fix(search): restore prefix phrase match on quoted search (#11444)

docker/profiles/docker-compose.gms.yml

@@ -125,7 +125,7 @@ x-datahub-gms-service-dev: &datahub-gms-service-dev
     - ${DATAHUB_LOCAL_GMS_ENV:-empty2.env}
   environment: &datahub-gms-dev-env
     <<: [*datahub-dev-telemetry-env, *datahub-gms-env]
-    ELASTICSEARCH_QUERY_CUSTOM_CONFIG_FILE: ${ELASTICSEARCH_QUERY_CUSTOM_CONFIG_FILE:-/etc/datahub/search/search_config.yaml}
+    ELASTICSEARCH_QUERY_CUSTOM_CONFIG_FILE: ${ELASTICSEARCH_QUERY_CUSTOM_CONFIG_FILE:-search_config.yaml}
     SKIP_ELASTICSEARCH_CHECK: false
     JAVA_TOOL_OPTIONS: '-agentlib:jdwp=transport=dt_socket,server=y,suspend=n,address=*:5001'
     BOOTSTRAP_SYSTEM_UPDATE_WAIT_FOR_SYSTEM_UPDATE: false

docs/how/search.md

@@ -85,8 +85,8 @@ These examples are non exhaustive and using Datasets as a reference.
 If you want to:
 
 - Exact match on term or phrase
-  - ```"datahub_schema"``` [Sample results](https://demo.datahubproject.io/search?page=1&query=%22datahub_schema%22)
-  - ```datahub_schema``` [Sample results](https://demo.datahubproject.io/search?page=1&query=datahub_schema)
+  - ```"pet profile"``` [Sample results](https://demo.datahubproject.io/search?page=1&query=%22pet%20profile%22)
+  - ```pet profile``` [Sample results](https://demo.datahubproject.io/search?page=1&query=pet%20profile)
   - Enclosing one or more terms with double quotes will enforce exact matching on these terms, preventing further tokenization.
 
 - Exclude terms

metadata-io/src/test/java/com/linkedin/metadata/search/fixtures/SampleDataFixtureSetupTest.java

@@ -0,0 +1,47 @@
+package com.linkedin.metadata.search.fixtures;
+
+import static org.testng.AssertJUnit.assertEquals;
+
+import com.fasterxml.jackson.dataformat.yaml.YAMLMapper;
+import com.linkedin.metadata.config.search.custom.CustomSearchConfiguration;
+import java.io.IOException;
+import java.io.InputStream;
+import java.util.List;
+import java.util.Map;
+import org.springframework.core.io.ClassPathResource;
+import org.springframework.test.context.testng.AbstractTestNGSpringContextTests;
+import org.testng.annotations.Test;
+
+public class SampleDataFixtureSetupTest extends AbstractTestNGSpringContextTests {
+  private static final String DEFAULT_CONFIG = "search_config.yaml";
+  private static final String TEST_FIXTURE_CONFIG = "search_config_fixture_test.yml";
+  private static final YAMLMapper MAPPER = new YAMLMapper();
+
+  /**
+   * Ensure default search configuration matches the test fixture configuration (allowing for some
+   * differences)
+   */
+  @Test
+  public void testConfig() throws IOException {
+    final CustomSearchConfiguration defaultConfig;
+    final CustomSearchConfiguration fixtureConfig;
+
+    try (InputStream stream = new ClassPathResource(DEFAULT_CONFIG).getInputStream()) {
+      defaultConfig = MAPPER.readValue(stream, CustomSearchConfiguration.class);
+    }
+    try (InputStream stream = new ClassPathResource(TEST_FIXTURE_CONFIG).getInputStream()) {
+      fixtureConfig = MAPPER.readValue(stream, CustomSearchConfiguration.class);
+
+      // test specifics
+      ((List<Map<String, Object>>)
+              fixtureConfig.getQueryConfigurations().get(1).getFunctionScore().get("functions"))
+          .remove(1);
+
+      ((List<Map<String, Object>>)
+              fixtureConfig.getQueryConfigurations().get(2).getFunctionScore().get("functions"))
+          .remove(1);
+    }
+
+    assertEquals(fixtureConfig, defaultConfig);
+  }
+}

metadata-io/src/test/java/com/linkedin/metadata/search/fixtures/SampleDataFixtureTestBase.java

