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[Lens] value based ES|QL data source #171081

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merged 58 commits into from
Jan 26, 2024
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@ppisljar ppisljar commented Nov 13, 2023

Summary

Closes #167631

Enhances the ES|QL lens datasource to receive a DataTable as an input (so no datafetching happens in lens)

@ppisljar ppisljar added Team:Visualizations Visualization editors, elastic-charts and infrastructure 8.13 candidate labels Nov 13, 2023
@elastic elastic deleted a comment from kibana-ci Nov 14, 2023
@@ -21,8 +21,9 @@ export interface TextBasedField {
}

export interface TextBasedLayer {
index: string;
query: AggregateQuery | undefined;
index?: string;
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when table is provided index and query are optional, which introduces some additional checks in the code for this.

@@ -1088,6 +1107,7 @@ export class Embeddable
embeddableTitle: this.getTitle(),
...(input.palette ? { theme: { palette: input.palette } } : {}),
...('overrides' in input ? { overrides: input.overrides } : {}),
...getInternalTables(this.savedVis.state.datasourceStates),
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we extract all tables from layers and pass them as variables to expressions, so expressions can later access them using var function

@ppisljar ppisljar marked this pull request as ready for review January 3, 2024 14:55
@ppisljar ppisljar requested review from a team as code owners January 3, 2024 14:55
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Pinging @elastic/kibana-visualizations (Team:Visualizations)

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/ci

@ppisljar ppisljar added release_note:skip Skip the PR/issue when compiling release notes backport:skip This commit does not require backporting labels Jan 3, 2024
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It seems that there is a circular dependency Peter :/

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@ppisljar this looks great! We are definitely in the right track! Found some bugs:

  1. The histogram doesnt work in ES|QL mode. We want the tables approach only when the histogramMode is false here https://github.com/elastic/kibana/blob/main/src/plugins/unified_histogram/public/layout/hooks/use_lens_suggestions.ts#L146
image
  1. It seems as we don't observer the datatable in every refresh. I hit the refresh button multiple times and although the tables values are changing the chart seems to be static.

@mbondyra mbondyra changed the title lens value based data source [Lens] value based data source Jan 4, 2024
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stratoula commented Jan 25, 2024

ppisljar#12

This PR:

  • isolates the histogram with the stats mode logic
  • removes the veil from this embeddable (is not needed and is the reason why sometimes you see this white veil instead of the chart
  • tries to return the FT on its previous state but I am not sure if I rolled back everything successfully

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/ci

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/ci

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/ci

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💛 Build succeeded, but was flaky

Failed CI Steps

Metrics [docs]

Module Count

Fewer modules leads to a faster build time

id before after diff
unifiedHistogram 110 111 +1

Async chunks

Total size of all lazy-loaded chunks that will be downloaded as the user navigates the app

id before after diff
discover 564.8KB 565.0KB +219.0B
lens 1.4MB 1.4MB +539.0B
unifiedHistogram 69.6KB 70.4KB +762.0B
total +1.5KB

History

To update your PR or re-run it, just comment with:
@elasticmachine merge upstream

cc @ppisljar

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@jughosta can you take a look again? 🙏

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LGTM 👍

Comment on lines +56 to +58
datatable &&
datatable &&
['partial', 'complete'].includes(datatable.fetchStatus)
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      datatable &&
      [FetchStatus.PARTIAL, FetchStatus.COMPLETE].includes(datatable.fetchStatus)

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I am merging and address this comment in a follow up PR right after, synced with Julia offline

@stratoula stratoula merged commit 0e3513a into elastic:main Jan 26, 2024
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stratoula added a commit that referenced this pull request Jan 26, 2024
## Summary

Follow up of #171081

- Address Julia's last comment on the PR
- Fix the veil bug correctly as Drew proposed here
#175550 instead of adding a
variable in the embeddable level as I did in the aforementioned PR. We
dont want the veil in the embeddable level

---------

Co-authored-by: Julia Rechkunova <[email protected]>
CoenWarmer pushed a commit to CoenWarmer/kibana that referenced this pull request Feb 15, 2024
## Summary

Closes elastic#167631

Enhances the ES|QL lens datasource to receive a DataTable as an input
(so no datafetching happens in lens)

