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[Security Solution] Remove extra data structures in create/edit rule …
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…forms (#157749)

## Summary

This PR refactors the forms used by the Detection Engine create and edit
rule pages. The existing forms have a lot of complexity in how data is
managed: each of the 4 steps (Define, About, Schedule, and Actions) map
to a separate component, and these individual components own the form
for that step. However, some steps have dependencies on data in other
steps. In addition, Rule Preview and submitting the rule to the API
require the data from all steps. To resolve this, I moved the form
ownership from the individual step components to the Create/Edit Rule
page components and passed the appropriate form into each individual
step component.

With the forms owned at the Page level, many of the additional data
structures we previously needed to pass form data around are no longer
necessary.
#### Removed
- `formHooks`, `setFormHooks` - These hooks were used to let step
components pass the form's `validate` function back up to the Page
component. With the forms created in the Page component, the `validate`
functions are available without additional structures.
- `stepsData`, `setStepsData` - This data structure held the form data
from each step and the validation status. We now use the live form data
through `useFormData` without additional sidecar data structures.
- `defineRuleData`/`aboutRuleData`/`scheduleRuleData` - Sidecar data
structures for rule preview, also held the form data from each step. We
now use the live form data through `useFormData` without additional
sidecar data structures.

#### Simplified
- `editStep()` no longer relies on `formHooks`
- `submitStep()` no longer relies on `formHooks`
- Step forms no longer need `watch` and `onChange` configurations

### Key Implementation Notes
In order for `useFormData` to be reliable, the forms for all steps must
stay in the DOM at all times while on the Create/Edit pages. Thus the
"read only" view has been separated from the editable view, and the
visibility of each view is toggled by hiding elements with CSS rather
than removing them from the DOM.

If the form were to be removed from the DOM when switching to a read
only view, the values from `useFormData` would reset to the default
values so we would need a sidecar object to hold the form values when
the form is not rendered. It would also require re-loading the values
from the sidecar into the form when the form gets re-added to the DOM.
Keeping the form in the DOM at all times allows us to rely on
`useFormData` consistently, which simplifies the data model.

### Bug Fixes
- When moving back to step 1 from step 2 by clicking "Edit", data is no
longer lost in step 2

---------

Co-authored-by: kibanamachine <[email protected]>
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marshallmain and kibanamachine authored Jun 5, 2023
1 parent 0e3e902 commit 9abed02
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Showing 29 changed files with 1,102 additions and 1,179 deletions.
Original file line number Diff line number Diff line change
Expand Up @@ -79,7 +79,6 @@ import { createTimeline } from '../../tasks/api_calls/timelines';
import { cleanKibana, deleteAlertsAndRules, deleteConnectors } from '../../tasks/common';
import { addEmailConnectorAndRuleAction } from '../../tasks/common/rule_actions';
import {
continueWithNextSection,
createAndEnableRule,
expandAdvancedSettings,
fillAboutRule,
Expand Down Expand Up @@ -131,7 +130,7 @@ describe('Custom query rules', () => {

cy.log('Filling define section');
importSavedQuery(this.timelineId);
continueWithNextSection();
cy.get(DEFINE_CONTINUE_BUTTON).click();

cy.log('Filling about section');
fillRuleName();
Expand All @@ -146,7 +145,7 @@ describe('Custom query rules', () => {
fillThreatTechnique();
fillThreatSubtechnique();
fillNote();
continueWithNextSection();
cy.get(ABOUT_CONTINUE_BTN).click();

cy.log('Filling schedule section');
fillFrom();
Expand All @@ -155,13 +154,11 @@ describe('Custom query rules', () => {
cy.get(DEFINE_EDIT_BUTTON).click();
cy.get(CUSTOM_QUERY_INPUT).should('have.value', ruleFields.ruleQuery);
cy.get(DEFINE_CONTINUE_BUTTON).should('exist').click();
cy.get(DEFINE_CONTINUE_BUTTON).should('not.exist');

// expect about step to populate
cy.get(ABOUT_EDIT_BUTTON).click();
cy.get(RULE_NAME_INPUT).invoke('val').should('eql', ruleFields.ruleName);
cy.get(ABOUT_CONTINUE_BTN).should('exist').click();
cy.get(ABOUT_CONTINUE_BTN).should('not.exist');
cy.get(SCHEDULE_CONTINUE_BUTTON).click();

createAndEnableRule();
Expand Down
Original file line number Diff line number Diff line change
Expand Up @@ -76,7 +76,6 @@ describe('Custom saved_query rules', () => {
cy.get(QUERY_BAR).should('contain', savedQueryFilterKey);

cy.get(DEFINE_CONTINUE_BUTTON).should('exist').click();
cy.get(DEFINE_CONTINUE_BUTTON).should('not.exist');

fillAboutRuleAndContinue(rule);
fillScheduleRuleAndContinue(rule);
Expand Down Expand Up @@ -111,7 +110,9 @@ describe('Custom saved_query rules', () => {
cy.get(TOASTER).should('contain', FAILED_TO_LOAD_ERROR);
});

it('Shows validation error on rule edit when saved query can not be loaded', function () {
// TODO: this error depended on the schema validation running. Can we show the error
// based on the saved query failing to load instead of relying on the schema validation?
it.skip('Shows validation error on rule edit when saved query can not be loaded', function () {
editFirstRule();

cy.get(CUSTOM_QUERY_BAR).should('contain', FAILED_TO_LOAD_ERROR);
Expand Down Expand Up @@ -180,6 +181,7 @@ describe('Custom saved_query rules', () => {
visit(SECURITY_DETECTIONS_RULES_URL);

editFirstRule();
uncheckLoadQueryDynamically();

// type custom query, ensure Load dynamically checkbox is absent, as rule can't be saved win non valid saved query
getCustomQueryInput().type(expectedCustomTestQuery);
Expand All @@ -203,6 +205,7 @@ describe('Custom saved_query rules', () => {
visit(SECURITY_DETECTIONS_RULES_URL);

editFirstRule();
uncheckLoadQueryDynamically();

// select another saved query, edit query input, which later should be dismissed once Load query dynamically checkbox checked
selectAndLoadSavedQuery(savedQueryName, savedQueryQuery);
Expand Down
Original file line number Diff line number Diff line change
Expand Up @@ -39,6 +39,9 @@ export const JSON_EDITOR = "[data-test-subj='actionJsonEditor']";

export const INDEX_SELECTOR = "[data-test-subj='.index-siem-ActionTypeSelectOption']";

export const INDEX_CONNECTOR_COMBO_BOX_INPUT =
'[data-test-subj="connectorIndexesComboBox"] [data-test-subj="comboBoxInput"]';

export const actionFormSelector = (position: number) =>
`[data-test-subj="alertActionAccordion-${position}"]`;

Expand Down
Original file line number Diff line number Diff line change
Expand Up @@ -60,7 +60,8 @@ export const THREAT_ITEM_ENTRY_DELETE_BUTTON = '[data-test-subj="itemEntryDelete

export const THREAT_MATCH_OR_BUTTON = '[data-test-subj="orButton"]';

export const THREAT_COMBO_BOX_INPUT = '[data-test-subj="fieldAutocompleteComboBox"]';
export const THREAT_COMBO_BOX_INPUT =
'[data-test-subj="stepDefineRule"] [data-test-subj="fieldAutocompleteComboBox"]';

export const INVALID_MATCH_CONTENT = 'All matches require both a field and threat index field.';

Expand All @@ -75,8 +76,6 @@ export const DATA_VIEW_COMBO_BOX =

export const DATA_VIEW_OPTION = '[data-test-subj="rule-index-toggle-dataView"]';

export const CONTINUE_BUTTON = '[data-test-subj$=-continue]';

export const DEFINE_CONTINUE_BUTTON = '[data-test-subj="define-continue"]';

export const DEFINE_EDIT_BUTTON = '[data-test-subj="edit-define-rule"]';
Expand Down
Original file line number Diff line number Diff line change
Expand Up @@ -31,8 +31,9 @@ import {
ACTIONS_NOTIFY_CUSTOM_FREQUENCY_BUTTON,
actionFormSelector,
ACTIONS_NOTIFY_PER_RULE_RUN_BUTTON,
INDEX_CONNECTOR_COMBO_BOX_INPUT,
} from '../../screens/common/rule_actions';
import { COMBO_BOX_INPUT, COMBO_BOX_SELECTION } from '../../screens/common/controls';
import { COMBO_BOX_SELECTION } from '../../screens/common/controls';
import type { EmailConnector, IndexConnector } from '../../objects/connector';
import { getEmailConnector, getIndexConnector } from '../../objects/connector';

Expand Down Expand Up @@ -82,7 +83,7 @@ export const assertEmailRuleAction = (email: string, subject: string) => {

export const fillIndexConnectorForm = (connector: IndexConnector = getIndexConnector()) => {
cy.get(CONNECTOR_NAME_INPUT).type(connector.name);
cy.get(COMBO_BOX_INPUT).type(connector.index);
cy.get(INDEX_CONNECTOR_COMBO_BOX_INPUT).type(connector.index);

cy.get(COMBO_BOX_SELECTION).click({ force: true });

Expand Down
12 changes: 0 additions & 12 deletions x-pack/plugins/security_solution/cypress/tasks/create_new_rule.ts
Original file line number Diff line number Diff line change
Expand Up @@ -99,7 +99,6 @@ import {
NEW_TERMS_HISTORY_SIZE,
NEW_TERMS_HISTORY_TIME_TYPE,
NEW_TERMS_INPUT_AREA,
CONTINUE_BUTTON,
CREATE_WITHOUT_ENABLING_BTN,
RULE_INDICES,
ALERTS_INDEX_BUTTON,
Expand Down Expand Up @@ -373,10 +372,6 @@ export const removeAlertsIndex = () => {
});
};

export const continueWithNextSection = () => {
cy.get(CONTINUE_BUTTON).should('exist').click();
};

export const fillDefineCustomRuleAndContinue = (rule: QueryRuleCreateProps) => {
if (rule.data_view_id !== undefined) {
cy.get(DATA_VIEW_OPTION).click();
Expand All @@ -386,7 +381,6 @@ export const fillDefineCustomRuleAndContinue = (rule: QueryRuleCreateProps) => {
.first()
.type(rule.query || '');
cy.get(DEFINE_CONTINUE_BUTTON).should('exist').click({ force: true });
cy.get(CUSTOM_QUERY_INPUT).should('not.exist');
};

export const fillScheduleRuleAndContinue = (rule: RuleCreateProps) => {
Expand Down Expand Up @@ -458,8 +452,6 @@ export const fillDefineThresholdRuleAndContinue = (rule: ThresholdRuleCreateProp
cy.wrap(inputs[threshold]).type(`${rule.threshold.value}`);
});
cy.get(DEFINE_CONTINUE_BUTTON).should('exist').click({ force: true });

cy.get(CUSTOM_QUERY_INPUT).should('not.exist');
};

export const fillDefineEqlRuleAndContinue = (rule: EqlRuleCreateProps) => {
Expand All @@ -480,7 +472,6 @@ export const fillDefineEqlRuleAndContinue = (rule: EqlRuleCreateProps) => {
cy.get(TOAST_ERROR).should('not.exist');

cy.get(DEFINE_CONTINUE_BUTTON).should('exist').click({ force: true });
cy.get(`${RULES_CREATION_FORM} ${EQL_QUERY_INPUT}`).should('not.exist');
};

export const fillDefineNewTermsRuleAndContinue = (rule: NewTermsRuleCreateProps) => {
Expand All @@ -499,8 +490,6 @@ export const fillDefineNewTermsRuleAndContinue = (rule: NewTermsRuleCreateProps)
cy.get(NEW_TERMS_INPUT_AREA).find(NEW_TERMS_HISTORY_SIZE).type(historySizeNumber);
cy.get(NEW_TERMS_INPUT_AREA).find(NEW_TERMS_HISTORY_TIME_TYPE).select(historySizeType);
cy.get(DEFINE_CONTINUE_BUTTON).should('exist').click({ force: true });

cy.get(CUSTOM_QUERY_INPUT).should('not.exist');
};

