File: stack-hash.md

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# Details about stack hash

This page gives details about the **stack hash** feature (goal and implementation).


## Why generating stack hashes?

Actually the `stack_hash` is meant to identify an error (throwable) with a **short** and **stable** signature, that 
will help matching several distinct occurrences of the same type of error:

* **short** for easing elasticsearch indexing, and take advantage of it (that's why we use a hex encoded hash),
* **stable** is the tricky part, as the same type of error occurring twice may not generate exactly the same stack trace (see below).

This done, it becomes easy with elasticsearch or any other logs centralization and indexation system to:

* **count** distinct type of errors that occur in your code over time,
* **count** occurrences and frequency of a given type of error,
* **detect** when a (new) type of error occurred for the first time (maybe linking this to a new version being deployed?).

The stack hash may also become a simple error id that you can link your bug tracker with...


## Stack hash stability challenge by examples

### Let's consider error stack 1

*(the stack trace presented here has been cut by half from useless lines)*

<pre>
<b>com.xyz.MyApp$MyClient$MyClientException</b>: <strike>An error occurred while getting Alice's things</strike><sup>(msg)</sup>
  at <b>com.xyz.MyApp$MyClient.getTheThings(MyApp.java:26)</b>
  at <b>com.xyz.MyApp$MyService.displayThings(MyApp.java:16)</b>
  at <strike>com.xyz.MyApp$MyService$$FastClassByCGLIB$$e7645040.invoke()</strike><sup>(aop)</sup>
  at <i>net.sf.cglib.proxy.MethodProxy.invoke()</i><sup>(aop)</sup>
  at <i>org.springframework.aop.framework.Cglib2AopProxy$CglibMethodInvocation.invokeJoinpoint()</i><sup>(fwk)</sup>
  at <i>org.springframework.aop.framework.ReflectiveMethodInvocation.proceed()</i><sup>(fwk)</sup>
  at <i>org.springframework.aop.aspectj.MethodInvocationProceedingJoinPoint.proceed()</i><sup>(fwk)</sup>
  at <i>sun.reflect.NativeMethodAccessorImpl.invoke0()</i><sup>(aop)</sup>
  at <i>sun.reflect.NativeMethodAccessorImpl.invoke()</i><sup>(aop)</sup>
  at <i>sun.reflect.DelegatingMethodAccessorImpl.invoke()</i><sup>(aop)</sup>
  at <i>java.lang.reflect.Method.invoke()</i><sup>(aop)</sup>
  at <i>org.springframework.aop.aspectj.AbstractAspectJAdvice.invokeAdviceMethodWithGivenArgs()</i><sup>(fwk)</sup>
  at <i>org.springframework.aop.aspectj.AbstractAspectJAdvice.invokeAdviceMethod()</i><sup>(fwk)</sup>
  at <i>org.springframework.aop.aspectj.AspectJAroundAdvice.invoke()</i><sup>(fwk)</sup>
  at <i>org.springframework.aop.framework.ReflectiveMethodInvocation.proceed()</i><sup>(fwk)</sup>
  at <i>org.springframework.aop.interceptor.AbstractTraceInterceptor.invoke()</i><sup>(fwk)</sup>
