… Assistant] Replace Task Manager usage with Lock Manager (#216916) | update knowledge base installation flow (#214133) | [Obs AI Assistant] Specify embedding model during onboarding for the Knowledge Base (#218448) (#220041)
# Backport
This will backport the following commits from `main` to `8.19`:
- [[Obs AI Assistant] Minor cleanup api tests
(#215181)](#215181)
- [[Obs AI Assistant] Replace Task Manager usage with Lock Manager
(#216916)](#216916)
- [update knowledge base installation flow
(#214133)](#214133)
- [[Obs AI Assistant] Specify embedding model during onboarding for the
Knowledge Base (#218448)](#218448)
<!--- Backport version: 9.6.6 -->
### Questions ?
Please refer to the [Backport tool
documentation](https://github.com/sorenlouv/backport)
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[LockManager\nutility](#216397)
that ensures\nstrict mutual exclusion when running operations such as
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[LockManager\nutility](#216397)
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(#216916)\n\nThis PR replaces usage of the Kibana Task Manager with the
[LockManager\nutility](#216397)
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Lidueña","email":"arturo.liduena@elastic.co"},"sourceCommit":{"committedDate":"2025-04-09T09:38:41Z","message":"update
knowledge base installation flow (#214133)\n\n## Summary\nCloses
[#209791](https://github.com/elastic/kibana/issues/209791)\nCloses
[#204378](https://github.com/elastic/kibana/issues/204378)\n### Improve
Knowledge Base Installation and Inference Endpoint\nManagement\n\n####
Enhancements \n- The **\"Install Knowledge Base\"** button is only shown
when there is no\ninference endpoint. If the inference endpoint creation
fails, an error\nnotification is displayed.\n- When an inference
endpoint **exists and is ready**, no buttons or\nmessages are shown.\n-
If the installation was in progress and **succeeded**, a
success\nmessage is displayed.\n- If an inference endpoint is present,
users can **inspect the state of\nthe model deployment** to diagnose
issues.\n- When an inference endpoint exists but has an **error**, users
can\nretry the installation.\n\n#### Inspection & Troubleshooting
\nUsers can inspect the inference endpoint's deployment status,
including:\n- **Model is deploying** \n- **No ML node available** \n-
**Insufficient memory available**
\n\n\nhttps://github.com/user-attachments/assets/03a91120-173c-4dc9-b6f2-59a8c8c8defb\n\n###
Suggested Improvements \n- Display **autoscaling information** for
better resource insights. \n- Show **ML node details** to help users
understand the infrastructure.\n- Allow users to **install, deploy, and
stop the model** directly from\nthe inspection popup.\n\nThese changes
enhance visibility, troubleshooting, and control over\ninference
endpoint deployment. 🚀\n\n\n### Checklist\n\nCheck the PR satisfies
following conditions. \n\nReviewers should verify this PR satisfies this
list as well.\n\n- [ ] Any text added follows [EUI's
writing\nguidelines](https://elastic.github.io/eui/#/guidelines/writing),
uses\nsentence case text and includes
[i18n\nsupport](https://github.com/elastic/kibana/blob/main/src/platform/packages/shared/kbn-i18n/README.md)\n-
[
]\n[Documentation](https://www.elastic.co/guide/en/kibana/master/development-documentation.html)\nwas
added for features that require explanation or tutorials\n- [ ] [Unit or
functional\ntests](https://www.elastic.co/guide/en/kibana/master/development-tests.html)\nwere
updated or added to match the most common scenarios\n- [ ] If a plugin
configuration key changed, check if it needs to be\nallowlisted in the
cloud and added to the
[docker\nlist](https://github.com/elastic/kibana/blob/main/src/dev/build/tasks/os_packages/docker_generator/resources/base/bin/kibana-docker)\n-
[ ] This was checked for breaking HTTP API changes, and any
breaking\nchanges have been approved by the breaking-change committee.
