick_word_search")
 
 See the [complete list of analyzers](https://github.com/ankane/searchkick/blob/31780ddac7a89eab1e0552a32b403f2040a37931/lib/searchkick/index_options.rb#L32).
 
+## Testing
+
+As you iterate on your search, it’s a good idea to add tests.
+
+For performance, only enable Searchkick callbacks for the tests that need it.
+
+### Parallel Tests
+
+Rails 6 enables parallel tests by default. Add to your `test/test_helper.rb`:
+
+```ruby
+class ActiveSupport::TestCase
+  parallelize_setup do |worker|
+    Searchkick.index_suffix = worker
+
+    # reindex models
+    Product.reindex
+
+    # and disable callbacks
+    Searchkick.disable_callbacks
+  end
+end
+```
+
+And use:
+
+```ruby
+class ProductTest < ActiveSupport::TestCase
+  def setup
+    Searchkick.enable_callbacks
+  end
+
+  def teardown
+    Searchkick.disable_callbacks
+  end
+
+  def test_search
+    Product.create!(name: "Apple")
+    Product.search_index.refresh
+    assert_equal ["Apple"], Product.search("apple").map(&:name)
+  end
+end
+```
+
+### Minitest
+
+Add to your `test/test_helper.rb`:
+
+```ruby
+# reindex models
+Product.reindex
+
+# and disable callbacks
+Searchkick.disable_callbacks
+```
+
+And use:
+
+```ruby
+class ProductTest < Minitest::Test
+  def setup
+    Searchkick.enable_callbacks
+  end
+
+  def teardown
+    Searchkick.disable_callbacks
+  end
+
+  def test_search
+    Product.create!(name: "Apple")
+    Product.search_index.refresh
+    assert_equal ["Apple"], Product.search("apple").map(&:name)
+  end
+end
+```
+
+### RSpec
+
+Add to your `spec/spec_helper.rb`:
+
+```ruby
+RSpec.configure do |config|
+  config.before(:suite) do
+    # reindex models
+    Product.reindex
+
+    # and disable callbacks
+    Searchkick.disable_callbacks
+  end
+
+  config.around(:each, search: true) do |example|
+    Searchkick.callbacks(nil) do
+      example.run
+    end
+  end
+end
+```
+
+And use:
+
+```ruby
+describe Product, search: true do
+  it "searches" do
+    Product.create!(name: "Apple")
+    Product.search_index.refresh
+    assert_equal ["Apple"], Product.search("apple").map(&:name)
+  end
+end
+```
+
+### Factory Bot
+
+Use a trait and an after `create` hook for each indexed model:
+
+```ruby
+FactoryBot.define do
+  factory :product do
+    # ...
+
+    # Note: This should be the last trait in the list so `reindex` is called
+    # after all the other callbacks complete.
+    trait :reindex do
+      after(:create) do |product, _evaluator|
+        product.reindex(refresh: true)
+      end
+    end
+  end
+end
+
+# use it
+FactoryBot.create(:product, :some_trait, :reindex, some_attribute: "foo")
+```
+
+### GitHub Actions
+
+Check out [setup-elasticsearch](https://github.com/ankane/setup-elasticsearch) for an easy way to install Elasticsearch.
+
+```yml
+    - uses: ankane/setup-elasticsearch@v1
+```
+
 ## Deployment
 
 Searchkick uses `ENV["ELASTICSEARCH_URL"]` for the Elasticsearch server. This defaults to `http://localhost:9200`.
 
+- [Elastic Cloud](#elastic-cloud)
+- [Heroku](#heroku)
+- [Amazon Elasticsearch Service](#amazon-elasticsearch-service)
+- [Self-Hosted and Other](#other)
+
+### Elastic Cloud
+
+Create an initializer `config/initializers/elasticsearch.rb` with:
+
+```ruby
+ENV["ELASTICSEARCH_URL"] = "https://user:password@host:port"
+```
+
+Then deploy and reindex:
+
+```sh
+rake searchkick:reindex:all
+```
+
 ### Heroku
 
-Choose an add-on: [Bonsai](https://elements.heroku.com/addons/bonsai) or [Elastic Cloud](https://elements.heroku.com/addons/foundelasticsearch). [SearchBox](https://elements.heroku.com/addons/searchbox) does not work at the moment.
+Choose an add-on: [Bonsai](https://elements.heroku.com/addons/bonsai), [SearchBox](https://elements.heroku.com/addons/searchbox), or [Elastic Cloud](https://elements.heroku.com/addons/foundelasticsearch).
 
 For Bonsai:
 
@@ -1043,6 +1244,13 @@ heroku addons:create bonsai
 heroku config:set ELASTICSEARCH_URL=`heroku config:get BONSAI_URL`
 ```
 
+For SearchBox:
+
+```sh
+heroku addons:create searchbox:starter
+heroku config:set ELASTICSEARCH_URL=`heroku config:get SEARCHBOX_URL`
+```
+
 For Elastic Cloud (previously Found):
 
 ```sh
@@ -1065,7 +1273,7 @@ heroku config:set ELASTICSEARCH_URL=https://elastic:password@12345.us-east-1.aws
 Then deploy and reindex:
 
 ```sh
-heroku run rake searchkick:reindex CLASS=Product
+heroku run rake searchkick:reindex:all
 ```
 
 ### Amazon Elasticsearch Service
@@ -1095,10 +1303,10 @@ Searchkick.aws_credentials = {
 Then deploy and reindex:
 
 ```sh
-rake searchkick:reindex CLASS=Product
+rake searchkick:reindex:all
 ```
 
-### Other
+### Self-Hosted and Other
 
 Create an initializer `config/initializers/elasticsearch.rb` with:
 
