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[Fleet] Feature to support columns when exporting agents to CSV #203103

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merged 8 commits into from
Dec 10, 2024

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juliaElastic
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@juliaElastic juliaElastic commented Dec 5, 2024

Summary

Closes https://github.com/elastic/ingest-dev/issues/4325

Note: Added release_note:feature because this is the first time we are enabling the feature flag for the whole Export CSV feature.

Added modal window with column selector table when agents are exported.

There are some differences compared to the design due to technical limitations:

  • Filters applied badge not included, it's not really possible to accurately calculate the count of filters, since they are stored in a single string. We could potentially count by splitting AND/OR conditions, but it may not be accurate. Do we still want to include it?
  • We don't have display names for these mappings coming from the agent index, and currently I don't have a way to show display names on the exported file. For this reason showing the original field names on the modal too.
    • Added a Description column that transforms the field name to a more readable name, we can also hardcode the descriptions if this is not good enough.
  • After some consideration, I decided to hardcode the allowed field list to export other than querying dynamically from the agent index mappings, otherwise new sensitive field mappings would show up on the UI.
  • Caveat: searching on columns in the modal removes the already selected columns that do not match. This seems to be a default behaviour of the EuiTable, I find it a little strange, didn't see a straightforward way to change it. I can spend more time on it if needed.

To verify:

  • Select a few agents, click on Export CSV action
  • Verify that the modal window opens with the agent mappings visible, by default the columns on the UI selected
  • Select a few columns to export
  • Submit the modal
  • Wait for the report to be ready and download it
  • Verify that the exported csv includes the columns selected
image

Figma design:
image

image

Checklist

@juliaElastic juliaElastic added release_note:feature Makes this part of the condensed release notes backport:prev-minor Backport to (9.0) the previous minor version (i.e. one version back from main) labels Dec 5, 2024
@juliaElastic juliaElastic self-assigned this Dec 5, 2024
@juliaElastic juliaElastic marked this pull request as ready for review December 9, 2024 11:45
@juliaElastic juliaElastic requested a review from a team as a code owner December 9, 2024 11:45
@criamico
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criamico commented Dec 9, 2024

it's not really possible to accurately calculate the count of filters, since they are stored in a single string

I agree that it is not easy directly from the string, but if I'm not wrong we build the filter with the function getKuery. Maybe as a follow up we could search for a way to use the values provided to getKuery to dynamically get this info.

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criamico commented Dec 9, 2024

I tested locally and it worked well for me (with few agents). I wonder if it takes long when there are many agents selected?

Screenshot 2024-12-09 at 14 42 21

Caveat: searching on columns in the modal removes the already selected columns that do not match.

This is the only "strange" behavior that I would fix before merging. It's kinda unexpected for the user and it could be perceived as a bug.

The other solutions explained above are ok as a first pass and we could file follow up ticket for further improvements.

@juliaElastic
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I tested locally and it worked well for me (with few agents). I wonder if it takes long when there are many agents selected?

Thanks for the review!
I tested during the POC with 100k agent docs, and it was pretty quick, the report took 12s and completed normally: #196635 (comment)

{
field: 'field',
name: 'Description',
render: (field: string) => {
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nit: what do you think of having a translated description colocated with the field definition?

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thanks for the suggestion, updated

@botelastic botelastic bot added the Team:Fleet Team label for Observability Data Collection Fleet team label Dec 9, 2024
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Pinging @elastic/fleet (Team:Fleet)

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One small suggestion otherwise LGTM 🚀

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💛 Build succeeded, but was flaky

Failed CI Steps

Test Failures

  • [job] [logs] FTR Configs #55 / lens serverless - group 1 - subgroup 6 lens logsdb smoke testing functions support "after each" hook for "should visualize correctly ES|QL queries based on a LogsDB stream"
  • [job] [logs] FTR Configs #55 / lens serverless - group 1 - subgroup 6 lens logsdb smoke testing functions support Scenarios with changing stream type LogsDB downgraded to regular data stream scenarios LogsDB stream with no additional stream/index and no host.name field should visualize correctly ES|QL queries based on a LogsDB stream