The\n`release_note:breaking` label should be applied in these
situations.\n- [ ] [Flaky
Test\nRunner](https://ci-stats.kibana.dev/trigger_flaky_test_runner/1)
was\nused on any tests changed\n- [ ] The PR description includes the
appropriate Release Notes section,\nand the correct `release_note:*`
label is applied per
the\n[guidelines](https://www.elastic.co/guide/en/kibana/master/contributing.html#kibana-release-notes-process)\n\n###
Identify risks\n\nDoes this PR introduce any risks? For example,
consider risks like hard\nto test bugs, performance regression,
potential of data loss.\n\nDescribe the risk, its severity, and
mitigation for each identified\nrisk. Invite stakeholders and evaluate
how to proceed before merging.\n\n- [ ] [See some
risk\nexamples](https://github.com/elastic/kibana/blob/main/RISK_MATRIX.mdx)\n-
[ ]
...","sha":"4109420186d586f91fd999cea0087bb8e06bfc59","branchLabelMapping":{"^v9.1.0$":"main","^v8.19.0$":"8.x","^v(\\d+).(\\d+).\\d+$":"$1.$2"}},"sourcePullRequest":{"labels":["release_note:fix","backport
missing","Team:Obs AI
Assistant","backport:version","v9.1.0","v8.19.0"],"title":"update
knowledge base installation
flow","number":214133,"url":"https://github.com/elastic/kibana/pull/214133","mergeCommit":{"message":"update
knowledge base installation flow (#214133)\n\n## Summary\nCloses
[#209791](https://github.com/elastic/kibana/issues/209791)\nCloses
[#204378](https://github.com/elastic/kibana/issues/204378)\n### Improve
Knowledge Base Installation and Inference Endpoint\nManagement\n\n####
Enhancements \n- The **\"Install Knowledge Base\"** button is only shown
when there is no\ninference endpoint. If the inference endpoint creation
fails, an error\nnotification is displayed.\n- When an inference
endpoint **exists and is ready**, no buttons or\nmessages are shown.\n-
If the installation was in progress and **succeeded**, a
success\nmessage is displayed.\n- If an inference endpoint is present,
users can **inspect the state of\nthe model deployment** to diagnose
issues.\n- When an inference endpoint exists but has an **error**, users
can\nretry the installation.\n\n#### Inspection & Troubleshooting
\nUsers can inspect the inference endpoint's deployment status,
including:\n- **Model is deploying** \n- **No ML node available** \n-
**Insufficient memory available**
\n\n\nhttps://github.com/user-attachments/assets/03a91120-173c-4dc9-b6f2-59a8c8c8defb\n\n###
Suggested Improvements \n- Display **autoscaling information** for
better resource insights. \n- Show **ML node details** to help users
understand the infrastructure.\n- Allow users to **install, deploy, and
stop the model** directly from\nthe inspection popup.\n\nThese changes
enhance visibility, troubleshooting, and control over\ninference
endpoint deployment. 🚀\n\n\n### Checklist\n\nCheck the PR satisfies
following conditions. \n\nReviewers should verify this PR satisfies this
list as well.\n\n- [ ] Any text added follows [EUI's
writing\nguidelines](https://elastic.github.io/eui/#/guidelines/writing),
uses\nsentence case text and includes
[i18n\nsupport](https://github.com/elastic/kibana/blob/main/src/platform/packages/shared/kbn-i18n/README.md)\n-
[
]\n[Documentation](https://www.elastic.co/guide/en/kibana/master/development-documentation.html)\nwas
added for features that require explanation or tutorials\n- [ ] [Unit or
functional\ntests](https://www.elastic.co/guide/en/kibana/master/development-tests.html)\nwere
updated or added to match the most common scenarios\n- [ ] If a plugin
configuration key changed, check if it needs to be\nallowlisted in the
cloud and added to the
[docker\nlist](https://github.com/elastic/kibana/blob/main/src/dev/build/tasks/os_packages/docker_generator/resources/base/bin/kibana-docker)\n-
[ ] This was checked for breaking HTTP API changes, and any
breaking\nchanges have been approved by the breaking-change committee.