@@ -1109,7 +1317,7 @@ ENV["ELASTICSEARCH_URL"] = "https://user:password@host:port"
 Then deploy and reindex:
 
 ```sh
-rake searchkick:reindex CLASS=Product
+rake searchkick:reindex:all
 ```
 
 ### Data Protection
@@ -1489,6 +1697,10 @@ Boost specific models with:
 indices_boost: {Category => 2, Product => 1}
 ```
 
+## Multi-Tenancy
+
+Check out [this great post](https://www.tiagoamaro.com.br/2014/12/11/multi-tenancy-with-searchkick/) on the [Apartment](https://github.com/influitive/apartment) gem. Follow a similar pattern if you use another gem.
+
 ## Scroll API
 
 Searchkick also supports the [scroll API](https://www.elastic.co/guide/en/elasticsearch/reference/current/search-request-scroll.html). Scrolling is not intended for real time user requests, but rather for processing large amounts of data.
@@ -1695,14 +1907,6 @@ class Product < ApplicationRecord
 end
 ```
 
-Turn off stemming
-
-```ruby
-class Product < ApplicationRecord
-  searchkick stem: false
-end
-```
-
 Turn on stemming for conversions
 
 ```ruby
@@ -1711,14 +1915,6 @@ class Product < ApplicationRecord
 end
 ```
 
-Use a different [similarity algorithm](https://www.elastic.co/guide/en/elasticsearch/reference/current/index-modules-similarity.html) for scoring
-
-```ruby
-class Product < ApplicationRecord
-  searchkick similarity: "classic"
-end
-```
-
 Make search case-sensitive
 
 ```ruby
@@ -1803,142 +1999,11 @@ Product.search "api", misspellings: {prefix_length: 2} # api, apt, no ahi
 Product.search "ah", misspellings: {prefix_length: 2} # ah, no aha
 ```
 
-## Testing
-
-For performance, only enable Searchkick callbacks for the tests that need it.
-
-### Minitest
-
-Add to your `test/test_helper.rb`:
-
-```ruby
-# reindex models
-Product.reindex
-
-# and disable callbacks
-Searchkick.disable_callbacks
-```
-
-And use:
-
-```ruby
-class ProductTest < Minitest::Test
-  def setup
-    Searchkick.enable_callbacks
-  end
-
-  def teardown
-    Searchkick.disable_callbacks
-  end
-
-  def test_search
-    Product.create!(name: "Apple")
-    Product.search_index.refresh
-    assert_equal ["Apple"], Product.search("apple").map(&:name)
-  end
-end
-```
-
-### RSpec
-
-Add to your `spec/spec_helper.rb`:
-
-```ruby
-RSpec.configure do |config|
-  config.before(:suite) do
-    # reindex models
-    Product.reindex
-
-    # and disable callbacks
-    Searchkick.disable_callbacks
-  end
-
-  config.around(:each, search: true) do |example|
-    Searchkick.callbacks(true) do
-      example.run
-    end
-  end
-end
-```
-
-And use:
-
-```ruby
-describe Product, search: true do
-  it "searches" do
-    Product.create!(name: "Apple")
-    Product.search_index.refresh
-    assert_equal ["Apple"], Product.search("apple").map(&:name)
-  end
-end
-```
-
-### Factory Bot
-
-Use a trait and an after `create` hook for each indexed model:
-
-```ruby
-FactoryBot.define do
-  factory :product do
-    # ...
-
-    # Note: This should be the last trait in the list so `reindex` is called
-    # after all the other callbacks complete.
-    trait :reindex do
-      after(:create) do |product, _evaluator|
-        product.reindex(refresh: true)
-      end
-    end
-  end
-end
-
-# use it
-FactoryBot.create(:product, :some_trait, :reindex, some_attribute: "foo")
-```
-
-### Parallel Tests
-
-Set:
-
-```ruby
-Searchkick.index_suffix = ENV["TEST_ENV_NUMBER"]
-```
-
-## Multi-Tenancy
-
-Check out [this great post](https://www.tiagoamaro.com.br/2014/12/11/multi-tenancy-with-searchkick/) on the [Apartment](https://github.com/influitive/apartment) gem. Follow a similar pattern if you use another gem.
-
-## Upgrading
-
-See [how to upgrade to Searchkick 3](docs/Searchkick-3-Upgrade.md)
-
 ## Elasticsearch 6 to 7 Upgrade
 
 1. Install Searchkick 4
 2. Upgrade your Elasticsearch cluster
 
-## Elasticsearch 5 to 6 Upgrade
-
-Elasticsearch 6 removes the ability to reindex with the `_all` field. Before you upgrade, we recommend disabling this field manually and specifying default fields on your models.
-
-```ruby
-class Product < ApplicationRecord
-  searchkick _all: false, default_fields: [:name]
-end
-```
-
-If you need search across multiple fields, we recommend creating a similar field in your search data.
-
-```ruby
-class Product < ApplicationRecord
-  def search_data
-    {
-      all: [name, size, quantity].join(" ")
-    }
-  end
-end
-```
-
 ## Elasticsearch Gotchas
 
 ### Consistency
@@ -1979,13 +2044,13 @@ Everyone is encouraged to help improve this project. Here are a few ways you can
 - Write, clarify, or fix documentation
 - Suggest or add new features
 
-If you’re looking for ideas, [try here](https://github.com/ankane/searchkick/issues?q=is%3Aissue+is%3Aopen+label%3A%22help+wanted%22).
-
-To get started with development and testing:
+To get started with development:
 
 ```sh
 git clone https://github.com/ankane/searchkick.git
 cd searchkick
 bundle install
-rake test
+bundle exec rake test
 ```
+
+Feel free to open an issue to get feedback on your idea before spending too much time on it.