  at <i>org.springframework.aop.framework.ReflectiveMethodInvocation.proceed()</i><sup>(fwk)</sup>
  at <i>org.springframework.transaction.interceptor.TransactionInterceptor.invoke()</i><sup>(fwk)</sup>
  at <i>org.springframework.aop.framework.ReflectiveMethodInvocation.proceed()</i><sup>(fwk)</sup>
  at <i>org.springframework.aop.interceptor.ExposeInvocationInterceptor.invoke()</i><sup>(fwk)</sup>
  at <i>org.springframework.aop.framework.ReflectiveMethodInvocation.proceed()</i><sup>(fwk)</sup>
  at <i>org.springframework.aop.framework.Cglib2AopProxy$DynamicAdvisedInterceptor.intercept()</i><sup>(fwk)</sup>
  at <strike>com.xyz.MyApp$MyService$$EnhancerBySpringCGLIB$$c673c675.displayThings(&lt;generated&gt;)</strike><sup>(aop)</sup>
  at <strike>sun.reflect.GeneratedMethodAccessor647.invoke(Unknown Source)</strike><sup>(aop)</sup>
  at <i>sun.reflect.DelegatingMethodAccessorImpl.invoke(DelegatingMethodAccessorImpl.java:43)</i><sup>(aop)</sup>
  at <i>java.lang.reflect.Method.invoke(Method.java:498)</i><sup>(aop)</sup>
  at <i>org.springframework.web.method.support.InvocableHandlerMethod.doInvoke(InvocableHandlerMethod.java:205)</i><sup>(fwk)</sup>
  at <i>org.springframework.web.method.support.InvocableHandlerMethod.invokeForRequest(InvocableHandlerMethod.java:133)</i><sup>(fwk)</sup>
  at <i>org.springframework.web.servlet.mvc.method.annotation.ServletInvocableHandlerMethod.invokeAndHandle(ServletInvocableHandlerMethod.java:116)</i><sup>(fwk)</sup>
  at <i>org.springframework.web.servlet.mvc.method.annotation.RequestMappingHandlerAdapter.invokeHandlerMethod(RequestMappingHandlerAdapter.java:827)</i><sup>(fwk)</sup>
  at <i>org.springframework.web.servlet.mvc.method.annotation.RequestMappingHandlerAdapter.handleInternal(RequestMappingHandlerAdapter.java:738)</i><sup>(fwk)</sup>
  at <i>org.springframework.web.servlet.mvc.method.AbstractHandlerMethodAdapter.handle(AbstractHandlerMethodAdapter.java:85)</i><sup>(fwk)</sup>
  at <i>org.springframework.web.servlet.DispatcherServlet.doDispatch(DispatcherServlet.java:963)</i><sup>(fwk)</sup>
  at <i>org.springframework.web.servlet.DispatcherServlet.doService(DispatcherServlet.java:897)</i><sup>(fwk)</sup>
  at <i>org.springframework.web.servlet.FrameworkServlet.processRequest(FrameworkServlet.java:970)</i><sup>(fwk)</sup>
  at <i>org.springframework.web.servlet.FrameworkServlet.doGet(FrameworkServlet.java:861)</i><sup>(fwk)</sup>
  at <i>javax.servlet.http.HttpServlet.service(HttpServlet.java:624)</i><sup>(jee)</sup>
  at <i>org.springframework.web.servlet.FrameworkServlet.service(FrameworkServlet.java:846)</i><sup>(fwk)</sup>
  at <i>javax.servlet.http.HttpServlet.service(HttpServlet.java:731)</i><sup>(jee)</sup>
  at <i>org.apache.catalina.core.ApplicationFilterChain.internalDoFilter(ApplicationFilterChain.java:303)</i><sup>(jee)</sup>
