[Dashboard] Keep managed panels out of unmanaged dashboards (#176006)

## Summary

Close https://github.com/elastic/kibana/issues/172383
Close https://github.com/elastic/kibana/issues/172384

This PR introduces a [new embeddable-related
registry](https://github.com/elastic/kibana/pull/176006/files#diff-1401b355377c76ab6458756aa0e3177beef5ec56796c58b7a52b5e003f85b5cf)
which clients can use to define a custom transformation from saved
object to embeddable input during the add-panel-from-library sequence.

Then, each content type uses this to communicate whether a particular
object should be added by-ref or by-val based on the presence of
`managed: true` on the saved object
([example](https://github.com/elastic/kibana/pull/176006/files#diff-3baaeaeef5893a5a4db6379a1ed888406a8584cb9d0c7440f273040e4aa28166R157-R167)).



### Managed panels are added by-value to dashboards

<img width="400" alt="Screenshot 2024-02-01 at 12 24 06 PM"
src="42a695d4-fccf-45bf-bd6a-8d8fc606d04e">

### Cloning a managed dashboard inlines all by-ref panels


ca6e763c-cc02-46cb-9164-abd91deca081

### 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 — will
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/5031
- [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>

src/plugins/dashboard/public/dashboard_container/embeddable/api/run_save_functions.tsx

@@ -14,7 +14,9 @@ import { showSaveModal } from '@kbn/saved-objects-plugin/public';
 import { cloneDeep } from 'lodash';
 import React from 'react';
 import { batch } from 'react-redux';
-import { DashboardContainerInput } from '../../../../common';
+
+import { EmbeddableInput, isReferenceOrValueEmbeddable } from '@kbn/embeddable-plugin/public';
+import { DashboardContainerInput, DashboardPanelMap } from '../../../../common';
 import { DASHBOARD_CONTENT_ID, SAVED_OBJECT_POST_TIME } from '../../../dashboard_constants';
 import {
   SaveDashboardReturn,
@@ -241,12 +243,38 @@ export async function runClone(this: DashboardContainer) {
         };
       }
 
+      const isManaged = this.getState().componentState.managed;
+      const newPanels = await (async () => {
+        if (!isManaged) return currentState.panels;
+
+        // this is a managed dashboard - unlink all by reference embeddables on clone
+        const unlinkedPanels: DashboardPanelMap = {};
+        for (const [panelId, panel] of Object.entries(currentState.panels)) {
+          const child = this.getChild(panelId);
+          if (
+            child &&
+            isReferenceOrValueEmbeddable(child) &&
+            child.inputIsRefType(child.getInput() as EmbeddableInput)
+          ) {
+            const valueTypeInput = await child.getInputAsValueType();
+            unlinkedPanels[panelId] = {
+              ...panel,
+              explicitInput: valueTypeInput,
+            };
+            continue;
+          }
+          unlinkedPanels[panelId] = panel;
+        }
+        return unlinkedPanels;
+      })();
+
       const saveResult = await saveDashboardState({
         saveOptions: {
           saveAsCopy: true,
         },
         currentState: {
           ...stateToSave,
+          panels: newPanels,
           title: newTitle,
         },
       });

src/plugins/embeddable/public/add_panel_flyout/add_panel_flyout.test.tsx

@@ -68,7 +68,7 @@ describe('add panel flyout', () => {
         getEmbeddableFactory: embeddableStart.getEmbeddableFactory,
       }
     );
-    container.addNewEmbeddable = jest.fn();
+    container.addNewEmbeddable = jest.fn().mockResolvedValue({ id: 'foo' });
   });
 
   test('add panel flyout renders SavedObjectFinder', async () => {

src/plugins/embeddable/public/add_panel_flyout/add_panel_flyout.tsx

@@ -32,6 +32,7 @@ import {
   SavedObjectEmbeddableInput,
   EmbeddableFactoryNotFoundError,
 } from '../lib';
+import { savedObjectToPanel } from '../registry/saved_object_to_panel_methods';
 
 type FactoryMap = { [key: string]: EmbeddableFactory };
 
@@ -101,12 +102,30 @@ export const AddPanelFlyout = ({
         throw new EmbeddableFactoryNotFoundError(type);
       }
 
