[Visualize] Prevent overwriting managed content (#175274)

## Summary Close https://github.com/elastic/kibana/issues/172380 I marked this a breaking change since it is preventing users from doing something they have been able to do before. They can no longer save changes to managed visualizations. Instead, they have to save changes to a new visualization. This is how the UI should look for the managed visualization. <img width="970" alt="Screenshot 2024-01-24 at 12 57 53 PM" src="7f16d4dd-b03f-4d63-9741-08522f82ac3b"> ### Checklist Delete any items that are not applicable to this PR. - [x] Any text added follows [EUI's writing guidelines](https://elastic.github.io/eui/#/guidelines/writing), uses sentence case text and includes [i18n support](https://github.com/elastic/kibana/blob/main/packages/kbn-i18n/README.md) - [ ] [Documentation](https://www.elastic.co/guide/en/kibana/master/development-documentation.html) was added for features that require explanation or tutorials — going to happen in https://github.com/elastic/kibana/issues/175150 - [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 — https://buildkite.com/elastic/kibana-flaky-test-suite-runner/builds/4967 - [x] Any UI touched in this PR is usable by keyboard only (learn more about [keyboard accessibility](https://webaim.org/techniques/keyboard/)) --------- Co-authored-by: kibanamachine <42973632+kibanamachine@users.noreply.github.com> Co-authored-by: Stratoula Kalafateli <efstratia.kalafateli@elastic.co>
2025-04-24 01:38:56 -04:00 · 2024-01-31 07:32:55 -07:00 · 2024-01-31 07:32:55 -07:00 · 29d1a0ac46
commit 29d1a0ac46
parent 9ee7b79d20
9 changed files with 63 additions and 4 deletions
--- a/src/plugins/visualizations/common/content_management/v1/types.ts
+++ b/src/plugins/visualizations/common/content_management/v1/types.ts
@ -57,6 +57,7 @@ export interface VisualizationSavedObject {
    statusCode: number;
    metadata?: Record<string, unknown>;
  };
+  managed?: boolean;
 }

 export type PartialVisualizationSavedObject = Omit<
--- a/src/plugins/visualizations/public/types.ts
+++ b/src/plugins/visualizations/public/types.ts
@ -55,6 +55,7 @@ export interface VisSavedObject extends ISavedVis {
  searchSource?: ISearchSource;
  version?: string;
  tags?: string[];
+  managed: boolean;
 }

 export interface SaveVisOptions {
--- a/src/plugins/visualizations/public/utils/saved_visualize_utils.ts
+++ b/src/plugins/visualizations/public/utils/saved_visualize_utils.ts
@ -227,6 +227,7 @@ export async function getSavedVisualization(
    getEsType: () => SAVED_VIS_TYPE,
    getDisplayName: () => SAVED_VIS_TYPE,
    searchSource: opts.searchSource ? services.search.searchSource.createEmpty() : undefined,
+    managed: false,
  } as VisSavedObject;
  const defaultsProps = getDefaults(opts);

@ -255,6 +256,7 @@ export async function getSavedVisualization(

  Object.assign(savedObject, attributes);
  savedObject.lastSavedTitle = savedObject.title;
+  savedObject.managed = Boolean(resp.managed);

