1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
447
448
449
450
451
452
453
454
455
456
457
458
459
460
461
462
463
464
465
466
467
468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
483
484
485
486
487
488
489
490
491
492
493
494
495
496
497
498
499
500
501
502
503
504
505
506
507
508
509
510
511
512
513
514
515
516
517
518
519
520
521
522
523
524
525
526
527
528
529
530
531
532
533
534
535
536
537
538
539
540
541
542
543
544
545
546
547
548
549
550
551
552
553
554
555
556
//! Dynamic sampling rule configuration.

use std::fmt;

use chrono::{DateTime, Utc};
use serde::{Deserialize, Serialize};

use relay_protocol::RuleCondition;

/// Maximum supported version of dynamic sampling.
///
/// The version is an integer scalar, incremented by one on each new version:
///  - 1: Initial version that uses `rules_v2`.
///  - 2: Moves back to `rules` and adds support for `RuleConfigs` with string comparisons.
const SAMPLING_CONFIG_VERSION: u16 = 2;

/// Represents the dynamic sampling configuration available to a project.
///
/// Note: This comes from the organization data
#[derive(Debug, Clone, Serialize, Deserialize)]
#[serde(rename_all = "camelCase")]
pub struct SamplingConfig {
    /// The required version to run dynamic sampling.
    ///
    /// Defaults to legacy version (`1`) when missing.
    #[serde(default = "SamplingConfig::legacy_version")]
    pub version: u16,

    /// The ordered sampling rules for the project.
    #[serde(default)]
    pub rules: Vec<SamplingRule>,

    /// **Deprecated**. The ordered sampling rules for the project in legacy format.
    ///
    /// Removed in favor of `Self::rules` in version `2`. This field remains here to parse rules
    /// from old Sentry instances and convert them into the new format. The legacy format contained
    /// both an empty `rules` as well as the actual rules in `rules_v2`. During normalization, these
    /// two arrays are merged together.
    #[serde(default, skip_serializing)]
    pub rules_v2: Vec<SamplingRule>,
}

impl SamplingConfig {
    /// Creates an enabled configuration with empty defaults and the latest version.
    pub fn new() -> Self {
        Self::default()
    }

    /// Returns `true` if any of the rules in this configuration is unsupported.
    pub fn unsupported(&self) -> bool {
        debug_assert!(self.version > 1, "SamplingConfig not normalized");
        self.version > SAMPLING_CONFIG_VERSION || !self.rules.iter().all(SamplingRule::supported)
    }

    /// Filters the sampling rules by the given [`RuleType`].
    pub fn filter_rules(&self, rule_type: RuleType) -> impl Iterator<Item = &SamplingRule> {
        self.rules.iter().filter(move |rule| rule.ty == rule_type)
    }

    /// Upgrades legacy sampling configs into the latest format.
    pub fn normalize(&mut self) {
        if self.version == Self::legacy_version() {
            self.rules.append(&mut self.rules_v2);
            self.version = SAMPLING_CONFIG_VERSION;
        }
    }

    const fn legacy_version() -> u16 {
        1
    }
}

impl Default for SamplingConfig {
    fn default() -> Self {
        Self {
            version: SAMPLING_CONFIG_VERSION,
            rules: vec![],
            rules_v2: vec![],
        }
    }
}

/// A sampling rule as it is deserialized from the project configuration.
#[derive(Debug, Clone, Serialize, Deserialize)]
#[serde(rename_all = "camelCase")]
pub struct SamplingRule {
    /// A condition to match for this sampling rule.
    ///
    /// Sampling rules do not run if their condition does not match.
    pub condition: RuleCondition,

    /// The sample rate to apply when this rule matches.
    pub sampling_value: SamplingValue,

    /// The rule type declares what to apply a dynamic sampling rule to and how.
    #[serde(rename = "type")]
    pub ty: RuleType,

    /// The unique identifier of this rule.
    pub id: RuleId,

    /// The time range the rule should be applicable in.
    ///
    /// The time range is open on both ends by default. If a time range is
    /// closed on at least one end, the rule is considered a decaying rule.
    #[serde(default, skip_serializing_if = "TimeRange::is_empty")]
    pub time_range: TimeRange,

    /// Declares how to interpolate the sample rate for rules with bounded time range.
    #[serde(default, skip_serializing_if = "is_default")]
    pub decaying_fn: DecayingFunction,
}

impl SamplingRule {
    fn supported(&self) -> bool {
        self.condition.supported() && self.ty != RuleType::Unsupported
    }

    /// Applies its decaying function to the given sample rate.
    pub fn apply_decaying_fn(&self, sample_rate: f64, now: DateTime<Utc>) -> Option<f64> {
        self.decaying_fn
            .adjust_sample_rate(sample_rate, now, self.time_range)
    }
}

