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Editing: bayes_expiry.lua

--[[
Copyright (c) 2017-2026, Vsevolod Stakhov <vsevolod@rspamd.com>

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 class_symbols = {}
    local class_labels = {}
    local expiry = (cls.expiry or cls.expire)
    if type(expiry) == 'table' then
      expiry = expiry[1]
    end

-- Extract class_labels mapping from classifier config
    if cls.class_labels then
      class_labels = cls.class_labels
    end

-- Load symbols from statfiles for multi-class support
    local function check_statfile_table(tbl, def_sym)
      local symbol = tbl.symbol or def_sym
      local class_name = tbl.class

-- Handle legacy spam/ham detection for backward compatibility
      if not class_name then
        if tbl.spam ~= nil then
          class_name = tbl.spam and 'spam' or 'ham'
        elseif string.match(tostring(symbol):upper(), 'SPAM') then
          class_name = 'spam'
        elseif string.match(tostring(symbol):upper(), 'HAM') then
          class_name = 'ham'
        else
          class_name = def_sym
        end
      end

if class_name then
        class_symbols[class_name] = symbol
        logger.debugm(N, rspamd_config,
          'check_statfile_table: found class_name=%s and its symbol=%s', class_name, 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 next(class_symbols) == nil or type(expiry) ~= 'number' then
      logger.debugm(N, rspamd_config,
          'disable expiry for classifier: no class symbols or expiry configured')
      return
    end
    -- Now try to load redis_params if needed

local redis_params
    -- Try load from classifier config
    redis_params = lredis.try_load_redis_servers(cls, rspamd_config, false, 'bayes')
    if not redis_params then
      -- Try load from bayes_expiry module config
      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
          -- Try load from global redis config
          redis_params = lredis.try_load_redis_servers(rspamd_config:get_all_opt('redis'), rspamd_config, true)
          if not redis_params then
            logger.debugm(N, rspamd_config,
                'disable expiry for classifier: cannot load redis parameters')
            return false
          end
        end
      end
    end

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

logger.debugm(N, rspamd_config, "enabled expiry for classes %s -> %s expiry",
        table.concat(lutil.keys(class_symbols), ', '), expiry)

table.insert(settings.classifiers, {
      class_symbols = class_symbols,
      class_labels = class_labels,
      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 = {}

-- Dynamic occurrence tracking for all classes
  local occur = {
    total = {}
  }
  local classes_found = {}

-- 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
      -- Get all hash fields to support multi-class
      local hash_data = redis.call('HGETALL', key)
      local class_counts = {}
      local total = 0
      local ttl = redis.call('TTL', key)

-- Parse hash data into class counts
      for i = 1, #hash_data, 2 do
        local class_label = hash_data[i]
        -- Handle RS_<ID> HASH short class names for backward compatibility
        if class_label == 'S' then
          class_label = 'spam'
        elseif class_label == 'H' then
          class_label = 'ham'
        end
        local count = tonumber(hash_data[i + 1]) or 0
        class_counts[class_label] = count
        total = total + count

-- Track classes we've seen
        if not classes_found[class_label] then
          classes_found[class_label] = true
          occur[class_label] = {}
        end
      end

tokens[key] = {
        class_counts = class_counts,
        total = total,
        ttl = ttl
      }

sum = sum + total
      sum_squares = sum_squares + total * total
      nelts = nelts + 1

-- Update occurrence counters for all classes and total
      for class_label, count in pairs(class_counts) do
        local bucket = count > 19 and 20 or count
        occur[class_label][bucket] = (occur[class_label][bucket] or 0) + 1
      end

local total_bucket = total > 19 and 20 or total
      occur.total[total_bucket] = (occur.total[total_bucket] or 0) + 1
    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 class_counts = token.class_counts
    local total = token.total
    local ttl = tonumber(token.ttl)
    local threshold = mean

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

-- Check if token is common (balanced across classes)
    local is_common = false
    if total == 0 then
      is_common = true
    else
      -- For multi-class, check if any class dominates significantly
      local max_count = 0
      for _, count in pairs(class_counts) do
        if count > max_count then
          max_count = count
        end
      end
      -- Token is common if no class has more than (1 - epsilon) of total
      is_common = (max_count / total) <= (1 - ${epsilon_common})
    end

if is_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
      -- Check if any class is significant
      local is_significant = false
      for _, count in pairs(class_counts) do
        if count / total > ${significant_factor} then
          is_significant = true
          break
        end
      end

if is_significant 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 = {}

-- Process all classes found plus total
  local all_classes = {'total'}
  for class_label in pairs(classes_found) do
    table.insert(all_classes, class_label)
  end

for _, cl in ipairs(all_classes) do
    local occur_key = pattern_sha1 .. '_occurrence_' .. cl

if cursor ~= 0 then
      local existing_data = redis.call('HGETALL', occur_key)
      if #existing_data > 0 then
        for i = 1, #existing_data, 2 do
          local bucket = tonumber(existing_data[i])
          local count = tonumber(existing_data[i + 1])
          if occur[cl] and occur[cl][bucket] then
            occur[cl][bucket] = occur[cl][bucket] + count
          elseif occur[cl] then
            occur[cl][bucket] = count
          end
        end
      end

if occur[cl] and next(occur[cl]) then
        local str = ''
        if occur[cl][0] then
          str = '0:' .. occur[cl][0] .. ','
        end
        for k = 1, 20 do
          if occur[cl][k] then
            local label = k == 20 and '>19' or tostring(k)
            str = str .. label .. ':' .. occur[cl][k] .. ','
          end
        end
        table.insert(occ_distr, cl .. '=' .. str)
      else
        table.insert(occ_distr, cl .. '=no_data')
      end
    else
      redis.call('DEL', occur_key)
    end

if occur[cl] and next(occur[cl]) then
      redis.call('HMSET', occur_key, unpack_function(hash2list(occur[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 _, distr_info in ipairs(occ_distr) do
            logger.infox(rspamd_config, 'tokens occurrences: {%s}', distr_info)
          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)

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