-      const embeddable = await container.addNewEmbeddable<SavedObjectEmbeddableInput>(
+      let embeddableId: string;
+
+      if (savedObjectToPanel[type]) {
+        // this panel type has a custom method for converting saved objects to panels
+        const panel = savedObjectToPanel[type](savedObject);
+
+        const { id: _embeddableId } = await container.addNewEmbeddable(
+          factoryForSavedObjectType.type,
+          panel,
+          savedObject.attributes
+        );
+
+        embeddableId = _embeddableId;
+      } else {
+        const { id: _embeddableId } = await container.addNewEmbeddable<SavedObjectEmbeddableInput>(
           factoryForSavedObjectType.type,
           { savedObjectId: id },
           savedObject.attributes
         );
-      onAddPanel?.(embeddable.id);
+
+        embeddableId = _embeddableId;
+      }
+
+      onAddPanel?.(embeddableId);
 
       showSuccessToast(name);
       runAddTelemetry(container.type, factoryForSavedObjectType, savedObject);
@@ -136,6 +155,14 @@ export const AddPanelFlyout = ({
           noItemsMessage={i18n.translate('embeddableApi.addPanel.noMatchingObjectsMessage', {
             defaultMessage: 'No matching objects found.',
           })}
+          getTooltipText={(item) => {
+            return item.managed
+              ? i18n.translate('embeddableApi.addPanel.managedPanelTooltip', {
+                  defaultMessage:
+                    'This panel is managed by Elastic. It can be added but will be unlinked from the library.',
+                })
+              : undefined;
+          }}
         />
       </EuiFlyoutBody>
     </>

src/plugins/embeddable/public/index.ts

@@ -113,6 +113,8 @@ export {
   serializeReactEmbeddableTitles,
 } from './react_embeddable_system';
 
+export { registerSavedObjectToPanelMethod } from './registry/saved_object_to_panel_methods';
+
 export function plugin(initializerContext: PluginInitializerContext) {
   return new EmbeddablePublicPlugin(initializerContext);
 }

src/plugins/embeddable/public/registry/saved_object_to_panel_methods.ts

@@ -0,0 +1,22 @@
+/*
+ * 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 { SavedObjectCommon } from '@kbn/saved-objects-finder-plugin/common';
+
+type SavedObjectToPanelMethod<TSavedObjectAttributes, TByValueInput> = (
+  savedObject: SavedObjectCommon<TSavedObjectAttributes>
+) => { savedObjectId: string } | Partial<TByValueInput>;
+
+export const savedObjectToPanel: Record<string, SavedObjectToPanelMethod<any, any>> = {};
+
+export const registerSavedObjectToPanelMethod = <TSavedObjectAttributes, TByValueAttributes>(
+  savedObjectType: string,
+  method: SavedObjectToPanelMethod<TSavedObjectAttributes, TByValueAttributes>
+) => {
+  savedObjectToPanel[savedObjectType] = method;
+};

src/plugins/saved_objects_finder/public/finder/saved_object_finder.test.tsx

@@ -9,7 +9,12 @@
 const nextTick = () => new Promise((res) => process.nextTick(res));
 
 import lodash from 'lodash';
-jest.spyOn(lodash, 'debounce').mockImplementation((fn: any) => fn);
+import { render, screen } from '@testing-library/react';
+import userEvent from '@testing-library/user-event';
+jest.spyOn(lodash, 'debounce').mockImplementation((fn: any) => {
+  fn.cancel = jest.fn();
+  return fn;
+});
 import {
   EuiInMemoryTable,
   EuiLink,
@@ -962,4 +967,36 @@ describe('SavedObjectsFinder', () => {
       expect(findTestSubject(wrapper, 'tableHeaderCell_references_2')).toHaveLength(0);
     });
   });
+
+  it('should add a tooltip when text is provided', async () => {
+    (contentClient.mSearch as any as jest.SpyInstance).mockResolvedValue({
+      hits: [doc, doc2, doc3],
+    });
+
+    const tooltipText = 'This is a tooltip';
+
+    render(
+      <SavedObjectFinder
+        services={{ uiSettings, contentClient, savedObjectsTagging }}
+        savedObjectMetaData={metaDataConfig}
+        getTooltipText={(item) => (item.id === doc3.id ? tooltipText : undefined)}
+      />
+    );
+
+    const assertTooltip = async (linkTitle: string, show: boolean) => {
+      const elem = await screen.findByText(linkTitle);
+      userEvent.hover(elem);
+
+      const tooltip = screen.queryByText(tooltipText);
+      if (show) {
+        expect(tooltip).toBeInTheDocument();
+      } else {
+        expect(tooltip).toBeNull();
+      }
+    };
+
+    assertTooltip(doc.attributes.title, false);
+    assertTooltip(doc2.attributes.title, false);
+    assertTooltip(doc3.attributes.title, true);
+  });
 });

src/plugins/saved_objects_finder/public/finder/saved_object_finder.tsx

@@ -77,6 +77,7 @@ interface BaseSavedObjectFinder {
   leftChildren?: ReactElement | ReactElement[];
   children?: ReactElement | ReactElement[];
   helpText?: string;
+  getTooltipText?: (item: SavedObjectFinderItem) => string | undefined;
 }
 
 interface SavedObjectFinderFixedPage extends BaseSavedObjectFinder {
@@ -288,7 +289,7 @@ export class SavedObjectFinderUi extends React.Component<
             ? currentSavedObjectMetaData.getTooltipForSavedObject(item.simple)
             : `${item.name} (${currentSavedObjectMetaData!.name})`;
 