  at <i>org.apache.catalina.core.ApplicationFilterChain.doFilter(ApplicationFilterChain.java:208)</i><sup>(jee)</sup>
  at <i>org.apache.tomcat.websocket.server.WsFilter.doFilter(WsFilter.java:52)</i><sup>(jee)</sup>
  at <i>org.apache.catalina.core.ApplicationFilterChain.internalDoFilter(ApplicationFilterChain.java:241)</i><sup>(jee)</sup>
  at <i>org.apache.catalina.core.ApplicationFilterChain.doFilter(ApplicationFilterChain.java:208)</i><sup>(jee)</sup>
  ...
  at <i>org.springframework.security.web.FilterChainProxy$VirtualFilterChain.doFilter(FilterChainProxy.java:331)</i><sup>(fwk)</sup>
  at <i>org.springframework.security.web.FilterChainProxy.doFilterInternal(FilterChainProxy.java:214)</i><sup>(fwk)</sup>
  at <i>org.springframework.security.web.FilterChainProxy.doFilter(FilterChainProxy.java:177)</i><sup>(fwk)</sup>
  at <i>org.springframework.web.filter.DelegatingFilterProxy.invokeDelegate(DelegatingFilterProxy.java:346)</i><sup>(fwk)</sup>
  at <i>org.springframework.web.filter.DelegatingFilterProxy.doFilter(DelegatingFilterProxy.java:262)</i><sup>(fwk)</sup>
  at <i>org.apache.catalina.core.ApplicationFilterChain.internalDoFilter(ApplicationFilterChain.java:241)</i><sup>(jee)</sup>
  at <i>org.apache.catalina.core.ApplicationFilterChain.doFilter(ApplicationFilterChain.java:208)</i><sup>(jee)</sup>
  ...
  at <i>org.apache.catalina.core.StandardEngineValve.invoke(StandardEngineValve.java:116)</i><sup>(jee)</sup>
  at <i>org.apache.catalina.connector.CoyoteAdapter.service(CoyoteAdapter.java:436)</i><sup>(jee)</sup>
  at <i>org.apache.coyote.http11.AbstractHttp11Processor.process(AbstractHttp11Processor.java:1078)</i><sup>(jee)</sup>
  at <i>org.apache.coyote.AbstractProtocol$AbstractConnectionHandler.process(AbstractProtocol.java:625)</i><sup>(jee)</sup>
  at <i>org.apache.tomcat.util.net.JIoEndpoint$SocketProcessor.run(JIoEndpoint.java:316)</i><sup>(jee)</sup>
  at <i>java.util.concurrent.ThreadPoolExecutor.runWorker(ThreadPoolExecutor.java:1142)</i><sup>(jee)</sup>
  at <i>java.util.concurrent.ThreadPoolExecutor$Worker.run(ThreadPoolExecutor.java:617)</i><sup>(jee)</sup>
  at <i>org.apache.tomcat.util.threads.TaskThread$WrappingRunnable.run(TaskThread.java:61)</i><sup>(jee)</sup>
  at <i>java.lang.Thread.run(Thread.java:748)</i><sup>(jee)</sup>
  ...
Caused by: <b>com.xyz.MyApp$HttpStack$HttpError</b>: <strike>I/O error on GET http://dummy/user/alice/things</strike><sup>(msg)</sup>
  at <b>com.xyz.MyApp$HttpStack.get(MyApp.java:40)</b>
  at <b>com.xyz.MyApp$MyClient.getTheThings(MyApp.java:24)</b>
  ... 23 common frames omitted
Caused by: <b>java.net.SocketTimeoutException</b>: <strike>Read timed out</strike><sup>(msg)</sup>
  at <b>com.xyz.MyApp$HttpStack.get(MyApp.java:38)</b>
  ... 24 common frames omitted
</pre>

