path: root/src/plugins/lua/bayes_expiry.lua

--[[
Copyright (c) 2017, Andrew Lewis <nerf@judo.za.org>
Copyright (c) 2017, Vsevolod Stakhov <vsevolod@highsecure.ru>

Licensed under the Apache License, Version 2.0 (the "License");
you may not use this file except in compliance with the License.
You may obtain a copy of the License at

    http://www.apache.org/licenses/LICENSE-2.0

Unless required by applicable law or agreed to in writing, software
distributed under the License is distributed on an "AS IS" BASIS,
WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
See the License for the specific language governing permissions and
limitations under the License.
]] --

if confighelp then
  return
end

local N = 'bayes_expiry'
local E = {}
local logger = require "rspamd_logger"
local rspamd_util = require "rspamd_util"
local lutil = require "lua_util"
local lredis = require "lua_redis"

local settings = {
  interval = 60, -- one iteration step per minute
  count = 1000, -- check up to 1000 keys on each iteration
  epsilon_common = 0.01, -- eliminate common if spam to ham rate is equal to this epsilon
  common_ttl = 10 * 86400, -- TTL of discriminated common elements
  significant_factor = 3.0 / 4.0, -- which tokens should we update
  classifiers = {},
  cluster_nodes = 0,
}

local template = {}

local function check_redis_classifier(cls, cfg)
  -- Skip old classifiers
  if cls.new_schema then
    local symbol_spam, symbol_ham
    local expiry = (cls.expiry or cls.expire)
    if type(expiry) == 'table' then
      expiry = expiry[1]
    end

    -- Load symbols from statfiles

    local function check_statfile_table(tbl, def_sym)
      local symbol = tbl.symbol or def_sym

      local spam
      if tbl.spam then
        spam = tbl.spam
      else
        if string.match(symbol:upper(), 'SPAM') then
          spam = true
        else
          spam = false
        end
      end

      if spam then
        symbol_spam = symbol
      else
        symbol_ham = symbol
      end
    end

    local statfiles = cls.statfile
    if statfiles[1] then
      for _,stf in ipairs(statfiles) do
        if not stf.symbol then
          for k,v in pairs(stf) do
            check_statfile_table(v, k)
          end
        else
          check_statfile_table(stf, 'undefined')
        end
      end
    else
      for stn,stf in pairs(statfiles) do
        check_statfile_table(stf, stn)
      end
    end

    if not symbol_spam or not symbol_ham or type(expiry) ~= 'number' then
      logger.debugm(N, rspamd_config,
          'disable expiry for classifier %s: no expiry %s',
          symbol_spam, cls)
      return
    end
    -- Now try to load redis_params if needed

    local redis_params
    redis_params = lredis.try_load_redis_servers(cls, rspamd_config, false, 'bayes')
    if not redis_params then
      redis_params = lredis.try_load_redis_servers(cfg[N] or E, rspamd_config, false, 'bayes')
      if not redis_params then
        redis_params = lredis.try_load_redis_servers(cfg[N] or E, rspamd_config, true)
        if not redis_params then
          return false
        end
      end
    end

    if redis_params['read_only'] then
      logger.infox(rspamd_config, 'disable expiry for classifier %s: read only redis configuration',
          symbol_spam)
      return
    end

    logger.debugm(N, rspamd_config, "enabled expiry for %s/%s -> %s expiry",
        symbol_spam, symbol_ham, expiry)

    table.insert(settings.classifiers, {
      symbol_spam = symbol_spam,
      symbol_ham = symbol_ham,
      redis_params = redis_params,
      expiry = expiry
    })
  end
end

-- Check classifiers and try find the appropriate ones
local obj = rspamd_config:get_ucl()

local classifier = obj.classifier

if classifier then
  if classifier[1] then
    for _,cls in ipairs(classifier) do
      if cls.bayes then cls = cls.bayes end
      if cls.backend and cls.backend == 'redis' then
        check_redis_classifier(cls, obj)
      end
    end
  else
    if classifier.bayes then

      classifier = classifier.bayes
      if classifier[1] then
        for _,cls in ipairs(classifier) do
          if cls.backend and cls.backend == 'redis' then
            check_redis_classifier(cls, obj)
          end
        end
      else
        if classifier.backend and classifier.backend == 'redis' then
          check_redis_classifier(classifier, obj)
        end
      end
    end
  end
end


local opts = rspamd_config:get_all_opt(N)

if opts then
  for k,v in pairs(opts) do
    settings[k] = v
  end
end

-- In clustered setup, we need to increase interval of expiration
-- according to number of nodes in a cluster
if settings.cluster_nodes == 0 then
  local neighbours = obj.neighbours or {}
  local n_neighbours = 0
  for _,_ in pairs(neighbours) do n_neighbours = n_neighbours + 1 end
  settings.cluster_nodes = n_neighbours
end