---------

Co-authored-by: kibanamachine <[email protected]>
Co-authored-by: Stratoula Kalafateli <[email protected]>
Co-authored-by: Stratoula Kalafateli <[email protected]>
Co-authored-by: Julia Rechkunova <[email protected]>
CoenWarmer pushed a commit to CoenWarmer/kibana that referenced this pull request Feb 15, 2024
## Summary

Follow up of elastic#171081

- Address Julia's last comment on the PR
- Fix the veil bug correctly as Drew proposed here
elastic#175550 instead of adding a
variable in the embeddable level as I did in the aforementioned PR. We
dont want the veil in the embeddable level

---------

Co-authored-by: Julia Rechkunova <[email protected]>
jughosta added a commit that referenced this pull request Apr 8, 2024
)

- Resolves #167887

## Summary

On Discover page user can see a visualization for data view and ES|QL
modes. For ES|QL mode it's also allowed to customize the visualization.
This PR allows to save such customization together with a saved search.

In more details, various types of Lens visualization can be shown on
Discover page:
- If in the default (data view) mode, Unified Histogram shows a
"formBased" histogram (`type:
UnifiedHistogramSuggestionType.histogramForDataView` in this PR)
- If in the ES|QL mode, 2 scenarios are possible (so far only these are
customizable):
- If Lens has suggestions for the current query, Unified Histogram shows
one of them (`type: UnifiedHistogramSuggestionType.lensSuggestion` in
this PR) Example query: `from kibana_sample_data_logs | stats avg(bytes)
by message.keyword`
- If Lens suggestion list is empty, Unified Histogram shows a
"textBased" histogram (`type:
UnifiedHistogramSuggestionType.histogramForESQL` in this PR). Example
query: `from kibana_sample_data_logs | limit 10`
   
The main flow is that Unified Histogram first picks a suggestion (one of
`UnifiedHistogramSuggestionType` type), then calculates lens attributes
which are necessary to build Lens embeddable. With a saved search we are
saving those calculated lens attributes under `savedSearch.visContext`.
For handling this logic, I refactored `useLensSuggestion`,
`getLensAttributes` into `LensVisService`.

Restoring a saved customization adds complexity to the flow as it should
pick now not just any available suggestion but the suggestion which
matches to the previously saved lens attributes.

Changes to the current query, time range, time field etc can make the
current vis context incompatible and we have to drop the vis
customization. This PR already includes this logic of invalidating the
stored lens attributes if they are not compatible any more. New vis
context will override the previous one when user presses Save for the
current search. Until then, we try to restore the customization from the
previously saved vis context (for example when the query changes back to
the compatible one).


What can invalidate the saved vis context and drop the user's
customization:
- data view id
- data view time field name
- query/filters
- time range if it has a different time interval
- text based columns affect what lens suggestions are available

Flow of creating a new search:

![1](https://github.com/elastic/kibana/assets/1415710/9274d895-cedb-454a-9a9d-3b0cf600d801)

Flow of editing a saved search:

![2](https://github.com/elastic/kibana/assets/1415710/086ce4a0-f679-4d96-892b-631bcfee7ee3)





<details>
<summary>Previous details</summary>

- Previous approach #174373
(saving current suggestion instead of lens attributes)
- Previous approach #174783
(saving lens attributes but it's based on existing hooks)

But I was stuck with how to make "Unsaved changes" badge work well when
user tries to revert changes.

For testing in ES|QL mode I use `from kibana_sample_data_logs | limit
10` as query, customize color of a lens histogram, and save it with a
saved search. Next I check 2 cases:
1. edit query limit `from kibana_sample_data_logs | limit 100`, see that
vis customization gets reset which is expected, press "Revert changes"
in the "Unsaved changes" badge => notice that reset did not work
2. edit only histogram color, press "Revert changes" in the "Unsaved
changes" badge => notice that reset did not work