---

<strike>Strike out elements</strike> may vary from one occurrence to the other:

* <strike>error messages</strike><sup>(msg)</sup> often contain stuff related to the very error occurrence context,
* <strike>AOP generated classes</strike><sup>(aop)</sup> may vary from one execution to another.

*Italic* elements are somewhat not stable, or at least useless (purely technical). Ex:

* <i>JEE container stuff</i><sup>(jee)</sup>: may change when you upgrade your JEE container version or add/remove/reorganize your servlet filters chain for instance,
* <i>Spring Framework</i><sup>(fwk)</sup> underlying stacks (MVC, security) for pretty much the same reason,
* <i>AOP and dynamic invocation</i><sup>(aop)</sup>: purely technical, and quite implementation-dependent.

Only **bolded elements** are supposed to be stable.


### Now let's consider error stack 2

*(shortened)*

<pre>
<b>com.xyz.MyApp$MyClient$MyClientException</b>: <strike>An error occurred while getting <b>Bob</b>'s things</strike><sup>(msg)</sup>
  at <b>com.xyz.MyApp$MyClient.getTheThings(MyApp.java:26)</b>
  at <b>com.xyz.MyApp$MyService.displayThings(MyApp.java:16)</b>
  at <strike>com.xyz.MyApp$MyService$$FastClassByCGLIB$$<b>07e70d1e</b>.invoke()</strike><sup>(aop)</sup>
  at <i>net.sf.cglib.proxy.MethodProxy.invoke()</i><sup>(aop)</sup>
  at <i>org.springframework.aop.framework.Cglib2AopProxy$CglibMethodInvocation.invokeJoinpoint()</i><sup>(fwk)</sup>
  at <i>org.springframework.aop.framework.ReflectiveMethodInvocation.proceed()</i><sup>(fwk)</sup>
  at <i>org.springframework.aop.aspectj.MethodInvocationProceedingJoinPoint.proceed()</i><sup>(fwk)</sup>
  at <i>sun.reflect.NativeMethodAccessorImpl.invoke0()</i><sup>(aop)</sup>
  at <i>sun.reflect.NativeMethodAccessorImpl.invoke()</i><sup>(aop)</sup>
  at <i>sun.reflect.DelegatingMethodAccessorImpl.invoke()</i><sup>(aop)</sup>
  at <i>java.lang.reflect.Method.invoke()</i><sup>(aop)</sup>
  at <i>org.springframework.aop.aspectj.AbstractAspectJAdvice.invokeAdviceMethodWithGivenArgs()</i><sup>(fwk)</sup>
  at <i>org.springframework.aop.aspectj.AbstractAspectJAdvice.invokeAdviceMethod()</i><sup>(fwk)</sup>
  at <i>org.springframework.aop.aspectj.AspectJAroundAdvice.invoke()</i><sup>(fwk)</sup>
  at <i>org.springframework.aop.framework.ReflectiveMethodInvocation.proceed()</i><sup>(fwk)</sup>
  at <i>org.springframework.aop.interceptor.AbstractTraceInterceptor.invoke()</i><sup>(fwk)</sup>
  at <i>org.springframework.aop.framework.ReflectiveMethodInvocation.proceed()</i><sup>(fwk)</sup>
  at <i>org.springframework.transaction.interceptor.TransactionInterceptor.invoke()</i><sup>(fwk)</sup>
  at <i>org.springframework.aop.framework.ReflectiveMethodInvocation.proceed()</i><sup>(fwk)</sup>
  at <i>org.springframework.aop.interceptor.ExposeInvocationInterceptor.invoke()</i><sup>(fwk)</sup>
  at <i>org.springframework.aop.framework.ReflectiveMethodInvocation.proceed()</i><sup>(fwk)</sup>
  at <i>org.springframework.aop.framework.Cglib2AopProxy$DynamicAdvisedInterceptor.intercept()</i><sup>(fwk)</sup>
  at <strike>com.xyz.MyApp$MyService$$EnhancerBySpringCGLIB$$<b>e3f570b1</b>.displayThings(&lt;generated&gt;)</strike><sup>(aop)</sup>
  at <strike>sun.reflect.<b>GeneratedMethodAccessor737</b>.invoke(Unknown Source)</strike><sup>(aop)</sup>
  ...
Caused by: <b>com.xyz.MyApp$HttpStack$HttpError</b>: <strike>I/O error on GET http://dummy/user/<b>bob</b>/things</strike><sup>(msg)</sup>
  at <b>com.xyz.MyApp$HttpStack.get(MyApp.java:40)</b>
  at <b>com.xyz.MyApp$MyClient.getTheThings(MyApp.java:24)</b>
  ... 23 common frames omitted
Caused by: <b>java.net.SocketTimeoutException</b>: <strike>Read timed out</strike><sup>(msg)</sup>
  at <b>com.xyz.MyApp$HttpStack.get(MyApp.java:38)</b>
  ... 24 common frames omitted
</pre>

---

You may see in this example that most of the <strike>strike elements have slight <b>differences</b></strike> from error stack
1 (messages and generated classes names).

Nevertheless it is the same exact error (despite the context is different as it applies to another user), and the goal
here is to be able to count them as *two occurrences of the same error*.

