xref: /dports/textproc/py-whoosh/Whoosh-2.7.4/docs/source/releases/1_0.rst

========================
Whoosh 1.x release notes
========================

Whoosh 1.8.3
============

Whoosh 1.8.3 contains important bugfixes and new functionality. Thanks to all
the mailing list and BitBucket users who helped with the fixes!

Fixed a bad ``Collector`` bug where the docset of a Results object did not match
the actual results.

You can now pass a sequence of objects to a keyword argument in ``add_document``
and ``update_document`` (currently this will not work for unique fields in
``update_document``). This is useful for non-text fields such as ``DATETIME``
and ``NUMERIC``, allowing you to index multiple dates/numbers for a document::

    writer.add_document(shoe=u"Saucony Kinvara", sizes=[10.0, 9.5, 12])

This version reverts to using the CDB hash function for hash files instead of
Python's ``hash()`` because the latter is not meant to be stored externally.
This change maintains backwards compatibility with old files.

The ``Searcher.search`` method now takes a ``mask`` keyword argument. This is
the opposite of the ``filter`` argument. Where the ``filter`` specifies the
set of documents that can appear in the results, the ``mask`` specifies a
set of documents that must not appear in the results.

Fixed performance problems in ``Searcher.more_like``. This method now also
takes a ``filter`` keyword argument like ``Searcher.search``.

Improved documentation.


Whoosh 1.8.2
============

Whoosh 1.8.2 fixes some bugs, including a mistyped signature in
Searcher.more_like and a bad bug in Collector that could screw up the
ordering of results given certain parameters.


Whoosh 1.8.1
============

Whoosh 1.8.1 includes a few recent bugfixes/improvements:

- ListMatcher.skip_to_quality() wasn't returning an integer, resulting
  in a "None + int" error.

- Fixed locking and memcache sync bugs in the Google App Engine storage
  object.

- MultifieldPlugin wasn't working correctly with groups.

  - The binary matcher trees of Or and And are now generated using a
    Huffman-like algorithm instead perfectly balanced. This gives a
    noticeable speed improvement because less information has to be passed
    up/down the tree.


Whoosh 1.8
==========

This release relicensed the Whoosh source code under the Simplified BSD (A.K.A.
"two-clause" or "FreeBSD") license. See LICENSE.txt for more information.


Whoosh 1.7.7
============

Setting a TEXT field to store term vectors is now much easier. Instead of
having to pass an instantiated whoosh.formats.Format object to the vector=
keyword argument, you can pass True to automatically use the same format and
analyzer as the inverted index. Alternatively, you can pass a Format subclass
and Whoosh will instantiate it for you.

For example, to store term vectors using the same settings as the inverted
index (Positions format and StandardAnalyzer)::

    from whoosh.fields import Schema, TEXT

    schema = Schema(content=TEXT(vector=True))

To store term vectors that use the same analyzer as the inverted index
(StandardAnalyzer by default) but only store term frequency::

    from whoosh.formats import Frequency

    schema = Schema(content=TEXT(vector=Frequency))

Note that currently the only place term vectors are used in Whoosh is keyword
extraction/more like this, but they can be useful for expert users with custom
code.

Added :meth:`whoosh.searching.Searcher.more_like` and
:meth:`whoosh.searching.Hit.more_like_this` methods, as shortcuts for doing
keyword extraction yourself. Return a Results object.

"python setup.py test" works again, as long as you have nose installed.

The :meth:`whoosh.searching.Searcher.sort_query_using` method lets you sort documents matching a given query using an arbitrary function. Note that like "complex" searching with the Sorter object, this can be slow on large multi-segment indexes.


Whoosh 1.7
==========

You can once again perform complex sorting of search results (that is, a sort
with some fields ascending and some fields descending).

You can still use the ``sortedby`` keyword argument to
:meth:`whoosh.searching.Searcher.search` to do a simple sort (where all fields
are sorted in the same direction), or you can use the new
:class:`~whoosh.sorting.Sorter` class to do a simple or complex sort::

    searcher = myindex.searcher()
    sorter = searcher.sorter()
    # Sort first by the group field, ascending
    sorter.add_field("group")
    # Then by the price field, descending
    sorter.add_field("price", reverse=True)
    # Get the Results
    results = sorter.sort_query(myquery)

See the documentation for the :class:`~whoosh.sorting.Sorter` class for more
information. Bear in mind that complex sorts will be much slower on large
indexes because they can't use the per-segment field caches.