Here are some nuances with the state management I am seeing which
together do not allow to successfully revert unsaved changes:
- For ES|QL histogram lens attributes include a modified query `from
kibana_sample_data_logs | limit 10 | EVAL timestamp=DATE_TRUNC(30
second, @timestamp) | stats results = count(*) by timestamp | rename
timestamp as "@timestamp every 30 second"` which means that not only
changes to the original query but also a different time interval
invalidates the saved lens attributes.
- In ES|QL mode, `query` prop update is delayed for
`UnifiedHistogramContainer` component until Discover finishes the
documents fetch
https://github.com/elastic/kibana/blob/fc2ec957fe78900967da26c80817aea8a0bd2c65/src/plugins/discover/public/application/main/components/layout/use_discover_histogram.ts#L346
which means that Discover should make a request on revert changes. And
It's not happening for (2) as it does not make sense for Discover to
trigger refetch if only `visContext` changes so we should find another
way. With (1) there is another problem that Discover `visContext` state
gets hijacked by lens attributes invalidation logic (as query is not
sync yet to UnifiedHistogram) before fetch is completed or get [a chance
to be
fired](https://github.com/elastic/kibana/blob/6038f92b1fcaeedf635a0eab68fd9cdadd1103d3/src/plugins/discover/public/application/main/hooks/utils/build_state_subscribe.ts#L51-L54).
I tried delaying `externalVisContext` prop update too (to keep in sync
with `query` update) but it does not help
https://github.com/elastic/kibana/blob/fc2ec957fe78900967da26c80817aea8a0bd2c65/src/plugins/discover/public/application/main/components/layout/use_discover_histogram.ts#L437
- Unified Histogram should signal to Discover to start a refetch when
current suggestion changes
https://github.com/elastic/kibana/blob/fc2ec957fe78900967da26c80817aea8a0bd2c65/src/plugins/discover/public/application/main/components/layout/use_discover_histogram.ts#L289
- for some reason this logic is required for "Revert changes" to work as
it triggers the refetch. I would expect Discover on its own to notice
the change in query and refetch data but it does not seem to be the
case.

</details>

<details>
<summary>Other challenges</summary>

- [ ] Since we are starting to save lens attributes inside a saved
search object (similar to how Dashboard saves lens vis by value), we
should integrate Lens migrations into saved search migrations logic. I
made a quick PoC how it could look like here
jughosta@4529711
This showed that adding Lens plugin as a dependency to saved search
plugin causes lots of circular deps in Kibana. To resolve that I am
suggesting to spit saved search plugin into 2 plugins
#174939 - not the best solution
but it seems impossible to split lens plugins instead.
    Updates here: 
- [x] revert the code regarding migrations and saved search plugin split
- [x] create a github issue to handle client side migrations once their
API is available #179151
- [x] Discover syncs app state with URL which means that the new
`visContext` (large lens attributes object) ends up in the URL too. We
should exclude `visContext` from URL sync as it can make the URL too
long.
    Updates here:  we are not using appState for this any more
- [x] Changes from #171081 would
need to be refactored and integrated into the new `LensVisService`.
- [x]  Refactor after #177790
- [x] Handle a case when no chart is available for current ES|QL query
- [ ] For ES|QL histogram lens attributes include a modified query `from
kibana_sample_data_logs | limit 10 | EVAL timestamp=DATE_TRUNC(30
second, @timestamp) | stats results = count(*) by timestamp | rename
timestamp as "@timestamp every 30 second"` which means that not only
changes to the original query but also a different time range can reset
the customization of lens vis as it gets a different time interval based
on current time range
- New update from Stratoula: 
- [ ] would it help to persist response of `onApplyCb` instead of lens
attributes? <= the shape does not seem to be different and it works as
it is so I'm keeping lens attributes
- [x] use new `getLensAttributes` from
#174677

</details>

10x flaky test
https://buildkite.com/elastic/kibana-flaky-test-suite-runner/builds/5578

### Checklist

- [x] [Unit or functional
tests](https://www.elastic.co/guide/en/kibana/master/development-tests.html)
were updated or added to match the most common scenarios
- [x] [Flaky Test
Runner](https://ci-stats.kibana.dev/trigger_flaky_test_runner/1) was
used on any tests changed
- [x] This was checked for [cross-browser
compatibility](https://www.elastic.co/support/matrix#matrix_browsers)

---------

Co-authored-by: kibanamachine <[email protected]>
Co-authored-by: Matthias Wilhelm <[email protected]>
Co-authored-by: Stratoula Kalafateli <[email protected]>
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[Lens] Use the embeddable only for rendering
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