  savedObject.sharingSavedObjectProps = {
    aliasTargetId,
--- a/src/plugins/visualizations/public/visualize_app/components/visualize_top_nav.tsx
+++ b/src/plugins/visualizations/public/visualize_app/components/visualize_top_nav.tsx
@ -14,6 +14,7 @@ import useLocalStorage from 'react-use/lib/useLocalStorage';
 import { useKibana } from '@kbn/kibana-react-plugin/public';
 import type { DataView } from '@kbn/data-views-plugin/public';
 import { switchMap } from 'rxjs';
+import { getManagedContentBadge } from '@kbn/managed-content-badge';
 import type {
  VisualizeServices,
  VisualizeAppState,
@ -63,7 +64,11 @@ const TopNav = ({
  const { services } = useKibana<VisualizeServices>();
  const { TopNavMenu } = services.navigation.ui;
  const { setHeaderActionMenu, visualizeCapabilities } = services;
-  const { embeddableHandler, vis } = visInstance;
+  const {
+    embeddableHandler,
+    vis,
+    savedVis: { managed },
+  } = visInstance;
  const [inspectorSession, setInspectorSession] = useState<OverlayRef>();
  const [navigateToLens, setNavigateToLens] = useState(false);
  const [displayEditInLensItem, setDisplayEditInLensItem] = useState(false);
@ -315,6 +320,18 @@ const TopNav = ({
      showDatePicker={showDatePicker()}
      showFilterBar={showFilterBar}
      showQueryInput={showQueryInput}
+      badges={
+        managed
+          ? [
+              getManagedContentBadge(
+                i18n.translate('visualizations.managedBadgeTooltip', {
+                  defaultMessage:
+                    'This visualization is managed by Elastic. Changes made here must be saved to a new visualization.',
+                })
+              ),
+            ]
+          : undefined
+      }
      saveQueryMenuVisibility={
        services.visualizeCapabilities.saveQuery ? 'allowed_by_app_privilege' : 'globally_managed'
      }
--- a/src/plugins/visualizations/public/visualize_app/utils/get_top_nav_config.tsx
+++ b/src/plugins/visualizations/public/visualize_app/utils/get_top_nav_config.tsx
@ -605,6 +605,14 @@ export const getTopNavConfig = (
                      }
                    )}
                    onClose={() => {}}
+                    mustCopyOnSaveMessage={
+                      savedVis.managed
+                        ? i18n.translate('visualizations.topNavMenu.mustCopyOnSave', {
+                            defaultMessage:
+                              'This visualization is managed by Elastic. Changes here must be saved to a new visualization.',
+                          })
+                        : undefined
+                    }
                  />
                );
              }
--- a/src/plugins/visualizations/public/visualize_app/utils/get_visualization_instance.ts
+++ b/src/plugins/visualizations/public/visualize_app/utils/get_visualization_instance.ts
@ -19,7 +19,7 @@ import {
  VisualizeEmbeddableContract,
  VisualizeInput,
 } from '../..';
-import type { VisualizeServices } from '../types';
+import type { VisInstance, VisualizeServices } from '../types';

 function isErrorRelatedToRuntimeFields(error: ExpressionValueError['error']) {
  const originalError = error.original || error;
@ -120,7 +120,7 @@ export const getVisualizationInstance = async (
   * Both come from url search query
   */
  opts?: Record<string, unknown> | string
-) => {
+): Promise<VisInstance> => {
  const { data, spaces, savedObjectsTagging } = visualizeServices;

  const savedVis: VisSavedObject = await getSavedVisualization(
--- a/src/plugins/visualizations/tsconfig.json
+++ b/src/plugins/visualizations/tsconfig.json
@ -68,6 +68,7 @@
    "@kbn/content-management-table-list-view-common",
    "@kbn/chart-expressions-common",
    "@kbn/shared-ux-utility",
+    "@kbn/managed-content-badge",
    "@kbn/presentation-publishing"
  ],
  "exclude": [
--- a/test/functional/fixtures/kbn_archiver/managed_content.json
+++ b/test/functional/fixtures/kbn_archiver/managed_content.json
@ -8,6 +8,10 @@