-          return (
+          const link = (
             <EuiLink
               onClick={
                 onChoose
@@ -303,6 +304,16 @@ export class SavedObjectFinderUi extends React.Component<
               {item.name}
             </EuiLink>
           );
+
+          const tooltipText = this.props.getTooltipText?.(item);
+
+          return tooltipText ? (
+            <EuiToolTip position="left" content={tooltipText}>
+              {link}
+            </EuiToolTip>
+          ) : (
+            link
+          );
         },
       },
       ...(tagColumn ? [tagColumn] : []),

src/plugins/saved_search/public/plugin.ts

@@ -17,13 +17,14 @@ import type {
   ContentManagementPublicStart,
 } from '@kbn/content-management-plugin/public';
 import type { SOWithMetadata } from '@kbn/content-management-utils';
-import type { EmbeddableStart } from '@kbn/embeddable-plugin/public';
+import { EmbeddableStart, registerSavedObjectToPanelMethod } from '@kbn/embeddable-plugin/public';
 import {
   getSavedSearch,
   saveSavedSearch,
   SaveSavedSearchOptions,
   getNewSavedSearch,
   SavedSearchUnwrapResult,
+  SearchByValueInput,
 } from './services/saved_searches';
 import { SavedSearch, SavedSearchAttributes } from '../common/types';
 import { SavedSearchType, LATEST_VERSION } from '../common';
@@ -35,6 +36,7 @@ import {
   getSavedSearchAttributeService,
   toSavedSearch,
 } from './services/saved_searches';
+import { savedObjectToEmbeddableAttributes } from './services/saved_searches/saved_search_attribute_service';
 
 /**
  * Saved search plugin public Setup contract
@@ -115,6 +117,19 @@ export class SavedSearchPublicPlugin
 
     expressions.registerType(kibanaContext);
 
+    registerSavedObjectToPanelMethod<SavedSearchAttributes, SearchByValueInput>(
+      SavedSearchType,
+      (savedObject) => {
+        if (!savedObject.managed) {
+          return { savedObjectId: savedObject.id };
+        }
+
+        return {
+          attributes: savedObjectToEmbeddableAttributes(savedObject),
+        };
+      }
+    );
+
     return {};
   }
 

src/plugins/saved_search/public/services/saved_searches/saved_search_attribute_service.ts

@@ -9,6 +9,8 @@
 import type { AttributeService, EmbeddableStart } from '@kbn/embeddable-plugin/public';
 import type { OnSaveProps } from '@kbn/saved-objects-plugin/public';
 import { SEARCH_EMBEDDABLE_TYPE } from '@kbn/discover-utils';
+import { SavedObjectCommon } from '@kbn/saved-objects-finder-plugin/common';
+import { SavedSearchAttributes } from '../../../common';
 import type {
   SavedSearch,
   SavedSearchByValueAttributes,
@@ -41,6 +43,13 @@ export type SavedSearchAttributeService = AttributeService<
   SavedSearchUnwrapMetaInfo
 >;
 
+export const savedObjectToEmbeddableAttributes = (
+  savedObject: SavedObjectCommon<SavedSearchAttributes>
+) => ({
+  ...savedObject.attributes,
+  references: savedObject.references,
+});
+
 export function getSavedSearchAttributeService(
   services: SavedSearchesServiceDeps & {
     embeddable: EmbeddableStart;
@@ -67,10 +76,7 @@ export function getSavedSearchAttributeService(
       const so = await getSearchSavedObject(savedObjectId, createGetSavedSearchDeps(services));
 
       return {
-        attributes: {
+        attributes: savedObjectToEmbeddableAttributes(so.item),
-          ...so.item.attributes,
-          references: so.item.references,
-        },
         metaInfo: {
           sharingSavedObjectProps: so.meta,
           managed: so.item.managed,

src/plugins/saved_search/tsconfig.json

@@ -32,6 +32,7 @@
     "@kbn/logging",
     "@kbn/core-plugins-server",
     "@kbn/utility-types",
+    "@kbn/saved-objects-finder-plugin",
   ],
   "exclude": [
     "target/**/*",

src/plugins/visualizations/public/plugin.ts

@@ -47,7 +47,11 @@ import type { UsageCollectionStart } from '@kbn/usage-collection-plugin/public';
 import type { DataPublicPluginSetup, DataPublicPluginStart } from '@kbn/data-plugin/public';
 import type { DataViewsPublicPluginStart } from '@kbn/data-views-plugin/public';
 import type { ExpressionsSetup, ExpressionsStart } from '@kbn/expressions-plugin/public';
-import type { EmbeddableSetup, EmbeddableStart } from '@kbn/embeddable-plugin/public';
+import {
+  EmbeddableSetup,
+  EmbeddableStart,
+  registerSavedObjectToPanelMethod,
+} from '@kbn/embeddable-plugin/public';
 import type { SavedObjectTaggingOssPluginStart } from '@kbn/saved-objects-tagging-oss-plugin/public';
 import type { NavigationPublicPluginStart as NavigationStart } from '@kbn/navigation-plugin/public';
 import type { SharePluginSetup, SharePluginStart } from '@kbn/share-plugin/public';
@@ -112,8 +116,14 @@ import {
 } from './services';
 import { VisualizeConstants } from '../common/constants';
 import { EditInLensAction } from './actions/edit_in_lens_action';
-import { ListingViewRegistry } from './types';
+import { ListingViewRegistry, SerializedVis } from './types';
-import { LATEST_VERSION, CONTENT_ID } from '../common/content_management';
+import {
+  LATEST_VERSION,
+  CONTENT_ID,
+  VisualizationSavedObjectAttributes,
+} from '../common/content_management';
+import { SerializedVisData } from '../common';
+import { VisualizeByValueInput } from './embeddable/visualize_embeddable';
 
