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612 Introduced RECAP Search Alerts sweep index #4127

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Oct 19, 2024
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3e4f269
fix(elasticsearch): Test RECAP nested index reliability
albertisfu Jun 21, 2024
53b3b65
Merge branch 'main' into 612-introduced-recap-search-alerts
albertisfu Jun 21, 2024
2955b0b
fix(alerts): Changed sweep index approach to parent-child documents
albertisfu Jun 22, 2024
9307b77
fix(alerts): Added cl_send_recap_alerts command
albertisfu Jun 25, 2024
9b4e1c1
[pre-commit.ci] auto fixes from pre-commit.com hooks
pre-commit-ci[bot] Jun 25, 2024
8b537f0
fix(alerts): Implemented filtering of RECAP alerts hits for the sweep…
albertisfu Jun 27, 2024
c1232ec
fix(alerts): Updated ES alert email templates to support RECAP Alerts.
albertisfu Jun 28, 2024
3e96f61
Merge branch 'main' into 612-introduced-recap-search-alerts
albertisfu Jun 28, 2024
51c7bb6
fix(alerts): Group alerts and case hits limit
albertisfu Jun 28, 2024
7fc3298
fix(alerts): Trigger RECAP search alerts webhooks
albertisfu Jun 29, 2024
b5016ba
fix(alerts): Schedule wly and mly RECAP Search Alerts
albertisfu Jun 29, 2024
4a128bf
fix(alerts): Copy documents from the main index to the sweep index us…
albertisfu Jul 2, 2024
3a4a456
fix(alerts): Fixed RECAPSweepDocument index mapping
albertisfu Jul 2, 2024
add980a
fix(alerts): Tweak RECAP Alert estimation query to consider both Dock…
albertisfu Jul 3, 2024
a20113f
Merge branch 'main' into 612-introduced-recap-search-alerts
albertisfu Jul 3, 2024
ebf269d
fix(elasticsearch): Fixed build_daterange_query type hint
albertisfu Jul 3, 2024
bffee6d
fix(alerts): Fixed re_index task estimated remaining time compute
albertisfu Jul 3, 2024
847f0fd
fix(alerts): Handle creation and removal of the RECAP alerts sweep in…
albertisfu Jul 3, 2024
4b324c9
fix(elasticsearch): Fixed tests related to timestamp updates
albertisfu Jul 3, 2024
0d63080
fix(alerts): Fix should_docket_hit_be_included date comparison
albertisfu Jul 4, 2024
5b3d130
Merge branch 'main' into 612-introduced-recap-search-alerts
albertisfu Jul 4, 2024
5077e01
fix(alerts): Changed approach to filter out cross-object hits by usin…
albertisfu Jul 10, 2024
9dffbfd
Merge branch 'main' into 612-introduced-recap-search-alerts
albertisfu Jul 10, 2024
a4e4e62
fix(alerts): Added more tests related to filtering cross-object hits.
albertisfu Jul 10, 2024
49dd480
Merge branch 'main' into 612-introduced-recap-search-alerts
albertisfu Jul 10, 2024
a468336
Merge branch 'main' into 612-introduced-recap-search-alerts
albertisfu Jul 19, 2024
38d6884
Merge branch 'main' into 612-introduced-recap-search-alerts
albertisfu Jul 25, 2024
b56f235
fix(alerts): Restore send_es_search_alert_webhook to avoid conflicts …
albertisfu Jul 25, 2024
d102664
fix(alerts): Fixed MLY alerts test can't be sent after the 28th
albertisfu Jul 29, 2024
7977b80
Merge branch 'main' into 612-introduced-recap-search-alerts
albertisfu Sep 26, 2024
57b6df7
fix(alerts): Fixed merge conflicts and adjust test accordingly new RE…
albertisfu Sep 26, 2024
b35ef0a
fix(elasticsearch): Fixed failing test due to build_full_join_es_quer…
albertisfu Sep 27, 2024
8902aa0
fix(alerts): Removed recap_document_hl_matched as we no longer rely o…
albertisfu Sep 27, 2024
d0b1298
Merge branch 'main' into 612-introduced-recap-search-alerts
albertisfu Sep 27, 2024
d8c4db2
Merge branch 'main' into 612-introduced-recap-search-alerts
ERosendo Oct 18, 2024
4babf5d
feat(custom filter): Refactor alerts_supported method for better read…
ERosendo Oct 18, 2024
a0085cc
refactor(alerts): Cleaned up unused imports in utils.py
ERosendo Oct 18, 2024
5f12c30
refactor(search): Cleanup unused constants
ERosendo Oct 18, 2024
5fb177f
refactor(alerts): Replaces Type import with built-in alternative
ERosendo Oct 18, 2024
78955f1
refactor(search): Removes unused argument from index command
ERosendo Oct 18, 2024
da72292
feat(alert): Implements early returns in recap alert command
ERosendo Oct 18, 2024
0b62dca
feat(alerts): Adds TaskCompletionStatus dataclass for tracking task p…
ERosendo Oct 18, 2024
3b153d2
feat(lib): Introduces EsMainQueries Dataclass
ERosendo Oct 18, 2024
debd256
Merge branch 'main' into 612-introduced-recap-search-alerts
albertisfu Oct 18, 2024
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112 changes: 112 additions & 0 deletions cl/alerts/management/commands/cl_send_recap_alerts.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,112 @@
import traceback
import datetime