 {"attributes":{"columns":["@tags","clientip"],"description":"","grid":{},"hideChart":false,"isTextBasedQuery":false,"kibanaSavedObjectMeta":{"searchSourceJSON":"{\"query\":{\"query\":\"agent.raw:\\\"Mozilla/4.0 (compatible; MSIE 6.0; Windows NT 5.1; SV1; .NET CLR 1.1.4322)\\\" \",\"language\":\"kuery\"},\"filter\":[],\"indexRefName\":\"kibanaSavedObjectMeta.searchSourceJSON.index\"}"},"sort":[["@timestamp","desc"]],"timeRestore":false,"title":"Saved search","usesAdHocDataView":false},"coreMigrationVersion":"8.8.0","created_at":"2024-01-22T18:11:05.016Z","id":"unmanaged-3d62-4113-ac7c-de2e20a68fbc","managed":false,"references":[{"id":"5f863f70-4728-4e8d-b441-db08f8c33b28","name":"kibanaSavedObjectMeta.searchSourceJSON.index","type":"index-pattern"}],"type":"search","typeMigrationVersion":"8.0.0","updated_at":"2024-01-22T18:11:05.016Z","version":"WzIzLDFd"}

+{"attributes":{"description":"","kibanaSavedObjectMeta":{"searchSourceJSON":"{\"query\":{\"query\":\"\",\"language\":\"kuery\"},\"filter\":[]}"},"title":"Legacy visualization","uiStateJSON":"{}","version":1,"visState":"{\"title\":\"Legacy visualization\",\"type\":\"metrics\",\"aggs\":[],\"params\":{\"id\":\"1a14d0ad-0d74-4470-a189-8f040cddc1a1\",\"type\":\"timeseries\",\"series\":[{\"id\":\"daa8bbf7-86cc-4394-b249-be48da9f7351\",\"color\":\"#68BC00\",\"split_mode\":\"everything\",\"palette\":{\"type\":\"palette\",\"name\":\"default\"},\"metrics\":[{\"id\":\"795375d9-1aa6-454d-9b23-687e69f3382c\",\"type\":\"count\"}],\"separate_axis\":0,\"axis_position\":\"right\",\"formatter\":\"default\",\"chart_type\":\"line\",\"line_width\":1,\"point_size\":1,\"fill\":0.5,\"stacked\":\"none\",\"override_index_pattern\":0,\"series_drop_last_bucket\":0}],\"time_field\":\"\",\"use_kibana_indexes\":true,\"interval\":\"\",\"axis_position\":\"left\",\"axis_formatter\":\"number\",\"axis_scale\":\"normal\",\"show_legend\":1,\"truncate_legend\":1,\"max_lines_legend\":1,\"show_grid\":1,\"tooltip_mode\":\"show_all\",\"drop_last_bucket\":0,\"index_pattern_ref_name\":\"metrics_0_index_pattern\"}}"},"coreMigrationVersion":"8.8.0","created_at":"2024-01-24T18:53:06.818Z","id":"managed-feb9-4ba6-9538-1b8f67fb4f57","managed":true,"references":[{"id":"5f863f70-4728-4e8d-b441-db08f8c33b28","name":"metrics_0_index_pattern","type":"index-pattern"}],"type":"visualization","typeMigrationVersion":"8.5.0","updated_at":"2024-01-24T18:53:06.818Z","version":"WzEzLDFd"}
+