 /**
  * Interface for this plugin's returned setup/start contracts.
@@ -397,6 +407,37 @@ export class VisualizationsPlugin
       name: 'Visualize Library',
     });
 
+    registerSavedObjectToPanelMethod<VisualizationSavedObjectAttributes, VisualizeByValueInput>(
+      CONTENT_ID,
+      (savedObject) => {
+        const visState = savedObject.attributes.visState;
+
+        // not sure if visState actually is ever undefined, but following the type
+        if (!savedObject.managed || !visState) {
+          return {
+            savedObjectId: savedObject.id,
+          };
+        }
+
+        // data is not always defined, so I added a default value since the extract
+        // routine in the embeddable factory expects it to be there
+        const savedVis = JSON.parse(visState) as Omit<SerializedVis, 'data'> & {
+          data?: SerializedVisData;
+        };
+
+        if (!savedVis.data) {
+          savedVis.data = {
+            searchSource: {},
+            aggs: [],
+          };
+        }
+
+        return {
+          savedVis: savedVis as SerializedVis, // now we're sure we have "data" prop
+        };
+      }
+    );
+
     return {
       ...this.types.setup(),
       visEditorsRegistry,

test/functional/fixtures/kbn_archiver/managed_content.json

@@ -1,17 +1,19 @@
 {"attributes":{"allowHidden":false,"fieldAttrs":"{}","fieldFormatMap":"{}","fields":"[]","name":"logstash-*","runtimeFieldMap":"{}","sourceFilters":"[]","timeFieldName":"@timestamp","title":"logstash-*"},"coreMigrationVersion":"8.8.0","created_at":"2024-01-18T17:35:58.606Z","id":"5f863f70-4728-4e8d-b441-db08f8c33b28","managed":false,"references":[],"type":"index-pattern","typeMigrationVersion":"8.0.0","updated_at":"2024-01-18T17:35:58.606Z","version":"WzI4LDFd"}
 
