Reapply search upgrade to master.

This is a squashed commit of all previous changes.

Author: ericholscher

.travis.yml

@@ -3,7 +3,7 @@ python:
   - 2.7
   - 3.6
 env:
-  - ES_VERSION=1.3.9 ES_DOWNLOAD_URL=https://download.elastic.co/elasticsearch/elasticsearch/elasticsearch-${ES_VERSION}.tar.gz
+  - ES_VERSION=6.2.4 ES_DOWNLOAD_URL=https://artifacts.elastic.co/downloads/elasticsearch/elasticsearch-${ES_VERSION}.tar.gz
 matrix:
   include:
     - python: 3.6

conftest.py

@@ -1,5 +1,7 @@
 # -*- coding: utf-8 -*-
 import pytest
+from django.conf import settings
+from rest_framework.test import APIClient
 
 try:
     # TODO: this file is read/executed even when called from ``readthedocsinc``,
@@ -44,3 +46,7 @@ def pytest_configure(config):
 @pytest.fixture(autouse=True)
 def settings_modification(settings):
     settings.CELERY_ALWAYS_EAGER = True
+
+@pytest.fixture
+def api_client():
+    return APIClient()

docs/custom_installs/elasticsearch.rst

@@ -0,0 +1,110 @@
+Search
+======
+
+Read The Docs uses Elasticsearch_ instead of the built in Sphinx search for providing better search
+results. Documents are indexed in the Elasticsearch index and the search is made through the API.
+All the Search Code is open source and lives in the `GitHub Repository`_.
+Currently we are using the `Elasticsearch 6.3`_ version.
+
+Local Development Configuration
+-------------------------------
+
+Installing and running Elasticsearch
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+You need to install and run Elasticsearch_ version 6.3 on your local development machine.
+You can get the installation instructions
+`here <https://www.elastic.co/guide/en/elasticsearch/reference/6.3/install-elasticsearch.html>`_.
+Otherwise, you can also start an Elasticsearch Docker container by running the following command::
+
+    docker run -p 9200:9200 -p 9300:9300 \
+           -e "discovery.type=single-node" \
+           docker.elastic.co/elasticsearch/elasticsearch:6.3.2
+
+Indexing into Elasticsearch
+^^^^^^^^^^^^^^^^^^^^^^^^^^^
+For using search, you need to index data to the Elasticsearch Index. Run ``reindex_elasticsearch``
+management command::
+
+    ./manage.py reindex_elasticsearch
+
+For performance optimization, we implemented our own version of management command rather than
+the built in management command provided by the `django-elasticsearch-dsl`_ package.
+
+Auto Indexing
+^^^^^^^^^^^^^
+By default, Auto Indexing is turned off in development mode. To turn it on, change the
+``ELASTICSEARCH_DSL_AUTOSYNC`` settings to `True` in the `readthedocs/settings/dev.py` file.
+After that, whenever a documentation successfully builds, or project gets added,
+the search index will update automatically.
+
+
+Architecture
+------------
+The search architecture is devided into 2 parts.
+One part is responsible for **indexing** the documents and projects and
+the other part is responsible for querying the Index to show the proper results to users.
+We use the `django-elasticsearch-dsl`_ package mostly to the keep the search working.
+`django-elasticsearch-dsl`_ is a wrapper around `elasticsearch-dsl`_ for easy configuration
+with Django.
+
+Indexing
+^^^^^^^^
+All the Sphinx documents are indexed into Elasticsearch after the build is successful.
+Currently, we do not index MkDocs documents to elasticsearch, but
+`any kind of help is welcome <https://github.com/rtfd/readthedocs.org/issues/1088>`_.
+
+How we index documentations
+~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+After any build is successfully finished, `HTMLFile` objects are created for each of the
+``HTML`` files and the old version's `HTMLFile` object is deleted. By default,
+`django-elasticsearch-dsl`_ package listens to the `post_create`/`post_delete` signals
+to index/delete documents, but it has performance drawbacks as it send HTTP request whenever
+any `HTMLFile` objects is created or deleted. To optimize the performance, `bulk_post_create`
+and `bulk_post_delete` Signals_ are dispatched with list of `HTMLFIle` objects so its possible
+to bulk index documents in elasticsearch ( `bulk_post_create` signal is dispatched for created
+and `bulk_post_delete` is dispatched for deleted objects). Both of the signals are dispatched
+with the list of the instances of `HTMLFile` in `instance_list` parameter.
+
+We listen to the `bulk_post_create` and `bulk_post_delete` signals in our `Search` application
+and index/delete the documentation content from the `HTMLFile` instances.
+
+
+How we index projects
+~~~~~~~~~~~~~~~~~~~~~
+We also index project information in our search index so that the user can search for projects
+from the main site. `django-elasticsearch-dsl`_ listen `post_create` and `post_delete` signals of
+`Project` model and index/delete into Elasticsearch accordingly.
+
+
+Elasticsearch Document
+~~~~~~~~~~~~~~~~~~~~~~
+
+`elasticsearch-dsl`_ provides model-like wrapper for the `Elasticsearch document`_.
+As per requirements of `django-elasticsearch-dsl`_, it is stored in the
+`readthedocs/search/documents.py` file.
+
+    **ProjectDocument:** It is used for indexing projects. Signal listener of
+    `django-elasticsearch-dsl`_ listens to the `post_save` signal of `Project` model and
+    then index/delete into Elasticsearch.
+
+    **PageDocument**: It is used for indexing documentation of projects. By default, the auto
+    indexing is turned off by `ignore_signals = settings.ES_PAGE_IGNORE_SIGNALS`.
+    `settings.ES_PAGE_IGNORE_SIGNALS` is `False` both in development and production.
+    As mentioned above, our `Search` app listens to the `bulk_post_create` and `bulk_post_delete`
+    signals and indexes/deleted documentation into Elasticsearch. The signal listeners are in
+    the `readthedocs/search/signals.py` file. Both of the signals are dispatched
+    after a successful documentation build.
+
+    The fields and ES Datatypes are specified in the `PageDocument`. The indexable data is taken
+    from `processed_json` property of `HTMLFile`. This property provides python dictionary with
+    document data like `title`, `headers`, `content` etc.
+
+
+.. _Elasticsearch: https://www.elastic.co/products/elasticsearch
+.. _Elasticsearch 6.3: https://www.elastic.co/guide/en/elasticsearch/reference/6.3/index.html
+.. _GitHub Repository: https://github.com/rtfd/readthedocs.org/tree/master/readthedocs/search
+.. _Elasticsearch document: https://www.elastic.co/guide/en/elasticsearch/guide/current/document.html
+.. _django-elasticsearch-dsl: https://github.com/sabricot/django-elasticsearch-dsl
+.. _elasticsearch-dsl: http://elasticsearch-dsl.readthedocs.io/en/latest/
+.. _Signals: https://docs.djangoproject.com/en/2.1/topics/signals/

