### What problem does this PR solve?
Fixes#14570. On OpenSearch backends (`DOC_ENGINE=opensearch`) every
document-metadata write failed with `'OSConnection' object has no
attribute 'create_doc_meta_idx'`, so both `PATCH
/api/v1/datasets/{ds}/documents/{doc}` with `meta_fields` and `POST
/api/v1/datasets/{ds}/metadata/update` were unusable while every other
document operation (retrieval, parsing, name update, chunk management)
worked correctly on the same OpenSearch cluster.
The bug runs deeper than the missing method name in the error message
suggests. `DocMetadataService` also reached into
`settings.docStoreConn.es.*` directly for the index refresh, the
scripted partial update, and the count call, which means that even after
adding `create_doc_meta_idx` to `OSConnection` the very next call in the
same metadata flow would still raise `AttributeError` because
`OSConnection` exposes `self.os` rather than `self.es`. Fixing only the
reported symptom would have moved the failure one line down without
restoring the feature.
This PR adds a uniform document-metadata dispatch surface to both
connection classes so they present the same abstract API, and routes the
service layer through that surface via `getattr` guards instead of
poking at backend-specific attributes. The four new methods on
`OSConnection` and `ESConnectionBase` are `create_doc_meta_idx`,
`refresh_idx`, `count_idx`, and `replace_meta_fields`.
`OSConnection.create_doc_meta_idx` reuses the existing
`conf/doc_meta_es_mapping.json` schema in the OpenSearch `body=` form
because OpenSearch and Elasticsearch share the same index-creation
payload, and `replace_meta_fields` emits a full scripted assignment
(`ctx._source.meta_fields = params.meta_fields`) on both backends so
removed keys actually disappear instead of being preserved by deep-merge
semantics.
The `getattr`-guarded dispatch in `DocMetadataService` keeps the
existing fall-through paths intact for Infinity and OceanBase, which
continue to rely on their search-based count fallback and on the
delete-then-insert metadata replacement they used before, so this change
is strictly additive for those two backends.
Verification: `pytest
test/unit_test/rag/utils/test_opensearch_doc_meta.py` runs 16 new unit
tests that pass locally and pin the `OSConnection` dispatch surface, the
`create_doc_meta_idx` short-circuit when the index already exists, the
mapping-file payload routing, the `IndicesClient.create` failure path,
the `refresh_idx` and `count_idx` success and error sentinels, and the
full-assignment script emitted by `replace_meta_fields`. The test module
stubs `common.settings` and `rag.nlp` at import time so the suite runs
without the heavy backend SDKs that the rest of the repository pulls in
transitively.
### Type of change
- [x] Bug Fix (non-breaking change which fixes an issue)
---------
Co-authored-by: tmimmanuel <tmimmanuel@users.noreply.github.com>
### What problem does this PR solve?
Fixes#14412.
`common.metadata_utils.meta_filter` evaluates user-defined metadata
conditions in Python after `DocMetadataService.get_flatted_meta_by_kbs`
loads the entire `meta_fields` table into memory. Past a few thousand
documents per knowledge base this becomes a memory bottleneck and a
wasted ES round-trip — every filter request currently fetches up to
10000 metadata rows even when the resulting `doc_ids` list is tiny.
This PR adds an ES push-down path that translates the same filter
language into a `bool` query and returns just the matching document IDs.
**Changes**
- `common/metadata_es_filter.py` *(new)*: pure-Python translator from
the RAGflow filter list to ES DSL. Covers every operator the in-memory
path supports (`=`, `≠`, `>`, `<`, `≥`, `≤`, `in`, `not in`, `contains`,
`not contains`, `start with`, `end with`, `empty`, `not empty`) with
`case_insensitive: true` on `prefix` and `wildcard` for parity with the
existing lower-cased Python comparisons. User wildcard metacharacters
are escaped before being injected into `wildcard` patterns. Negative
operators (`≠`, `not in`, `not contains`, ranges) are wrapped with an
`exists` guard so they do not accidentally match documents missing the
key, matching the legacy `if k not in metas` behaviour.
- `api/db/services/doc_metadata_service.py`: new
`DocMetadataService.filter_doc_ids_by_meta_pushdown(kb_ids, filters,
logic)` that returns the doc IDs ES matched, or `None` to signal the
caller should fall back to the in-memory path. Returns `None` when the
active doc store is Infinity (`meta_fields` is a JSON column, not a
dotted-object mapping), when any filter cannot be expressed in DSL
(`UnsupportedMetaFilter`), or when the ES request or metadata index
lookup errors.
- `common/metadata_utils.py`: `apply_meta_data_filter` accepts an
optional `kb_ids` argument. When supplied, conditions go through
push-down first via a new `_try_meta_pushdown` helper; on `None` the
function falls back to the original `meta_filter` call. Default
behaviour is unchanged for callers that don't pass `kb_ids`.
- Updated all four callers (`agent/tools/retrieval.py`,
`api/db/services/dialog_service.py` ×2,
`api/apps/services/dataset_api_service.py`, `api/apps/sdk/session.py`)
to forward `kb_ids` so the push-down path is exercised in production.
- `test/unit_test/common/test_metadata_es_filter.py` *(new)*: 35 unit
tests covering every operator's DSL shape, value coercion
(`ast.literal_eval`, lowercasing, ISO-date pass-through), wildcard
escaping, OR-logic wrapping that protects negative clauses, and the
doc-ID extractor.
**Behaviour preserved**
- The in-memory `meta_filter` is untouched and still services every
fallback case (Infinity backend, unknown operators, ES outages).
- The eligibility / credibility / issue-multiplier semantics described
in the LLM-driven `auto` and `semi_auto` modes still hand the LLM the
full in-memory `metas` dict to choose conditions from. Only the
*evaluation* of those generated conditions is pushed down.
- Existing tests in
`test/unit_test/common/test_metadata_filter_operators.py` continue to
pass (14/14).
**Test plan**
- `pytest test/unit_test/common/test_metadata_es_filter.py` — 35 passed.
- `pytest test/unit_test/common/test_metadata_filter_operators.py` — 14
passed.
- `ruff check` clean on every modified file.
- Reviewer please validate the ES query shapes against a live cluster —
particularly `case_insensitive` on `wildcard` and `prefix` (requires ES
7.10+) and the `exists` + `must_not` pairing for `≠`.
**Notes**
- The first cut caps each push-down request at 10000 results, matching
the existing `get_flatted_meta_by_kbs` limit, and logs a warning when
the cap is hit. A `search_after` follow-up would let us drop the cap
entirely once the push-down path is validated.
- Operator parity with the in-memory path is exact for the canonical
unicode operators (`≥`, `≤`, `≠`) used internally; the ASCII aliases
(`>=`, `<=`, `!=`) are normalised by `convert_conditions` before they
reach the translator.
### Type of change
- [x] Performance Improvement
---------
Co-authored-by: sxxtony <sxxtony@users.noreply.github.com>
### What problem does this PR solve?
Currently, RAGFlow's Search and Chat interfaces display only raw
vectorized text chunks during retrieval, without contextual information
about their source documents. Users cannot see document titles, page
numbers, upload dates, or custom metadata fields that would help them
understand and trust the retrieved results.
This PR introduces an **optional metadata display feature** that
enriches retrieved chunks with document-level metadata in both the
Search tab and Chatbot interface.