-{"attributes":{"description":"","state":{"adHocDataViews":{},"datasourceStates":{"formBased":{"layers":{"e633b1af-3ab4-4bf5-8faa-fefde06c4a4a":{"columnOrder":["f2555a1a-6f93-43fd-bc63-acdfadd47729","d229daf9-9658-4579-99af-01d8adb2f25f"],"columns":{"d229daf9-9658-4579-99af-01d8adb2f25f":{"dataType":"number","isBucketed":false,"label":"Median of bytes","operationType":"median","params":{"emptyAsNull":true},"scale":"ratio","sourceField":"bytes"},"f2555a1a-6f93-43fd-bc63-acdfadd47729":{"dataType":"date","isBucketed":true,"label":"@timestamp","operationType":"date_histogram","params":{"dropPartials":false,"includeEmptyRows":true,"interval":"auto"},"scale":"interval","sourceField":"@timestamp"}},"incompleteColumns":{},"sampling":1}}},"indexpattern":{"layers":{}},"textBased":{"layers":{}}},"filters":[],"internalReferences":[],"query":{"language":"kuery","query":""},"visualization":{"axisTitlesVisibilitySettings":{"x":true,"yLeft":true,"yRight":true},"fittingFunction":"None","gridlinesVisibilitySettings":{"x":true,"yLeft":true,"yRight":true},"labelsOrientation":{"x":0,"yLeft":0,"yRight":0},"layers":[{"accessors":["d229daf9-9658-4579-99af-01d8adb2f25f"],"layerId":"e633b1af-3ab4-4bf5-8faa-fefde06c4a4a","layerType":"data","position":"top","seriesType":"bar_stacked","showGridlines":false,"xAccessor":"f2555a1a-6f93-43fd-bc63-acdfadd47729"}],"legend":{"isVisible":true,"position":"right"},"preferredSeriesType":"bar_stacked","tickLabelsVisibilitySettings":{"x":true,"yLeft":true,"yRight":true},"valueLabels":"hide"}},"title":"Lens vis (managed)","visualizationType":"lnsXY"},"coreMigrationVersion":"8.8.0","created_at":"2024-01-18T17:42:12.920Z","id":"managed-36db-4a3b-a4ba-7a64ab8f130b","managed":true,"references":[{"id":"5f863f70-4728-4e8d-b441-db08f8c33b28","name":"indexpattern-datasource-layer-e633b1af-3ab4-4bf5-8faa-fefde06c4a4a","type":"index-pattern"}],"type":"lens","typeMigrationVersion":"8.9.0","updated_at":"2024-01-18T17:42:12.920Z","version":"WzQ1LDFd"}
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+{"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":"Managed 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"}
+{"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":"Unmanaged 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"}
+
+{"attributes":{"description":"","kibanaSavedObjectMeta":{"searchSourceJSON":"{\"query\":{\"query\":\"\",\"language\":\"kuery\"},\"filter\":[]}"},"optionsJSON":"{\"useMargins\":true,\"syncColors\":false,\"syncCursor\":true,\"syncTooltips\":false,\"hidePanelTitles\":false}","panelsJSON":"[{\"type\":\"visualization\",\"gridData\":{\"x\":0,\"y\":0,\"w\":24,\"h\":15,\"i\":\"536c52e4-ecf1-4cde-9323-cc1c3de1fdd2\"},\"panelIndex\":\"536c52e4-ecf1-4cde-9323-cc1c3de1fdd2\",\"embeddableConfig\":{\"enhancements\":{}},\"panelRefName\":\"panel_536c52e4-ecf1-4cde-9323-cc1c3de1fdd2\"},{\"type\":\"lens\",\"gridData\":{\"x\":24,\"y\":0,\"w\":24,\"h\":15,\"i\":\"f19bd0df-03e7-4181-9adf-e3b3b4c97e19\"},\"panelIndex\":\"f19bd0df-03e7-4181-9adf-e3b3b4c97e19\",\"embeddableConfig\":{\"enhancements\":{}},\"panelRefName\":\"panel_f19bd0df-03e7-4181-9adf-e3b3b4c97e19\"},{\"type\":\"map\",\"gridData\":{\"x\":0,\"y\":15,\"w\":24,\"h\":15,\"i\":\"26f25c71-2b7c-4540-8c1c-c003b5657978\"},\"panelIndex\":\"26f25c71-2b7c-4540-8c1c-c003b5657978\",\"embeddableConfig\":{\"mapCenter\":{\"lat\":19.94277,\"lon\":0,\"zoom\":1.4},\"mapBuffer\":{\"minLon\":-180,\"minLat\":-66.51326,\"maxLon\":180,\"maxLat\":66.51326},\"isLayerTOCOpen\":true,\"openTOCDetails\":[],\"hiddenLayers\":[],\"enhancements\":{}},\"panelRefName\":\"panel_26f25c71-2b7c-4540-8c1c-c003b5657978\"},{\"type\":\"search\",\"gridData\":{\"x\":24,\"y\":15,\"w\":24,\"h\":15,\"i\":\"d7e33257-de57-40cb-9171-3dd739dd1875\"},\"panelIndex\":\"d7e33257-de57-40cb-9171-3dd739dd1875\",\"embeddableConfig\":{\"enhancements\":{}},\"panelRefName\":\"panel_d7e33257-de57-40cb-9171-3dd739dd1875\"}]","timeRestore":false,"title":"Managed dashboard with by-ref panels","version":1},"coreMigrationVersion":"8.8.0","created_at":"2024-01-31T21:57:49.102Z","id":"c44c86f9-b105-4a9c-9a24-449a58a827f3","managed":true,"references":[{"id":"managed-feb9-4ba6-9538-1b8f67fb4f57","name":"536c52e4-ecf1-4cde-9323-cc1c3de1fdd2:panel_536c52e4-ecf1-4cde-9323-cc1c3de1fdd2","type":"visualization"},{"id":"managed-36db-4a3b-a4ba-7a64ab8f130b","name":"f19bd0df-03e7-4181-9adf-e3b3b4c97e19:panel_f19bd0df-03e7-4181-9adf-e3b3b4c97e19","type":"lens"},{"id":"managed-d7ab-46eb-a807-8fed28ed8566","name":"26f25c71-2b7c-4540-8c1c-c003b5657978:panel_26f25c71-2b7c-4540-8c1c-c003b5657978","type":"map"},{"id":"managed-3d62-4113-ac7c-de2e20a68fbc","name":"d7e33257-de57-40cb-9171-3dd739dd1875:panel_d7e33257-de57-40cb-9171-3dd739dd1875","type":"search"}],"type":"dashboard","typeMigrationVersion":"8.9.0","updated_at":"2024-01-31T21:57:49.102Z","version":"WzEwOSwxXQ=="}

test/functional/services/dashboard/add_panel.ts

@@ -230,22 +230,41 @@ export class DashboardAddPanelService extends FtrService {
     return this.addEmbeddable(vizName, 'Visualization');
   }
 
