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kibanamachine authored Sep 22, 2021
2 parents 897d0df + 4b71c43 commit 7b81e46
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2 changes: 2 additions & 0 deletions .buildkite/pipelines/hourly.yml
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env:
REPORT_FAILED_TESTS_TO_GITHUB: 'true'
steps:
- command: .buildkite/scripts/lifecycle/pre_build.sh
label: Pre-Build
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83 changes: 83 additions & 0 deletions dev_docs/key_concepts/persistable_state.mdx
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---
id: kibDevDocsPersistableStateIntro
slug: /kibana-dev-docs/persistable-state-intro
title: Persistable State
summary: Persitable state is a key concept to understand when building a Kibana plugin.
date: 2021-02-02
tags: ['kibana','dev', 'contributor', 'api docs']
---

“Persistable state” is developer-defined state that supports being persisted by a plugin other than the one defining it. Persistable State needs to be serializable and the owner can/should provide utilities to migrate it, extract and inject any <DocLink id="kibDevDocsSavedObjectsIntro" section="references" text="references to Saved Objects"/> it may contain, as well as telemetry collection utilities.

## Exposing state that can be persisted

Any plugin that exposes state that another plugin might persist should implement <DocLink id="kibKibanaUtilsPluginApi " section="def-common.PersistableStateService" text="`PersistableStateService`"/> interface on their `setup` contract. This will allow plugins persisting the state to easily access migrations and other utilities.

Example: Data plugin allows you to generate filters. Those filters can be persisted by applications in their saved
objects or in the URL. In order to allow apps to migrate the filters in case the structure changes in the future, the Data plugin implements `PersistableStateService` on <DocLink id="kibDataQueryPluginApi " section="def-public.FilterManager" text="`data.query.filterManager`"/>.

note: There is currently no obvious way for a plugin to know which state is safe to persist. The developer must manually look for a matching `PersistableStateService`, or ad-hoc provided migration utilities (as is the case with Rule Type Parameters).
In the future, we hope to make it easier for producers of state to understand when they need to write a migration with changes, and also make it easier for consumers of such state, to understand whether it is safe to persist.

## Exposing state that can be persisted but is not owned by plugin exposing it (registry)

Any plugin that owns collection of items (registry) whose state/configuration can be persisted should implement `PersistableStateService`
interface on their `setup` contract and each item in the collection should implement <DocLink id="kibKibanaUtilsPluginApi" section="def-common.PersistableStateDefinition" text="`PersistableStateDefinition`"/> interface.

Example: Embeddable plugin owns the registry of embeddable factories to which other plugins can register new embeddable factories. Dashboard plugin
stores a bunch of embeddable panels input in its saved object and URL. Embeddable plugin setup contract implements `PersistableStateService`
interface and each `EmbeddableFactory` needs to implement `PersistableStateDefinition` interface.

Embeddable plugin exposes this interfaces:
```
// EmbeddableInput implements Serializable
export interface EmbeddableRegistryDefinition extends PersistableStateDefinition<EmbeddableInput> {
id: string;
...
}
export interface EmbeddableSetup extends PersistableStateService<EmbeddableInput>;
```

Note: if your plugin doesn't expose the state (it is the only one storing state), the plugin doesn't need to implement the `PersistableStateService` interface.
If the state your plugin is storing can be provided by other plugins (your plugin owns a registry) items in that registry still need to implement `PersistableStateDefinition` interface.

## Storing persistable state as part of saved object

Any plugin that stores any persistable state as part of their saved object should make sure that its saved object migration
and reference extraction and injection methods correctly use the matching `PersistableStateService` implementation for the state they are storing.

Take a look at [example saved object](https://github.com/elastic/kibana/blob/master/examples/embeddable_examples/server/searchable_list_saved_object.ts#L32) which stores an embeddable state. Note how the `migrations`, `extractReferences` and `injectReferences` are defined.