Metrics [docs]

Module Count

Fewer modules leads to a faster build time

id before after diff
fleet 1247 1249 +2

Async chunks

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

id before after diff
fleet 1.7MB 1.7MB +7.0KB

History

cc @juliaElastic

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LGTM 🚀

@juliaElastic
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This is the only "strange" behavior that I would fix before merging. It's kinda unexpected for the user and it could be perceived as a bug.

I'll create another pr to fix the search issue.

@juliaElastic juliaElastic merged commit 6e145f9 into elastic:main Dec 10, 2024
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Starting backport for target branches: 8.x

https://github.com/elastic/kibana/actions/runs/12255562979

kibanamachine pushed a commit to kibanamachine/kibana that referenced this pull request Dec 10, 2024
…tic#203103)

## Summary

Closes elastic/ingest-dev#4325

Added modal window with column selector table when agents are exported.

There are some differences compared to the design due to technical
limitations:
- `Filters applied` badge not included, it's not really possible to
accurately calculate the count of filters, since they are stored in a
single string. We could potentially count by splitting AND/OR
conditions, but it may not be accurate. Do we still want to include it?
- We don't have display names for these mappings coming from the agent
index, and currently I don't have a way to show display names on the
exported file. For this reason showing the original field names on the
modal too.
- Added a Description column that transforms the field name to a more
readable name, we can also hardcode the descriptions if this is not good
enough.
- After some consideration, I decided to hardcode the allowed field list
to export other than querying dynamically from the agent index mappings,
otherwise new sensitive field mappings would show up on the UI.
- Caveat: searching on columns in the modal removes the already selected
columns that do not match. This seems to be a default behaviour of the
EuiTable, I find it a little strange, didn't see a straightforward way
to change it. I can spend more time on it if needed.

To verify:
- Select a few agents, click on Export CSV action
- Verify that the modal window opens with the agent mappings visible, by
default the columns on the UI selected
- Select a few columns to export
- Submit the modal
- Wait for the report to be ready and download it
- Verify that the exported csv includes the columns selected

<img width="1301" alt="image"
src="https://github.com/user-attachments/assets/71b549a7-a316-45d4-b017-f5eedec6ea7e">

Figma design:

![image](https://github.com/user-attachments/assets/bcf347a7-a68e-4f83-8f6b-37bdf43c6b54)

<img width="2138" alt="image"
src="https://github.com/user-attachments/assets/77ffc5d7-343f-4d5c-8b65-251e1cac94d4">

### Checklist

- [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)
- [ ] [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

(cherry picked from commit 6e145f9)
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💚 All backports created successfully

Status Branch Result
8.x

Note: Successful backport PRs will be merged automatically after passing CI.

Questions ?

Please refer to the Backport tool documentation

kibanamachine added a commit that referenced this pull request Dec 10, 2024
…#203103) (#203548)

# Backport

This will backport the following commits from `main` to `8.x`:
- [[Fleet] Feature to support columns when exporting agents to CSV
(#203103)](#203103)

<!--- Backport version: 9.4.3 -->

### Questions ?
Please refer to the [Backport tool
documentation](https://github.com/sqren/backport)

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Feature to support columns when exporting agents to CSV (#203103)\n\n##
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https://github.com/elastic/ingest-dev/issues/4325\r\n\r\nAdded modal
window with column selector table when agents are exported.\r\n\r\nThere
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didn't see a straightforward way\r\nto change it. I can spend more time
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BACKPORT-->

Co-authored-by: Julia Bardi <90178898+juliaElastic@users.noreply.github.com>
juliaElastic added a commit that referenced this pull request Dec 12, 2024
## Summary

Closes elastic/ingest-dev#4324

- Added tour component for Export CSV feature, it goes away on`Close
tour`
- Removed search in column selection
- Tried a few ways to fix the search not to remove the existing
selection (see in #203103), but
doesn't seem possible with EuiTable. Removed for now as there aren't
that many columns, and don't want to leave it in as is.