You can now get highlighted snippets for a hit automatically using
:meth:`whoosh.searching.Hit.highlights`::

    results = searcher.search(myquery, limit=20)
    for hit in results:
        print hit["title"]
        print hit.highlights("content")

See :meth:`whoosh.searching.Hit.highlights` for more information.

Added the ability to filter search results so that only hits in a Results
set, a set of docnums, or matching a query are returned. The filter is
cached on the searcher.

    # Search within previous results
    newresults = searcher.search(newquery, filter=oldresults)

    # Search within the "basics" chapter
    results = searcher.search(userquery, filter=query.Term("chapter", "basics"))

You can now specify a time limit for a search. If the search does not finish
in the given time, a :class:`whoosh.searching.TimeLimit` exception is raised,
but you can still retrieve the partial results from the collector. See the
``timelimit`` and ``greedy`` arguments in the
:class:`whoosh.searching.Collector` documentation.

Added back the ability to set :class:`whoosh.analysis.StemFilter` to use an
unlimited cache. This is useful for one-shot batch indexing (see
:doc:`../batch`).

The ``normalize()`` method of the ``And`` and ``Or`` queries now merges
overlapping range queries for more efficient queries.

Query objects now have ``__hash__`` methods allowing them to be used as
dictionary keys.

The API of the highlight module has changed slightly. Most of the functions
in the module have been converted to classes. However, most old code should
still work. The ``NullFragmeter`` is now called ``WholeFragmenter``, but the
old name is still available as an alias.

Fixed MultiPool so it won't fill up the temp directory with job files.

Fixed a bug where Phrase query objects did not use their boost factor.

Fixed a bug where a fieldname after an open parenthesis wasn't parsed
correctly. The change alters the semantics of certain parsing "corner cases"
(such as ``a:b:c:d``).


Whoosh 1.6
==========

The ``whoosh.writing.BatchWriter`` class is now called
:class:`whoosh.writing.BufferedWriter`. It is similar to the old ``BatchWriter``
class but allows you to search and update the buffered documents as well as the
documents that have been flushed to disk::

    writer = writing.BufferedWriter(myindex)

    # You can update (replace) documents in RAM without having to commit them
    # to disk
    writer.add_document(path="/a", text="Hi there")
    writer.update_document(path="/a", text="Hello there")

    # Search committed and uncommited documents by getting a searcher from the
    # writer instead of the index
    searcher = writer.searcher()

(BatchWriter is still available as an alias for backwards compatibility.)

The :class:`whoosh.qparser.QueryParser` initialization method now requires a
schema as the second argument. Previously the default was to create a
``QueryParser`` without a schema, which was confusing::

    qp = qparser.QueryParser("content", myindex.schema)

The :meth:`whoosh.searching.Searcher.search` method now takes a ``scored``
keyword. If you search with ``scored=False``, the results will be in "natural"
order (the order the documents were added to the index). This is useful when
you don't need scored results but want the convenience of the Results object.

Added the :class:`whoosh.qparser.GtLtPlugin` parser plugin to allow greater
than/less as an alternative syntax for ranges::

    count:>100 tag:<=zebra date:>='29 march 2001'

Added the ability to define schemas declaratively, similar to Django models::

    from whoosh import index
    from whoosh.fields import SchemaClass, ID, KEYWORD, STORED, TEXT

    class MySchema(SchemaClass):
        uuid = ID(stored=True, unique=True)
        path = STORED
        tags = KEYWORD(stored=True)
        content = TEXT

    index.create_in("indexdir", MySchema)

Whoosh 1.6.2: Added :class:`whoosh.searching.TermTrackingCollector` which tracks
which part of the query matched which documents in the final results.

Replaced the unbounded cache in :class:`whoosh.analysis.StemFilter` with a
bounded LRU (least recently used) cache. This will make stemming analysis
slightly slower but prevent it from eating up too much memory over time.