@@ -944,7 +944,7 @@ public void testSmokeTestQueries() {
             "covid",
             2,
             "\"raw_orders\"",
-            6,
+            1,
             STRUCTURED_QUERY_PREFIX + "sample",
             3,
             STRUCTURED_QUERY_PREFIX + "\"sample\"",
@@ -1327,24 +1327,24 @@ public void testScrollAcrossEntities() throws IOException {
       totalResults += numResults;
       scrollId = result.getScrollId();
     } while (scrollId != null);
-    // expect 8 total matching results
-    assertEquals(totalResults, 8);
+    // expect 2 total matching results
+    assertEquals(totalResults, 2);
   }
 
   @Test
   public void testSearchAcrossMultipleEntities() {
-    String query = "logging_events";
+    String query = "logging events";
     SearchResult result = search(getOperationContext(), getSearchService(), query);
-    assertEquals((int) result.getNumEntities(), 8);
+    assertEquals((int) result.getNumEntities(), 6);
     result =
         search(
             getOperationContext(),
             getSearchService(),
             List.of(DATASET_ENTITY_NAME, DATA_JOB_ENTITY_NAME),
             query);
-    assertEquals((int) result.getNumEntities(), 8);
+    assertEquals((int) result.getNumEntities(), 6);
     result = search(getOperationContext(), getSearchService(), List.of(DATASET_ENTITY_NAME), query);
-    assertEquals((int) result.getNumEntities(), 4);
+    assertEquals((int) result.getNumEntities(), 2);
     result =
         search(getOperationContext(), getSearchService(), List.of(DATA_JOB_ENTITY_NAME), query);
     assertEquals((int) result.getNumEntities(), 4);
@@ -1706,7 +1706,7 @@ public void testOr() {
     assertTrue(
         result.getEntities().stream().noneMatch(e -> e.getMatchedFields().isEmpty()),
         String.format("%s - Expected search results to include matched fields", query));
-    assertEquals(result.getEntities().size(), 8);
+    assertEquals(result.getEntities().size(), 2);
   }
 
   @Test
@@ -1729,7 +1729,7 @@ public void testNegate() {
     assertTrue(
         result.getEntities().stream().noneMatch(e -> e.getMatchedFields().isEmpty()),
         String.format("%s - Expected search results to include matched fields", query));
-    assertEquals(result.getEntities().size(), 8);
+    assertEquals(result.getEntities().size(), 2);
   }
 
   @Test
@@ -1755,6 +1755,27 @@ public void testPrefix() {
     assertEquals(result.getEntities().size(), 8);
   }
 
+  @Test
+  public void testQuotedPrefixDescriptionField() {
+    String query = "\"Constructs the fct_users_deleted\"";
+    SearchResult result = searchAcrossEntities(getOperationContext(), getSearchService(), query);
+    assertTrue(
+        result.hasEntities() && !result.getEntities().isEmpty(),
+        String.format("%s - Expected search results", query));
+
+    assertTrue(
+        result.getEntities().stream().noneMatch(e -> e.getMatchedFields().isEmpty()),
+        String.format("%s - Expected search results to include matched fields", query));
+    assertEquals(result.getEntities().size(), 4);
+
+    assertTrue(
+        result.getEntities().stream()
+            .allMatch(
+                e ->
+                    e.getMatchedFields().stream().anyMatch(m -> m.getName().equals("description"))),
+        "%s - Expected search results to match on description field based on prefix match");
+  }
+
   @Test
   public void testParens() {
     String query = "dbt | (bigquery + covid19)";
@@ -1878,7 +1899,7 @@ public void testPrefixVsExact() {
         result.getEntities().stream().noneMatch(e -> e.getMatchedFields().isEmpty()),
         String.format("%s - Expected search results to include matched fields", query));
 
-    assertEquals(result.getEntities().size(), 10);
+    assertEquals(result.getEntities().size(), 2);
     assertEquals(
         result.getEntities().get(0).getEntity().toString(),
         "urn:li:dataset:(urn:li:dataPlatform:dbt,cypress_project.jaffle_shop.customers,PROD)",
@@ -1937,9 +1958,9 @@ public void testColumnExactMatch() {
         result.getEntities().stream().noneMatch(e -> e.getMatchedFields().isEmpty()),
         String.format("%s - Expected search results to include matched fields", query));
 
