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@danciaclara danciaclara commented Jan 21, 2026

Description

Type of Change

  • Bug fix (non-breaking change which fixes an issue)
  • Feature (non-breaking change which adds functionality)
  • Improvement (change that would cause existing functionality to not work as expected)
  • Code refactoring
  • Performance improvements
  • Documentation update

Screenshots and Media (if applicable)

Test Scenarios

References

Summary by CodeRabbit

  • Documentation
    • Added a comprehensive Advanced Search guide for self-hosted deployments covering OpenSearch integration, deployment options (Docker/Kubernetes), indexing, verification, maintenance, and troubleshooting.
    • Added OpenSearch environment variable references for configuring search connectivity and index prefix.
    • Adjusted Self-hosting > Configure navigation: an existing Configure page was reordered and the new Advanced Search page was inserted.

✏️ Tip: You can customize this high-level summary in your review settings.

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Project Deployment Review Updated (UTC)
developer-docs Error Error Jan 21, 2026 1:08pm

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coderabbitai bot commented Jan 21, 2026

📝 Walkthrough

Walkthrough

Adds OpenSearch-based advanced search docs and environment variables, and reorders navigation to place advanced-search inside Self-hosting > Configure; no new top-level groups introduced.

Changes

Cohort / File(s) Summary
Navigation
mint.json
Reorders configure-dns-email-service within Self-hosting > Configure and inserts advanced-search into that Configure group.
Advanced search docs
self-hosting/govern/advanced-search.mdx
New comprehensive OpenSearch advanced-search guide: prerequisites, Docker/Helm/Kubernetes deployment steps, env vars, index schema, indexing workflows (small/large, Celery batching), verification, and maintenance.
Environment variables
self-hosting/govern/environment-variables.mdx
Adds OpenSearch variables (OPENSEARCH_ENABLED, OPENSEARCH_URL, OPENSEARCH_USERNAME, OPENSEARCH_PASSWORD, OPENSEARCH_INDEX_PREFIX) in main and Community Edition sections; minor formatting cleanup.

Sequence Diagram(s)

sequenceDiagram
    participant User as "User"
    participant API as "Plane API Pod"
    participant Redis as "Redis"
    participant Cel as "Celery Workers"
    participant OS as "OpenSearch"

    User->>API: Trigger indexing or search request
    API->>Redis: Enqueue indexing task
    Redis--)Cel: Task queued (pub/sub)
    Cel->>API: Fetch task details
    Cel->>OS: Index documents (bulk/index API)
    OS-->>Cel: Acknowledge
    Cel-->>API: Task completion status
    API-->>User: Confirm indexing / return search results
Loading

Estimated code review effort

🎯 3 (Moderate) | ⏱️ ~20 minutes

Poem

🐇
I hopped through docs with whiskers bright,
Planted OpenSearch in rows of light.
Tasks went to Redis, Celery sped—
Queries now dance where indices tread. 🥕

🚥 Pre-merge checks | ✅ 3
✅ Passed checks (3 passed)
Check name Status Explanation
Description Check ✅ Passed Check skipped - CodeRabbit’s high-level summary is enabled.
Title check ✅ Passed The title accurately describes the main change: adding OpenSearch configuration for advanced search functionality, which is the primary focus of all file modifications.
Docstring Coverage ✅ Passed No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.

✏️ Tip: You can configure your own custom pre-merge checks in the settings.


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@danciaclara danciaclara changed the title Advanced search - OpenSearch integration Advanced search - OpenSearch configuration Jan 21, 2026
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Actionable comments posted: 4