### Now let's consider error stack 3

*(shortened)*

<pre>
<b>com.xyz.MyApp$MyClient$MyClientException</b>: <strike>An error occurred while getting Alice's things</strike><sup>(msg)</sup>
  at <b>com.xyz.MyApp$MyClient.getTheThings(MyApp.java:26)</b>
  at <b>com.xyz.MyApp$MyService.displayThings(MyApp.java:16)</b>
  at <strike>com.xyz.MyApp$MyService$$FastClassByCGLIB$$e7645040.invoke()</strike><sup>(aop)</sup>
  at <i>net.sf.cglib.proxy.MethodProxy.invoke()</i><sup>(aop)</sup>
  at <i>org.springframework.aop.framework.Cglib2AopProxy$CglibMethodInvocation.invokeJoinpoint()</i><sup>(fwk)</sup>
  at <i>org.springframework.aop.framework.ReflectiveMethodInvocation.proceed()</i><sup>(fwk)</sup>
  at <i>org.springframework.aop.aspectj.MethodInvocationProceedingJoinPoint.proceed()</i><sup>(fwk)</sup>
  at <i>sun.reflect.NativeMethodAccessorImpl.invoke0()</i><sup>(aop)</sup>
  at <i>sun.reflect.NativeMethodAccessorImpl.invoke()</i><sup>(aop)</sup>
  at <i>sun.reflect.DelegatingMethodAccessorImpl.invoke()</i><sup>(aop)</sup>
  at <i>java.lang.reflect.Method.invoke()</i><sup>(aop)</sup>
  ...
Caused by: <b>com.xyz.MyApp$HttpStack$HttpError</b>: <strike>I/O error on GET http://dummy/user/alice/things</strike><sup>(msg)</sup>
  at <b>com.xyz.MyApp$HttpStack.get(MyApp.java:40)</b>
  at <b>com.xyz.MyApp$MyClient.getTheThings(MyApp.java:24)</b>
  ... 23 common frames omitted
Caused by: <b>javax.net.ssl.SSLException</b>: <strike>Connection has been shutdown: javax.net.ssl.SSLHandshakeException: Received fatal alert: certificate_unknown</strike><sup>(msg)</sup>
  at <b>com.sun.net.ssl.internal.ssl.SSLSocketImpl.checkEOF(SSLSocketImpl.java:1172)</b>
  ... 24 common frames omitted
</pre>

---

Here, you can see that the first and second errors are the same as in error stack 1, but the root cause is different (`SSLException` instead of `SocketTimeoutException`).

So in that case we don't want the top error hash computed for error stack 3 to be the same as for error stack 1.

## Stack hash computation rules

As a conclusion, stack hash computation applies the following rules:

1. a stack hash shall **not compute with the error message**
2. a stack hash shall **compute with it's parent cause** (recurses)
3. in order to stabilize the stack hash (over time and space), it's recommended to **exclude non-stable elements**


## Using stack hash in `logstash-logback-encoder` components

### `StackHashJsonProvider`

This provider computes the stack hash for any log event with a throwable, and adds it as a single JSON attribute (`stack_hash` by default).

It also supports defining a list of exclusion patterns.

### `ShortenedThrowableConverter`

Setting the `inlineHash` property to `true` in the `net.logstash.logback.stacktrace.ShortenedThrowableConverter` component
computes and inlines stack hashes into the stack trace.

The exclusion patterns to shorten the stack trace are used to compute the stack hashes too.

Note: if no exclusion pattern is specified and the `inlineHash` property is active, a minimal filter is used to filter out
elements with no source info (null filename or linenumber < 0) to ignore generated classnames. The drawback is that it 
will also exclude classes not compiled in debug mode (do not contain source info).

## Recommended exclusion patterns

In a spring framework context, the following exclusion patterns produce pretty stable hashes:

```xml
  <provider class="net.logstash.logback.composite.loggingevent.StackHashJsonProvider">
    <!-- generated class names -->
    <exclude>\$\$FastClassByCGLIB\$\$</exclude>
    <exclude>\$\$EnhancerBySpringCGLIB\$\$</exclude>
    <exclude>^sun\.reflect\..*\.invoke</exclude>
    <!-- JDK internals -->
    <exclude>^com\.sun\.</exclude>
    <exclude>^sun\.net\.</exclude>
    <!-- dynamic invocation -->
    <exclude>^net\.sf\.cglib\.proxy\.MethodProxy\.invoke</exclude>
    <exclude>^org\.springframework\.cglib\.</exclude>
    <exclude>^org\.springframework\.transaction\.</exclude>
    <exclude>^org\.springframework\.validation\.</exclude>
    <exclude>^org\.springframework\.app\.</exclude>
    <exclude>^org\.springframework\.aop\.</exclude>
    <exclude>^java\.lang\.reflect\.Method\.invoke</exclude>
    <!-- Spring plumbing -->
    <exclude>^org\.springframework\.ws\..*\.invoke</exclude>
    <exclude>^org\.springframework\.ws\.transport\.</exclude>
    <exclude>^org\.springframework\.ws\.soap\.saaj\.SaajSoapMessage\.</exclude>
    <exclude>^org\.springframework\.ws\.client\.core\.WebServiceTemplate\.</exclude>
    <exclude>^org\.springframework\.web\.filter\.</exclude>
    <!-- Tomcat internals -->
    <exclude>^org\.apache\.tomcat\.</exclude>
    <exclude>^org\.apache\.catalina\.</exclude>
    <exclude>^org\.apache\.coyote\.</exclude>
    <exclude>^java\.util\.concurrent\.ThreadPoolExecutor\.runWorker</exclude>
    <exclude>^java\.lang\.Thread\.run$</exclude>
  </provider>
```