Added a simple :class:`whoosh.analysis.PyStemmerFilter` that works when the
py-stemmer library is installed::

    ana = RegexTokenizer() | PyStemmerFilter("spanish")

The estimation of memory usage for the ``limitmb`` keyword argument to
``FileIndex.writer()`` is more accurate, which should help keep memory usage
memory usage by the sorting pool closer to the limit.

The ``whoosh.ramdb`` package was removed and replaced with a single
``whoosh.ramindex`` module.

Miscellaneous bug fixes.


Whoosh 1.5
==========

.. note::
    Whoosh 1.5 is incompatible with previous indexes. You must recreate
    existing indexes with Whoosh 1.5.

Fixed a bug where postings were not portable across different endian platforms.

New generalized field cache system, using per-reader caches, for much faster
sorting and faceting of search results, as well as much faster multi-term (e.g.
prefix and wildcard) and range queries, especially for large indexes and/or
indexes with multiple segments.

Changed the faceting API. See :doc:`../facets`.

Faster storage and retrieval of posting values.

Added per-field ``multitoken_query`` attribute to control how the query parser
deals with a "term" that when analyzed generates multiple tokens. The default
value is `"first"` which throws away all but the first token (the previous
behavior). Other possible values are `"and"`, `"or"`, or `"phrase"`.

Added :class:`whoosh.analysis.DoubleMetaphoneFilter`,
:class:`whoosh.analysis.SubstitutionFilter`, and
:class:`whoosh.analysis.ShingleFilter`.

Added :class:`whoosh.qparser.CopyFieldPlugin`.

Added :class:`whoosh.query.Otherwise`.

Generalized parsing of operators (such as OR, AND, NOT, etc.) in the query
parser to make it easier to add new operators. In intend to add a better API
for this in a future release.

Switched NUMERIC and DATETIME fields to use more compact on-disk
representations of numbers.

Fixed a bug in the porter2 stemmer when stemming the string `"y"`.

Added methods to :class:`whoosh.searching.Hit` to make it more like a `dict`.

Short posting lists (by default, single postings) are inline in the term file
instead of written to the posting file for faster retrieval and a small saving
in disk space.


Whoosh 1.3
==========

Whoosh 1.3 adds a more efficient DATETIME field based on the new tiered NUMERIC
field, and the DateParserPlugin. See :doc:`../dates`.


Whoosh 1.2
==========

Whoosh 1.2 adds tiered indexing for NUMERIC fields, resulting in much faster
range queries on numeric fields.


Whoosh 1.0
==========

Whoosh 1.0 is a major milestone release with vastly improved performance and
several useful new features.

*The index format of this version is not compatibile with indexes created by
previous versions of Whoosh*. You will need to reindex your data to use this
version.

Orders of magnitude faster searches for common terms. Whoosh now uses
optimizations similar to those in Xapian to skip reading low-scoring postings.

Faster indexing and ability to use multiple processors (via ``multiprocessing``
module) to speed up indexing.

Flexible Schema: you can now add and remove fields in an index with the
:meth:`whoosh.writing.IndexWriter.add_field` and
:meth:`whoosh.writing.IndexWriter.remove_field` methods.

New hand-written query parser based on plug-ins. Less brittle, more robust,
more flexible, and easier to fix/improve than the old pyparsing-based parser.

On-disk formats now use 64-bit disk pointers allowing files larger than 4 GB.

New :class:`whoosh.searching.Facets` class efficiently sorts results into
facets based on any criteria that can be expressed as queries, for example
tags or price ranges.

New :class:`whoosh.writing.BatchWriter` class automatically batches up
individual ``add_document`` and/or ``delete_document`` calls until a certain
number of calls or a certain amount of time passes, then commits them all at
once.

New :class:`whoosh.analysis.BiWordFilter` lets you create bi-word indexed
fields a possible alternative to phrase searching.

Fixed bug where files could be deleted before a reader could open them  in
threaded situations.

New :class:`whoosh.analysis.NgramFilter` filter,
:class:`whoosh.analysis.NgramWordAnalyzer` analyzer, and
:class:`whoosh.fields.NGRAMWORDS` field type allow producing n-grams from
tokenized text.

Errors in query parsing now raise a specific ``whoosh.qparse.QueryParserError``
exception instead of a generic exception.