+{"attributes":{"description":"","kibanaSavedObjectMeta":{"searchSourceJSON":"{\"query\":{\"query\":\"\",\"language\":\"kuery\"},\"filter\":[]}"},"title":"Legacy visualization","uiStateJSON":"{}","version":1,"visState":"{\"title\":\"Legacy visualization\",\"type\":\"metrics\",\"aggs\":[],\"params\":{\"id\":\"1a14d0ad-0d74-4470-a189-8f040cddc1a1\",\"type\":\"timeseries\",\"series\":[{\"id\":\"daa8bbf7-86cc-4394-b249-be48da9f7351\",\"color\":\"#68BC00\",\"split_mode\":\"everything\",\"palette\":{\"type\":\"palette\",\"name\":\"default\"},\"metrics\":[{\"id\":\"795375d9-1aa6-454d-9b23-687e69f3382c\",\"type\":\"count\"}],\"separate_axis\":0,\"axis_position\":\"right\",\"formatter\":\"default\",\"chart_type\":\"line\",\"line_width\":1,\"point_size\":1,\"fill\":0.5,\"stacked\":\"none\",\"override_index_pattern\":0,\"series_drop_last_bucket\":0}],\"time_field\":\"\",\"use_kibana_indexes\":true,\"interval\":\"\",\"axis_position\":\"left\",\"axis_formatter\":\"number\",\"axis_scale\":\"normal\",\"show_legend\":1,\"truncate_legend\":1,\"max_lines_legend\":1,\"show_grid\":1,\"tooltip_mode\":\"show_all\",\"drop_last_bucket\":0,\"index_pattern_ref_name\":\"metrics_0_index_pattern\"}}"},"coreMigrationVersion":"8.8.0","created_at":"2024-01-24T18:53:06.818Z","id":"unmanaged-feb9-4ba6-9538-1b8f67fb4f57","managed":false,"references":[{"id":"5f863f70-4728-4e8d-b441-db08f8c33b28","name":"metrics_0_index_pattern","type":"index-pattern"}],"type":"visualization","typeMigrationVersion":"8.5.0","updated_at":"2024-01-24T18:53:06.818Z","version":"WzEzLDFd"}
+
 {"attributes":{"description":"","layerListJSON":"[{\"locale\":\"autoselect\",\"sourceDescriptor\":{\"type\":\"EMS_TMS\",\"isAutoSelect\":true,\"lightModeDefault\":\"road_map_desaturated\"},\"id\":\"5ff9c98e-e0d3-4aff-ac98-b33c191496b4\",\"label\":null,\"minZoom\":0,\"maxZoom\":24,\"alpha\":1,\"visible\":true,\"style\":{\"type\":\"EMS_VECTOR_TILE\",\"color\":\"\"},\"includeInFitToBounds\":true,\"type\":\"EMS_VECTOR_TILE\"}]","mapStateJSON":"{\"adHocDataViews\":[],\"zoom\":1.4,\"center\":{\"lon\":0,\"lat\":19.94277},\"timeFilters\":{\"from\":\"now-15m\",\"to\":\"now\"},\"refreshConfig\":{\"isPaused\":true,\"interval\":60000},\"query\":{\"query\":\"\",\"language\":\"kuery\"},\"filters\":[],\"settings\":{\"autoFitToDataBounds\":false,\"backgroundColor\":\"#ffffff\",\"customIcons\":[],\"disableInteractive\":false,\"disableTooltipControl\":false,\"hideToolbarOverlay\":false,\"hideLayerControl\":false,\"hideViewControl\":false,\"initialLocation\":\"LAST_SAVED_LOCATION\",\"fixedLocation\":{\"lat\":0,\"lon\":0,\"zoom\":2},\"browserLocation\":{\"zoom\":2},\"keydownScrollZoom\":false,\"maxZoom\":24,\"minZoom\":0,\"showScaleControl\":false,\"showSpatialFilters\":true,\"showTimesliderToggleButton\":true,\"spatialFiltersAlpa\":0.3,\"spatialFiltersFillColor\":\"#DA8B45\",\"spatialFiltersLineColor\":\"#DA8B45\"}}","title":"Map","uiStateJSON":"{\"isLayerTOCOpen\":true,\"openTOCDetails\":[]}"},"coreMigrationVersion":"8.8.0","created_at":"2024-01-24T18:22:40.360Z","id":"managed-d7ab-46eb-a807-8fed28ed8566","managed":true,"references":[],"type":"map","typeMigrationVersion":"8.4.0","updated_at":"2024-01-24T18:23:07.090Z","version":"WzEyLDFd"}