Also notice that both `StackHashJsonProvider` and `ShortenedThrowableConverter` components support a single `<exclusions>`
element to set all exclusion patterns at once (as a coma separated list):

```xml
  <provider class="net.logstash.logback.composite.loggingevent.StackHashJsonProvider">
    <!-- coma separated exclusion patterns -->
    <exclusions>\$\$FastClassByCGLIB\$\$,\$\$EnhancerBySpringCGLIB\$\$,^sun\.reflect\..*\.invoke,^com\.sun\.,^sun\.net\.,^net\.sf\.cglib\.proxy\.MethodProxy\.invoke,^org\.springframework\.cglib\.,^org\.springframework\.transaction\.,^org\.springframework\.validation\.,^org\.springframework\.app\.,^org\.springframework\.aop\.,^java\.lang\.reflect\.Method\.invoke,^org\.springframework\.ws\..*\.invoke,^org\.springframework\.ws\.transport\.,^org\.springframework\.ws\.soap\.saaj\.SaajSoapMessage\.,^org\.springframework\.ws\.client\.core\.WebServiceTemplate\.,^org\.springframework\.web\.filter\.,^org\.apache\.tomcat\.,^org\.apache\.catalina\.,^org\.apache\.coyote\.,^java\.util\.concurrent\.ThreadPoolExecutor\.runWorker,^java\.lang\.Thread\.run$</exclusions>
  </provider>
```

Obviously it is recommended to use either multiple `<exclude>` elements or one single `<exclusions>`.

## Tip: variabilize your exclusion patterns!

If you compute stack hashes with both `StackHashJsonProvider` and `ShortenedThrowableConverter` components, 
it is highly recommended to use **the same exclusion patterns** for both or - in some cases - you will not get same hashes.

In such a case, or even if you just want to make the exclusion patterns configurable, you shall use the `<exclusions>`
field (see above) in conjunction with a Logback variable.

Here is an example:

```xml
  <!-- 1: define stack trace exclusion patterns in a variable -->
  <property name="STE_EXCLUSIONS" value="\$\$FastClassByCGLIB\$\$,\$\$EnhancerBySpringCGLIB\$\$,^sun\.reflect\..*\.invoke,^com\.sun\.,^sun\.net\.,^net\.sf\.cglib\.proxy\.MethodProxy\.invoke,^org\.springframework\.cglib\.,^org\.springframework\.transaction\.,^org\.springframework\.validation\.,^org\.springframework\.app\.,^org\.springframework\.aop\.,^java\.lang\.reflect\.Method\.invoke,^org\.springframework\.ws\..*\.invoke,^org\.springframework\.ws\.transport\.,^org\.springframework\.ws\.soap\.saaj\.SaajSoapMessage\.,^org\.springframework\.ws\.client\.core\.WebServiceTemplate\.,^org\.springframework\.web\.filter\.,^org\.apache\.tomcat\.,^org\.apache\.catalina\.,^org\.apache\.coyote\.,^java\.util\.concurrent\.ThreadPoolExecutor\.runWorker,^java\.lang\.Thread\.run$"/>
  
  <appender name="STDOUT" class="ch.qos.logback.core.ConsoleAppender">
    <encoder class="net.logstash.logback.encoder.LoggingEventCompositeJsonEncoder">
      <providers>
        ...
        <stackTrace>
          <throwableConverter class="net.logstash.logback.stacktrace.ShortenedThrowableConverter">
            <inlineHash>true</inlineHash>
            <!-- 2: use defined variable -->
            <exclusions>${STE_EXCLUSIONS}</exclusions>
          </throwableConverter>
        </stackTrace>
        ...
        <stackHash>
          <!-- 2: use defined variable -->
          <exclusions>${STE_EXCLUSIONS}</exclusions>
        </stackHash>
        ...
      </providers>
    </encoder>
  </appender>
```