## Storing persistable state as part of URL

When storing persistable state as part of URL you must make sure your URL is versioned. When loading the state `migrateToLatest` method
of `PersistableStateService` should be called, which will migrate the state from its original version to latest.

note: Currently there is no recommended way on how to store version in url and its up to every application to decide on how to implement that.

## Available state operations

### Extraction/Injection of References

In order to support import and export, and space-sharing capabilities, Saved Objects need to explicitly list any references they contain to other Saved Objects.
To support persisting your state in saved objects owned by another plugin, the <DocLink id="kibKibanaUtilsPluginApi" section="def-common.PersistableState.extract" text="`extract`"/> and <DocLink id="kibKibanaUtilsPluginApi" section="def-common.PersistableState.inject" text="`inject`"/> methods of Persistable State interface should be implemented.

<DocLink id="kibDevTutorialSavedObject" section="references" text="Learn how to define Saved Object references"/>

[See example embeddable providing extract/inject functions](https://github.com/elastic/kibana/blob/master/examples/embeddable_examples/public/migrations/migrations_embeddable_factory.ts)

### Migrations and Backward compatibility

As your plugin evolves, you may need to change your state in a breaking way. If that happens, you should write a migration to upgrade the state that existed prior to the change.

<DocLink id="kibDevTutorialSavedObject" section="migrations" text="How to write a migration"/>.

[See an example saved object storing embeddable state implementing saved object migration function](https://github.com/elastic/kibana/blob/master/examples/embeddable_examples/server/searchable_list_saved_object.ts)

[See example embeddable providing migration functions](https://github.com/elastic/kibana/blob/master/examples/embeddable_examples/public/migrations/migrations_embeddable_factory.ts)

## Telemetry

You might want to collect statistics about how your state is used. If that is the case you should implement the telemetry method of Persistable State interface.
2 changes: 1 addition & 1 deletion examples/embeddable_examples/kibana.json
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Expand Up @@ -9,7 +9,7 @@
"githubTeam": "kibana-app-services"
},
"description": "Example app that shows how to register custom embeddables",
"requiredPlugins": ["embeddable", "uiActions", "savedObjects", "dashboard"],
"requiredPlugins": ["embeddable", "uiActions", "savedObjects", "dashboard", "kibanaUtils"],
"optionalPlugins": [],
"extraPublicDirs": ["public/todo", "public/hello_world", "public/todo/todo_ref_embeddable"],
"requiredBundles": ["kibanaReact"]
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Expand Up @@ -7,6 +7,7 @@
*/

import { i18n } from '@kbn/i18n';
import { EmbeddableStateWithType } from '../../../../src/plugins/embeddable/common';
import {
IContainer,
EmbeddableInput,
Expand Down Expand Up @@ -35,6 +36,16 @@ export class SimpleEmbeddableFactoryDefinition
'7.3.0': migration730,
};

public extract(state: EmbeddableStateWithType) {
// this embeddable does not store references to other saved objects
return { state, references: [] };
}

public inject(state: EmbeddableStateWithType) {
// this embeddable does not store references to other saved objects
return state;
}

/**
* In our simple example, we let everyone have permissions to edit this. Most
* embeddables should check the UI Capabilities service to be sure of
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/*
* Copyright Elasticsearch B.V. and/or licensed to Elasticsearch B.V. under one
* or more contributor license agreements. Licensed under the Elastic License
* 2.0 and the Server Side Public License, v 1; you may not use this file except
* in compliance with, at your election, the Elastic License 2.0 or the Server
* Side Public License, v 1.
*/

import { mergeWith } from 'lodash';
import type { SerializableRecord } from '@kbn/utility-types';
import { MigrateFunctionsObject, MigrateFunction } from '../../../src/plugins/kibana_utils/common';

export const mergeMigrationFunctionMaps = (
obj1: MigrateFunctionsObject,
obj2: MigrateFunctionsObject
) => {
const customizer = (objValue: MigrateFunction, srcValue: MigrateFunction) => {
if (!srcValue || !objValue) {
return srcValue || objValue;
}
return (state: SerializableRecord) => objValue(srcValue(state));
};