-    assertTrue(
-        result.getEntities().size() > 2,
-        String.format("%s - Expected search results to have at least two results", query));
+    assertFalse(
+        result.getEntities().isEmpty(),
+        String.format("%s - Expected search results to have at least 1 result.", query));
     assertEquals(
         result.getEntities().get(0).getEntity().toString(),
         "urn:li:dataset:(urn:li:dataPlatform:testOnly," + "important_units" + ",PROD)",

metadata-io/src/test/resources/search_config_fixture_test.yml

@@ -1,51 +1,99 @@
 # Use for testing with search fixtures
 queryConfigurations:
-  # Select *
+  # Select */explore all
+  # Attempt to rank active incidents at the top followed by enrichment factors
   - queryRegex: '[*]|'
     simpleQuery: false
     prefixMatchQuery: false
     exactMatchQuery: false
     functionScore:
       functions:
         - filter:
-            match_all: {}
-          weight: 1
+            term:
+              hasActiveIncidents:
+                value: true
+          weight: 2.0
+        - filter:
+            term:
+              hasDescription:
+                value: true
+          weight: 1.25
+        - filter:
+            term:
+              hasOwners:
+                value: true
+          weight: 1.25
+        - filter:
+            term:
+              hasDomain:
+                value: true
+          weight: 1.1
+        - filter:
+            term:
+              hasGlossaryTerms:
+                value: true
+          weight: 1.1
+        - filter:
+            term:
+              hasTags:
+                value: true
+          weight: 1.1
+        - filter:
+            term:
+              hasRowCount:
+                value: true
+          weight: 1.05
         - filter:
             term:
-              materialized:
+              hasColumnCount:
                 value: true
-          weight: 0.5
+          weight: 1.05
         - filter:
             term:
               deprecated:
                 value: true
-          weight: 0.5
-      score_mode: avg
-      boost_mode: multiply
+          weight: 0.25
+      score_mode: multiply
+      boost_mode: replace
 
-  - queryRegex: .*
-    simpleQuery: true
+  # Criteria for exact-match only
+  # Contains quotes, is a single term with `_`, `.`, or `-` (normally consider for tokenization) then use exact match query
+  - queryRegex: >-
+      ^["'].+["']$|^[a-zA-Z0-9]\S+[_.-]\S+[a-zA-Z0-9]$
+    simpleQuery: false
     prefixMatchQuery: true
     exactMatchQuery: true
     functionScore:
       functions:
-        - filter:
-            match_all: {}
-          weight: 1
         - filter:
             term:
-              materialized:
+              deprecated:
                 value: true
-          weight: 0.5
+          weight: 0.25
+        - filter:
+            terms:
+              tags:
+                - urn:li:tag:pii
+          weight: 1.25
+      score_mode: multiply
+      boost_mode: multiply
+
+  # default
+  - queryRegex: .*
+    simpleQuery: true
+    prefixMatchQuery: true
+    exactMatchQuery: true
+    functionScore:
+      functions:
         - filter:
             term:
               deprecated:
                 value: true
-          weight: 0.5
+          weight: 0.25
         - filter:
             terms:
               tags:
                 - urn:li:tag:pii
           weight: 1.25
-      score_mode: avg
-      boost_mode: multiply
+      score_mode: multiply
+      boost_mode: multiply

metadata-service/configuration/src/main/java/com/linkedin/metadata/config/search/custom/CustomSearchConfiguration.java

@@ -7,10 +7,12 @@
 import lombok.Builder;
 import lombok.EqualsAndHashCode;
 import lombok.Getter;
+import lombok.ToString;
 
 @Builder(toBuilder = true)
 @Getter
 @EqualsAndHashCode
+@ToString
 @JsonDeserialize(builder = CustomSearchConfiguration.CustomSearchConfigurationBuilder.class)
 public class CustomSearchConfiguration {
 

metadata-service/configuration/src/main/resources/search_config.yaml

@@ -69,7 +69,7 @@ queryConfigurations:
   - queryRegex: >-
       ^["'].+["']$|^[a-zA-Z0-9]\S+[_.-]\S+[a-zA-Z0-9]$
     simpleQuery: false
-    prefixMatchQuery: false
+    prefixMatchQuery: true
     exactMatchQuery: true
     functionScore:
       functions: