Advanced search migration review guidelines

This page is specific to advanced search migration reviews. Refer to our code review guide for broader advice and best practices for code review in general.

When a review is needed

An advanced search migration review is required for:

• Changes to files in ee/elastic/migrate/
• Changes to index mappings or settings
• Changes to document serialization in Search::Elastic::References::<IndexedData> or legacy Elastic::Latest::<IndexedData>InstanceProxy classes
• Changes that affect indexing behavior or data consistency

Roles

Authors must provide the required artifacts before requesting review. Reviewers ensure artifacts are complete and perform a first-pass review. Maintainers perform the final review and merge when approved.

Required artifacts

You must provide the following when requesting a review. If your merge request description does not include these items, the review is reassigned back to the author.

All migrations

• Migration purpose: What the migration does and why it’s needed.
• Affected document type: Which index and document type is modified (for example, WorkItem, MergeRequest, Commit).
• Backwards compatibility: How the migration handles multi-version compatibility.
• Testing: Run the migration locally and confirm completed? returns true after execution. For batched migrations, verify batching works as expected.

Mapping or settings changes

• Before and after: Show exact changes to index configuration.
• Impact analysis: How the change affects existing documents, search behavior, and performance.

Backfill or reindex migrations

• Data volume estimate: Approximate number of documents affected.
• Runtime estimate: Expected execution time on GitLab.com using the calculation formula.
• Batch size justification: Why the chosen batch size and throttle delay are appropriate.
• Query plan (if applicable): The Elasticsearch query being executed.

Data modification migrations

• Reversibility: Confirm the migration is reversible or explain why it cannot be.
• Data safety: Safeguards against data loss or corruption.
• Validation: How to verify the migration completed successfully.

Review checklist

Basics

• Migration follows the style guide format.
• Merge request has a changelog.
• Appropriate migration helpers are used.
• Spec file exists with adequate test coverage using shared examples.
• YAML documentation file exists in ee/elastic/docs/ with required fields:
  • description - what the migration does
  • introduced_by_url - link to the merge request that introduced the migration
  • For skippable migrations: skippable: true and skip_condition
  • For obsolete migrations: marked_obsolete_by_url and marked_obsolete_in_milestone

Backwards compatibility

• Migration handles the case where pre-migration application code is still running. See multi-version compatibility.
• Destructive operations (deletions, field removals) are deferred to a later release if needed.
• schema_version is incremented appropriately for document changes. The format is YYVV (two-digit year and rolling version counter within that year, for example 24_46).
• Code that depends on the migration uses Elastic::DataMigrationService.migration_has_finished? to check if the migration is complete before using new fields or behavior.

Data safety

• Migration doesn’t introduce orphaned or inconsistent data.
• For document modifications: as_indexed_json method is updated to match.
• Authorization fields (visibility_level, traversal_ids, etc.) are handled correctly.
• Migration doesn’t conflict with ongoing indexing from Elastic::ProcessBookkeepingService.
• Custom Elasticsearch queries are reviewed for correctness.

Performance

• Runtime estimate is reasonable using the calculation formula.
• Batch size is not greater than 10_000 documents.
• Throttle delay is appropriate for batch size and operation complexity.
• Large migrations use batched! with appropriate delays.
• For migrations: preload_indexing_data method efficiently loads associated data before indexing.
• For search results: Model includes preload_search_data scope to preload associations when returning results.

Index mappings

• Mapping changes are applied to Search::Elastic::Types::<IndexedData> or legacy Elastic::Latest::<IndexedData>Config.
• New fields have appropriate types and analyzers.
• Follow-up backfill migration is included if needed.

How to apply for becoming an advanced search migration reviewer

To apply, you should be familiar with:

• The advanced search migration style guide.
• The review checklist on this page.
• The scope defined in when a review is needed.

You should also have prior experience authoring or reviewing advanced search migrations.

Team members are encouraged to self-identify as advanced search migration domain experts, by adding it to your profile YAML file:

1. Make a merge request following the project maintainer process for gitlab-advanced-search-migration.

2. Add your advanced search migration expertise to your YAML file:

   projects:
     gitlab:
       - reviewer advanced_search_migrations

3. Assign the merge request to an advanced search migration maintainer or the Global Search Engineering Manager.

After the team.yml update is merged, the Reviewer roulette may recommend you as an advanced search migration reviewer.