-  async addEmbeddable(embeddableName: string, embeddableType: string) {
+  async addEmbeddable(
+    embeddableName: string,
+    embeddableType?: string,
+    closePanelWhenComplete: boolean = true
+  ) {
     this.log.debug(
       `DashboardAddPanel.addEmbeddable, name: ${embeddableName}, type: ${embeddableType}`
     );
     await this.ensureAddPanelIsShowing();
-    await this.savedObjectsFinder.toggleFilter(embeddableType);
+    await this.savedObjectsFinder.filterEmbeddableNames(
-    await this.savedObjectsFinder.filterEmbeddableNames(`"${embeddableName.replace('-', ' ')}"`);
+      `${embeddableType ? 'type:(' + embeddableType + ') ' : ''}"${embeddableName.replace(
+        '-',
+        ' '
+      )}"`
+    );
     await this.testSubjects.click(`savedObjectTitle${embeddableName.split(' ').join('-')}`);
     await this.testSubjects.exists('addObjectToDashboardSuccess');
+    if (closePanelWhenComplete) {
       await this.closeAddPanel();
+    }
 
     // close "Added successfully" toast
     await this.common.clearAllToasts();
     return embeddableName;
   }
 
+  async addEmbeddables(embeddables: Array<{ name: string; type?: string }>) {
+    const addedEmbeddables: string[] = [];
+    for (const { name, type } of embeddables) {
+      addedEmbeddables.push(await this.addEmbeddable(name, type, false));
+    }
+    await this.closeAddPanel();
+    return addedEmbeddables;
+  }
+
   async panelAddLinkExists(name: string) {
     this.log.debug(`DashboardAddPanel.panelAddLinkExists(${name})`);
     await this.ensureAddPanelIsShowing();

x-pack/plugins/lens/public/lens_attribute_service.ts

@@ -8,7 +8,9 @@
 import type { CoreStart } from '@kbn/core/public';
 import type { AttributeService } from '@kbn/embeddable-plugin/public';
 import { OnSaveProps } from '@kbn/saved-objects-plugin/public';
+import { SavedObjectCommon } from '@kbn/saved-objects-finder-plugin/common';
 import type { LensPluginStartDependencies } from './plugin';
+import type { LensSavedObjectAttributes as LensSavedObjectAttributesWithoutReferences } from '../common/content_management';
 import type {
   LensSavedObjectAttributes,
   LensByValueInput,
@@ -26,6 +28,16 @@ export type LensAttributeService = AttributeService<
   LensUnwrapMetaInfo
 >;
 
+export const savedObjectToEmbeddableAttributes = (
+  savedObject: SavedObjectCommon<LensSavedObjectAttributesWithoutReferences>
+): LensSavedObjectAttributes => {
+  return {
+    ...savedObject.attributes,
+    state: savedObject.attributes.state as LensSavedObjectAttributes['state'],
+    references: savedObject.references,
+  };
+};
+
 export function getLensAttributeService(
   core: CoreStart,
   startDependencies: LensPluginStartDependencies
@@ -51,11 +63,7 @@ export function getLensAttributeService(
         item: savedObject,
         meta: { outcome, aliasTargetId, aliasPurpose },
       } = await savedObjectStore.load(savedObjectId);
-      const { attributes, references, id } = savedObject;
+      const { id } = savedObject;
-      const document = {
-        ...attributes,
-        references,
-      };
 
       const sharingSavedObjectProps = {
         aliasTargetId,
@@ -65,10 +73,7 @@ export function getLensAttributeService(
       };
 
       return {
-        attributes: {
+        attributes: savedObjectToEmbeddableAttributes(savedObject),
-          ...document,
-          state: document.state as LensSavedObjectAttributes['state'],
-        },
         metaInfo: {
           sharingSavedObjectProps,
           managed: savedObject.managed,

x-pack/plugins/lens/public/plugin.ts

@@ -64,6 +64,7 @@ import {
 } from '@kbn/content-management-plugin/public';
 import { i18n } from '@kbn/i18n';
 import type { ServerlessPluginStart } from '@kbn/serverless/public';
+import { registerSavedObjectToPanelMethod } from '@kbn/embeddable-plugin/public';
 import type { EditorFrameService as EditorFrameServiceType } from './editor_frame_service';
 import type {
   FormBasedDatasource as FormBasedDatasourceType,
@@ -117,7 +118,7 @@ import { visualizeTSVBAction } from './trigger_actions/visualize_tsvb_actions';
 import { visualizeAggBasedVisAction } from './trigger_actions/visualize_agg_based_vis_actions';
 import { visualizeDashboardVisualizePanelction } from './trigger_actions/dashboard_visualize_panel_actions';
 
-import type { LensEmbeddableInput } from './embeddable';
+import type { LensByValueInput, LensEmbeddableInput } from './embeddable';
 import { EmbeddableFactory, LensEmbeddableStartServices } from './embeddable/embeddable_factory';
 import { EmbeddableComponent, getEmbeddableComponent } from './embeddable/embeddable_component';
 import { getSaveModalComponent } from './app_plugin/shared/saved_modal_lazy';
@@ -130,8 +131,13 @@ import { ChartInfoApi } from './chart_info_api';
 import { type LensAppLocator, LensAppLocatorDefinition } from '../common/locator/locator';
 import { downloadCsvShareProvider } from './app_plugin/csv_download_provider/csv_download_provider';
 