/// Returns `true` if this value is equal to `Default::default()`.
fn is_default<T: Default + PartialEq>(t: &T) -> bool {
    *t == T::default()
}

/// A sampling strategy definition.
///
/// A sampling strategy refers to the strategy that we want to use for sampling a specific rule.
#[derive(Debug, Clone, Copy, PartialEq, Serialize, Deserialize)]
#[serde(rename_all = "camelCase")]
#[serde(tag = "type")]
pub enum SamplingValue {
    /// A direct sample rate to apply.
    ///
    /// A rule with a sample rate will be matched and the final sample rate will be computed by
    /// multiplying its sample rate with the accumulated factors from previous rules.
    SampleRate {
        /// The sample rate to apply to the rule.
        value: f64,
    },

    /// A factor to apply on a subsequently matching rule.
    ///
    /// A rule with a factor will be matched and the matching will continue onto the next rules
    /// until a sample rate rule is found. The matched rule's factor will be multiplied with the
    /// accumulated factors before moving onto the next possible match.
    Factor {
        /// The factor to apply on another matched sample rate.
        value: f64,
    },

    /// A reservoir limit.
    ///
    /// A rule with a reservoir limit will be sampled if the rule have been matched fewer times
    /// than the limit.
    Reservoir {
        /// The limit of how many times this rule will be sampled before this rule is invalid.
        limit: i64,
    },
}

/// Defines what a dynamic sampling rule applies to.
#[derive(Debug, Copy, Clone, Serialize, Deserialize, Eq, PartialEq)]
#[serde(rename_all = "camelCase")]
pub enum RuleType {
    /// A trace rule matches on the [`DynamicSamplingContext`](crate::DynamicSamplingContext) and
    /// applies to all transactions in a trace.
    Trace,
    /// A transaction rule matches directly on the transaction event independent of the trace.
    Transaction,
    // NOTE: If you add a new `RuleType` that is not supposed to sample transactions, you need to
    // edit the `sample_envelope` function in `EnvelopeProcessorService`.
    /// If the sampling config contains new rule types, do not sample at all.
    #[serde(other)]
    Unsupported,
}

/// The identifier of a [`SamplingRule`].
///
/// This number must be unique within a Sentry organization, as it is recorded in outcomes and used
/// to infer which sampling rule caused data to be dropped.
#[derive(Debug, Clone, Copy, Serialize, Deserialize, PartialEq, Eq, Hash, PartialOrd, Ord)]
pub struct RuleId(pub u32);

impl fmt::Display for RuleId {
    fn fmt(&self, f: &mut fmt::Formatter<'_>) -> fmt::Result {
        write!(f, "{}", self.0)
    }
}

/// A range of time.
///
/// The time range should be applicable between the start time, inclusive, and
/// end time, exclusive. There aren't any explicit checks to ensure the end
/// time is equal to or greater than the start time; the time range isn't valid
/// in such cases.
#[derive(Debug, Clone, Copy, Default, Serialize, Deserialize)]
pub struct TimeRange {
    /// The inclusive start of the time range.
    pub start: Option<DateTime<Utc>>,

    /// The exclusive end of the time range.
    pub end: Option<DateTime<Utc>>,
}

impl TimeRange {
    /// Returns true if neither the start nor end time limits are set.
    pub fn is_empty(&self) -> bool {
        self.start.is_none() && self.end.is_none()
    }

    /// Returns whether the provided time matches the time range.
    ///
    /// For a time to match a time range, the following conditions must match:
    /// - The start time must be smaller than or equal to the given time, if provided.
    /// - The end time must be greater than the given time, if provided.
    ///
    /// If one of the limits isn't provided, the range is considered open in
    /// that limit. A time range open on both sides matches with any given time.
    pub fn contains(&self, time: DateTime<Utc>) -> bool {
        self.start.map_or(true, |s| s <= time) && self.end.map_or(true, |e| time < e)
    }
}

/// Specifies how to interpolate sample rates for rules with bounded time window.
#[derive(Default, Debug, Clone, Copy, PartialEq, Serialize, Deserialize)]
#[serde(rename_all = "camelCase")]
#[serde(tag = "type")]
pub enum DecayingFunction {
    /// Apply linear interpolation of the sample rate in the time window.
    ///
    /// The rule will start to apply with the configured sample rate at the beginning of the time
    /// window and end with `decayed_value` at the end of the time window.
    #[serde(rename_all = "camelCase")]
    Linear {
        /// The target value at the end of the time window.
        decayed_value: f64,
    },