return mergeWith({ ...obj1 }, obj2, customizer);
};
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Expand Up @@ -9,9 +9,12 @@
import { mapValues } from 'lodash';
import { SavedObjectsType, SavedObjectUnsanitizedDoc } from 'kibana/server';
import { EmbeddableSetup } from '../../../src/plugins/embeddable/server';
// NOTE: this should rather be imported from 'plugins/kibana_utils/server' but examples at the moment don't
// allow static imports from plugins so this code was duplicated
import { mergeMigrationFunctionMaps } from './merge_migration_function_maps';

export const searchableListSavedObject = (embeddable: EmbeddableSetup) => {
return {
const searchableListSO: SavedObjectsType = {
name: 'searchableList',
hidden: false,
namespaceType: 'single',
Expand All @@ -30,14 +33,22 @@ export const searchableListSavedObject = (embeddable: EmbeddableSetup) => {
},
},
migrations: () => {
// we assume all the migration will be done by embeddables service and that saved object holds no extra state besides that of searchable list embeddable input\
// if saved object would hold additional information we would need to merge the response from embeddables.getAllMigrations with our custom migrations.
return mapValues(embeddable.getAllMigrations(), (migrate) => {
// there are no migrations defined for the saved object at the moment, possibly they would be added in the future
const searchableListSavedObjectMigrations = {};

// we don't know if embeddables have any migrations defined so we need to fetch them and map the received functions so we pass
// them the correct input and that we correctly map the response
const embeddableMigrations = mapValues(embeddable.getAllMigrations(), (migrate) => {
return (state: SavedObjectUnsanitizedDoc) => ({
...state,
attributes: migrate(state.attributes),
});
});

// we merge our and embeddable migrations and return
return mergeMigrationFunctionMaps(searchableListSavedObjectMigrations, embeddableMigrations);
},
} as SavedObjectsType;
};

return searchableListSO;
};
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Expand Up @@ -37,30 +37,31 @@ export function runFailedTestsReporterCli() {
}

if (updateGithub) {
let branch: string | undefined = '';
let branch: string = '';
let isPr = false;

if (process.env.BUILDKITE === 'true') {
branch = process.env.BUILDKITE_BRANCH;
branch = process.env.BUILDKITE_BRANCH || '';
isPr = process.env.BUILDKITE_PULL_REQUEST === 'true';
updateGithub = process.env.REPORT_FAILED_TESTS_TO_GITHUB === 'true';
} else {
// JOB_NAME is formatted as `elastic+kibana+7.x` in some places and `elastic+kibana+7.x/JOB=kibana-intake,node=immutable` in others
const jobNameSplit = (process.env.JOB_NAME || '').split(/\+|\//);
branch = jobNameSplit.length >= 3 ? jobNameSplit[2] : process.env.GIT_BRANCH;
branch = jobNameSplit.length >= 3 ? jobNameSplit[2] : process.env.GIT_BRANCH || '';
isPr = !!process.env.ghprbPullId;

const isMasterOrVersion = branch === 'master' || branch.match(/^\d+\.(x|\d+)$/);
if (!isMasterOrVersion || isPr) {
log.info('Failure issues only created on master/version branch jobs');
updateGithub = false;
}
}

if (!branch) {
throw createFailError(
'Unable to determine originating branch from job name or other environment variables'
);
}

const isMasterOrVersion = branch === 'master' || branch.match(/^\d+\.(x|\d+)$/);
if (!isMasterOrVersion || isPr) {
log.info('Failure issues only created on master/version branch jobs');
updateGithub = false;
}
}