The\n`release_note:breaking` label should be applied in these
situations.\n- [ ] [Flaky
Test\nRunner](https://ci-stats.kibana.dev/trigger_flaky_test_runner/1)
was\nused on any tests changed\n- [ ] The PR description includes the
appropriate Release Notes section,\nand the correct `release_note:*`
label is applied per
the\n[guidelines](https://www.elastic.co/guide/en/kibana/master/contributing.html#kibana-release-notes-process)\n\n###
Identify risks\n\nDoes this PR introduce any risks? For example,
consider risks like hard\nto test bugs, performance regression,
potential of data loss.\n\nDescribe the risk, its severity, and
mitigation for each identified\nrisk. Invite stakeholders and evaluate
how to proceed before merging.\n\n- [ ] [See some
risk\nexamples](https://github.com/elastic/kibana/blob/main/RISK_MATRIX.mdx)\n-
[ ]
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knowledge base installation flow (#214133)\n\n## Summary\nCloses
[#209791](https://github.com/elastic/kibana/issues/209791)\nCloses
[#204378](https://github.com/elastic/kibana/issues/204378)\n### Improve
Knowledge Base Installation and Inference Endpoint\nManagement\n\n####
Enhancements \n- The **\"Install Knowledge Base\"** button is only shown
when there is no\ninference endpoint. If the inference endpoint creation
fails, an error\nnotification is displayed.\n- When an inference
endpoint **exists and is ready**, no buttons or\nmessages are shown.\n-
If the installation was in progress and **succeeded**, a
success\nmessage is displayed.\n- If an inference endpoint is present,
users can **inspect the state of\nthe model deployment** to diagnose
issues.\n- When an inference endpoint exists but has an **error**, users
can\nretry the installation.\n\n#### Inspection & Troubleshooting
\nUsers can inspect the inference endpoint's deployment status,
including:\n- **Model is deploying** \n- **No ML node available** \n-
**Insufficient memory available**
\n\n\nhttps://github.com/user-attachments/assets/03a91120-173c-4dc9-b6f2-59a8c8c8defb\n\n###
Suggested Improvements \n- Display **autoscaling information** for
better resource insights. \n- Show **ML node details** to help users
understand the infrastructure.\n- Allow users to **install, deploy, and
stop the model** directly from\nthe inspection popup.\n\nThese changes
enhance visibility, troubleshooting, and control over\ninference
endpoint deployment. 🚀\n\n\n### Checklist\n\nCheck the PR satisfies
following conditions. \n\nReviewers should verify this PR satisfies this
list as well.\n\n- [ ] Any text added follows [EUI's
writing\nguidelines](https://elastic.github.io/eui/#/guidelines/writing),
uses\nsentence case text and includes
[i18n\nsupport](https://github.com/elastic/kibana/blob/main/src/platform/packages/shared/kbn-i18n/README.md)\n-
[
]\n[Documentation](https://www.elastic.co/guide/en/kibana/master/development-documentation.html)\nwas
added for features that require explanation or tutorials\n- [ ] [Unit or
functional\ntests](https://www.elastic.co/guide/en/kibana/master/development-tests.html)\nwere
updated or added to match the most common scenarios\n- [ ] If a plugin
configuration key changed, check if it needs to be\nallowlisted in the
cloud and added to the
[docker\nlist](https://github.com/elastic/kibana/blob/main/src/dev/build/tasks/os_packages/docker_generator/resources/base/bin/kibana-docker)\n-
[ ] This was checked for breaking HTTP API changes, and any
breaking\nchanges have been approved by the breaking-change committee.
The\n`release_note:breaking` label should be applied in these
situations.\n- [ ] [Flaky
Test\nRunner](https://ci-stats.kibana.dev/trigger_flaky_test_runner/1)
was\nused on any tests changed\n- [ ] The PR description includes the
appropriate Release Notes section,\nand the correct `release_note:*`
label is applied per
the\n[guidelines](https://www.elastic.co/guide/en/kibana/master/contributing.html#kibana-release-notes-process)\n\n###
Identify risks\n\nDoes this PR introduce any risks? For example,
consider risks like hard\nto test bugs, performance regression,
potential of data loss.\n\nDescribe the risk, its severity, and
mitigation for each identified\nrisk. Invite stakeholders and evaluate
how to proceed before merging.\n\n- [ ] [See some
risk\nexamples](https://github.com/elastic/kibana/blob/main/RISK_MATRIX.mdx)\n-
