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FUJIWARA Katsunori
search: make "repository:" condition work as expected

Before this revision, "repository:foo" condition at searching for
"File contents" or "File names" shows files in repositories below.

- foo
- foo/bar
- foo-bar
- and so on ...

Whoosh library, which is used to parse text for indexing and seaching,
does:

- treat almost all non-alphanumeric characters as delimiter both at
indexing search items and at parsing search condition
- make each fields for a search item be indexed by multiple values

For example, files in "foo/bar" repository are indexed by "foo" and
"bar" in "repository" field. This tokenization make "repository:foo"
search condition match against files in "foo/bar" repository, too.

In addition to it, using plain TEXT also causes unintentional
ignorance of "stop words" in search conditions. For example, "this",
"a", "you", and so on are ignored at indexing and parsing, because
these are too generic words (from point of view of generic "text
search").

This issue can't be resolved by using ID instead of TEXT for
"repository" of SCHEMA, like as previous revisions for JOURNAL_SCHEMA,
because:

- highlight-ing file content requires SCHEMA to support "positions"
feature, but using ID instead of TEXT disables it
- using ID violates current case-insensitive search policy, because
it preserves case of text

To make "repository:" condition work as expected, this revision
explicitly specifies "analyzer", which does:

- avoid tokenization
- match case-insensitively
- avoid removing "stop words" from text

This revision requires full re-building index tables, because indexing
schema is changed.

BTW, "repository:" condition at searching for "Commit messages" uses
CHGSETS_SCHEMA instead of SCHEMA. The former uses ID for "repository",
and it does:

- avoid issues by tokenization and removing "stop words"

- disable "positions" feature of CHGSETS_SCHEMA

But highlight-ing file content isn't needed at searching for
"Commit messages". Therefore, this can be ignored.

- preserve case of text

This violates current case-insensitive search policy, This issue
will be fixed by subsequent revision, because fixing it isn't so
simple.
.. _performance:

================================
Optimizing Kallithea performance
================================

When serving a large amount of big repositories, Kallithea can start performing
slower than expected. Because of the demanding nature of handling large amounts
of data from version control systems, here are some tips on how to get the best
performance.


Fast storage
------------

Kallithea is often I/O bound, and hence a fast disk (SSD/SAN) and plenty of RAM
is usually more important than a fast CPU.


Caching
-------

Tweak beaker cache settings in the ini file. The actual effect of that is
questionable.


Database
--------

SQLite is a good option when having a small load on the system. But due to
locking issues with SQLite, it is not recommended to use it for larger
deployments.

Switching to MySQL or PostgreSQL will result in an immediate performance
increase. A tool like SQLAlchemyGrate_ can be used for migrating to another
database platform.


Horizontal scaling
------------------

Scaling horizontally means running several Kallithea instances and let them
share the load. That can give huge performance benefits when dealing with large
amounts of traffic (many users, CI servers, etc.). Kallithea can be scaled
horizontally on one (recommended) or multiple machines.

It is generally possible to run WSGI applications multithreaded, so that
several HTTP requests are served from the same Python process at once. That can
in principle give better utilization of internal caches and less process
overhead.

One danger of running multithreaded is that program execution becomes much more
complex; programs must be written to consider all combinations of events and
problems might depend on timing and be impossible to reproduce.

Kallithea can't promise to be thread-safe, just like the embedded Mercurial
backend doesn't make any strong promises when used as Kallithea uses it.
Instead, we recommend scaling by using multiple server processes.

Web servers with multiple worker processes (such as ``mod_wsgi`` with the
``WSGIDaemonProcess`` ``processes`` parameter) will work out of the box.

In order to scale horizontally on multiple machines, you need to do the
following:

    - Each instance's ``data`` storage needs to be configured to be stored on a
      shared disk storage, preferably together with repositories. This ``data``
      dir contains template caches, sessions, whoosh index and is used for
      task locking (so it is safe across multiple instances). Set the
      ``cache_dir``, ``index_dir``, ``beaker.cache.data_dir``, ``beaker.cache.lock_dir``
      variables in each .ini file to a shared location across Kallithea instances
    - If using several Celery instances,
      the message broker should be common to all of them (e.g.,  one
      shared RabbitMQ server)
    - Load balance using round robin or IP hash, recommended is writing LB rules
      that will separate regular user traffic from automated processes like CI
      servers or build bots.


Serve static files directly from the web server
-----------------------------------------------

With the default ``static_files`` ini setting, the Kallithea WSGI application
will take care of serving the static files from ``kallithea/public/`` at the
root of the application URL.

The actual serving of the static files is very fast and unlikely to be a
problem in a Kallithea setup - the responses generated by Kallithea from
database and repository content will take significantly more time and
resources.

To serve static files from the web server, use something like this Apache config
snippet::

        Alias /images/ /srv/kallithea/kallithea/kallithea/public/images/
        Alias /css/ /srv/kallithea/kallithea/kallithea/public/css/
        Alias /js/ /srv/kallithea/kallithea/kallithea/public/js/
        Alias /codemirror/ /srv/kallithea/kallithea/kallithea/public/codemirror/
        Alias /fontello/ /srv/kallithea/kallithea/kallithea/public/fontello/

Then disable serving of static files in the ``.ini`` ``app:main`` section::

        static_files = false

If using Kallithea installed as a package, you should be able to find the files
under ``site-packages/kallithea``, either in your Python installation or in your
virtualenv. When upgrading, make sure to update the web server configuration
too if necessary.

It might also be possible to improve performance by configuring the web server
to compress responses (served from static files or generated by Kallithea) when
serving them. That might also imply buffering of responses - that is more
likely to be a problem; large responses (clones or pulls) will have to be fully
processed and spooled to disk or memory before the client will see any
response. See the documentation for your web server.


.. _SQLAlchemyGrate: https://github.com/shazow/sqlalchemygrate