from asgiref.sync import async_to_sync
from django.contrib.auth.models import User
from django.http import QueryDict
from django.utils.timezone import now
from elasticsearch.exceptions import RequestError, TransportError

from cl.lib.command_utils import VerboseCommand, logger
from cl.lib.elasticsearch_utils import do_es_sweep_alert_query
from cl.search.documents import DocketSweepDocument
from cl.search.models import SEARCH_TYPES
from cl.stats.utils import tally_stat
from cl.alerts.tasks import send_search_alert_emails
from cl.alerts.models import Alert
from cl.search.exception import (
BadProximityQuery,
UnbalancedParenthesesQuery,
UnbalancedQuotesQuery,
)
from cl.alerts.utils import recap_document_hl_matched, query_includes_rd_field


def index_daily_recap_documents():
# TODO implement
pass
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def has_rd_hit_been_triggered():
# TODO implement
return False

def has_docket_hit_been_triggered():
# TODO implement
return True

def query_and_send_alerts(rate):
alert_users = User.objects.filter(alerts__rate=rate).distinct()
alerts_sent_count = 0
now_time = datetime.datetime.now()
for user in alert_users:
alerts = user.alerts.filter(rate=rate)
logger.info(f"Running alerts for user '{user}': {alerts}")

hits = []
alerts_to_update = []
for alert in alerts:
search_params = QueryDict(alert.query.encode(), mutable=True)
includes_rd_fields = query_includes_rd_field(search_params)

try:
search_query = DocketSweepDocument.search()
results, total_hits = do_es_sweep_alert_query(
search_query,
search_params,
)
except (UnbalancedParenthesesQuery,
UnbalancedQuotesQuery,
BadProximityQuery,TransportError, ConnectionError, RequestError):
traceback.print_exc()
logger.info(
f"Search for this alert failed: {alert.query}\n"
)
continue

alerts_to_update.append(alert.pk)
if len(results) > 0:
search_type = search_params.get("type", SEARCH_TYPES.OPINION)
results_to_send = []
for hit in results:
if not includes_rd_fields:
rds_to_send = [rd_hit for rd_hit in hit["child_docs"]
if not recap_document_hl_matched(
rd_hit) and not has_rd_hit_been_triggered()]
if rds_to_send:
hit["child_docs"] = rds_to_send
results_to_send.append(hit)

hits.append(
[alert, search_type, results_to_send, len(results_to_send)]
)
alert.query_run = search_params.urlencode()
alert.date_last_hit = now()
alert.save()

if hits:
send_search_alert_emails.delay([(user.pk, hits)])
alerts_sent_count += 1

# Update Alert's date_last_hit in bulk.
Alert.objects.filter(id__in=alerts_to_update).update(
date_last_hit=now_time
)
async_to_sync(tally_stat)(f"alerts.sent.{rate}", inc=alerts_sent_count)
logger.info(f"Sent {alerts_sent_count} {rate} email alerts.")


def query_and_schedule_wly_and_mly_alerts():
# TODO implement
pass
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class Command(VerboseCommand):
help = "Send RECAP Search Alerts."

