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Developer Guide

So you want to contribute code to OpenSearch neural-search? Excellent! We're glad you're here. Here's what you need to do.

Getting Started

Fork OpenSearch neural-search Repo

Fork opensearch-project/OpenSearch neural-search and clone locally.

Example:

git clone https://github.com/[your username]/neural-search.git

Install Prerequisites

JDK 21

OpenSearch builds using Java 21 at a minimum. This means you must have a JDK 21 installed with the environment variable JAVA_HOME referencing the path to Java home for your JDK 21 installation, e.g. JAVA_HOME=/usr/lib/jvm/jdk-21.

One easy way to get Java 21 on *nix is to use sdkman.

curl -s "https://get.sdkman.io" | bash
source ~/.sdkman/bin/sdkman-init.sh
sdk install java 21.0.2-open
sdk use java 21.0.2-open

JDK versions 14 and 17 were tested and are fully supported for local development.

Use an Editor

IntelliJ IDEA

When importing into IntelliJ you will need to define an appropriate JDK. The convention is that this SDK should be named "21", and the project import will detect it automatically. For more details on defining an SDK in IntelliJ please refer to this documentation. Note that SDK definitions are global, so you can add the JDK from any project, or after project import. Importing with a missing JDK will still work, IntelliJ will report a problem and will refuse to build until resolved.

You can import the OpenSearch project into IntelliJ IDEA as follows.

  1. Select File > Open
  2. In the subsequent dialog navigate to the root build.gradle file
  3. In the subsequent dialog select Open as Project

Java Language Formatting Guidelines

Taken from OpenSearch's guidelines:

Java files in the OpenSearch codebase are formatted with the Eclipse JDT formatter, using the Spotless Gradle plugin. The formatting check can be run explicitly with:

./gradlew spotlessJavaCheck

The code can be formatted with:

./gradlew spotlessApply

Please follow these formatting guidelines:

  • Java indent is 4 spaces
  • Line width is 140 characters
  • Lines of code surrounded by // tag::NAME and // end::NAME comments are included in the documentation and should only be 76 characters wide not counting leading indentation. Such regions of code are not formatted automatically as it is not possible to change the line length rule of the formatter for part of a file. Please format such sections sympathetically with the rest of the code, while keeping lines to maximum length of 76 characters.
  • Wildcard imports (import foo.bar.baz.*) are forbidden and will cause the build to fail.
  • If absolutely necessary, you can disable formatting for regions of code with the // tag::NAME and // end::NAME directives, but note that these are intended for use in documentation, so please make it clear what you have done, and only do this where the benefit clearly outweighs the decrease in consistency.
  • Note that JavaDoc and block comments i.e. /* ... */ are not formatted, but line comments i.e // ... are.
  • There is an implicit rule that negative boolean expressions should use the form foo == false instead of !foo for better readability of the code. While this isn't strictly enforced, it might get called out in PR reviews as something to change.

Build

OpenSearch neural-search uses a Gradle wrapper for its build. Run gradlew on Unix systems.

Build OpenSearch neural-search using gradlew build

./gradlew build

Run OpenSearch neural-search

Run Single-node Cluster Locally

Run OpenSearch neural-search using gradlew run.

./gradlew run

That will build OpenSearch and start it, writing its log above Gradle's status message. We log a lot of stuff on startup, specifically these lines tell you that plugin is ready.

[2023-10-24T16:26:24,789][INFO ][o.o.h.AbstractHttpServerTransport] [integTest-0] publish_address {127.0.0.1:9200}, bound_addresses {[::1]:9200}, {127.0.0.1:9200}
[2023-10-24T16:26:24,793][INFO ][o.o.n.Node               ] [integTest-0] started

It's typically easier to wait until the console stops scrolling, and then run curl in another window to check if OpenSearch instance is running.

curl localhost:9200

{
  "name" : "integTest-0",
  "cluster_name" : "integTest",
  "cluster_uuid" : "XSMfCO3FR8CBzRnhG1AC7w",
  "version" : {
    "distribution" : "opensearch",
    "number" : "3.0.0-SNAPSHOT",
    "build_type" : "tar",
    "build_hash" : "5bd413c588f48589c6fd6c4de4e87550271aecf8",
    "build_date" : "2023-10-24T18:06:58.612820Z",
    "build_snapshot" : true,
    "lucene_version" : "9.8.0",
    "minimum_wire_compatibility_version" : "2.12.0",
    "minimum_index_compatibility_version" : "2.0.0"
  },
  "tagline" : "The OpenSearch Project: https://opensearch.org/"
}

Additionally, it is also possible to run a cluster with security enabled:

./gradlew run -Dsecurity.enabled=true

By default, if -Dsecurity.enabled=true is passed the following defaults will be used: https=true, user=admin. There is no default password and it is to be set as password=<admin-password>.