<img width="1772" alt="image"
src="https://github.com/user-attachments/assets/464f8247-bc2d-45d5-8fd4-96d790a40833">
 
<img width="860" alt="image"
src="https://github.com/user-attachments/assets/5d3058f0-2e52-4248-af34-0dfa1c149417">
kibanamachine pushed a commit to kibanamachine/kibana that referenced this pull request Dec 12, 2024
## Summary

Closes elastic/ingest-dev#4324

- Added tour component for Export CSV feature, it goes away on`Close
tour`
- Removed search in column selection
- Tried a few ways to fix the search not to remove the existing
selection (see in elastic#203103), but
doesn't seem possible with EuiTable. Removed for now as there aren't
that many columns, and don't want to leave it in as is.

<img width="1772" alt="image"
src="https://github.com/user-attachments/assets/464f8247-bc2d-45d5-8fd4-96d790a40833">

<img width="860" alt="image"
src="https://github.com/user-attachments/assets/5d3058f0-2e52-4248-af34-0dfa1c149417">

(cherry picked from commit 96573a4)
CAWilson94 pushed a commit to CAWilson94/kibana that referenced this pull request Dec 12, 2024
…tic#203103)

## Summary

Closes elastic/ingest-dev#4325

Added modal window with column selector table when agents are exported.

There are some differences compared to the design due to technical
limitations:
- `Filters applied` badge not included, it's not really possible to
accurately calculate the count of filters, since they are stored in a
single string. We could potentially count by splitting AND/OR
conditions, but it may not be accurate. Do we still want to include it?
- We don't have display names for these mappings coming from the agent
index, and currently I don't have a way to show display names on the
exported file. For this reason showing the original field names on the
modal too.
- Added a Description column that transforms the field name to a more
readable name, we can also hardcode the descriptions if this is not good
enough.
- After some consideration, I decided to hardcode the allowed field list
to export other than querying dynamically from the agent index mappings,
otherwise new sensitive field mappings would show up on the UI.
- Caveat: searching on columns in the modal removes the already selected
columns that do not match. This seems to be a default behaviour of the
EuiTable, I find it a little strange, didn't see a straightforward way
to change it. I can spend more time on it if needed.

To verify:
- Select a few agents, click on Export CSV action
- Verify that the modal window opens with the agent mappings visible, by
default the columns on the UI selected
- Select a few columns to export
- Submit the modal
- Wait for the report to be ready and download it
- Verify that the exported csv includes the columns selected

<img width="1301" alt="image"
src="https://github.com/user-attachments/assets/71b549a7-a316-45d4-b017-f5eedec6ea7e">


Figma design:

![image](https://github.com/user-attachments/assets/bcf347a7-a68e-4f83-8f6b-37bdf43c6b54)

<img width="2138" alt="image"
src="https://github.com/user-attachments/assets/77ffc5d7-343f-4d5c-8b65-251e1cac94d4">


### Checklist

- [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)
- [ ] [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
CAWilson94 pushed a commit to CAWilson94/kibana that referenced this pull request Dec 12, 2024
## Summary

Closes elastic/ingest-dev#4324

- Added tour component for Export CSV feature, it goes away on`Close
tour`
- Removed search in column selection
- Tried a few ways to fix the search not to remove the existing
selection (see in elastic#203103), but
doesn't seem possible with EuiTable. Removed for now as there aren't
that many columns, and don't want to leave it in as is.