[ ]
...","sha":"4109420186d586f91fd999cea0087bb8e06bfc59"}},{"branch":"8.x","label":"v8.19.0","branchLabelMappingKey":"^v8.19.0$","isSourceBranch":false,"state":"NOT_CREATED"}]},{"author":{"name":"Viduni
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AI Assistant] Specify embedding model during onboarding for the
Knowledge Base (#218448)\n\nCloses
https://github.com/elastic/obs-ai-assistant-team/issues/230\nCloses
https://github.com/elastic/obs-ai-assistant-team/issues/232\n\nRelated
to https://github.com/elastic/kibana/pull/215591\n\n## Summary\n\nThis
PR implements the changes related to the first phase of
supporing\nmultilingual Knowledge Base. The users have the ability to
pick the\n`e5-small` model for the Knowledge Base, if they want support
for\nlanguages other than English.\n\n<img width=\"610\"
alt=\"image\"\nsrc=\"https://github.com/user-attachments/assets/4c815aa4-aa97-4845-98c5-e079dd92f23a\"\n/>\n\n<img
width=\"1281\"
alt=\"image\"\nsrc=\"https://github.com/user-attachments/assets/7c1bcd82-5464-497f-a053-7fe271da1cdd\"\n/>\n\n<img
width=\"1280\"
alt=\"image\"\nsrc=\"https://github.com/user-attachments/assets/bc084e90-c291-44ea-8560-e033729bfcca\"\n/>\n\nWhen
the KB model is not allocated due to nodes scaling
down:\n\n\n\n\n\n###
Checklist\n\n- [x] Any text added follows [EUI's
writing\nguidelines](https://elastic.github.io/eui/#/guidelines/writing),
uses\nsentence case text and includes
[i18n\nsupport](https://github.com/elastic/kibana/blob/main/src/platform/packages/shared/kbn-i18n/README.md)\n-
[x] [Unit or
functional\ntests](https://www.elastic.co/guide/en/kibana/master/development-tests.html)\nwere
updated or added to match the most common scenarios\n- [ ] [Flaky
Test\nRunner](https://ci-stats.kibana.dev/trigger_flaky_test_runner/1)
was\nused on any tests changed\n- [x] The PR description includes the
appropriate Release Notes section,\nand the correct `release_note:*`
label is applied per
the\n[guidelines](https://www.elastic.co/guide/en/kibana/master/contributing.html#kibana-release-notes-process)\n\n\n##
Upgrade testing steps\n\n### 9.0 - 9.1 (main)\n\nCheckout `9.0` branch
and start Kibana and ES. ES must be started with\n`path.data` to persist
data:\n\n```\nyarn es snapshot --license trial --E
path.data=/Users/sorenlouv/elastic/es_data/upgrade_test_9.0\n```\n\n---------\n\nCo-authored-by:
Søren Louv-Jansen <soren.louv@elastic.co>\nCo-authored-by: kibanamachine
<42973632+kibanamachine@users.noreply.github.com>\nCo-authored-by: Søren
Louv-Jansen
<sorenlouv@gmail.com>","sha":"dc019f85e19de28c1e2573108c47caa0080247c8","branchLabelMapping":{"^v9.1.0$":"main","^v(\\d+).(\\d+).\\d+$":"$1.$2"}},"sourcePullRequest":{"labels":["release_note:feature","Team:Obs
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Knowledge
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AI Assistant] Specify embedding model during onboarding for the
Knowledge Base (#218448)\n\nCloses
https://github.com/elastic/obs-ai-assistant-team/issues/230\nCloses
https://github.com/elastic/obs-ai-assistant-team/issues/232\n\nRelated
to https://github.com/elastic/kibana/pull/215591\n\n## Summary\n\nThis
PR implements the changes related to the first phase of
supporing\nmultilingual Knowledge Base. The users have the ability to
pick the\n`e5-small` model for the Knowledge Base, if they want support
for\nlanguages other than English.\n\n<img width=\"610\"
alt=\"image\"\nsrc=\"https://github.com/user-attachments/assets/4c815aa4-aa97-4845-98c5-e079dd92f23a\"\n/>\n\n<img
width=\"1281\"
alt=\"image\"\nsrc=\"https://github.com/user-attachments/assets/7c1bcd82-5464-497f-a053-7fe271da1cdd\"\n/>\n\n<img
width=\"1280\"
alt=\"image\"\nsrc=\"https://github.com/user-attachments/assets/bc084e90-c291-44ea-8560-e033729bfcca\"\n/>\n\nWhen
the KB model is not allocated due to nodes scaling
down:\n\n\n\n\n\n###
Checklist\n\n- [x] Any text added follows [EUI's
writing\nguidelines](https://elastic.github.io/eui/#/guidelines/writing),
uses\nsentence case text and includes
[i18n\nsupport](https://github.com/elastic/kibana/blob/main/src/platform/packages/shared/kbn-i18n/README.md)\n-
[x] [Unit or
functional\ntests](https://www.elastic.co/guide/en/kibana/master/development-tests.html)\nwere
updated or added to match the most common scenarios\n- [ ] [Flaky