Then, to connect to the cluster, use the following command. Remember to replace <admin-password> with the password you chose when setting up the admin user.

curl https://localhost:9200 --insecure -u admin:<admin-password>

{
  "name" : "integTest-0",
  "cluster_name" : "integTest",
  "cluster_uuid" : "kLsNk4JDTMyp1yQRqog-3g",
  "version" : {
    "distribution" : "opensearch",
    "number" : "3.0.0-SNAPSHOT",
    "build_type" : "tar",
    "build_hash" : "9d85e566894ef53e5f2093618b3d455e4d0a04ce",
    "build_date" : "2023-10-30T18:34:06.996519Z",
    "build_snapshot" : true,
    "lucene_version" : "9.8.0",
    "minimum_wire_compatibility_version" : "2.12.0",
    "minimum_index_compatibility_version" : "2.0.0"
  },
  "tagline" : "The OpenSearch Project: https://opensearch.org/"
}

Run Multi-node Cluster Locally

It can be useful to test and debug on a multi-node cluster. In order to launch a 3 node cluster with the neural-search plugin installed, run the following command:

./gradlew run -PnumNodes=3

In order to run the integration tests with a 3 node cluster, run this command:

./gradlew :integTest -PnumNodes=3

Additionally, to run integration tests on multi nodes with security enabled, run

./gradlew :integTest -Dsecurity.enabled=true -PnumNodes=3

Some integration tests are skipped by default, mainly to save time and resources. A special parameter is required to include those tests in the executed test suite. For example, the following command enables additional tests for aggregations when they are bundled with hybrid queries

./gradlew :integTest -PnumNodes=3 -Dtest_aggs=true

Integration tests can be run with remote cluster. For that run the following command and replace host/port/cluster name values with ones for the target cluster:

./gradlew :integTestRemote -Dtests.rest.cluster=localhost:9200 -Dtests.cluster=localhost:9200 -Dtests.clustername="integTest-0" -Dhttps=false -PnumNodes=1

In case remote cluster is secured it's possible to pass username and password with the following command:

./gradlew :integTestRemote -Dtests.rest.cluster=localhost:9200 -Dtests.cluster=localhost:9200 -Dtests.clustername="integTest-0" -Dhttps=true -Duser=admin -Dpassword=<admin-password>

Debugging

Sometimes it is useful to attach a debugger to either the OpenSearch cluster or the integration test runner to see what's going on. For running unit tests, hit Debug from the IDE's gutter to debug the tests. For the OpenSearch cluster, first, make sure that the debugger is listening on port 5005. Then, to debug the cluster code, run:

./gradlew :integTest -Dcluster.debug=1 # to start a cluster with debugger and run integ tests

OR

./gradlew run --debug-jvm # to just start a cluster that can be debugged

The OpenSearch server JVM will connect to a debugger attached to localhost:5005 before starting. If there are multiple nodes, the servers will connect to debuggers listening on ports 5005, 5006, ...

To debug code running in an integration test (which exercises the server from a separate JVM), first, setup a remote debugger listening on port 8000, and then run:

./gradlew :integTest -Dtest.debug=1

The test runner JVM will connect to a debugger attached to localhost:8000 before running the tests.

Additionally, it is possible to attach one debugger to the cluster JVM and another debugger to the test runner. First, make sure one debugger is listening on port 5005 and the other is listening on port 8000. Then, run:

./gradlew :integTest -Dtest.debug=1 -Dcluster.debug=1

Backwards Compatibility Testing

The purpose of Backwards Compatibility Testing and different types of BWC tests are explained here. The BWC tests (i.e. Restart-Upgrade, Mixed-Cluster and Rolling-Upgrade scenarios) should be added with any new feature being added to Neural Search. The current design has mixed-cluster tests combined with rolling-upgrade tests in the same test class for example.

Use these commands to run BWC tests for neural search:

  1. Rolling upgrade tests: ./gradlew :qa:rolling-upgrade:testRollingUpgrade
  2. Full restart upgrade tests: ./gradlew :qa:restart-upgrade:testAgainstNewCluster
  3. ./gradlew :qa:bwcTestSuite is used to run all the above bwc tests together.

bwc.version stands for the older version of OpenSearch against which one needs to check the compatibility with the current version. The details regarding all bwc versions of OpenSearch can be found here. Use this command to run BWC tests for a given Backwards Compatibility Version:

./gradlew :qa:bwcTestSuite -Dbwc.version=2.9.0

Here, we are testing BWC Tests with BWC version of plugin as 2.9.0. The tests will not run on MAC OS due to issues coming from the OS.

Adding new tests

Before adding any new tests to Backward Compatibility Tests, we should be aware that the tests in BWC are not independent. While creating an index, a test cannot use the same index name if it is already used in other tests.

Supported configurations

By default, neural-search plugin supports lucene k-NN engine for local runs. Below is the sample request for creating of new index using this engine:

{
    "settings": {
        "index.knn": true,
        "default_pipeline": "nlp-pipeline",
        "number_of_shards": 2
    },
    "mappings": {
        "properties": {
            "passage_embedding": {
                "type": "knn_vector",
                "dimension": 768,
                "method": {
                    "name": "hnsw",
                    "engine": "lucene"
                }
            },
            "passage_text": {
                "type": "text"
            }
        }
    }
}

The reason for this is that neural-search uses k-NN zip artifact from maven, and that artifact doesn't have native libraries. It's possible to install k-NN locally and build those native libraries (like Nmslib). For instructions on how to do this please check dev guide in k-NN plugin repository.

Submitting Changes

See CONTRIBUTING.

Backports

The Github workflow in backport.yml creates backport PRs automatically when the original PR with an appropriate label backport <backport-branch-name> is merged to main with the backport workflow run successfully on the PR. For example, if a PR on main needs to be backported to 2.x branch, add a label backport 2.x to the PR and make sure the backport workflow runs on the PR along with other checks. Once this PR is merged to main, the workflow will create a backport PR to the 2.x branch.