const githubApi = new GithubApi({
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1 change: 1 addition & 0 deletions src/core/public/doc_links/doc_links_service.ts
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Expand Up @@ -241,6 +241,7 @@ export class DocLinksService {
kibanaSearchSettings: `${KIBANA_DOCS}advanced-options.html#kibana-search-settings`,
visualizationSettings: `${KIBANA_DOCS}advanced-options.html#kibana-visualization-settings`,
timelionSettings: `${KIBANA_DOCS}advanced-options.html#kibana-timelion-settings`,
savedObjectsApiList: `${KIBANA_DOCS}saved-objects-api.html#saved-objects-api`,
},
ml: {
guide: `${ELASTIC_WEBSITE_URL}guide/en/machine-learning/${DOC_LINK_VERSION}/index.html`,
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2 changes: 1 addition & 1 deletion src/core/server/http/router/socket.test.ts
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Expand Up @@ -92,7 +92,7 @@ describe('KibanaSocket', () => {
});
const socket = new KibanaSocket(tlsSocket);

expect(socket.renegotiate({})).resolves.toBe(result);
await expect(socket.renegotiate({})).rejects.toBe(result);
expect(spy).toBeCalledTimes(1);
});

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8 changes: 4 additions & 4 deletions src/core/server/saved_objects/migrationsv2/README.md
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Expand Up @@ -36,7 +36,7 @@
- [REINDEX_SOURCE_TO_TEMP_READ](#reindex_source_to_temp_read)
- [Next action](#next-action-11)
- [New control state](#new-control-state-11)
- [REINDEX_SOURCE_TO_TEMP_INDEX](#reindex_source_to_temp_index)
- [REINDEX_SOURCE_TO_TEMP_TRANSFORM](#REINDEX_SOURCE_TO_TEMP_TRANSFORM)
- [Next action](#next-action-12)
- [New control state](#new-control-state-12)
- [REINDEX_SOURCE_TO_TEMP_INDEX_BULK](#reindex_source_to_temp_index_bulk)
Expand Down Expand Up @@ -284,11 +284,11 @@ Read the next batch of outdated documents from the source index by using search

### New control state
1. If the batch contained > 0 documents
`REINDEX_SOURCE_TO_TEMP_INDEX`
`REINDEX_SOURCE_TO_TEMP_TRANSFORM`
2. If there are no more documents returned
`REINDEX_SOURCE_TO_TEMP_CLOSE_PIT`

## REINDEX_SOURCE_TO_TEMP_INDEX
## REINDEX_SOURCE_TO_TEMP_TRANSFORM
### Next action
`transformRawDocs`

Expand Down Expand Up @@ -357,7 +357,7 @@ documents.
If another instance has a disabled plugin it will reindex that plugin's
documents without transforming them. Because this instance doesn't know which
plugins were disabled by the instance that performed the
`REINDEX_SOURCE_TO_TEMP_INDEX` step, we need to search for outdated documents
`REINDEX_SOURCE_TO_TEMP_TRANSFORM` step, we need to search for outdated documents
and transform them to ensure that everything is up to date.

### New control state
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Expand Up @@ -13,7 +13,7 @@ import type { ElasticsearchClient } from '../../elasticsearch';
import { getErrorMessage, getRequestDebugMeta } from '../../elasticsearch';
import { Model, Next, stateActionMachine } from './state_action_machine';
import { cleanup } from './migrations_state_machine_cleanup';
import { ReindexSourceToTempIndex, ReindexSourceToTempIndexBulk, State } from './types';
import { ReindexSourceToTempTransform, ReindexSourceToTempIndexBulk, State } from './types';
import { SavedObjectsRawDoc } from '../serialization';

interface StateTransitionLogMeta extends LogMeta {
Expand Down Expand Up @@ -115,7 +115,9 @@ export async function migrationStateActionMachine({
const redactedNewState = {
...newState,
...{
outdatedDocuments: ((newState as ReindexSourceToTempIndex).outdatedDocuments ?? []).map(
outdatedDocuments: (
(newState as ReindexSourceToTempTransform).outdatedDocuments ?? []
).map(
(doc) =>
({
_id: doc._id,
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