<img width="1772" alt="image"
src="https://github.com/user-attachments/assets/464f8247-bc2d-45d5-8fd4-96d790a40833">
 
<img width="860" alt="image"
src="https://github.com/user-attachments/assets/5d3058f0-2e52-4248-af34-0dfa1c149417">
kibanamachine added a commit that referenced this pull request Dec 12, 2024
# Backport

This will backport the following commits from `main` to `8.x`:
- [[Fleet] added tour component, removed search
(#203741)](#203741)

<!--- Backport version: 9.4.3 -->

### Questions ?
Please refer to the [Backport tool
documentation](https://github.com/sqren/backport)

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added tour component, removed search (#203741)\n\n##
Summary\r\n\r\nCloses
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search","number":203741,"url":"https://github.com/elastic/kibana/pull/203741","mergeCommit":{"message":"[Fleet]
added tour component, removed search (#203741)\n\n##
Summary\r\n\r\nCloses
https://github.com/elastic/ingest-dev/issues/4324\r\n\r\n- Added tour
component for Export CSV feature, it goes away on`Close\r\ntour`\r\n-
Removed search in column selection\r\n- Tried a few ways to fix the
search not to remove the existing\r\nselection (see in
#203103), but\r\ndoesn't seem
possible with EuiTable. Removed for now as there aren't\r\nthat many
columns, and don't want to leave it in as is.\r\n\r\n<img width=\"1772\"
alt=\"image\"\r\nsrc=\"https://github.com/user-attachments/assets/464f8247-bc2d-45d5-8fd4-96d790a40833\">\r\n
\r\n<img width=\"860\"
alt=\"image\"\r\nsrc=\"https://github.com/user-attachments/assets/5d3058f0-2e52-4248-af34-0dfa1c149417\">","sha":"96573a40c1d9b2429dafd1f88abda3a9a9c0171a"}},"sourceBranch":"main","suggestedTargetBranches":[],"targetPullRequestStates":[{"branch":"main","label":"v9.0.0","branchLabelMappingKey":"^v9.0.0$","isSourceBranch":true,"state":"MERGED","url":"https://github.com/elastic/kibana/pull/203741","number":203741,"mergeCommit":{"message":"[Fleet]
added tour component, removed search (#203741)\n\n##
Summary\r\n\r\nCloses
https://github.com/elastic/ingest-dev/issues/4324\r\n\r\n- Added tour
component for Export CSV feature, it goes away on`Close\r\ntour`\r\n-
Removed search in column selection\r\n- Tried a few ways to fix the
search not to remove the existing\r\nselection (see in
#203103), but\r\ndoesn't seem
possible with EuiTable. Removed for now as there aren't\r\nthat many
columns, and don't want to leave it in as is.\r\n\r\n<img width=\"1772\"
alt=\"image\"\r\nsrc=\"https://github.com/user-attachments/assets/464f8247-bc2d-45d5-8fd4-96d790a40833\">\r\n
\r\n<img width=\"860\"
alt=\"image\"\r\nsrc=\"https://github.com/user-attachments/assets/5d3058f0-2e52-4248-af34-0dfa1c149417\">","sha":"96573a40c1d9b2429dafd1f88abda3a9a9c0171a"}}]}]
BACKPORT-->

Co-authored-by: Julia Bardi <90178898+juliaElastic@users.noreply.github.com>
CAWilson94 pushed a commit to CAWilson94/kibana that referenced this pull request Jan 13, 2025
## Summary

Closes elastic/ingest-dev#4324

- Added tour component for Export CSV feature, it goes away on`Close
tour`
- Removed search in column selection
- Tried a few ways to fix the search not to remove the existing
selection (see in elastic#203103), but
doesn't seem possible with EuiTable. Removed for now as there aren't
that many columns, and don't want to leave it in as is.

<img width="1772" alt="image"
src="https://github.com/user-attachments/assets/464f8247-bc2d-45d5-8fd4-96d790a40833">
 
<img width="860" alt="image"
src="https://github.com/user-attachments/assets/5d3058f0-2e52-4248-af34-0dfa1c149417">
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