def handle(self, *args, **options):
super().handle(*args, **options)

index_daily_recap_documents()
query_and_send_alerts(Alert.REAL_TIME)
query_and_send_alerts(Alert.DAILY)
query_and_schedule_wly_and_mly_alerts()
Empty file added cl/alerts/tests/__init__.py
Empty file.
File renamed without changes.
190 changes: 190 additions & 0 deletions cl/alerts/tests/tests_recap_alerts.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,190 @@
from unittest import mock

import time_machine
from asgiref.sync import sync_to_async
from django.core import mail
from django.core.management import call_command
from django.utils.timezone import now

from cl.alerts.factories import AlertFactory
from cl.alerts.models import SEARCH_TYPES, Alert
from cl.alerts.utils import query_includes_rd_field, recap_document_hl_matched
from cl.api.factories import WebhookFactory
from cl.api.models import WebhookEventType
from cl.donate.models import NeonMembership
from cl.lib.elasticsearch_utils import do_es_sweep_alert_query
from cl.lib.test_helpers import RECAPSearchTestCase
from cl.search.documents import DocketSweepDocument
from cl.tests.cases import ESIndexTestCase, TestCase
from cl.tests.utils import MockResponse
from cl.users.factories import UserProfileWithParentsFactory


class RECAPAlertsSweepIndexTest(
RECAPSearchTestCase, ESIndexTestCase, TestCase
):
"""
RECAP Alerts Sweep Index Tests
"""

@classmethod
def setUpTestData(cls):
cls.rebuild_index("people_db.Person")
cls.rebuild_index("search.Docket")
cls.mock_date = now().replace(day=15, hour=0)
with time_machine.travel(cls.mock_date, tick=False):
super().setUpTestData()
call_command(
"cl_index_parent_and_child_docs",
search_type=SEARCH_TYPES.RECAP,
queue="celery",
pk_offset=0,
testing_mode=True,
sweep_index=True,
)

cls.user_profile = UserProfileWithParentsFactory()
NeonMembership.objects.create(
level=NeonMembership.LEGACY, user=cls.user_profile.user
)
cls.webhook_enabled = WebhookFactory(
user=cls.user_profile.user,
event_type=WebhookEventType.SEARCH_ALERT,
url="https://example.com/",
enabled=True,
)
cls.search_alert = AlertFactory(
user=cls.user_profile.user,
rate=Alert.REAL_TIME,
name="Test Alert Docket Only",
query='q="401 Civil"&type=r',
)
cls.search_alert_2 = AlertFactory(
user=cls.user_profile.user,
rate=Alert.REAL_TIME,
name="Test Alert RECAP Only",
query='q="Mauris iaculis, leo sit amet hendrerit vehicula"&type=r',
)
cls.search_alert_3 = AlertFactory(
user=cls.user_profile.user,
rate=Alert.DAILY,
name="Test Cross object",
query="q=SUBPOENAS SERVED OFF Mauris iaculis&type=r",
)

async def test_recap_document_hl_matched(self) -> None:
"""Test recap_document_hl_matched method that determines weather a hit
contains RECAPDocument HL fields."""
# Docket-only query
search_params = {
"type": SEARCH_TYPES.RECAP,
"q": '"401 Civil"',
}
search_query = DocketSweepDocument.search()
results, total_hits = await sync_to_async(do_es_sweep_alert_query)(
search_query,
search_params,
)
docket_result = results[0]
for rd in docket_result["child_docs"]:
rd_field_matched = recap_document_hl_matched(rd)
self.assertEqual(rd_field_matched, False)

# RECAPDocument-only query
search_params = {
"type": SEARCH_TYPES.RECAP,
"q": '"Mauris iaculis, leo sit amet hendrerit vehicula"',
}
search_query = DocketSweepDocument.search()
results, total_hits = await sync_to_async(do_es_sweep_alert_query)(
search_query,
search_params,
)
docket_result = results[0]
for rd in docket_result["child_docs"]:
rd_field_matched = recap_document_hl_matched(rd)
self.assertEqual(rd_field_matched, True)

# Cross-object query
search_params = {
"type": SEARCH_TYPES.RECAP,
"q": "SUBPOENAS SERVED OFF Mauris iaculis",
}
search_query = DocketSweepDocument.search()
results, total_hits = await sync_to_async(do_es_sweep_alert_query)(
search_query,
search_params,
)
docket_result = results[0]
for rd in docket_result["child_docs"]:
rd_field_matched = recap_document_hl_matched(rd)
self.assertEqual(rd_field_matched, True)

async def test_query_includes_rd_field(self) -> None:
"""Test query_includes_rd_field method that checks if a query
includes any indexed fields in the query string or filters specific to
RECAP Documents.
"""