-import { CONTENT_ID, LATEST_VERSION } from '../common/content_management';
+import {
+  CONTENT_ID,
+  LATEST_VERSION,
+  LensSavedObjectAttributes,
+} from '../common/content_management';
 import type { EditLensConfigurationProps } from './app_plugin/shared/edit_on_the_fly/get_edit_lens_configuration';
+import { savedObjectToEmbeddableAttributes } from './lens_attribute_service';
 
 export type { SaveProps } from './app_plugin';
 
@@ -424,6 +430,21 @@ export class LensPlugin {
       () => startServices().plugins.data.nowProvider.get()
     );
 
+    registerSavedObjectToPanelMethod<LensSavedObjectAttributes, LensByValueInput>(
+      CONTENT_ID,
+      (savedObject) => {
+        if (!savedObject.managed) {
+          return { savedObjectId: savedObject.id };
+        }
+
+        const panel = {
+          attributes: savedObjectToEmbeddableAttributes(savedObject),
+        };
+
+        return panel;
+      }
+    );
+
     const getPresentationUtilContext = () =>
       startServices().plugins.presentationUtil.ContextProvider;
 

x-pack/plugins/lens/tsconfig.json

@@ -109,7 +109,8 @@
     "@kbn/text-based-editor",
     "@kbn/managed-content-badge",
     "@kbn/sort-predicates",
-    "@kbn/presentation-publishing"
+    "@kbn/presentation-publishing",
+    "@kbn/saved-objects-finder-plugin"
   ],
   "exclude": ["target/**/*"]
 }

x-pack/plugins/maps/public/map_attribute_service.ts

@@ -9,6 +9,7 @@ import { SavedObjectReference } from '@kbn/core/types';
 import type { ResolvedSimpleSavedObject } from '@kbn/core/public';
 import { AttributeService } from '@kbn/embeddable-plugin/public';
 import type { OnSaveProps } from '@kbn/saved-objects-plugin/public';
+import { SavedObjectCommon } from '@kbn/saved-objects-finder-plugin/common';
 import type { MapAttributes } from '../common/content_management';
 import { MAP_EMBEDDABLE_NAME, MAP_SAVED_OBJECT_TYPE } from '../common/constants';
 import { getCoreOverlays, getEmbeddableService } from './kibana_services';
@@ -39,6 +40,17 @@ export type MapAttributeService = AttributeService<
   MapUnwrapMetaInfo
 >;
 
+export const savedObjectToEmbeddableAttributes = (
+  savedObject: SavedObjectCommon<MapAttributes>
+) => {
+  const { attributes } = injectReferences(savedObject);
+
+  return {
+    ...attributes,
+    references: savedObject.references,
+  };
+};
+
 let mapAttributeService: MapAttributeService | null = null;
 
 export function getMapAttributeService(): MapAttributeService {
@@ -90,12 +102,8 @@ export function getMapAttributeService(): MapAttributeService {
         throw savedObject.error;
       }
 
-      const { attributes } = injectReferences(savedObject);
       return {
-        attributes: {
+        attributes: savedObjectToEmbeddableAttributes(savedObject),
-          ...attributes,
-          references: savedObject.references,
-        },
         metaInfo: {
           sharingSavedObjectProps: {
             aliasTargetId,

x-pack/plugins/maps/public/plugin.ts

@@ -25,7 +25,11 @@ import type { HomePublicPluginSetup } from '@kbn/home-plugin/public';
 import type { VisualizationsSetup, VisualizationsStart } from '@kbn/visualizations-plugin/public';
 import type { Plugin as ExpressionsPublicPlugin } from '@kbn/expressions-plugin/public';
 import { VISUALIZE_GEO_FIELD_TRIGGER } from '@kbn/ui-actions-plugin/public';
-import type { EmbeddableSetup, EmbeddableStart } from '@kbn/embeddable-plugin/public';
+import {
+  EmbeddableSetup,
+  EmbeddableStart,
+  registerSavedObjectToPanelMethod,
+} from '@kbn/embeddable-plugin/public';
 import { CONTEXT_MENU_TRIGGER } from '@kbn/embeddable-plugin/public';
 import type { SharePluginSetup, SharePluginStart } from '@kbn/share-plugin/public';
 import type { MapsEmsPluginPublicStart } from '@kbn/maps-ems-plugin/public';
@@ -82,7 +86,9 @@ import { MapInspectorView } from './inspector/map_adapter/map_inspector_view';
 import { VectorTileInspectorView } from './inspector/vector_tile_adapter/vector_tile_inspector_view';
 
 import { setupLensChoroplethChart } from './lens';
-import { CONTENT_ID, LATEST_VERSION } from '../common/content_management';
+import { CONTENT_ID, LATEST_VERSION, MapAttributes } from '../common/content_management';
+import { savedObjectToEmbeddableAttributes } from './map_attribute_service';
+import { MapByValueInput } from './embeddable';
 
 export interface MapsPluginSetupDependencies {
   cloud?: CloudSetup;
@@ -214,6 +220,16 @@ export class MapsPlugin
       name: APP_NAME,
     });
 