 {"attributes":{"description":"","layerListJSON":"[{\"locale\":\"autoselect\",\"sourceDescriptor\":{\"type\":\"EMS_TMS\",\"isAutoSelect\":true,\"lightModeDefault\":\"road_map_desaturated\"},\"id\":\"5ff9c98e-e0d3-4aff-ac98-b33c191496b4\",\"label\":null,\"minZoom\":0,\"maxZoom\":24,\"alpha\":1,\"visible\":true,\"style\":{\"type\":\"EMS_VECTOR_TILE\",\"color\":\"\"},\"includeInFitToBounds\":true,\"type\":\"EMS_VECTOR_TILE\"}]","mapStateJSON":"{\"adHocDataViews\":[],\"zoom\":1.4,\"center\":{\"lon\":0,\"lat\":19.94277},\"timeFilters\":{\"from\":\"now-15m\",\"to\":\"now\"},\"refreshConfig\":{\"isPaused\":true,\"interval\":60000},\"query\":{\"query\":\"\",\"language\":\"kuery\"},\"filters\":[],\"settings\":{\"autoFitToDataBounds\":false,\"backgroundColor\":\"#ffffff\",\"customIcons\":[],\"disableInteractive\":false,\"disableTooltipControl\":false,\"hideToolbarOverlay\":false,\"hideLayerControl\":false,\"hideViewControl\":false,\"initialLocation\":\"LAST_SAVED_LOCATION\",\"fixedLocation\":{\"lat\":0,\"lon\":0,\"zoom\":2},\"browserLocation\":{\"zoom\":2},\"keydownScrollZoom\":false,\"maxZoom\":24,\"minZoom\":0,\"showScaleControl\":false,\"showSpatialFilters\":true,\"showTimesliderToggleButton\":true,\"spatialFiltersAlpa\":0.3,\"spatialFiltersFillColor\":\"#DA8B45\",\"spatialFiltersLineColor\":\"#DA8B45\"}}","title":"Map","uiStateJSON":"{\"isLayerTOCOpen\":true,\"openTOCDetails\":[]}"},"coreMigrationVersion":"8.8.0","created_at":"2024-01-24T18:22:40.360Z","id":"unmanaged-d7ab-46eb-a807-8fed28ed8566","managed":false,"references":[],"type":"map","typeMigrationVersion":"8.4.0","updated_at":"2024-01-24T18:23:07.090Z","version":"WzEyLDFd"}
--- a/x-pack/test/functional/apps/managed_content/managed_content.ts
+++ b/x-pack/test/functional/apps/managed_content/managed_content.ts
@ -9,7 +9,14 @@ import expect from '@kbn/expect';
 import { FtrProviderContext } from '../../ftr_provider_context';

 export default function ({ getPageObjects, getService }: FtrProviderContext) {
-  const PageObjects = getPageObjects(['timePicker', 'lens', 'common', 'discover', 'maps']);
+  const PageObjects = getPageObjects([
+    'visChart',
+    'timePicker',
+    'lens',
+    'common',
+    'discover',
+    'maps',
+  ]);
  const kibanaServer = getService('kibanaServer');
  const esArchiver = getService('esArchiver');
  const testSubjects = getService('testSubjects');
@ -77,6 +84,24 @@ export default function ({ getPageObjects, getService }: FtrProviderContext) {
      await expectManagedContentSignifiers(false, 'discoverSaveButton');
    });

+    it('visualize', async () => {
+      await PageObjects.common.navigateToActualUrl(
+        'visualize',
+        'edit/managed-feb9-4ba6-9538-1b8f67fb4f57'
+      );
+      await PageObjects.visChart.waitForVisualization();
+
+      await expectManagedContentSignifiers(true, 'visualizeSaveButton');
+
+      await PageObjects.common.navigateToActualUrl(
+        'visualize',
+        'edit/unmanaged-feb9-4ba6-9538-1b8f67fb4f57'
+      );
+      await PageObjects.visChart.waitForVisualization();
+
+      await expectManagedContentSignifiers(false, 'visualizeSaveButton');
+    });
+
    it('maps', async () => {
      await PageObjects.common.navigateToActualUrl(
        'maps',