  -- Fill template
template.count = settings.count
template.threshold = settings.threshold
template.common_ttl = settings.common_ttl
template.epsilon_common = settings.epsilon_common
template.significant_factor = settings.significant_factor
template.expire_step = settings.interval
template.hostname = rspamd_util.get_hostname()

for k,v in pairs(template) do
  template[k] = tostring(v)
end

-- Arguments:
-- [1] = symbol pattern
-- [2] = expire value
-- [3] = cursor
-- returns {cursor for the next step, step number, step statistic counters, cycle statistic counters, tokens occurrences distribution}
local expiry_script = [[
  local unpack_function = table.unpack or unpack

  local hash2list = function (hash)
    local res = {}
    for k, v in pairs(hash) do
      table.insert(res, k)
      table.insert(res, v)
    end
    return res
  end

  local function merge_list(table, list)
    local k
    for i, v in ipairs(list) do
      if i % 2 == 1 then
        k = v
      else
        table[k] = v
      end
    end
  end

  local expire = math.floor(KEYS[2])
  local pattern_sha1 = redis.sha1hex(KEYS[1])

  local lock_key = pattern_sha1 .. '_lock' -- Check locking
  local lock = redis.call('GET', lock_key)

  if lock then
    if lock ~= '${hostname}' then
      return 'locked by ' .. lock
    end
  end

  redis.replicate_commands()
  redis.call('SETEX', lock_key, ${expire_step}, '${hostname}')

  local cursor_key = pattern_sha1 .. '_cursor'
  local cursor = tonumber(redis.call('GET', cursor_key) or 0)

  local step = 1
  local step_key = pattern_sha1 .. '_step'
  if cursor > 0 then
    step = redis.call('GET', step_key)
    step = step and (tonumber(step) + 1) or 1
  end

  local ret = redis.call('SCAN', cursor, 'MATCH', KEYS[1], 'COUNT', '${count}')
  local next_cursor = ret[1]
  local keys = ret[2]
  local tokens = {}

  -- Tokens occurrences distribution counters
  local occurr = {
    ham = {},
    spam = {},
    total = {}
  }

  -- Expiry step statistics counters
  local nelts, extended, discriminated, sum, sum_squares, common, significant,
   infrequent, infrequent_ttls_set, insignificant, insignificant_ttls_set =
    0,0,0,0,0,0,0,0,0,0,0

  for _,key in ipairs(keys) do
    local t = redis.call('TYPE', key)["ok"]
    if t == 'hash' then
      local values = redis.call('HMGET', key, 'H', 'S')
      local ham = tonumber(values[1]) or 0
      local spam = tonumber(values[2]) or 0
      local ttl = redis.call('TTL', key)
      tokens[key] = {
        ham,
        spam,
        ttl
      }
      local total = spam + ham
      sum = sum + total
      sum_squares = sum_squares + total * total
      nelts = nelts + 1

      for k,v in pairs({['ham']=ham, ['spam']=spam, ['total']=total}) do
        if tonumber(v) > 19 then v = 20 end
        occurr[k][v] = occurr[k][v] and occurr[k][v] + 1 or 1
      end
    end
  end

  local mean, stddev = 0, 0

  if nelts > 0 then
    mean = sum / nelts
    stddev = math.sqrt(sum_squares / nelts - mean * mean)
  end

  for key,token in pairs(tokens) do
    local ham, spam, ttl = token[1], token[2], tonumber(token[3])
    local threshold = mean
    local total = spam + ham

    local function set_ttl()
      if expire < 0 then
        if ttl ~= -1 then
          redis.call('PERSIST', key)
          return 1
        end
      elseif ttl == -1 or ttl > expire then
        redis.call('EXPIRE', key, expire)
        return 1
      end
      return 0
    end

    if total == 0 or math.abs(ham - spam) <= total * ${epsilon_common} then
      common = common + 1
      if ttl > ${common_ttl} then
        discriminated = discriminated + 1
        redis.call('EXPIRE', key, ${common_ttl})
      end
    elseif total >= threshold and total > 0 then
      if ham / total > ${significant_factor} or spam / total > ${significant_factor} then
        significant = significant + 1
        if ttl ~= -1 then
          redis.call('PERSIST', key)
          extended = extended + 1
        end
      else
        insignificant = insignificant + 1
        insignificant_ttls_set = insignificant_ttls_set + set_ttl()
      end
    else
      infrequent = infrequent + 1
      infrequent_ttls_set = infrequent_ttls_set + set_ttl()
    end
  end

  -- Expiry cycle statistics counters
  local c = {nelts = 0, extended = 0, discriminated = 0, sum = 0, sum_squares = 0,
    common = 0, significant = 0, infrequent = 0, infrequent_ttls_set = 0, insignificant = 0, insignificant_ttls_set = 0}

  local counters_key = pattern_sha1 .. '_counters'

  if cursor ~= 0 then
    merge_list(c, redis.call('HGETALL', counters_key))
  end

  c.nelts = c.nelts + nelts
  c.extended = c.extended + extended
  c.discriminated = c.discriminated + discriminated
  c.sum = c.sum + sum
  c.sum_squares = c.sum_squares + sum_squares
  c.common = c.common + common
  c.significant = c.significant + significant
  c.infrequent = c.infrequent + infrequent
  c.infrequent_ttls_set = c.infrequent_ttls_set + infrequent_ttls_set
  c.insignificant = c.insignificant + insignificant
  c.insignificant_ttls_set = c.insignificant_ttls_set + insignificant_ttls_set