# Docket-only query
search_params = {
"type": SEARCH_TYPES.RECAP,
"q": '"401 Civil"',
}
self.assertEqual(query_includes_rd_field(search_params), False)

# RECAPDocument-only query
search_params = {
"type": SEARCH_TYPES.RECAP,
"q": 'description:"lorem ipsum"',
}
self.assertEqual(query_includes_rd_field(search_params), True)

# Cross-object query
search_params = {
"type": SEARCH_TYPES.RECAP,
"q": 'case_name:"American v." description:"lorem ipsum"',
}
self.assertEqual(query_includes_rd_field(search_params), True)

# Docket-only query
search_params = {
"type": SEARCH_TYPES.RECAP,
"q": "",
"case_name": "SUBPOENAS",
}
self.assertEqual(query_includes_rd_field(search_params), False)

# RECAPDocument-only query
search_params = {
"type": SEARCH_TYPES.RECAP,
"q": "",
"description": "Lorem",
}
self.assertEqual(query_includes_rd_field(search_params), True)

# Cross-object query
search_params = {
"type": SEARCH_TYPES.RECAP,
"q": "",
"case_name": "SUBPOENAS",
"document_number": 1,
}
self.assertEqual(query_includes_rd_field(search_params), True)

def test_filter_out_alerts_to_send(self) -> None:
"""Test RECAP alerts hit can be properly filtered out according to
their query and hits matched conditions.
"""

with mock.patch(
"cl.api.webhooks.requests.post",
side_effect=lambda *args, **kwargs: MockResponse(
200, mock_raw=True
),
), time_machine.travel(self.mock_date, tick=False):
call_command("cl_send_recap_alerts")

self.assertEqual(
len(mail.outbox), 2, msg="Outgoing emails don't match."
)
53 changes: 51 additions & 2 deletions cl/alerts/utils.py
Original file line number Diff line number Diff line change
Expand Up @@ -4,7 +4,7 @@
from django.conf import settings
from django.http import QueryDict
from elasticsearch_dsl import Q, Search
from elasticsearch_dsl.response import Response
from elasticsearch_dsl.response import Hit, Response

from cl.alerts.models import (
SCHEDULED_ALERT_HIT_STATUS,
Expand All @@ -14,9 +14,15 @@
)
from cl.lib.command_utils import logger
from cl.lib.elasticsearch_utils import add_es_highlighting
from cl.lib.types import CleanData
from cl.search.constants import (
ALERTS_HL_TAG,
SEARCH_RECAP_CHILD_HL_FIELDS,
recap_document_filters,
recap_document_indexed_fields,
)
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from cl.search.documents import AudioPercolator
from cl.search.models import SEARCH_TYPES, Docket
from cl.users.models import UserProfile


@dataclass
Expand Down Expand Up @@ -138,3 +144,46 @@ def alert_hits_limit_reached(alert_pk: int, user_pk: int) -> bool:
)
return True
return False


def recap_document_hl_matched(rd_hit: Hit) -> bool:
"""Determine whether HL matched a RECAPDocument text field.

:param rd_hit: The ES hit.
:return: True if the hit matched a RECAPDocument field. Otherwise, False.
"""

matched_rd_hl = set()
rd_hl_fields = set(SEARCH_RECAP_CHILD_HL_FIELDS.keys())
if hasattr(rd_hit, "highlight"):
highlights = rd_hit.highlight.to_dict()
matched_rd_hl.update(
hl_key
for hl_key, hl_value in highlights.items()
for hl in hl_value
if f"<{ALERTS_HL_TAG}>" in hl
)
if matched_rd_hl and matched_rd_hl.issubset(rd_hl_fields):
return True
return False


def query_includes_rd_field(query_params: CleanData) -> bool:
"""Determine whether the query includes any indexed fields in the query
string or filters specific to RECAP Documents.

:param query_params: The query parameters.
:return: True if any recap document fields or filters are included in the
query, otherwise False.
"""

query_string = query_params.get("q", "")
for rd_field in recap_document_indexed_fields:
if f"{rd_field}:" in query_string:
return True

for rd_filter in recap_document_filters:
if query_params.get(rd_filter, ""):
return True

return False
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