+    registerSavedObjectToPanelMethod<MapAttributes, MapByValueInput>(CONTENT_ID, (savedObject) => {
+      if (!savedObject.managed) {
+        return { savedObjectId: savedObject.id };
+      }
+
+      return {
+        attributes: savedObjectToEmbeddableAttributes(savedObject),
+      };
+    });
+
     setupLensChoroplethChart(core, plugins.expressions, plugins.lens);
 
     // register wrapper around legacy tile_map and region_map visualizations

x-pack/plugins/maps/tsconfig.json

@@ -85,6 +85,7 @@
     "@kbn/code-editor",
     "@kbn/managed-content-badge",
     "@kbn/presentation-publishing",
+    "@kbn/saved-objects-finder-plugin",
     "@kbn/esql-utils",
   ],
   "exclude": [

x-pack/test/functional/apps/managed_content/managed_content.ts

@@ -16,10 +16,12 @@ export default function ({ getPageObjects, getService }: FtrProviderContext) {
     'common',
     'discover',
     'maps',
+    'dashboard',
   ]);
   const kibanaServer = getService('kibanaServer');
   const esArchiver = getService('esArchiver');
   const testSubjects = getService('testSubjects');
+  const dashboardAddPanel = getService('dashboardAddPanel');
 
   describe('Managed Content', () => {
     before(async () => {
@@ -32,6 +34,7 @@ export default function ({ getPageObjects, getService }: FtrProviderContext) {
       kibanaServer.importExport.unload('test/functional/fixtures/kbn_archiver/managed_content');
     });
 
+    describe('preventing the user from overwriting managed content', () => {
       const expectManagedContentSignifiers = async (
         expected: boolean,
         saveButtonTestSubject: string
@@ -44,7 +47,6 @@ export default function ({ getPageObjects, getService }: FtrProviderContext) {
         expect(await saveAsNewCheckbox.getAttribute('disabled')).to.be(expected ? 'true' : null);
       };
 
-    describe('preventing the user from overwriting managed content', () => {
       it('lens', async () => {
         await PageObjects.common.navigateToActualUrl(
           'lens',
@@ -64,7 +66,6 @@ export default function ({ getPageObjects, getService }: FtrProviderContext) {
 
         await expectManagedContentSignifiers(false, 'lnsApp_saveButton');
       });
-    });
 
       it('discover', async () => {
         await PageObjects.common.navigateToActualUrl(
@@ -120,4 +121,50 @@ export default function ({ getPageObjects, getService }: FtrProviderContext) {
         await expectManagedContentSignifiers(false, 'mapSaveButton');
       });
     });
+
+    describe('managed panels in dashboards', () => {
+      it('inlines panels when managed dashboard cloned', async () => {
+        await PageObjects.common.navigateToActualUrl(
+          'dashboard',
+          'view/c44c86f9-b105-4a9c-9a24-449a58a827f3'
+        );
+
+        await PageObjects.dashboard.waitForRenderComplete();
+
+        await PageObjects.dashboard.clickClone();
+
+        await PageObjects.dashboard.waitForRenderComplete();
+
+        await testSubjects.missingOrFail('embeddablePanelNotification-ACTION_LIBRARY_NOTIFICATION');
+      });
+
+      it('adds managed panels by-value', async () => {
+        await PageObjects.common.navigateToApp('dashboard');
+        await PageObjects.dashboard.gotoDashboardLandingPage();
+        await PageObjects.dashboard.clickNewDashboard();
+
+        await dashboardAddPanel.addEmbeddables([
+          { name: 'Managed lens vis', type: 'lens' },
+          { name: 'Managed legacy visualization', type: 'visualization' },
+          { name: 'Managed map', type: 'map' },
+          { name: 'Managed saved search', type: 'search' },
+        ]);
+
+        await testSubjects.missingOrFail('embeddablePanelNotification-ACTION_LIBRARY_NOTIFICATION');
+
+        await dashboardAddPanel.addEmbeddables([
+          { name: 'Unmanaged lens vis', type: 'lens' },
+          { name: 'Unmanaged legacy visualization', type: 'visualization' },
+          { name: 'Unmanaged map', type: 'map' },
+          { name: 'Unmanaged saved search', type: 'search' },
+        ]);
+
+        const byRefSignifiers = await testSubjects.findAll(
+          'embeddablePanelNotification-ACTION_LIBRARY_NOTIFICATION'
+        );
+
+        expect(byRefSignifiers.length).to.be(4);
+      });
+    });
+  });
 }