docs/development/search.rst

@@ -114,6 +114,7 @@ to help you create fantastic documentation for your project.
 
    changelog
    install
+   development/search
    architecture
    tests
    docs

docs/index.rst

@@ -19,8 +19,8 @@ Additionally Read the Docs depends on:
 * `Redis`_
 * `Elasticsearch`_ (only if you want full support for searching inside the site)
 
-    * Ubuntu users could install this package by following :doc:`/custom_installs/elasticsearch`.
-
+    * Follow :doc:`/development/search` documentation for more instruction.
+`
 .. note::
 
     If you plan to import Python 2 projects to your RTD,
@@ -56,8 +56,6 @@ you need these libraries.
 
    .. tab:: CentOS/RHEL 7
 
-      Install::
-
          sudo yum install python-devel python-pip libxml2-devel libxslt-devel
 
    .. tab:: Other OS

docs/install.rst

@@ -100,3 +100,81 @@ ALLOW_ADMIN
 Default: :djangosetting:`ALLOW_ADMIN`
 
 Whether to include `django.contrib.admin` in the URL's.
+
+
+ELASTICSEARCH_DSL
+-----------------
+
+Default:
+
+.. code-block:: python
+
+   {
+      'default': {
+         'hosts': '127.0.0.1:9200'
+      },
+   }
+
+Settings for elasticsearch connection.
+This settings then pass to `elasticsearch-dsl-py.connections.configure`_
+
+
+ES_INDEXES
+----------
+
+Default:
+
+.. code-block:: python
+
+   {
+        'project': {
+            'name': 'project_index',
+            'settings': {'number_of_shards': 5,
+                         'number_of_replicas': 0
+                         }
+        },
+        'page': {
+            'name': 'page_index',
+            'settings': {
+                'number_of_shards': 5,
+                'number_of_replicas': 0,
+            }
+        },
+    }
+
+Define the elasticsearch name and settings of all the index separately.
+The key is the type of index, like ``project`` or ``page`` and the value is another
+dictionary containing ``name`` and ``settings``. Here the ``name`` is the index name
+and the ``settings`` is used for configuring the particular index.
+
+
+ES_TASK_CHUNK_SIZE
+------------------
+
+Default: :djangosetting:`ES_TASK_CHUNK_SIZE`
+
+The maximum number of data send to each elasticsearch indexing celery task.
+This has been used while running ``elasticsearch_reindex`` management command.
+
+
+ES_PAGE_IGNORE_SIGNALS
+----------------------
+
+Default: ``False``
+
+This settings is used to determine whether to index each page separately into elasticsearch.
+If the setting is ``True``, each ``HTML`` page will not be indexed separately but will be
+indexed by bulk indexing.
+
+
+ELASTICSEARCH_DSL_AUTOSYNC
+--------------------------
+
+Default: ``True``
+
+This setting is used for automatically indexing objects to elasticsearch.
+``False`` by default in development so it is possible to create
+project and build documentations without having elasticsearch.
+
+
+.. _elasticsearch-dsl-py.connections.configure: https://elasticsearch-dsl.readthedocs.io/en/stable/configuration.html#multiple-clusters