    /// Apply the sample rate of the rule for the full time window with hard cutoff.
    #[default]
    Constant,
}

impl DecayingFunction {
    /// Applies the decaying function to the given sample rate.
    pub fn adjust_sample_rate(
        &self,
        sample_rate: f64,
        now: DateTime<Utc>,
        time_range: TimeRange,
    ) -> Option<f64> {
        match self {
            DecayingFunction::Linear { decayed_value } => {
                let (Some(start), Some(end)) = (time_range.start, time_range.end) else {
                    return None;
                };

                if sample_rate < *decayed_value {
                    return None;
                }

                let now = now.timestamp() as f64;
                let start = start.timestamp() as f64;
                let end = end.timestamp() as f64;

                let progress_ratio = ((now - start) / (end - start)).clamp(0.0, 1.0);

                // This interval will always be < 0.
                let interval = decayed_value - sample_rate;
                Some(sample_rate + (interval * progress_ratio))
            }
            DecayingFunction::Constant => Some(sample_rate),
        }
    }
}

#[cfg(test)]
mod tests {
    use chrono::TimeZone;

    use super::*;

    #[test]
    fn config_deserialize() {
        let json = include_str!("../tests/fixtures/sampling_config.json");
        serde_json::from_str::<SamplingConfig>(json).unwrap();
    }

    #[test]
    fn test_supported() {
        let rule: SamplingRule = serde_json::from_value(serde_json::json!({
            "id": 1,
            "type": "trace",
            "samplingValue": {"type": "sampleRate", "value": 1.0},
            "condition": {"op": "and", "inner": []}
        }))
        .unwrap();
        assert!(rule.supported());
    }

    #[test]
    fn test_unsupported_rule_type() {
        let rule: SamplingRule = serde_json::from_value(serde_json::json!({
            "id": 1,
            "type": "new_rule_type_unknown_to_this_relay",
            "samplingValue": {"type": "sampleRate", "value": 1.0},
            "condition": {"op": "and", "inner": []}
        }))
        .unwrap();
        assert!(!rule.supported());
    }

    #[test]
    fn test_non_decaying_sampling_rule_deserialization() {
        let serialized_rule = r#"{
            "condition":{
                "op":"and",
                "inner": [
                    { "op" : "glob", "name": "releases", "value":["1.1.1", "1.1.2"]}
                ]
            },
            "samplingValue": {"type": "sampleRate", "value": 0.7},
            "type": "trace",
            "id": 1
        }"#;

        let rule: SamplingRule = serde_json::from_str(serialized_rule).unwrap();
        assert_eq!(
            rule.sampling_value,
            SamplingValue::SampleRate { value: 0.7f64 }
        );
        assert_eq!(rule.ty, RuleType::Trace);
    }

    #[test]
    fn test_non_decaying_sampling_rule_deserialization_with_factor() {
        let serialized_rule = r#"{
            "condition":{
                "op":"and",
                "inner": [
                    { "op" : "glob", "name": "releases", "value":["1.1.1", "1.1.2"]}
                ]
            },
            "samplingValue": {"type": "factor", "value": 5.0},
            "type": "trace",
            "id": 1
        }"#;

        let rule: SamplingRule = serde_json::from_str(serialized_rule).unwrap();
        assert_eq!(rule.sampling_value, SamplingValue::Factor { value: 5.0 });
        assert_eq!(rule.ty, RuleType::Trace);
    }

    #[test]
    fn test_sampling_rule_with_constant_decaying_function_deserialization() {
        let serialized_rule = r#"{
            "condition":{
                "op":"and",
                "inner": [
                    { "op" : "glob", "name": "releases", "value":["1.1.1", "1.1.2"]}
                ]
            },
            "samplingValue": {"type": "factor", "value": 5.0},
            "type": "trace",
            "id": 1,
            "timeRange": {
                "start": "2022-10-10T00:00:00.000000Z",
                "end": "2022-10-20T00:00:00.000000Z"
            }
        }"#;
        let rule: Result<SamplingRule, _> = serde_json::from_str(serialized_rule);
        let rule = rule.unwrap();
        let time_range = rule.time_range;
        let decaying_function = rule.decaying_fn;

        assert_eq!(
            time_range.start,
            Some(Utc.with_ymd_and_hms(2022, 10, 10, 0, 0, 0).unwrap())
        );
        assert_eq!(
            time_range.end,
            Some(Utc.with_ymd_and_hms(2022, 10, 20, 0, 0, 0).unwrap())
        );
        assert_eq!(decaying_function, DecayingFunction::Constant);
    }