🤖 Fix all issues with AI agents
In `@self-hosting/govern/advanced-search.mdx`:
- Around line 42-48: The OPENSEARCH_INDEX_PREFIX example uses a trailing
underscore ("plane_") which combined with templates that append "_issues" will
produce a double underscore; update all examples (the OPENSEARCH_INDEX_PREFIX
values shown and any Helm/chart defaults) to use a prefix without a trailing
underscore (e.g., "plane") or adjust the index-template to concatenate safely
(avoid "{prefix}_issues" when prefix already ends with "_"); specifically change
occurrences of OPENSEARCH_INDEX_PREFIX that show "plane_" to "plane" (also apply
the same fix at the other mentioned locations).
- Around line 121-131: Replace the misspelled word "commmands" with "commands"
in the two occurrences inside the advanced-search content (the lines that read
"Run these commmands in the API pod." before the bash block that starts with "#
Get the API pod name" and the later "Run these commmands in the API pod." under
"4. **Index your existing data**"); update both instances so the phrase reads
"Run these commands in the API pod." to correct the typo.
- Around line 155-165: Replace the insecure example that sets verify_certs=False
with guidance and a snippet that uses verify_certs=True and a CA bundle
(referencing OpenSearch constructor, verify_certs, ca_certs and
settings.OPENSEARCH_DSL['default'] values); keep a short note that
verify_certs=False is only a temporary, non-production workaround for
self-signed testing and should not be recommended, and show providing
ca_certs="/path/to/ca-bundle.pem" or relying on the system/certifi CA store as
the secure default.

In `@self-hosting/govern/environment-variables.mdx`:
- Around line 142-148: The OPENSEARCH_INDEX_PREFIX table row has the Description
and Default Value columns swapped; update the row for the
`OPENSEARCH_INDEX_PREFIX` entry so the Description column reads "Prefix for all
index names (useful for multi-tenant setups)" and the Default Value column reads
"(empty)"—ensure the table cell order matches the other rows and the header
(Variable | Description | Default Value).

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Actionable comments posted: 1

🤖 Fix all issues with AI agents
In `@self-hosting/govern/advanced-search.mdx`:
- Around line 277-279: Replace the unhyphenated phrase "full text search" with
"full‑text search" in the text block that currently reads "Work items benefit
from full text search."; ensure any other occurrences of the adjective phrase
"full text" in the document are similarly hyphenated to "full‑text" so the
compound modifier is correct.
♻️ Duplicate comments (1)
self-hosting/govern/advanced-search.mdx (1)

155-164: Avoid verify_certs=False in the default snippet.

Line 162 disables TLS verification; that’s unsafe as a default. Prefer verify_certs=True with a CA bundle (or system/Certifi CA store) and only mention False as a temporary dev/test workaround.

🔒️ Suggested secure snippet
 client = OpenSearch(
     hosts=[settings.OPENSEARCH_DSL['default']['hosts']],
     http_auth=settings.OPENSEARCH_DSL['default']['http_auth'],
     use_ssl=True,
-    verify_certs=False
+    verify_certs=True,
+    ca_certs="/path/to/ca-bundle.pem"  # or omit to use system/certifi CA store
 )
OpenSearch Python client verify_certs ca_certs recommended production settings
🧹 Nitpick comments (1)
self-hosting/govern/environment-variables.mdx (1)

140-148: Match table formatting with the rest of the doc.

Line 142–148 uses backticks for variable names and a plain “(empty)” default, while earlier sections use bold variable names and italicized empty defaults. Consider aligning for consistency.

♻️ Suggested tweak
-| `OPENSEARCH_ENABLED` | Enable OpenSearch integration | `1` |
-| `OPENSEARCH_URL` | OpenSearch endpoint URL | `https://opensearch.example.com:9200/` |
-| `OPENSEARCH_USERNAME` | Authentication username | `admin` |
-| `OPENSEARCH_PASSWORD` | Authentication password | `your-secure-password` |
-| `OPENSEARCH_INDEX_PREFIX` | Prefix for all index names (useful for multi-tenant setups) |  (empty) | 
+| **OPENSEARCH_ENABLED** | Enable OpenSearch integration | `1` |
+| **OPENSEARCH_URL** | OpenSearch endpoint URL | `https://opensearch.example.com:9200/` |
+| **OPENSEARCH_USERNAME** | Authentication username | `admin` |
+| **OPENSEARCH_PASSWORD** | Authentication password | `your-secure-password` |
+| **OPENSEARCH_INDEX_PREFIX** | Prefix for all index names (useful for multi-tenant setups) | *(empty)* |

@danciaclara danciaclara merged commit ef02272 into preview Jan 21, 2026
3 of 5 checks passed
@danciaclara danciaclara deleted the open-search-config-for-advanced-search branch January 21, 2026 13:23
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4 participants