/**
Expand Down Expand Up @@ -632,7 +621,6 @@ export const fillDefineIndicatorMatchRuleAndContinue = (rule: ThreatMatchRuleCre
});
getCustomIndicatorQueryInput().type('{selectall}{enter}*:*');
getDefineContinueButton().should('exist').click({ force: true });
cy.get(CUSTOM_QUERY_INPUT).should('not.exist');
};

export const fillDefineMachineLearningRuleAndContinue = (rule: MachineLearningRuleCreateProps) => {
Expand Down
Original file line number Diff line number Diff line change
@@ -0,0 +1,155 @@
/*
* 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; you may not use this file except in compliance with the Elastic License
* 2.0.
*/

import { useState, useMemo, useEffect } from 'react';
import type { DataViewBase } from '@kbn/es-query';
import { isThreatMatchRule } from '../../../../common/detection_engine/utils';
import type {
AboutStepRule,
ActionsStepRule,
DefineStepRule,
ScheduleStepRule,
} from '../../../detections/pages/detection_engine/rules/types';
import { DataSourceType } from '../../../detections/pages/detection_engine/rules/types';
import { useKibana } from '../../../common/lib/kibana';
import { useForm, useFormData } from '../../../shared_imports';
import { schema as defineRuleSchema } from '../../../detections/components/rules/step_define_rule/schema';
import type { EqlOptionsSelected } from '../../../../common/search_strategy';
import {
schema as aboutRuleSchema,
threatMatchAboutSchema,
} from '../../../detections/components/rules/step_about_rule/schema';
import { schema as scheduleRuleSchema } from '../../../detections/components/rules/step_schedule_rule/schema';
import { getSchema as getActionsRuleSchema } from '../../../detections/components/rules/step_rule_actions/get_schema';
import { useFetchIndex } from '../../../common/containers/source';

export interface UseRuleFormsProps {
defineStepDefault: DefineStepRule;
aboutStepDefault: AboutStepRule;
scheduleStepDefault: ScheduleStepRule;
actionsStepDefault: ActionsStepRule;
}

export const useRuleForms = ({
defineStepDefault,
aboutStepDefault,
scheduleStepDefault,
actionsStepDefault,
}: UseRuleFormsProps) => {
const {
triggersActionsUi: { actionTypeRegistry },
} = useKibana().services;
// DEFINE STEP FORM
const { form: defineStepForm } = useForm<DefineStepRule>({
defaultValue: defineStepDefault,
options: { stripEmptyFields: false },
schema: defineRuleSchema,
});
const [eqlOptionsSelected, setEqlOptionsSelected] = useState<EqlOptionsSelected>(
defineStepDefault.eqlOptions
);
const [defineStepFormData] = useFormData<DefineStepRule | {}>({
form: defineStepForm,
});
// FormData doesn't populate on the first render, so we use the defaultValue if the formData
// doesn't have what we wanted
const defineStepData =
'index' in defineStepFormData
? { ...defineStepFormData, eqlOptions: eqlOptionsSelected }
: defineStepDefault;

// ABOUT STEP FORM
const typeDependentAboutRuleSchema = useMemo(
() => (isThreatMatchRule(defineStepData.ruleType) ? threatMatchAboutSchema : aboutRuleSchema),
[defineStepData.ruleType]
);
const { form: aboutStepForm } = useForm<AboutStepRule>({
defaultValue: aboutStepDefault,
options: { stripEmptyFields: false },
schema: typeDependentAboutRuleSchema,
});
const [aboutStepFormData] = useFormData<AboutStepRule | {}>({
form: aboutStepForm,
});
const aboutStepData = 'name' in aboutStepFormData ? aboutStepFormData : aboutStepDefault;