    #[test]
    fn test_sampling_rule_with_linear_decaying_function_deserialization() {
        let serialized_rule = r#"{
            "condition":{
                "op":"and",
                "inner": [
                    { "op" : "glob", "name": "releases", "value":["1.1.1", "1.1.2"]}
                ]
            },
            "samplingValue": {"type": "sampleRate", "value": 1.0},
            "type": "trace",
            "id": 1,
            "timeRange": {
                "start": "2022-10-10T00:00:00.000000Z",
                "end": "2022-10-20T00:00:00.000000Z"
            },
            "decayingFn": {
                "type": "linear",
                "decayedValue": 0.9
            }
        }"#;
        let rule: Result<SamplingRule, _> = serde_json::from_str(serialized_rule);
        let rule = rule.unwrap();
        let decaying_function = rule.decaying_fn;

        assert_eq!(
            decaying_function,
            DecayingFunction::Linear { decayed_value: 0.9 }
        );
    }

    #[test]
    fn test_legacy_deserialization() {
        let serialized_rule = r#"{
               "rules": [],
               "rulesV2": [
                  {
                     "samplingValue":{
                        "type": "sampleRate",
                        "value": 0.5
                     },
                     "type": "trace",
                     "active": true,
                     "condition": {
                        "op": "and",
                        "inner": []
                     },
                     "id": 1000
                  }
               ],
               "mode": "received"
        }"#;
        let mut config: SamplingConfig = serde_json::from_str(serialized_rule).unwrap();
        config.normalize();

        // We want to make sure that we serialize an empty array of rule, irrespectively of the
        // received payload.
        assert_eq!(config.version, SAMPLING_CONFIG_VERSION);
        assert_eq!(
            config.rules[0].sampling_value,
            SamplingValue::SampleRate { value: 0.5 }
        );
        assert!(config.rules_v2.is_empty());
    }

    #[test]
    fn test_sampling_config_with_rules_and_rules_v2_serialization() {
        let config = SamplingConfig {
            rules: vec![SamplingRule {
                condition: RuleCondition::all(),
                sampling_value: SamplingValue::Factor { value: 2.0 },
                ty: RuleType::Transaction,
                id: RuleId(1),
                time_range: Default::default(),
                decaying_fn: Default::default(),
            }],
            ..SamplingConfig::new()
        };

        let serialized_config = serde_json::to_string_pretty(&config).unwrap();
        let expected_serialized_config = r#"{
  "version": 2,
  "rules": [
    {
      "condition": {
        "op": "and",
        "inner": []
      },
      "samplingValue": {
        "type": "factor",
        "value": 2.0
      },
      "type": "transaction",
      "id": 1
    }
  ]
}"#;

        assert_eq!(serialized_config, expected_serialized_config)
    }

    /// Checks that the sample rate stays constant if `DecayingFunction::Constant` is set.
    #[test]
    fn test_decay_fn_constant() {
        let sample_rate = 0.5;

        assert_eq!(
            DecayingFunction::Constant.adjust_sample_rate(
                sample_rate,
                Utc::now(),
                TimeRange::default()
            ),
            Some(sample_rate)
        );
    }

    /// Checks if the sample rate decays linearly if `DecayingFunction::Linear` is set.
    #[test]
    fn test_decay_fn_linear() {
        let decaying_fn = DecayingFunction::Linear { decayed_value: 0.5 };
        let time_range = TimeRange {
            start: Some(Utc.with_ymd_and_hms(1970, 10, 10, 0, 0, 0).unwrap()),
            end: Some(Utc.with_ymd_and_hms(1970, 10, 12, 0, 0, 0).unwrap()),
        };

        let start = Utc.with_ymd_and_hms(1970, 10, 10, 0, 0, 0).unwrap();
        let halfway = Utc.with_ymd_and_hms(1970, 10, 11, 0, 0, 0).unwrap();
        let end = Utc.with_ymd_and_hms(1970, 10, 11, 23, 59, 59).unwrap();

        // At the start of the time range, sample rate is equal to the rule's initial sampling value.
        assert_eq!(
            decaying_fn.adjust_sample_rate(1.0, start, time_range),
            Some(1.0)
        );

        // Halfway in the time range, the value is exactly between 1.0 and 0.5.
        assert_eq!(
            decaying_fn.adjust_sample_rate(1.0, halfway, time_range),
            Some(0.75)
        );

        // Approaches 0.5 at the end.
        assert_eq!(
            decaying_fn.adjust_sample_rate(1.0, end, time_range),
            // It won't go to exactly 0.5 because the time range is end-exclusive.
            Some(0.5000028935185186)
        );

        // If the end or beginning is missing, the linear decay shouldn't be run.
        let mut time_range_without_start = time_range;
        time_range_without_start.start = None;

        assert!(decaying_fn
            .adjust_sample_rate(1.0, halfway, time_range_without_start)
            .is_none());

        let mut time_range_without_end = time_range;
        time_range_without_end.end = None;

        assert!(decaying_fn
            .adjust_sample_rate(1.0, halfway, time_range_without_end)
            .is_none());
    }
}