**Key improvements:**
- **Search results**: Display document metadata as styled badges beneath
chunk snippets
- **Chat citations**: Show metadata in citation popovers and reference
lists for better source context
- **LLM context**: Metadata is injected into the LLM prompt to enable
more accurate, citation-aware responses
- **External API support**: Applications using RAGFlow's SDK retrieval
endpoints (`/v1/retrieval`, `/v1/searchbots/retrieval_test`) can opt-in
via request parameters
- **User control**: Multi-select dropdown UI allows users to choose
which metadata fields to display
**Implementation approach:**
- ✅ Reuses existing `DocMetadataService` infrastructure (no new database
tables or indices)
- ✅ Settings stored in existing JSON configuration fields
(`search_config.reference_metadata`, `prompt_config.reference_metadata`)
- ✅ No database migrations required
- ✅ Disabled by default (fully opt-in and backward-compatible)
- ✅ Dynamic metadata field selection populated from actual document
metadata keys
- ✅ Fixed critical bug where Python's builtin `set()` was shadowed by a
route handler function
**Modified endpoints (all backward-compatible):**
- `POST /v1/retrieval` (Public SDK)
- `POST /v1/searchbots/retrieval_test` (Searchbots)
- `POST /v1/chunk/retrieval_test` (UI/Internal)
- Chat completions endpoints (via `extra_body.reference_metadata` or
`prompt_config`)
### Type of change
- [x] New Feature (non-breaking change which adds functionality)
###Images
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<img width="879" height="1275" alt="image"
src="https://github.com/user-attachments/assets/95b2d731-31ae-45a1-b081-bf5893f52aeb"
/>
<br><br>
<br><br>
<img width="1532" height="362" alt="image"
src="https://github.com/user-attachments/assets/9cebc65b-b7a7-459f-b25e-3b13fa9b638e"
/>
<br><br>
<br><br>
<img width="2586" height="1320" alt="image"
src="https://github.com/user-attachments/assets/2153d493-d899-461f-a7a9-041391e07776"
/>
---------
Co-authored-by: Cursor Agent <cursoragent@cursor.com>
Co-authored-by: Attili-sys <Attili-sys@users.noreply.github.com>
Co-authored-by: Ahmad Intisar <ahmadintisar@Ahmads-MacBook-M4-Pro.local>
## What problem does this PR solve?
Add a warning log when `get_flatted_meta_by_kbs` returns 10,000 results,
which indicates the query limit has been reached and metadata may be
silently truncated.
## Type of change
- [x] Improvement (non-breaking change which improves observability)
### What problem does this PR solve?
Fix https://github.com/infiniflow/ragflow/issues/13388
Call get_flatted_meta_by_kbs in dify retrieval. Remove get_meta_by_kbs.
### Type of change
- [x] Bug Fix (non-breaking change which fixes an issue)
### What problem does this PR solve?
Avoid getting doc in function delete_document_metadata as the doc might
have been removed.
### Type of change
- [x] Bug Fix (non-breaking change which fixes an issue)
### What problem does this PR solve?
Fix [#13210](https://github.com/infiniflow/ragflow/issues/13210)
Remove limit in _search_metadata, use pagination in _search_metadata.
### Type of change
- [x] Bug Fix (non-breaking change which fixes an issue)
### What problem does this PR solve?
This PR fixes missing metadata on documents synced from the Moodle
connector, especially for **Book** modules.
Background:
- Moodle Book metadata includes fields like `chapters`, which is a
`list[dict]`.
- During metadata normalization in
`DocMetadataService._split_combined_values`, list deduplication used
`dict.fromkeys(...)`.
- `dict.fromkeys(...)` fails for unhashable values (like `dict`),
causing metadata update to fail.
- Result: documents were imported, but metadata was not saved for
affected module types (notably Books).
What this PR changes:
- Replaces hash-based list deduplication with `dedupe_list(...)`, which
safely handles unhashable list items while preserving order.
- This allows Book metadata (and other complex list metadata) to be
persisted correctly.
### Type of change
- [x] Bug Fix (non-breaking change which fixes an issue)
- [ ] New Feature (non-breaking change which adds functionality)
- [ ] Documentation Update
- [ ] Refactoring
- [ ] Performance Improvement
- [ ] Other (please describe):
Contribution during my time at RAGcon GmbH.
### What problem does this PR solve?
Fix "metadata table not exists" when updating a meta data.
### Type of change
- [x] Bug Fix (non-breaking change which fixes an issue)
### What problem does this PR solve?
test_update_document.py failed as metadata is not included in the
response of get_list(), fix the issue.
### Type of change
- [x] Bug Fix (non-breaking change which fixes an issue)
### What problem does this PR solve?
Put document metadata in ES/Infinity.
Index name of meta data: ragflow_doc_meta_{tenant_id}
### Type of change
- [x] Refactoring