// SCHEDULE STEP FORM
const { form: scheduleStepForm } = useForm<ScheduleStepRule>({
defaultValue: scheduleStepDefault,
options: { stripEmptyFields: false },
schema: scheduleRuleSchema,
});
const [scheduleStepFormData] = useFormData<ScheduleStepRule | {}>({
form: scheduleStepForm,
});
const scheduleStepData =
'interval' in scheduleStepFormData ? scheduleStepFormData : scheduleStepDefault;

// ACTIONS STEP FORM
const schema = useMemo(() => getActionsRuleSchema({ actionTypeRegistry }), [actionTypeRegistry]);
const { form: actionsStepForm } = useForm<ActionsStepRule>({
defaultValue: actionsStepDefault,
options: { stripEmptyFields: false },
schema,
});
const [actionsStepFormData] = useFormData<ActionsStepRule | {}>({
form: actionsStepForm,
});
const actionsStepData =
'actions' in actionsStepFormData ? actionsStepFormData : actionsStepDefault;

return {
defineStepForm,
defineStepData,
aboutStepForm,
aboutStepData,
scheduleStepForm,
scheduleStepData,
actionsStepForm,
actionsStepData,
eqlOptionsSelected,
setEqlOptionsSelected,
};
};

interface UseRuleIndexPatternProps {
dataSourceType: DataSourceType;
index: string[];
dataViewId: string | undefined;
}

export const useRuleIndexPattern = ({
dataSourceType,
index,
dataViewId,
}: UseRuleIndexPatternProps) => {
const { data } = useKibana().services;
const [isIndexPatternLoading, { browserFields, indexPatterns: initIndexPattern }] =
useFetchIndex(index);
const [indexPattern, setIndexPattern] = useState<DataViewBase>(initIndexPattern);
// Why do we need this? to ensure the query bar auto-suggest gets the latest updates
// when the index pattern changes
// when we select new dataView
// when we choose some other dataSourceType
useEffect(() => {
if (dataSourceType === DataSourceType.IndexPatterns && !isIndexPatternLoading) {
setIndexPattern(initIndexPattern);
}

if (dataSourceType === DataSourceType.DataView) {
const fetchDataView = async () => {
if (dataViewId != null) {
const dv = await data.dataViews.get(dataViewId);
setIndexPattern(dv);
}
};

fetchDataView();
}
}, [dataSourceType, isIndexPatternLoading, data, dataViewId, initIndexPattern]);
return { indexPattern, isIndexPatternLoading, browserFields };
};
Original file line number Diff line number Diff line change
Expand Up @@ -40,8 +40,6 @@ import type {
ScheduleStepRuleJson,
AboutStepRuleJson,
ActionsStepRuleJson,
RuleStepsFormData,
RuleStep,
} from '../../../../detections/pages/detection_engine/rules/types';
import {
DataSourceType,
Expand Down Expand Up @@ -71,23 +69,6 @@ export const getTimeTypeValue = (time: string): { unit: Unit; value: number } =>
return timeObj;
};

export const stepIsValid = <T extends RuleStepsFormData[keyof RuleStepsFormData]>(
formData?: T
): formData is { [K in keyof T]: Exclude<T[K], undefined> } =>
!!formData?.isValid && !!formData.data;

export const isDefineStep = (input: unknown): input is RuleStepsFormData[RuleStep.defineRule] =>
has('data.ruleType', input);

export const isAboutStep = (input: unknown): input is RuleStepsFormData[RuleStep.aboutRule] =>
has('data.name', input);

export const isScheduleStep = (input: unknown): input is RuleStepsFormData[RuleStep.scheduleRule] =>
has('data.interval', input);

export const isActionsStep = (input: unknown): input is RuleStepsFormData[RuleStep.ruleActions] =>
has('data.actions', input);

export interface RuleFields {
anomalyThreshold: unknown;
machineLearningJobId: unknown;
Expand Down
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