Previously, the query string ``*`` was optimized to a
:class:`whoosh.query.Every` query which matched every document. Now the
``Every`` query only matches documents that actually have an indexed term from
the given field, to better match the intuitive sense of what a query string like
``tag:*`` should do.

New :meth:`whoosh.searching.Searcher.key_terms_from_text` method lets you
extract key words from arbitrary text instead of documents in the index.

Previously the :meth:`whoosh.searching.Searcher.key_terms` and
:meth:`whoosh.searching.Results.key_terms` methods required that the given
field store term vectors. They now also work if the given field is stored
instead. They will analyze the stored string into a term vector on-the-fly.
The field must still be indexed.


User API changes
================

The default for the ``limit`` keyword argument to
:meth:`whoosh.searching.Searcher.search` is now ``10``. To return all results
in a single ``Results`` object, use ``limit=None``.

The ``Index`` object no longer represents a snapshot of the index at the time
the object was instantiated. Instead it always represents the index in the
abstract. ``Searcher`` and ``IndexReader`` objects obtained from the
``Index`` object still represent the index as it was at the time they were
created.

Because the ``Index`` object no longer represents the index at a specific
version, several methods such as ``up_to_date`` and ``refresh`` were removed
from its interface. The Searcher object now has
:meth:`~whoosh.searching.Searcher.last_modified`,
:meth:`~whoosh.searching.Searcher.up_to_date`, and
:meth:`~whoosh.searching.Searcher.refresh` methods similar to those that used to
be on ``Index``.

The document deletion and field add/remove methods on the ``Index`` object now
create a writer behind the scenes to accomplish each call. This means they write
to the index immediately, so you don't need to call ``commit`` on the ``Index``.
Also, it will be much faster if you need to call them multiple times to create
your own writer instead::

    # Don't do this
    for id in my_list_of_ids_to_delete:
        myindex.delete_by_term("id", id)
    myindex.commit()

    # Instead do this
    writer = myindex.writer()
    for id in my_list_of_ids_to_delete:
        writer.delete_by_term("id", id)
    writer.commit()

The ``postlimit`` argument to ``Index.writer()`` has been changed to
``postlimitmb`` and is now expressed in megabytes instead of bytes::

    writer = myindex.writer(postlimitmb=128)

Instead of having to import ``whoosh.filedb.filewriting.NO_MERGE`` or
``whoosh.filedb.filewriting.OPTIMIZE`` to use as arguments to ``commit()``, you
can now simply do the following::

    # Do not merge segments
    writer.commit(merge=False)

    # or

    # Merge all segments
    writer.commit(optimize=True)

The ``whoosh.postings`` module is gone. The ``whoosh.matching`` module contains
classes for posting list readers.

Whoosh no longer maps field names to numbers for internal use or writing to
disk. Any low-level method that accepted field numbers now accept field names
instead.

Custom Weighting implementations that use the ``final()`` method must now
set the ``use_final`` attribute to ``True``::

    from whoosh.scoring import BM25F

    class MyWeighting(BM25F):
        use_final = True

        def final(searcher, docnum, score):
            return score + docnum * 10

This disables the new optimizations, forcing Whoosh to score every matching
document.

:class:`whoosh.writing.AsyncWriter` now takes an :class:`whoosh.index.Index`
object as its first argument, not a callable. Also, the keyword arguments to
pass to the index's ``writer()`` method should now be passed as a dictionary
using the ``writerargs`` keyword argument.

Whoosh now stores per-document field length using an approximation rather than
exactly. For low numbers the approximation is perfectly accurate, while high
numbers will be approximated less accurately.

The ``doc_field_length`` method on searchers and readers now takes a second
argument representing the default to return if the given document and field
do not have a length (i.e. the field is not scored or the field was not
provided for the given document).

The :class:`whoosh.analysis.StopFilter` now has a ``maxsize`` argument as well
as a ``minsize`` argument to its initializer. Analyzers that use the
``StopFilter`` have the ``maxsize`` argument in their initializers now also.

The interface of :class:`whoosh.writing.AsyncWriter` has changed.


Misc
====

* Because the file backend now writes 64-bit disk pointers and field names
  instead of numbers, the size of an index on disk will grow compared to
  previous versions.

* Unit tests should no longer leave directories and files behind.