  redis.call('HMSET', counters_key, unpack_function(hash2list(c)))
  redis.call('SET', cursor_key, tostring(next_cursor))
  redis.call('SET', step_key, tostring(step))
  redis.call('DEL', lock_key)

  local occ_distr = {}
  for _,cl in pairs({'ham', 'spam', 'total'}) do
    local occurr_key = pattern_sha1 .. '_occurrence_' .. cl

    if cursor ~= 0 then
      local n
      for i,v in ipairs(redis.call('HGETALL', occurr_key)) do
        if i % 2 == 1 then
          n = tonumber(v)
        else
          occurr[cl][n] = occurr[cl][n] and occurr[cl][n] + v or v
        end
      end

      local str = ''
      if occurr[cl][0] ~= nil then
        str = '0:' .. occurr[cl][0] .. ','
      end
      for k,v in ipairs(occurr[cl]) do
        if k == 20 then k = '>19' end
        str = str .. k .. ':' .. v .. ','
      end
      table.insert(occ_distr, str)
    else
      redis.call('DEL', occurr_key)
    end

    if next(occurr[cl]) ~= nil then
      redis.call('HMSET', occurr_key, unpack_function(hash2list(occurr[cl])))
    end
  end

  return {
    next_cursor, step,
    {nelts, extended, discriminated, mean, stddev, common, significant, infrequent,
     infrequent_ttls_set, insignificant, insignificant_ttls_set},
    {c.nelts, c.extended, c.discriminated, c.sum, c.sum_squares, c.common,
     c.significant, c.infrequent, c.infrequent_ttls_set, c.insignificant, c.insignificant_ttls_set},
    occ_distr
  }
]]

local function expire_step(cls, ev_base, worker)
  local function redis_step_cb(err, args)
    if err then
      logger.errx(rspamd_config, 'cannot perform expiry step: %s', err)
    elseif type(args) == 'table' then
      local cur = tonumber(args[1])
      local step = args[2]
      local data = args[3]
      local c_data = args[4]
      local occ_distr = args[5]

      local function log_stat(cycle)
        local infrequent_action = (cls.expiry < 0) and 'made persistent' or 'ttls set'

        local c_mean, c_stddev = 0, 0
        if cycle and c_data[1] ~= 0 then
          c_mean = c_data[4] / c_data[1]
          c_stddev = math.floor(.5 + math.sqrt(c_data[5] / c_data[1] - c_mean * c_mean))
          c_mean = math.floor(.5 + c_mean)
        end

        local d = cycle and {
          'cycle in ' .. step .. ' steps', c_data[1],
          c_data[7], c_data[2], 'made persistent',
          c_data[10], c_data[11], infrequent_action,
          c_data[6], c_data[3],
          c_data[8], c_data[9], infrequent_action,
          c_mean,
          c_stddev
        } or {
          'step ' .. step, data[1],
          data[7], data[2], 'made persistent',
          data[10], data[11], infrequent_action,
          data[6], data[3],
          data[8], data[9], infrequent_action,
          data[4],
          data[5]
        }
        logger.infox(rspamd_config,
                'finished expiry %s: %s items checked, %s significant (%s %s), ' ..
                    '%s insignificant (%s %s), %s common (%s discriminated), ' ..
                    '%s infrequent (%s %s), %s mean, %s std',
                lutil.unpack(d))
        if cycle then
          for i,cl in ipairs({'in ham', 'in spam', 'total'}) do
            logger.infox(rspamd_config, 'tokens occurrences, %s: {%s}', cl, occ_distr[i])
          end
        end
      end
      log_stat(false)
      if cur == 0 then
        log_stat(true)
      end
    elseif type(args) == 'string' then
      logger.infox(rspamd_config, 'skip expiry step: %s', args)
    end
  end
  lredis.exec_redis_script(cls.script,
      {ev_base = ev_base, is_write = true},
      redis_step_cb,
      {'RS*_*', cls.expiry}
  )
end

rspamd_config:add_on_load(function (_, ev_base, worker)
  -- Exit unless we're the first 'controller' worker
  if not worker:is_primary_controller() then return end

  local unique_redis_params = {}
  -- Push redis script to all unique redis servers
  for _,cls in ipairs(settings.classifiers) do
    if not unique_redis_params[cls.redis_params.hash] then
      unique_redis_params[cls.redis_params.hash] = cls.redis_params
    end
  end

  for h,rp in pairs(unique_redis_params) do
    local script_id = lredis.add_redis_script(lutil.template(expiry_script,
        template), rp)

    for _,cls in ipairs(settings.classifiers) do
      if cls.redis_params.hash == h then
        cls.script = script_id
      end
    end
  end

  -- Expire tokens at regular intervals
  for _,cls in ipairs(settings.classifiers) do
    rspamd_config:add_periodic(ev_base,
        settings['interval'],
        function ()
          expire_step(cls, ev_base, worker)
          return true
        end, true)
  end
end)