feat: add configurable fusion algorithms for BM25 hybrid search

Added support for two fusion algorithms (RRF and DBSF) to combine dense
semantic and sparse BM25 search results, with comprehensive documentation
and unit tests.

Changes:
- Added fusion parameter to nc_semantic_search and nc_semantic_search_answer tools
- Updated ADR-014 with detailed comparison of RRF vs DBSF fusion algorithms
- Added unit tests for fusion algorithm initialization and validation
- Updated search_method in responses to include fusion type (e.g., "bm25_hybrid_rrf")

Fusion Algorithms:
- RRF (Reciprocal Rank Fusion): Default, rank-based, general-purpose
- DBSF (Distribution-Based Score Fusion): Score normalization using statistics

RRF is recommended for most use cases due to its robustness and established
track record. DBSF may provide better results when retrieval systems have
very different score distributions.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
This commit is contained in:
Chris Coutinho
2025-11-17 06:48:43 +01:00
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**Benefits Realized:**
- ✅ Consolidated architecture (single Qdrant database for both dense + sparse)
- ✅ Native RRF fusion (database-level, more efficient)
- ✅ Native fusion algorithms (database-level, more efficient)
- ✅ Industry-standard BM25 (replaces custom keyword search)
- ✅ Simplified codebase (removed 736 lines of legacy code)
- ✅ Better relevance (handles both semantic and keyword queries)
- ✅ Configurable fusion methods (RRF and DBSF)
---
### 7. Fusion Algorithm Options
**Update: 2025-11-16**
The BM25 hybrid search now supports two fusion algorithms for combining dense (semantic) and sparse (BM25) search results:
#### Reciprocal Rank Fusion (RRF)
**Default fusion method.** RRF is a widely-used, well-established algorithm that combines rankings from multiple retrieval systems using the reciprocal rank formula:
```
RRF(doc) = Σ 1/(k + rank_i(doc))
```
where `k` is a constant (typically 60) and `rank_i(doc)` is the rank of the document in retrieval system `i`.
**Characteristics:**
-**General-purpose**: Works well across diverse query types and document collections
-**Rank-based**: Focuses on relative rankings rather than absolute scores
-**Established**: Well-tested, documented, and understood in IR literature
-**Robust**: Less sensitive to score distribution differences between systems
**When to use RRF:**
- Default choice for most use cases
- When you have mixed query types (semantic + keyword)
- When retrieval systems have very different score ranges
- When you want predictable, well-understood behavior
#### Distribution-Based Score Fusion (DBSF)
**Alternative fusion method.** DBSF normalizes scores from each retrieval system using distribution statistics before combining them:
1. **Normalization**: For each query, calculates mean (μ) and standard deviation (σ) of scores
2. **Outlier handling**: Uses μ ± 3σ as normalization bounds
3. **Fusion**: Sums normalized scores across systems
**Characteristics:**
-**Score-aware**: Uses actual relevance scores, not just rankings
-**Statistical**: Normalizes based on score distribution properties
- ⚠️ **Experimental**: Newer algorithm, less battle-tested than RRF
- ⚠️ **Sensitive**: May behave differently depending on score distributions
**When to use DBSF:**
- When retrieval systems have vastly different score ranges that RRF doesn't balance well
- When you want to experiment with score-based (vs rank-based) fusion
- When statistical normalization better matches your use case
- For A/B testing against RRF to measure retrieval quality improvements
#### Configuration
Both fusion algorithms are exposed via the `fusion` parameter in MCP tools:
```python
# Use RRF (default)
response = await nc_semantic_search(
query="async programming",
fusion="rrf" # Can be omitted, RRF is default
)
# Use DBSF
response = await nc_semantic_search(
query="async programming",
fusion="dbsf"
)
```
The `nc_semantic_search_answer` tool also supports the `fusion` parameter and passes it through to the underlying search.
#### Future: Configurable Weights
**Current limitation**: Neither RRF nor DBSF currently support per-system weights (e.g., 0.8 for semantic, 0.2 for BM25). This is a Qdrant platform limitation tracked in [qdrant/qdrant#6067](https://github.com/qdrant/qdrant/issues/6067).
When Qdrant adds weight support, the `fusion` parameter can be extended to accept weight configurations:
```python
# Hypothetical future API
response = await nc_semantic_search(
query="async programming",
fusion="rrf",
fusion_weights={"dense": 0.7, "sparse": 0.3} # Not yet implemented
)
```
**Recommendation**: Start with RRF (default). If you encounter cases where keyword matches are under- or over-weighted, experiment with DBSF. Monitor [qdrant/qdrant#6067](https://github.com/qdrant/qdrant/issues/6067) for configurable weight support.
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"""Unit tests for BM25 hybrid search algorithm."""
import pytest
from qdrant_client import models
from nextcloud_mcp_server.search.bm25_hybrid import BM25HybridSearchAlgorithm
@pytest.mark.unit
def test_bm25_hybrid_initialization_default():
"""Test BM25HybridSearchAlgorithm initializes with default RRF fusion."""
algo = BM25HybridSearchAlgorithm()
assert algo.score_threshold == 0.0
assert algo.fusion == models.Fusion.RRF
assert algo.fusion_name == "rrf"
assert algo.name == "bm25_hybrid"
@pytest.mark.unit
def test_bm25_hybrid_initialization_with_rrf():
"""Test BM25HybridSearchAlgorithm initializes with explicit RRF fusion."""
algo = BM25HybridSearchAlgorithm(score_threshold=0.5, fusion="rrf")
assert algo.score_threshold == 0.5
assert algo.fusion == models.Fusion.RRF
assert algo.fusion_name == "rrf"
@pytest.mark.unit
def test_bm25_hybrid_initialization_with_dbsf():
"""Test BM25HybridSearchAlgorithm initializes with DBSF fusion."""
algo = BM25HybridSearchAlgorithm(score_threshold=0.7, fusion="dbsf")
assert algo.score_threshold == 0.7
assert algo.fusion == models.Fusion.DBSF
assert algo.fusion_name == "dbsf"
@pytest.mark.unit
def test_bm25_hybrid_invalid_fusion_raises_error():
"""Test BM25HybridSearchAlgorithm raises ValueError for invalid fusion."""
with pytest.raises(ValueError) as exc_info:
BM25HybridSearchAlgorithm(fusion="invalid")
assert "Invalid fusion algorithm 'invalid'" in str(exc_info.value)
assert "Must be 'rrf' or 'dbsf'" in str(exc_info.value)
@pytest.mark.unit
def test_bm25_hybrid_requires_vector_db():
"""Test BM25HybridSearchAlgorithm reports it requires vector database."""
algo = BM25HybridSearchAlgorithm()
assert algo.requires_vector_db is True