Test\nRunner](https://ci-stats.kibana.dev/trigger_flaky_test_runner/1)
was\nused on any tests changed\n- [x] The PR description includes the
appropriate Release Notes section,\nand the correct `release_note:*`
label is applied per
the\n[guidelines](https://www.elastic.co/guide/en/kibana/master/contributing.html#kibana-release-notes-process)\n\n\n##
Upgrade testing steps\n\n### 9.0 - 9.1 (main)\n\nCheckout `9.0` branch
and start Kibana and ES. ES must be started with\n`path.data` to persist
data:\n\n```\nyarn es snapshot --license trial --E
path.data=/Users/sorenlouv/elastic/es_data/upgrade_test_9.0\n```\n\n---------\n\nCo-authored-by:
Søren Louv-Jansen <soren.louv@elastic.co>\nCo-authored-by: kibanamachine
<42973632+kibanamachine@users.noreply.github.com>\nCo-authored-by: Søren
Louv-Jansen
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AI Assistant] Specify embedding model during onboarding for the
Knowledge Base (#218448)\n\nCloses
https://github.com/elastic/obs-ai-assistant-team/issues/230\nCloses
https://github.com/elastic/obs-ai-assistant-team/issues/232\n\nRelated
to https://github.com/elastic/kibana/pull/215591\n\n## Summary\n\nThis
PR implements the changes related to the first phase of
supporing\nmultilingual Knowledge Base. The users have the ability to
pick the\n`e5-small` model for the Knowledge Base, if they want support
for\nlanguages other than English.\n\n<img width=\"610\"
alt=\"image\"\nsrc=\"https://github.com/user-attachments/assets/4c815aa4-aa97-4845-98c5-e079dd92f23a\"\n/>\n\n<img
width=\"1281\"
alt=\"image\"\nsrc=\"https://github.com/user-attachments/assets/7c1bcd82-5464-497f-a053-7fe271da1cdd\"\n/>\n\n<img
width=\"1280\"
alt=\"image\"\nsrc=\"https://github.com/user-attachments/assets/bc084e90-c291-44ea-8560-e033729bfcca\"\n/>\n\nWhen
the KB model is not allocated due to nodes scaling
down:\n\n\n\n\n\n###
Checklist\n\n- [x] Any text added follows [EUI's
writing\nguidelines](https://elastic.github.io/eui/#/guidelines/writing),
uses\nsentence case text and includes
[i18n\nsupport](https://github.com/elastic/kibana/blob/main/src/platform/packages/shared/kbn-i18n/README.md)\n-
[x] [Unit or
functional\ntests](https://www.elastic.co/guide/en/kibana/master/development-tests.html)\nwere
updated or added to match the most common scenarios\n- [ ] [Flaky
Test\nRunner](https://ci-stats.kibana.dev/trigger_flaky_test_runner/1)
was\nused on any tests changed\n- [x] The PR description includes the
appropriate Release Notes section,\nand the correct `release_note:*`
label is applied per
the\n[guidelines](https://www.elastic.co/guide/en/kibana/master/contributing.html#kibana-release-notes-process)\n\n\n##
Upgrade testing steps\n\n### 9.0 - 9.1 (main)\n\nCheckout `9.0` branch
and start Kibana and ES. ES must be started with\n`path.data` to persist
data:\n\n```\nyarn es snapshot --license trial --E
path.data=/Users/sorenlouv/elastic/es_data/upgrade_test_9.0\n```\n\n---------\n\nCo-authored-by:
Søren Louv-Jansen <soren.louv@elastic.co>\nCo-authored-by: kibanamachine
<42973632+kibanamachine@users.noreply.github.com>\nCo-authored-by: Søren
Louv-Jansen
<sorenlouv@gmail.com>","sha":"dc019f85e19de28c1e2573108c47caa0080247c8"}},{"branch":"8.19","label":"v8.19.0","branchLabelMappingKey":"^v(\\d+).(\\d+).\\d+$","isSourceBranch":false,"state":"NOT_CREATED"}]}]
BACKPORT-->
---------
Co-authored-by: Arturo Lidueña <arturo.liduena@elastic.co>
Co-authored-by: Viduni Wickramarachchi <viduni.wickramarachchi@elastic.co>
Co-authored-by: kibanamachine <42973632+kibanamachine@users.noreply.github.com>
Closes https://github.com/elastic/obs-ai-assistant-team/issues/230
Closes https://github.com/elastic/obs-ai-assistant-team/issues/232
Related to #215591
Summary
This PR implements the changes related to the first phase of supporing multilingual Knowledge Base. The users have the ability to pick the
e5-smallmodel for the Knowledge Base, if they want support for languages other than English.When the KB model is not allocated due to nodes scaling down:
Checklist
release_note:*label is applied per the guidelinesUpgrade testing steps
9.0 - 9.1 (main)
Checkout
9.0branch and start Kibana and ES. ES must be started withpath.datato persist data:Flaky test runner: https://buildkite.com/elastic/kibana-flaky-test-suite-runner/builds/8237